ZWS at a glance
Zurn Elkay Water Solutions Corp (ZWS, SEC CIK 1439288) filed its latest 10-K annual report on February 9, 2026, a 10-Q quarterly report on July 28, 2026, an 8-K current report on July 28, 2026 and Form 4 insider filings as recently as August 21, 2026. SignalX summarizes each filing with AI and tracks the company's insider trades and institutional holders.
- For the fiscal year ended December 31, 2025 (FY2025), Zurn Elkay Water Solutions Corp (ZWS) reported revenue of $1.7 billion (up 8.3% from FY2024) and net income of $198.0 million. Diluted EPS was $1.15.
- As of June 30, 2026, 34 institutional investment managers tracked by SignalX reported holding Zurn Elkay Water Solutions Corp (ZWS) shares worth $3.9 billion in 13F-HR filings.
- The most recent insider open-market purchase reported on Form 4 was by Butler Jacques Donavon on August 19, 2026 of 2,016 shares at $49.60 per share.
- In the last 90 days, ZWS insiders reported 1 open-market purchase ($100K) and 1 open-market sale ($1.3M) on Form 4, a net sale of $1.2M.
Source: SEC EDGAR (XBRL financial data, 13F-HR and Form 4 filings).
- Revenue · FY2025
- $1.7B
- +8.3% vs prior year
- Insiders · 90 days
- 1 buy · 1 sell
- Net −$1.2M
- 13F holders
- 34 funds
- $3.9B · +0 vs prior quarter
- Latest 8-K
- Jul 28, 2026
- Item 2.02
AI 10-K Annual Report Analysis
Latest 10-K, fiscal year ended Dec 31, 2025
Business Overview
- Core pure-play water management business focusing on specification-driven products for institutional, commercial, waterworks, and residential construction markets
- Introduction of Pro Filtration™ in 2025: advanced bottle filling station with 10,000 gallon filtration capacity and filter replacement under 30 seconds
- Continued strategic emphasis on growth via acquisitions and ZEBS operating philosophy focusing on continuous improvement and customer satisfaction
- Employee count ~2,600 with 160 unionized; safety improved with 43% reduction in TRIR and LTIR vs 2022 combined Zurn Elkay rate
- Noteworthy: Completion of 2022 Elkay merger transforming company into broad portfolio water solutions provider, traded as ZWS on NYSE
Risk Factors
- No geopolitical or macroeconomic threat with concrete exposure detailed
- No operational or supply chain vulnerability specific to Zurn Elkay Water Solutions Corp identified
- No competitive or market disruption risk with named competitor or technology described
- No financial or structural risk such as leverage, concentration, or key-person dependency specifically reported
Management Discussion & Analysis
- Revenue $1,695.9M in 2025, up 8.3% YoY from $1,566.5M in 2024, with core sales growing 8% across all categories
- Operating income $278.9M (16.4% margin) in 2025 vs $244.6M (15.6% margin) in 2024, operating margin up 80 bps
- Best segment: not segmented in MDA; restructuring charges $9.6M in 2025 vs $13.5M in 2024; worst impact from restructuring and inventory LIFO adjustments
- Net income $198.0M ($1.15/diluted share) in 2025 vs $160.2M ($0.92/share) in 2024; net income from continuing operations $192.4M in 2025
- Cash flow/capital: pension plan terminated with $4.3M annuity purchase; no explicit buyback/dividend/capex details provided
- Forward outlook: ongoing restructuring expected; monitoring tax law changes including OECD global minimum tax and UBBBA bill; risks in pension termination and inventory costs
AI summary of the ZWS 10-K filed . Generated from the filing text; verify against the original.View on SEC EDGARHow to read a 10-K
AI 10-Q Quarterly Report Analysis
Latest 10-Q, quarter ended Jun 30, 2026
Management Discussion & Analysis
- Q2 revenue $491.0M vs $444.5M, up 10.5% YoY
- Operating margin 31.0% vs 17.5%; excluding $47.6M tariff refund, margin increased 380 basis points
