Franklin Electric Co Inc stock: filings, catalysts and timeline
Sign in to follow
FundamentalsWhat is this?HideBalanced
How the business is doing on its own reported US-GAAP numbers — growth, margins, cash generation, balance-sheet strength, capital efficiency and dilution — compared with sector peers.
Source: SEC XBRL financial statements.
ValueWhat is this?HideBalanced
How the shares are priced against sector peers, against the company's own recent history, and against a simple cash-flow estimate, using the filing numbers and the current price. AIR shows this as a band, never as a target price.
Source: SEC XBRL financial statements and end-of-day prices.
News flowWhat is this?HideBalanced
What the company has documented recently: material 8-K events (contracts, deals, results, leadership changes) and FDA approvals, weighted by recency and type. A language model's reading of each 8-K helps classify whether it is positive or negative. Filings, not press or social media.
Source: SEC EDGAR 8-K filings and FDA approvals.
MomentumWhat is this?HideBalanced
The longer-term market read: the trend in end-of-day prices, strength against the market and the sector, and trading volume over roughly the past three to twelve months. It is shown, never used to rank the Shortlist.
Source: End-of-day prices.
SafetyWhat is this?HideStrong
The risk side: leverage, liquidity, cash runway, dilution, revenue and margin swings, company size and pre-commercial status, negative 8-K events (including legal and regulatory ones), and share-price drawdown and volatility. Higher means fewer of those risk markers.
Source: SEC XBRL financial statements, SEC EDGAR 8-K filings and end-of-day prices.
Discovery Gap: Very high (95/100) · Gap confidence 58/100
Documented progress is running well ahead of market attention.
Low is the most common level — the cut-offs are fixed, and levels can shift as scores refresh.
What is this?Hide
How far documented progress (News flow) runs ahead of market attention. Attention is measured from institutional holdings reported to the SEC, trading volume, price behaviour and how richly the shares are valued — not from social media or analyst ratings.
Source: SEC EDGAR filings (8-K and 13F), FDA approvals and end-of-day prices.
How levels work. The levels use fixed cut-offs, but market attention is ranked against the other ~1,800 companies AIR covers that day (valuation against the same sector). Documented progress counts filings from the past 18 months, newer ones weighing more; attention uses the latest quarter of institutional holdings, the last three to six months of trading, and six to twelve months of price behaviour. Many companies show a Low Gap or none at all — a gap needs filings that read more positively than neutral. A level can change from one day to the next as scores refresh and the other companies move.
Gap confidenceWhat is this?HideModerate 58/100How fully AIR could measure this Gap.
How fully AIR could measure both sides of the Discovery Gap: the documented progress (News flow) and market attention (Recognition). It takes the weaker of the two, and reads zero when either side has no measurement. It describes the data, not the company.
Evidence strengthWhat is this?HideStrong 88/100Support behind the full AIR read, not only the Gap.
How much data stands behind the whole AIR read — all five perspectives, not just the Discovery Gap. Each perspective reports how complete its inputs are, and these are combined in the same proportions as the AIR Score; a perspective AIR could not score adds nothing, so missing data lowers this figure. It describes the data, not the company.
This month at a glance
Evidence timeline
- Expected
Mon 22 Feb · expected 10-K
Last year filed 20 Feb 2026.
Thu 29 Apr · expected 10-Q
Last year filed 29 Apr 2026.
- Filed
Wed 28 Oct · 8-K
8-K · Item 1.01 — Material agreement
Franklin Electric agreed to acquire Challenge Pumps, an Australian underground mine dewatering specialist, for ~$181M USD plus up to $14M earnout. Adds $52M revenue with 35% EBITDA margins, 55% recurring aftermarket revenue, and expected 2027 EPS accretion.
Recognition: Watch 40 → Watch 37Value: Watch 44 → Balanced 55Gap Very high · 90 → Very high · 96Market attention has faded.
The shares became cheaper on AIR's value read.
Progress is running ahead of attention.
The price trend weakened.
Wed 28 Oct · 8-K
Recognition: Watch 40 → Watch 37Value: Watch 44 → Balanced 55Gap Very high · 90 → Very high · 96Market attention has faded.
The shares became cheaper on AIR's value read.
Progress is running ahead of attention.
The price trend weakened.
Wed 28 Oct · 10-Q
Quarterly report (10-Q), period ending 30 Sep 2026
Recognition: Watch 40 → Watch 37Value: Watch 44 → Balanced 55Gap Very high · 90 → Very high · 96Market attention has faded.
The shares became cheaper on AIR's value read.
Progress is running ahead of attention.
The price trend weakened.
Wed 28 Oct · 8-K
8-K · Item 2.02 — Results of operations
Franklin Electric reported Q3 2026 net sales of $633.6M (+9% YoY) with operating income of $86.5M (+2% YoY). Adjusted diluted EPS of $1.50 (+15% YoY). Company raised full-year 2026 guidance for net sales and adjusted EPS.
Recognition: Watch 40 → Watch 37Value: Watch 44 → Balanced 55Gap Very high · 90 → Very high · 96Market attention has faded.
The shares became cheaper on AIR's value read.
Progress is running ahead of attention.
The price trend weakened.
Tue 8 Sep · 8-K
8-K · Items 1.01, 2.01, 3.02 — Material agreement
Franklin Electric completed acquisition of Cat Pumps Corporation for $350M cash plus up to $50M earnout. Cat Pumps generates ~$115M revenue with 35%+ EBITDA margins. Transaction expected accretive to EPS in 2027 and expands addressable market by $1B+ in high-growth commercial/industrial segments.
Wed 29 Jul · 10-Q
Tue 28 Jul · 8-K
Tue 28 Jul · 8-K
Mon 11 May · 8-K
Mon 4 May · 8-K
Wed 29 Apr · 10-Q
Quarterly report (10-Q), period ending 23 Apr 2026
Tue 28 Apr · 8-K
Tue 28 Apr · 8-K
Thu 26 Feb · 8-K
Fri 20 Feb · 10-K
Annual report (10-K), FY2026
Wed 18 Feb · 8-K
Tue 17 Feb · 8-K
Tue 17 Feb · 8-K
Thu 13 Nov · 8-K
Thu 30 Oct · 10-Q
Quarterly report (10-Q), period ending 24 Oct 2025
Tue 28 Oct · 8-K
Tue 28 Oct · 8-K
Thu 2 Oct · 8-K
Solid dots: a filing AIR classified as material. Grey: routine. Hollow: expected, from last year's dates — not a forecast.
Ask AIR
What would change our view
Research, not tips. No buy/sell recommendations, no price forecasts. Every score is derived from public filings and market data — figures round to whole numbers and refresh each trading day.