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Franklin Electric Co Inc. (FELE) Stock Fundamental Analysis & AI Rating 2026

FELE Nasdaq Motors & Generators IN CIK: 0000038725
Updated This Month • Analysis: Mar 24, 2026 • SEC Data: 2025-12-31
📅 Next earnings: Apr 28, 2026 (in 12 days) • Pre-market ET • EPS est. $0.77 (vs $0.67 prior year) • All earnings →
Combined AI Rating
BUY
78% Confidence
STRONG AGREEMENT
BUY
78% Conf
BUY
78% Conf

📊 FELE Key Takeaways

Revenue: $2.1B
Net Margin: 6.9%
Free Cash Flow: $193.5M
Current Ratio: 2.79x
Debt/Equity: 0.13x
EPS: $3.22
AI Rating: BUY with 78% confidence
Franklin Electric Co Inc. (FELE) receives a BUY rating with 78% confidence from our AI fundamental analysis based on SEC 10-K filings. With revenue of $2.1B, net profit margin of 6.9%, and return on equity (ROE) of 11.1%, Franklin Electric Co Inc. demonstrates strong fundamentals in the Market sector. Below is our complete FELE stock analysis for 2026.

Is Franklin Electric Co Inc. (FELE) a Good Investment?

Claude

Franklin Electric demonstrates solid fundamental health with strong operational efficiency, excellent liquidity, and robust free cash flow generation. Revenue growth of 5.4% combined with stable net margins and conservative leverage positions the company well for sustainable operations, though recent EPS decline warrants monitoring for operational headwinds.

ChatGPT

Franklin Electric shows solid fundamental quality with steady revenue growth, healthy gross and operating margins, and strong free cash flow generation. The balance sheet is conservative, with low leverage, strong liquidity, and high interest coverage, though the latest period also shows weaker earnings conversion as net income barely grew and diluted EPS declined materially.

Why Buy Franklin Electric Co Inc. Stock? FELE Key Strengths

Claude
  • + Exceptional liquidity with 2.79x current ratio and 1.18x quick ratio providing significant financial flexibility
  • + Strong free cash flow generation of $193.5M (9.1% FCF margin) demonstrates operational efficiency and capital generation capability
  • + Conservative capital structure with 0.13x debt-to-equity ratio and 25.3x interest coverage indicating minimal financial stress
  • + Stable gross margin at 35.5% and operating margin at 12.6% reflecting pricing power and operational discipline
  • + Solid ROE of 11.1% and ROA of 7.6% showing effective asset utilization and shareholder value creation
ChatGPT
  • + Strong financial health with low debt-to-equity of 0.13x, current ratio of 2.79x, and interest coverage of 25.3x
  • + Healthy profitability profile with 35.5% gross margin and 12.6% operating margin
  • + Good cash generation with $193.54M in free cash flow and a 9.1% FCF margin

FELE Stock Risks: Franklin Electric Co Inc. Investment Risks

Claude
  • ! EPS declined 16.6% year-over-year despite net income growth of 0.4%, suggesting increased share count dilution or unfavorable tax dynamics
  • ! Modest revenue growth of 5.4% may indicate market maturity or competitive pressures in the motors and generators sector
  • ! Net margin compression risk evidenced by minimal net income growth relative to gross profit performance
  • ! Significant insider activity with 24 Form 4 filings in last 90 days warrants monitoring for information asymmetries
ChatGPT
  • ! Revenue growth of 5.4% translated into only 0.4% net income growth, suggesting margin pressure or weaker earnings conversion
  • ! Diluted EPS fell 16.6% year over year despite stable net income, which raises concern about per-share earnings quality
  • ! Net margin of 6.9% is materially below gross and operating margins, leaving less cushion if costs or demand weaken

Key Metrics to Watch

Claude
  • * EPS trajectory and share count changes to understand source of EPS decline despite growing net income
  • * Operating margin sustainability and gross margin trends to identify cost control and pricing dynamics
  • * Free cash flow conversion and capital allocation decisions to assess management efficiency
  • * Revenue growth acceleration/deceleration in core markets to gauge organic growth sustainability
ChatGPT
  • * Net income and diluted EPS growth relative to revenue growth
  • * Free cash flow margin and operating margin trend

Franklin Electric Co Inc. (FELE) Financial Metrics & Key Ratios

Revenue
$2.1B
Net Income
$147.1M
EPS (Diluted)
$3.22
Free Cash Flow
$193.5M
Total Assets
$1.9B
Cash Position
$99.7M

💡 AI Analyst Insight

Strong liquidity with a 2.79x current ratio provides a solid financial cushion.

