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ZWZWS

Zurn Elkay Water Solutions Corporation

Strong FundamentalsStrong FundamentalsRevenue growing 20% YoY at strong marginsRecent insider buyingQuiet on X (0 mentions/wk)
$ZWS·$7.9B·Industrial - Machinery·Industrials
$46.63-1.5%YTD+1.8%1Y+1.6%
Price updated 8h ago·X counts updated 7h ago
ZWZWS
$ZWSZurn Elkay Water Solutions Corporation
$46.63-1.48%3 posts
AI analysisFundamentalsVoices on X
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On X

The complete picture of $ZWS on X — how loud the conversation is right now, how it has trended over the last two weeks, and which way the crowd is leaning.

3X posts · last 7 days
Aug 27Sep 9

AI verdictAI analysisGenerated by AI from underlying data

TickerTalks' own read on what's driving $ZWS — fundamentals, momentum, or an event — and whether it agrees with the X crowd.

Proven numbersAcceleratingAI verdict · as of 2026-09-07

The move is getting stronger, with heavier trading behind it.

Zurn Elkay Water Solutions keeps posting double-digit growth on clean water infrastructure, and a director just paid $100K at $49.60.

Zurn Elkay Water Solutions, the drinking-water and plumbing-fixture maker for commercial buildings and schools, trades at $47.61, up 14% year to date and about 4% over the last year, sitting at 38% of its 52-week range.

  • Q2 revenue of $535M grew 20% year over year and 24% sequentially with operating margin at 28% and EPS of $0.68 — the fourth straight quarterly beat, this one by 5.6%. Gross margin has stepped up from 41% to 58.5% over the last four quarters, which reads as either mix or operating leverage kicking in.
  • Director Jacques Butler put down about $100K of personal cash at $49.60 on August 19 in an open-market purchase — a small check but a rare open-market buy from an industrial-machinery board.
  • Valuation is not cheap — 29.9x trailing earnings, 24.6x EV to EBITDA, and 4.5x sales — but analysts see revenue climbing from $1.85B in 2026 to $2.37B by 2030 with EPS from $1.83 to $2.69, so the forward multiple works if growth holds.

Q3 lands October 27, 2026, with the Street modeling $0.50 EPS on the way to full-year $1.83.

What to watch: Watch whether the Q3 print maintains the mid-teens revenue growth cadence and whether gross margin holds above 55% — that is the swing factor for whether the 30x multiple stays defended.

On the calendar: 2026-10-27 — Q3 earnings

Read the AI verdict on $ZWS

  • One-line verdict on what's driving the move — fundamentals, momentum, both, or an event
  • Next dated catalyst when there is one (earnings, deal closing, activist clock)
  • Whether TickerTalks' read agrees with or diverges from the X crowd
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What it does

Plain-English summary of the business — what they sell and how they make money.

US water solutions manufacturer designing and supplying plumbing, filtration, and drainage products for commercial buildings.

Industry overviewAI analysisGenerated by AI from underlying data

Where Industrial - Machinery sits in its cycle right now — and what that implies for $ZWS.

Industrial - Machinery · Industrials

AI data-centre HVAC/cooling and automation demand are driving an industrial-machinery upcycle; grid-infrastructure capex (transformers, switchgear, cooling) sustains elevated order books. Reshoring and defence-adjacent spending add a secular layer to the cyclical recovery.

What this means for $ZWS

Neutral — Zurn Elkay water solutions; water infrastructure, limited AI-data-centre cooling angle.

Industry benchmark

30-name peer basket
+23.6%YTD
+16.6%1Y

Fundamentals & catalyst

Profitability, valuation, and the next earnings event — at a glance, with rule-of-thumb signals.

