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Zurn Water Solutions (ZWS)
NYSE:ZWS
Earnings Data
Report Date
Apr 28, 2026After Close (Confirmed)
Period Ending
2026 (Q1)Consensus EPS Forecast
0.36Last Year’s EPS
0.31Same Quarter Last Year
Moderate Buy
Based on 7 Analysts Ratings
Earnings Call Summary
Earnings Call Sentiment|Positive
The call highlighted strong operational and financial performance: double-digit organic Q4 sales growth, meaningful margin expansion, robust free cash flow (+17% YoY), very low leverage (0.4x), active share repurchases, and notable sustainability/product innovations. Management provided a confident but measured 2026 framework (mid-single-digit sales growth, ~35% incremental EBITDA margins, ~$335M FCF) while acknowledging risks including residential/commercial softness, tariff/commodity uncertainty, remaining China sourcing transition work, and that M&A opportunities have not yet been closed. On balance, the positive execution, cash generation, low leverage and clear strategic initiatives significantly outweigh the contained risks discussed.Company Guidance
Quarterly Sales Growth
Q4 sales of $407 million, representing 10% core and reported year-over-year growth; full-year core sales growth of 8% for 2025.
Profitability and Margin Expansion
Q4 adjusted EBITDA of $104 million with adjusted EBITDA margin of 25.6%, a 100 basis-point expansion year-over-year; full-year adjusted EBITDA margin improved ~120 basis points versus prior year.
Strong Free Cash Flow and Leverage
Generated $83 million of free cash flow in Q4 and $317 million for the full year (up 17% vs. 2024); net leverage ended the year at 0.4x, the lowest since becoming a public company.
Capital Allocation — Share Repurchases and Dividends
Repurchased approximately 3% of outstanding shares in 2025 totaling $160 million (Q4 repurchases of $25 million; average repurchase price $36.74) and returned $64 million in dividends.
Supply Chain Optimization and Productivity
Productivity initiatives and Zurn Elkay Business System (ZEBS) drove strong margin performance and operational improvements; management reported successful execution of supply chain optimization efforts.
Sustainability and Product Innovation
Drinking water products delivered 2.4 billion gallons of cleaner water and prevented 20 billion single-use bottles; launched Pro Filtration (longer filter life, PFAS reduction, microplastics and lead reduction), expanded filtration portfolio (Liv EZ), launched TerraCycle recycling for filters, and World Dryer innovations that eliminated 3.5 billion paper towels in 2025.
Engagement and Continuous Improvement
Continuous improvement submissions (#CI) increased ~49% year-over-year from 3,741 to 5,568, demonstrating stronger internal engagement and process improvement culture.
2026 Guidance Framework
Provided 2026 framework: expect core sales up mid-single digits, incremental adjusted EBITDA margins of ~35% on increased sales, and approximately $335 million of free cash flow for 2026; Q1 2026 core sales guidance of +7% to +8% with incremental EBITDA margins ~35% and Q1 EBITDA margin ~25.5%–26%.
ZWS Earnings History
The table shows recent earnings report dates and whether the forecast was beat or missed. See the change in forecast and EPS from the previous year.
Beat
Missed
ZWS Earnings-Related Price Changes
Report Date | Price 1 Day Before | Price 1 Day After | Percentage Change |
|---|---|---|---|
Feb 03, 2026 | $46.96 | $51.66 | +10.01% |
Oct 28, 2025 | $45.82 | $47.76 | +4.24% |
Jul 29, 2025 | $38.02 | $42.66 | +12.20% |
Apr 22, 2025 | $30.85 | $32.36 | +4.88% |
Earnings announcements can affect a stock’s price. This table shows the stock's price the day before and the day after recent earnings reports, including the percentage change.
FAQ
When does Zurn Water Solutions (ZWS) report earnings?
Zurn Water Solutions (ZWS) is schdueled to report earning on Apr 28, 2026, After Close (Confirmed).
What is Zurn Water Solutions (ZWS) earnings time?
Zurn Water Solutions (ZWS) earnings time is at Apr 28, 2026, After Close (Confirmed).
Where can I see when companies are reporting earnings?
You can see which companies are reporting today on our designated earnings calendar.
What companies are reporting earnings today?
You can see a list of the companies which are reporting today on TipRanks earnings calendar.
What is ZWS EPS forecast?
ZWS EPS forecast for the fiscal quarter 2026 (Q1) is 0.36.