TickerTalks
Browse all tickers →
TickerTalks›$ZWS
ZWZWS

Zurn Elkay Water Solutions Corporation

$ZWS·$8.3B·Industrial - Machinery·Industrials
$51.55+4.5%
Mentions · last 7 days
2026-07-22: 0 posts2026-07-23: 0 posts2026-07-24: 0 posts2026-07-25: 0 posts2026-07-26: 3 posts2026-07-27: 0 posts2026-07-28: 8 posts11
Price updated 1h ago·X counts updated 1d ago
ZWZWS
$ZWSZurn Elkay Water Solutions Corporation
$51.55+4.54%11 posts
AI analysisFundamentalsVoices on X
Loading…

AI verdict & sentimentAI analysisGenerated by AI from underlying data

Today's AI verdict on what's driving $ZWS, plus how loud the X conversation is and which way it's leaning.

AI analysis

TickerTalks’ read on the fundamentals and what’s driving the move.

Proven numbersAcceleratingAI verdict · as of 2026-07-29

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

Zurn Elkay Water Solutions Q2 beat and Intellihot acquisition — durable non-residential water-systems compounder into 4-quarter beat streak.

Zurn Elkay Water Solutions is the non-residential water-systems franchise (Zurn plumbing fixtures, Elkay drinking fountains, World Dryer) whose July 28 Q2 beat plus July 20 Intellihot tankless-water-heater acquisition announcement anchor the durable-compounder-plus-adjacency-expansion thesis — with the next earnings on October 27.

Where the acceleration lives:

  • July 28 Q2 2026 print of $0.50 EPS vs $0.473 estimate (+5.7% beat) plus revenue $491M vs $483M — the fourth consecutive material beat (+5.7%, +10.8%, +5.9%, +7.5%) and specific durable-execution signal.
  • July 20 acquisition of Intellihot is a specific tuck-in-adjacency catalyst — the shape of tankless commercial water-heating extension that fits the flagship Zurn plumbing-fixture core.
  • Multi-quarter revenue compounds: $455M → $407M → $433M → $535M with EPS $0.37 → $0.25 → $0.35 → $0.68 — durable +10-20% YoY growth into the Q2 acceleration.
  • Analyst FY26/27/28 revenue $1.83B → $1.92B → $2.03B with EPS $1.76 → $1.93 → $2.14 — 8-10% top-line and 10-15% EPS-growth shape.

With the Q2 beat freshly digested and Intellihot integration ahead, this is accelerating within a durable non-residential-water-systems compounder. October 27 Q3 vs $0.47 EPS with clean Intellihot-integration commentary and specific non-residential-construction-demand detail extends the run; a soft non-residential-construction commentary or specific Intellihot-integration-friction reference gives the pullback its rationale.

What to watch: October 27 Q3 print vs $0.47 EPS — clean Intellihot-integration commentary and specific non-residential-construction-demand detail extends the run; a soft non-residential commentary confirms cooling.

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

acceleratingq2 beatintellihot acquisition

Read the AI verdict + X sentiment for $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)
  • X crowd read with bullish/bearish call + post volume
Free, forever. No credit card.

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

No material change from last week — electrical infrastructure for AI power density and robotic warehouse/manufacturing automation are pulling order books in different directions.

Industry benchmark

27-name peer basket
+20.0%YTD
+48.3%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+5.7%
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 $0.47

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 8 analysts
FYRevenueRangeEPSRangeAnalysts
FY26$1.8B$1.8B – $1.8B$1.76$1.73 – $1.818
FY27$1.9B$1.9B – $1.9B$1.93$1.87 – $2.038
FY28$2.0B$2.0B – $2.0B$2.14$2.12 – $2.174
FY29$2.2B$2.1B – $2.2B$2.29$2.27 – $2.323
FY30$2.3B$2.3B – $2.3B$2.51$2.49 – $2.543

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.1.2×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.72%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.+2.2%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.+3.0%Latest close vs the 200-day simple moving average. Positive = long-term trend is up.

Float & profile

FloatMid float · 148.0M shFree-float shares — the slice of issued stock actually available to trade. Lower buckets squeeze harder on a catalyst.Traded today0.8% 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.β0.815-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

SellFeb 17Sudhanshu ChhabraVP-Zurn Business Systems2.0K sh$103KSellFeb 17Michael TroutmanChief Information Officer448 sh$23KSellFeb 17Mark W PetersonChief Administrative Officer2.0K sh$102KSellFeb 17Jeffrey J. LavalleVP, General Counsel & Sec'y447 sh$23KSellFeb 17Timothy J JahnkeDirector25.0K sh$1.3MSellFeb 11Jeffrey A SchoonPresident1.3K sh$66KSellFeb 11Mark W PetersonChief Administrative Officer3.8K sh$195KSellFeb 11David J PauliCFO812 sh$42KSellFeb 11Jeffrey J. LavalleVP, General Counsel & Sec'y946 sh$49KSellFeb 11Michael TroutmanChief Information Officer919 sh$47K
1–10 of 19
+ 28 other (28 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 holdingsJun 23
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
8-KMaterial agreementFeb 208-K — Item 1.01: Material agreement · Item 2.03: Material debt obligation
+ 14 other (3 earnings 8-Ks · 2 10-Qs · 2 13Gs · 2 proxys) in window

Recent news

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

Zurn Water (ZWS) Beats Q2 Earnings and Revenue Estimateszacks.com·1d agoZurn Elkay Water Solutions Reports Second Quarter 2026 Financial Resultsbusinesswire.com·1d agoZurn Elkay Water Solutions Declares Quarterly Cash Dividendbusinesswire.com·6d agoZurn Elkay Water Solutions Corporation to Acquire Intellihotbusinesswire.com·10d agoZurn Elkay Water Solutions Schedules Second Quarter 2026 Earnings Release and Investor Conference Callbusinesswire.com·14d ago

More in Industrial - Machinery

Peers in the same group — one click to compare setups, fundamentals, and chatter.

$OKLO$VELO$SERV$SYM$XE$RR$CARR$KULR
Voices on X · last 7 days

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

TickerTalks is a research tool, not financial advice. We surface social-attention data; we do not make stock recommendations. Past attention is not predictive of future price movements.

PrivacyTermsSupport