- All product categories grew 10% core sales; no segment-level ranking disclosed
- Cash $365.0M vs $300.5M at December 31, 2025; operating cash flow $208.4M vs $153.5M
- Intellihot acquired for approximately $108.5M; tariff recovery uncertainty remains, with additional refunds not recorded
AI summary of the ZWS 10-Q filed . Generated from the filing text; verify against the original.View on SEC EDGAR10-K vs 10-Q vs 8-K
AI 8-K Current Report Analysis
The most recent material events, by 8-K item
Item 2.02: Results of Operations and Financial Condition
- Filing provides only the signature page for Zurn Elkay Water Solutions Corporation
- Signed July 28, 2026 by Daniel J. Klun, Chief Financial Officer
Item EX-99.1: Item EX-99.1
- Q2 net sales $491M, up 10% with 10% core growth across all product categories
- Adjusted EBITDA $136M, margin 27.7% versus 26.5%, despite excluding the $47.6M tariff refund
Item 2.02: Results of Operations and Financial Condition
- Filing contains only signature certification, not the Item 2.02 earnings disclosure
- Signed July 20, 2026 by Jeffrey J. LaValle, Vice President, General Counsel and Secretary
Item 8.01: Other Events
- Definitive agreement to acquire Intellihot, a tankless water heater provider
- Intellihot serves healthcare, education, hospitality and commercial end markets
Item EX-99.1: Item EX-99.1
- Acquisition of Intellihot expands Zurn Elkay into high-efficiency commercial and institutional water heating
- Intellihot’s expected 2026 net sales of approximately $37 million add an adjacent growth platform
Item 2.02: Results of Operations and Financial Condition
- Filing contains only the signature block for Zurn Elkay Water Solutions Corporation
- No fiscal 2026 results or operating metrics included in the provided text
Item 5.02: Departure/Appointment of Directors or Principal Officers
- CFO David J. Pauli promoted to COO, effective May 27, 2026, expanding oversight to operations, supply chain, and information technology
- Daniel J. Klun promoted to CFO, assuming financial planning, treasury, reporting, tax, audit, and investor relations responsibilities
AI summaries of ZWS 8-K current reports filed with the SEC. What 8-K item codes mean
SignalX for ZWS
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Recent Insider Transactions (Form 4)
Latest reported trades by officers, directors and 10% owners
| Insider | Type | Date | Shares | Price |
|---|---|---|---|---|
| Butler Jacques Donavon | Buy | Aug 19, 2026 | 2,016 | $49.60 |
| PETERSON MARK W | Sell | Aug 4, 2026 | 25,000 | $53.02 |
| Troy Peggy | A | Jul 15, 2026 | 604 | $47.63 |
| Schooler Rosemary | A | Jul 15, 2026 | 525 | $47.63 |
| MOORE GEORGE C | A | Jul 15, 2026 | 657 | $47.63 |
| Longren David C. | A | Jul 15, 2026 | 604 | $47.63 |
| CHRISTOPOUL THOMAS | A | Jul 15, 2026 | 630 | $47.63 |
| Klun Daniel J | A | May 28, 2026 | 2,276 | - |
Financial SummaryXBRL
| Metric | FY2023 | FY2024 | FY2025 |
|---|---|---|---|
| Profitability | |||
| Revenue | - | $1.6B | $1.7B |
| Gross Profit | $648.1M | $707.0M | $764.8M |
| Operating Income | - | $244.6M | $278.9M |
| Net Income | $112.7M | $160.2M | $198.0M |
| Gross Margin | - | 45.1% | 45.1% |
| Op. Margin | - | 15.6% | 16.4% |
| Net Margin | - | 10.2% | 11.7% |
| Balance Sheet | |||
| Total Assets | $2.7B | $2.6B | $2.7B |
| Equity | - | $1.6B | $1.6B |
| ROE | - | 10.1% | 12.3% |
| Per Share | |||
| EPS | $0.64 | $0.92 | $1.15 |
| Cash Flow | |||
| Operating CF | - | $293.5M | $346.5M |
Source: XBRL data in Zurn Elkay Water Solutions Corp (ZWS)'s 10-K filings on SEC EDGAR, in USD. Compare across companies →
13F Fund Holdings: Quarterly Trend
Latest: Q2 2026Aggregate ZWS share value held by 13F filers tracked by SignalX, by quarter.