Key ratios

P/E
29.9How much investors are paying per dollar of profit the company actually earned in the last 12 months. Lower means the stock looks cheaper relative to earnings.~15–25 is typical for the S&P 500; high-growth names trade 30+; hyper-growth or speculative can be 100+ or negative.
ROIC
15.6%What percentage return the business earns on every dollar of capital (equity + debt) deployed in operations. The cleanest measure of business quality.Above ~15% is high-quality; consistently above 25% suggests a real moat. Below the company's cost of capital is value-destroying.
Op margin
21.7%Operating profit (after sales, marketing, R&D, and overhead but before interest and taxes) as a percentage of revenue. The clearest view of how well the underlying business is run.Mature business above 20% is healthy; software businesses can run 30%+; commodity / retail businesses operate in single digits.
FCF yield
4.6%Free cash flow (operating cash flow minus capex) divided by the company's market cap. The cash-on-cash return you'd get owning the whole business at today's price.Above ~5% is attractive; below ~2% means you're paying up for growth. Capital-light businesses (software) run higher than capital-heavy ones (utilities).
P/S
4.5Same idea as P/E but per dollar of revenue. Useful for companies that aren't profitable yet, where P/E is meaningless.Under ~2 is cheap; software / SaaS often runs 8–15; well above 20 implies the market is pricing in very high future growth.
ROE
17.1%Net income as a percentage of shareholders' equity. Similar to ROIC but counts only the equity side.Above 20% is strong, but can be inflated by leverage — a heavily indebted company can show high ROE with weak underlying ROIC.
Gross margin
47.6%Revenue minus the direct cost of producing what was sold, as a percentage of revenue. The first read on whether the product is structurally profitable.Software / SaaS is typically 70%+; consumer goods 30–50%; commodity / hardware businesses can be under 20%.
D/E
0.3Total debt divided by shareholders' equity. Measures how much the business runs on borrowed money versus owner capital.Under 1 is conservative; 1–2 is typical for mature businesses; over 2 is leveraged and more sensitive to interest rates.

Past earnings

QuarterReportedActualEstimateSurprise
Q2 2026Jul 28, 2026$0.50$0.47+5.6%
Q1 2026Apr 21, 2026$0.41$0.37+10.8%
Q4 2025Feb 3, 2026$0.36$0.34+5.9%
Q3 2025Oct 28, 2025$0.43$0.40+7.5%
Next earningsTue, Oct 27·consensus EPS $0.50

Quarterly trend

QuarterRevenueYoYGrossOpEPSFCF
Q2 FY26$535.2M+20.4%58.5%28.5%$0.68$162.3M
Q1 FY26$433.0M+11.4%47.5%19.0%$0.35$42.7M
Q4 FY25$407.2M+9.8%40.8%15.9%$0.25$82.5M
Q3 FY25$455.4M+11.1%40.8%17.4%$0.37$93.9M

Forward consensus

5-year forecast · up to 7 analysts
FYRevenueRangeEPSRangeAnalysts
FY26$1.9B$1.8B – $1.9B$1.83$1.80 – $1.857
FY27$2.0B$1.9B – $2.0B$2.02$1.97 – $2.047
FY28$2.1B$2.0B – $2.1B$2.20$2.17 – $2.234
FY29$2.2B$2.2B – $2.3B$2.45$2.41 – $2.482
FY30$2.4B$2.3B – $2.4B$2.69$2.64 – $2.722

Setup & momentum

Volume, range, and moving-average position — the technical setup driving short-term moves.

Right now

Vol vs 30dToday's traded share volume divided by the average over the prior 30 trading days. ≥3× signals unusual interest; below 1× is quiet.0.8×Today's traded share volume divided by the average over the prior 30 trading days. ≥3× signals unusual interest; below 1× is quiet.
52w rangeWhere the latest close sits between the 52-week low (0%) and high (100%). Above 80% is extended; below 30% is basing or in a downtrend.30%Where the latest close sits between the 52-week low (0%) and high (100%). Above 80% is extended; below 30% is basing or in a downtrend.
vs 50d MALatest close vs the 50-day simple moving average. Positive = short-term trend is up.-4.9%Latest close vs the 50-day simple moving average. Positive = short-term trend is up.
vs 200d MALatest close vs the 200-day simple moving average. Positive = long-term trend is up.-3.6%Latest close vs the 200-day simple moving average. Positive = long-term trend is up.