FELE Profit Margin, ROE & Profitability Analysis

Gross Margin 35.5%
Operating Margin 12.6%
Net Margin 6.9%
ROE 11.1%
ROA 7.6%
FCF Margin 9.1%

FELE vs Market Sector: How Franklin Electric Co Inc. Compares

How Franklin Electric Co Inc. compares to Market sector averages

Net Margin
FELE 6.9%
vs
Sector Avg 12.0%
FELE Sector
ROE
FELE 11.1%
vs
Sector Avg 15.0%
FELE Sector
Current Ratio
FELE 2.8x
vs
Sector Avg 1.8x
FELE Sector
Debt/Equity
FELE 0.1x
vs
Sector Avg 0.7x
FELE Sector

Sector benchmarks are approximate industry averages. Actual sector performance may vary.

Is Franklin Electric Co Inc. Stock Overvalued? FELE Valuation Analysis 2026

Based on fundamental analysis, Franklin Electric Co Inc. has mixed fundamental signals relative to the Market sector in 2026.

Return on Equity
11.1%
Sector avg: 15%
Net Profit Margin
6.9%
Sector avg: 12%
Revenue Growth
N/A
Year-over-year
Debt/Equity
0.13x
Sector avg: 0.7x

Note: This is a fundamental analysis based on SEC filings. For P/E ratio, price targets, and market-based valuation, consult financial data providers. This is not investment advice.

Franklin Electric Co Inc. Balance Sheet: FELE Debt, Cash & Liquidity

Current Ratio
2.79x
Quick Ratio
1.18x
Debt/Equity
0.13x
Debt/Assets
0.0%
Interest Coverage
25.28x
Long-term Debt
$167.1M

FELE Revenue & Earnings Growth: 5-Year Financial Trend

FELE 5-year financial data: Year 2021: Revenue $1.7B, Net Income $95.5M, EPS $2.03. Year 2022: Revenue $2.0B, Net Income $100.5M, EPS $2.14. Year 2023: Revenue $2.1B, Net Income $153.9M, EPS $3.25. Year 2024: Revenue $2.1B, Net Income $187.3M, EPS $3.97. Year 2025: Revenue $2.1B, Net Income $193.3M, EPS $4.11.
Revenue
Net Income
EPS (right axis)

5-Year Trend Summary: Franklin Electric Co Inc.'s revenue has grown significantly by 28% over the 5-year period, indicating strong business expansion. The most recent EPS of $4.11 reflects profitable operations.

FELE Revenue Growth, EPS Growth & YoY Performance

Revenue Growth
N/A
Year-over-year
Net Income Growth
N/A
Year-over-year
EPS Growth
N/A
Earnings per share
FCF Margin
9.1%
Free cash flow / Revenue

FELE Quarterly Earnings & Performance

Quarterly financial performance data for Franklin Electric Co Inc. including revenue, net income, and earnings per share.
Quarter Revenue Net Income EPS
Q3 2025 $531.4M $16.7M $0.37
Q2 2025 $543.3M $59.1M $1.26
Q1 2025 $455.2M $31.0M $0.67
Q3 2024 $531.4M $54.6M $1.17
Q2 2024 $543.3M $59.1M $1.26
Q1 2024 $460.9M $33.0M $0.70
Q3 2023 $538.4M $57.8M $1.23
Q2 2023 $551.1M $59.4M $1.26

Data sourced from SEC EDGAR 10-Q quarterly filings. Figures may represent quarterly or cumulative values.