Quarterly totals table
| Quarter | Funds | Total value |
|---|---|---|
| Q2 2026 | 34 | $3.90B |
| Q1 2026 | 34 | $3.45B |
| Q4 2025 | 28 | $3.58B |
| Q3 2025 | 27 | $3.78B |
| Q2 2025 | 27 | $2.80B |
| Q1 2025 | 27 | $1.74B |
| Q4 2024 | 22 | $1.54B |
| Q3 2024 | 18 | $807.1M |
- BlackRock+540.1K (+2%)
- FMR LLC (Fidelity)+398.2K (+59%)
- Morgan Stanley+378.6K (+21%)
- State Street Corp+350.6K (+6%)
- JPMorgan Chase & Co+273.7K (+30%)
- Goldman Sachs Group−925.2K (-49%)
- Millennium Management−487.0K (-90%)
- Raymond James Financial−197.6K (-13%)
- T. Rowe Price Group−159.8K (-5%)
- Ameriprise Financial−117.1K (-9%)
- Mangrove Partners−5.3K
Source: 13F-HR filings on SEC EDGAR (aggregated from 217 fund-quarter rows). Reflects only 13F filers tracked by SignalX, not the full institutional ownership universe. How 13F filings work
ZWS filing archive
AI analysis pages for each 10-K, 10-Q and 8-K
10-K annual reports
10-Q quarterly reports
Latest 2026 SEC Filings: 10-K, 10-Q, 8-K & Form 4
| Form | Filing date | Period | Analysis | SEC |
|---|---|---|---|---|
| 4 | Aug 21, 2026 | - | - | - |
| 4 | Aug 6, 2026 | - | - | - |
| 8-K | Jul 28, 2026 | - | Analysis | - |
| 10-Q | Jul 28, 2026 | Jun 30, 2026 | Analysis | |
| 8-K | Jul 20, 2026 | - | Analysis | - |
| 4 | Jul 17, 2026 | - | - | - |
| 4 | Jul 17, 2026 | - | - | - |
| 4 | Jul 17, 2026 | - | - | - |
| 4 | Jul 17, 2026 | - | - | - |
| 4 | Jul 17, 2026 | - | - | - |
| 4 | Jun 2, 2026 | - | - | |
| 8-K | May 27, 2026 | - | Analysis | |
| 8-K | May 1, 2026 | - | Analysis | - |
| SC 13G | Apr 29, 2026 | - | - | |
| 8-K | Apr 21, 2026 | - | Analysis | - |
| 10-Q | Apr 21, 2026 | Mar 31, 2026 | Analysis | |
| 4 | Apr 17, 2026 | - | - | - |
| 4 | Apr 17, 2026 | - | - | - |
| 4 | Apr 17, 2026 | - | - | - |
| 4 | Apr 17, 2026 | - | - | - |
| 4 | Apr 17, 2026 | - | - | - |
| 8-K | Feb 20, 2026 | - | - | |
| 4 | Feb 19, 2026 | - | - | |
| 4 | Feb 19, 2026 | - | - | |
| 4 | Feb 19, 2026 | - | - |
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ZWS SEC filings: frequently asked questions
Are ZWS insiders buying or selling?
In the last 90 days, Zurn Elkay Water Solutions Corp (ZWS) officers, directors and 10% owners reported 1 open-market purchase worth $99,994 by 1 insider and 1 open-market sale worth $1.3 million by 1 insider on Form 4, a net sale of $1.2 million. Many insider sales are pre-planned or for taxes, so purchases usually carry more information.
Which institutions hold ZWS stock?
As of June 30, 2026, the largest Zurn Elkay Water Solutions Corp (ZWS) holders among the 13F filers tracked by SignalX were BlackRock ($1.2 billion), Vanguard Portfolio Management LLC ($454.2 million), Vanguard Capital Management LLC ($354.4 million), State Street Corp ($302.5 million), Bank of America Corp ($278.2 million). 13F-HR reports are filed up to 45 days after each quarter ends.
What was ZWS's revenue in fiscal year 2025?
For the fiscal year ended December 31, 2025 (FY2025), Zurn Elkay Water Solutions Corp (ZWS) reported revenue of $1.7 billion (up 8.3% from FY2024) and net income of $198.0 million. Diluted EPS was $1.15. The figures come from the XBRL data in the 10-K.
What are the main risks in ZWS's latest 10-K?
In the 10-K filed February 9, 2026, Zurn Elkay Water Solutions Corp (ZWS) flagged: No geopolitical or macroeconomic threat with concrete exposure detailed. No operational or supply chain vulnerability specific to Zurn Elkay Water Solutions Corp identified. (AI summary of the Risk Factors section.)
What did ZWS report in its latest 8-K?
Zurn Elkay Water Solutions Corp (ZWS) filed an 8-K on July 28, 2026 reporting Item 2.02 (Results of Operations and Financial Condition). Filing provides only the signature page for Zurn Elkay Water Solutions Corporation.
What are the latest ZWS SEC filings?
Zurn Elkay Water Solutions Corp (ZWS) filed its latest 10-K annual report on February 9, 2026, a 10-Q quarterly report on July 28, 2026, an 8-K current report on July 28, 2026 and a Form 4 insider filing on August 21, 2026.
What is ZWS's SEC CIK number?
Zurn Elkay Water Solutions Corp (ZWS)'s SEC Central Index Key (CIK) is 1439288. EDGAR lists every ZWS filing under that number.
Ask anything about ZWS
The research agent reads ZWS's filings, financials, insider trades and 13F holders, then answers with sources.