Float & profile

FloatMid float · 147.0M shFree-float shares — the slice of issued stock actually available to trade. Lower buckets squeeze harder on a catalyst.Traded today0.5% of floatToday's volume as a percent of the free float. Above 5% on a single day is unusually high turnover for the available share count.β0.775-year weekly beta vs the S&P 500. Above 1.5 means the stock typically moves more than the index; below 0.8 moves less.

Insider activity

Recent open-market buys and sells by officers and directors — flagged when multiple insiders cluster.

Recent transactions

BuyAug 19Butler Jacques DonavonDirector2.0K sh$100KSellAug 4Mark W PetersonChief Administrative Officer25.0K sh$1.3M
+ 11 other (11 awards) in window

See when $ZWS insiders are putting their own money in

  • Real-time open-market buys and sells from Form 4 filings
  • Cluster-buy detection when multiple insiders pile in at once
  • 30 / 60 / 180-day windows so you can spot building conviction
Free, forever. No credit card.

SEC filings

Material 8-K, 13D, S-3, and 424B5 events from the last 180 days — the filings that actually move the price.

Recent material filings

3New insider — initial holdingsAug 33
AI summary

Hersil Angela M (Last) (First) (Middle) 511 W. FRESHWATER WAY (Street) MILWAUKEE WISCONSIN 53204 (City) (State) (Zip) UNITED STATES (Country) 2. Date of Event Requiring Statement (Month/Day/Year) 07/23/2026 3. Issuer Name and Ticker or Trading Symbol Zurn Elkay Water Solutions Corp [ ZWS ] 3a. Foreign Trading Symbol 5. If Amendment, Date of Original Filed (Month/Day/Year) 4. Relationship of Reporting Person(s) to Issuer (Check all applicable) Director 10% Owner X Officer (give title below) Other (specify below) VP, Mktg, Com, Sus & Pub Aff 6. Individual or Joint/Group Filing (Check Applicable Line) X Form filed by One Reporting Person Form filed by More than One Reporting Person Table I - Non-Derivative Securities Beneficially Owned 1. Title of Security (Instr. 4) 2. Amount of Securities Beneficially Owned (Instr. 4) 3. Ownership Form: Direct (D) or Indirect (I) (Instr. 5) 4. Nature of Indirect Beneficial Ownership (Instr. 5) Common Stock 9,504 D Common Stock 2,732 I By 401(k) Plan (1) Table II - Derivative Securities Beneficially Owned (e.g., puts, calls, warrants, options, convertible securities) 1. Title of Derivative Security (Instr. 4) 2. Date Exercisable and Expiration Date (Month/Day/Year) 3. Title and Amount of Securities Underlying Derivative Security (Instr. 4) 4. Conversion or Exercise Price of Derivative Security 5. Ownership Form: Direct (D) or Indirect (I) (Instr. 5) 6. Nature of Indirect Beneficial Ownership (Instr. 5) Date Exercisable Expiration Date Title Amount or Number of Shares Stock Option (right to buy) (2) 05/19/2027 Common Stock 6,278 $ 11.37 D Stock Option (right to buy) (2) 05/25/2028 Common Stock 3,836 $ 14.22 D Stock Option (right to buy) (2) 05/13/2029 Common Stock 2,679 $ 13.52 D Stock Option (right to buy) (2) 05/04/2030 Common Stock 3,639 $ 12.55 D Stock Option (right to buy) (2) 02/16/2031 Common Stock 1,816 $ 22.17 D Stock Option (right to buy) (2) 10/05/2031 Common Stock 1,673 $ 33.05 D Stock Option (right to buy) (2) 02/10/2033 Common Stock 2,752 $ 23.25 D Explanation of Responses: 1. Based on information from the trustee of the 401(k) Plan. 2. Option fully vested. Remarks: Exhibit List: Exhibit 24 - Power of Attorney /s/ Jeffrey J. LaValle under Power of Attorney for Angela M. Hersil 08/03/2026 ** Signature of Reporting Person Date Reminder: Report on a separate line for each class of securities beneficially owned directly or indirectly. * If the form is filed by more than one reporting person, see Instruction 5 (b)(v). ** Intentional misstatements or omissions of facts constitute Federal Criminal Violations See 18 U.S.C. 1001 and 15 U.S.C. 78ff(a). Note: File three copies of this Form, one of which must be manually signed. If space is insufficient, see Instruction 6 for procedure. Persons who respond to the collection of information contained in this form are not required to respond unless the form displays a currently valid OMB Number. * Form 3: SEC 1473 (03-26) filed an initial statement of beneficial ownership (Form 3) as a Director of ZWS, with an event date of 1473. The filer directly owns 9,504 shares of common stock. This is a routine insider-ownership disclosure with no indication of open-market purchases or activist intent.