Franklin Electric Co Inc. Dividends, Buybacks & Capital Allocation

Operating Cash Flow
$238.9M
Cash generated from operations
Stock Buybacks
$165.6M
Shares repurchased (TTM)
Capital Expenditures
$45.3M
Investment in assets
Dividends Paid
$50.0M
Returned to shareholders

FELE SEC Filings: Latest 10-K & 10-Q Analysis

Access official SEC EDGAR filings for Franklin Electric Co Inc. (CIK: 0000038725)

📋 Recent SEC Filings

Date Form Document Action
Apr 10, 2026 4 xslF345X06/wk-form4_1775849400.xml View →
Apr 10, 2026 4 xslF345X06/wk-form4_1775849379.xml View →
Apr 10, 2026 4 xslF345X06/wk-form4_1775849365.xml View →
Apr 10, 2026 4 xslF345X06/wk-form4_1775849348.xml View →
Apr 10, 2026 4 xslF345X06/wk-form4_1775849343.xml View →

Frequently Asked Questions about FELE

What is the AI rating for FELE?

Franklin Electric Co Inc. (FELE) has a Combined AI Rating of BUY from Claude (BUY) and ChatGPT (BUY) with 78% combined confidence, based on fundamental analysis of SEC EDGAR filings.

What are FELE's key strengths?

Claude: Exceptional liquidity with 2.79x current ratio and 1.18x quick ratio providing significant financial flexibility. Strong free cash flow generation of $193.5M (9.1% FCF margin) demonstrates operational efficiency and capital generation capability. ChatGPT: Strong financial health with low debt-to-equity of 0.13x, current ratio of 2.79x, and interest coverage of 25.3x. Healthy profitability profile with 35.5% gross margin and 12.6% operating margin.

What are the risks of investing in FELE?

Claude: EPS declined 16.6% year-over-year despite net income growth of 0.4%, suggesting increased share count dilution or unfavorable tax dynamics. Modest revenue growth of 5.4% may indicate market maturity or competitive pressures in the motors and generators sector. ChatGPT: Revenue growth of 5.4% translated into only 0.4% net income growth, suggesting margin pressure or weaker earnings conversion. Diluted EPS fell 16.6% year over year despite stable net income, which raises concern about per-share earnings quality.

What is FELE's revenue and growth?

Franklin Electric Co Inc. reported revenue of $2.1B.

Does FELE pay dividends?

Franklin Electric Co Inc. pays dividends, with $50.0M distributed to shareholders in the trailing twelve months.

Where can I find FELE SEC filings?

Official SEC filings for Franklin Electric Co Inc. (CIK: 0000038725) including 10-K, 10-Q, and 8-K reports are available on SEC EDGAR.

What is FELE's EPS?

Franklin Electric Co Inc. has a diluted EPS of $3.22.

How is the AI analysis conducted?

Two independent AI systems — Claude (Anthropic) and ChatGPT (OpenAI) — analyze SEC EDGAR filings including 10-K annual reports and 10-Q quarterly reports. Each AI evaluates financial health, profitability ratios, balance sheet strength, and growth metrics. The combined rating reflects both perspectives for balanced insights.

Is FELE a good stock to buy right now?

Based on our AI fundamental analysis in April 2026, Franklin Electric Co Inc. has a BUY rating with 78% confidence. The AI analysis suggests favorable fundamentals based on SEC filings. This is not investment advice.

Is FELE stock overvalued or undervalued?

Valuation metrics for FELE: ROE of 11.1% (sector avg: 15%), net margin of 6.9% (sector avg: 12%). Compare these metrics with sector averages to assess valuation.

Should I buy FELE stock in 2026?

Our dual AI analysis gives Franklin Electric Co Inc. a combined BUY rating for 2026. Revenue is data pending, with profitability at or below sector average. Always conduct your own research.

What is FELE's free cash flow?

Franklin Electric Co Inc.'s operating cash flow is $238.9M, with capital expenditures of $45.3M. FCF margin is 9.1%.

How does FELE compare to other Market stocks?

Vs Default sector averages: Net margin 6.9% (avg: 12%), ROE 11.1% (avg: 15%), current ratio 2.79 (avg: 1.8).

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Disclaimer: This analysis is generated by Claude AI (Anthropic) and ChatGPT (OpenAI) based on publicly available SEC EDGAR filings. It does not include stock price data and should not be considered financial advice. All fundamental data is sourced from SEC public domain filings. Always conduct your own research and consult with a qualified financial advisor before making investment decisions.
Data Source: SEC EDGAR | Analysis Date: Mar 24, 2026 | Data as of: 2025-12-31 | Powered by Claude AI