3New insider — initial holdingsAug 33
AI summary

LaMotte Jeremy L (Last) (First) (Middle) 511 W. FRESHWATER WAY (Street) MILWAUKEE WISCONSIN 53204 (City) (State) (Zip) UNITED STATES (Country) 2. Date of Event Requiring Statement (Month/Day/Year) 07/23/2026 3. Issuer Name and Ticker or Trading Symbol Zurn Elkay Water Solutions Corp [ ZWS ] 3a. Foreign Trading Symbol 5. If Amendment, Date of Original Filed (Month/Day/Year) 4. Relationship of Reporting Person(s) to Issuer (Check all applicable) Director 10% Owner X Officer (give title below) Other (specify below) Vice President, ZEBS 6. Individual or Joint/Group Filing (Check Applicable Line) X Form filed by One Reporting Person Form filed by More than One Reporting Person Table I - Non-Derivative Securities Beneficially Owned 1. Title of Security (Instr. 4) 2. Amount of Securities Beneficially Owned (Instr. 4) 3. Ownership Form: Direct (D) or Indirect (I) (Instr. 5) 4. Nature of Indirect Beneficial Ownership (Instr. 5) Common Stock 28,091 D Common Stock 2,201 I By 401(k) Plan (1) Table II - Derivative Securities Beneficially Owned (e.g., puts, calls, warrants, options, convertible securities) 1. Title of Derivative Security (Instr. 4) 2. Date Exercisable and Expiration Date (Month/Day/Year) 3. Title and Amount of Securities Underlying Derivative Security (Instr. 4) 4. Conversion or Exercise Price of Derivative Security 5. Ownership Form: Direct (D) or Indirect (I) (Instr. 5) 6. Nature of Indirect Beneficial Ownership (Instr. 5) Date Exercisable Expiration Date Title Amount or Number of Shares Stock Option (right to buy) (2) 05/25/2028 Common Stock 2,685 $ 14.22 D Stock Option (right to buy) (2) 05/13/2029 Common Stock 2,144 $ 13.52 D Stock Option (right to buy) (2) 10/05/2031 Common Stock 4,017 $ 33.05 D Explanation of Responses: 1. Based on information from the trustee of the 401(k) Plan. 2. Option fully vested. Remarks: Exhibit List: Exhibit 24 - Power of Attorney /s/ Jeffrey J. LaValle under Power of Attorney for Jeremy L. LaMotte 08/03/2026 ** Signature of Reporting Person Date Reminder: Report on a separate line for each class of securities beneficially owned directly or indirectly. * If the form is filed by more than one reporting person, see Instruction 5 (b)(v). ** Intentional misstatements or omissions of facts constitute Federal Criminal Violations See 18 U.S.C. 1001 and 15 U.S.C. 78ff(a). Note: File three copies of this Form, one of which must be manually signed. If space is insufficient, see Instruction 6 for procedure. Persons who respond to the collection of information contained in this form are not required to respond unless the form displays a currently valid OMB Number. * Form 3: SEC 1473 (03-26) filed an initial statement of beneficial ownership (Form 3) as a Director of ZWS, with an event date of 1473. The filer directly owns 28,091 shares of common stock. This is a routine insider-ownership disclosure with no indication of open-market purchases or activist intent.

3New insider — initial holdingsAug 33
AI summary

Cline Charles Wesley (Last) (First) (Middle) 511 W. FRESHWATER WAY (Street) MILWAUKEE WISCONSIN 53204 (City) (State) (Zip) UNITED STATES (Country) 2. Date of Event Requiring Statement (Month/Day/Year) 07/23/2026 3. Issuer Name and Ticker or Trading Symbol Zurn Elkay Water Solutions Corp [ ZWS ] 3a. Foreign Trading Symbol 5. If Amendment, Date of Original Filed (Month/Day/Year) 4. Relationship of Reporting Person(s) to Issuer (Check all applicable) Director 10% Owner X Officer (give title below) Other (specify below) Senior VP, Supply Chain 6. Individual or Joint/Group Filing (Check Applicable Line) X Form filed by One Reporting Person Form filed by More than One Reporting Person Table I - Non-Derivative Securities Beneficially Owned 1. Title of Security (Instr. 4) 2. Amount of Securities Beneficially Owned (Instr. 4) 3. Ownership Form: Direct (D) or Indirect (I) (Instr. 5) 4. Nature of Indirect Beneficial Ownership (Instr. 5) Common Stock 3,094 D Common Stock 374 I By 401(k) Plan (1) Table II - Derivative Securities Beneficially Owned (e.g., puts, calls, warrants, options, convertible securities) 1. Title of Derivative Security (Instr. 4) 2. Date Exercisable and Expiration Date (Month/Day/Year) 3. Title and Amount of Securities Underlying Derivative Security (Instr. 4) 4. Conversion or Exercise Price of Derivative Security 5. Ownership Form: Direct (D) or Indirect (I) (Instr. 5) 6. Nature of Indirect Beneficial Ownership (Instr. 5) Date Exercisable Expiration Date Title Amount or Number of Shares Explanation of Responses: 1. Based on information from the trustee of the 401(k) Plan. Remarks: Exhibit List: Exhibit 24 - Power of Attorney /s/ Jeffrey J. LaValle under Power of Attorney for Charles Wesley Cline 08/03/2026 ** Signature of Reporting Person Date Reminder: Report on a separate line for each class of securities beneficially owned directly or indirectly. * If the form is filed by more than one reporting person, see Instruction 5 (b)(v). ** Intentional misstatements or omissions of facts constitute Federal Criminal Violations See 18 U.S.C. 1001 and 15 U.S.C. 78ff(a). Note: File three copies of this Form, one of which must be manually signed. If space is insufficient, see Instruction 6 for procedure. Persons who respond to the collection of information contained in this form are not required to respond unless the form displays a currently valid OMB Number. * Form 3: SEC 1473 (03-26) filed an initial statement of beneficial ownership (Form 3) as a Director of ZWS, with an event date of 1473. The filer directly owns 3,094 shares of common stock. This is a routine insider-ownership disclosure with no indication of open-market purchases or activist intent.

3New insider — initial holdingsAug 33
AI summary

Covarrubias Arnaldo Arturo Hernandez (Last) (First) (Middle) 511 W. FRESHWATER WAY (Street) MILWAUKEE WISCONSIN 53204 (City) (State) (Zip) UNITED STATES (Country) 2. Date of Event Requiring Statement (Month/Day/Year) 07/23/2026 3. Issuer Name and Ticker or Trading Symbol Zurn Elkay Water Solutions Corp [ ZWS ] 3a. Foreign Trading Symbol 5. If Amendment, Date of Original Filed (Month/Day/Year) 4. Relationship of Reporting Person(s) to Issuer (Check all applicable) Director 10% Owner X Officer (give title below) Other (specify below) Executive VP & General Manager 6. Individual or Joint/Group Filing (Check Applicable Line) X Form filed by One Reporting Person Form filed by More than One Reporting Person Table I - Non-Derivative Securities Beneficially Owned 1. Title of Security (Instr. 4) 2. Amount of Securities Beneficially Owned (Instr. 4) 3. Ownership Form: Direct (D) or Indirect (I) (Instr. 5) 4. Nature of Indirect Beneficial Ownership (Instr. 5) Common Stock 15,478 D Common Stock 980 I By 401(k) Plan (1) Table II - Derivative Securities Beneficially Owned (e.g., puts, calls, warrants, options, convertible securities) 1. Title of Derivative Security (Instr. 4) 2. Date Exercisable and Expiration Date (Month/Day/Year) 3. Title and Amount of Securities Underlying Derivative Security (Instr. 4) 4. Conversion or Exercise Price of Derivative Security 5. Ownership Form: Direct (D) or Indirect (I) (Instr. 5) 6. Nature of Indirect Beneficial Ownership (Instr. 5) Date Exercisable Expiration Date Title Amount or Number of Shares Explanation of Responses: 1. Based on information from the trustee of the 401(k) Plan. Remarks: Exhibit List: Exhibit 24 - Power of Attorney /s/ Jeffrey J. LaValle under Power of Attorney for Arnaldo Arturo Hernandez Covarrubias 08/03/2026 ** Signature of Reporting Person Date Reminder: Report on a separate line for each class of securities beneficially owned directly or indirectly. * If the form is filed by more than one reporting person, see Instruction 5 (b)(v). ** Intentional misstatements or omissions of facts constitute Federal Criminal Violations See 18 U.S.C. 1001 and 15 U.S.C. 78ff(a). Note: File three copies of this Form, one of which must be manually signed. If space is insufficient, see Instruction 6 for procedure. Persons who respond to the collection of information contained in this form are not required to respond unless the form displays a currently valid OMB Number. * Form 3: SEC 1473 (03-26) filed an initial statement of beneficial ownership (Form 3) as a Director of ZWS, with an event date of 1473. The filer directly owns 15,478 shares of common stock. This is a routine insider-ownership disclosure with no indication of open-market purchases or activist intent.

3New insider — initial holdingsJun 23
AI summary

Daniel Klun filed a Form 3 with the SEC on June 2, 2026 disclosing his initial beneficial ownership as Chief Financial Officer of Zurn Elkay Water Solutions Corporation (ticker: ZWS). Table I shows Klun directly owns 24,081 shares of common stock and holds an additional 1,516 shares indirectly through the company's 401(k) plan, for a total of approximately 25,597 shares. No derivative securities are reported in Table II. This is a routine initial ownership statement required of all new Section 16 reporting officers within 10 days of assuming a reporting obligation.

8-KOfficer or director changeMay 278-K — Item 2.02: Earnings release · Item 5.02: Officer or director change
8-KOfficer or director changeMay 18-K — Item 5.02: Officer or director change · Item 5.07: Shareholder vote
+ 10 other (3 13Gs · 2 10-Qs · 2 earnings 8-Ks · 1 8-K) in window

Recent news

Latest headlines from major outlets, sourced and timestamped — context for whatever just moved.

Zurn Elkay Water Solutions Named One of America's Greatest Companies 2026 by Newsweekbusinesswire.com·8d agoIs Zurn Water (ZWS) a Solid Growth Stock? 3 Reasons to Think "Yes"zacks.com·14d agoAlgert Global LLC Boosts Stock Position in Zurn Elkay Water Solutions Cor $ZWSdefenseworld.net·14d agoGreat Lakes Advisors LLC Acquires Shares of 11,342 Zurn Elkay Water Solutions Cor $ZWSdefenseworld.net·17d ago162,382 Shares in Zurn Elkay Water Solutions Cor $ZWS Purchased by Deutsche Bank AGdefenseworld.net·17d ago

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Voices on X · last 7 days

No standout posts about $ZWS on X in the last 7 days.

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