The earnings call presented a strong performance with significant organic growth, shareholder returns, and strategic achievements such as the U.S. pension plan termination. There were challenges, including residential market softness and increased tariff costs, but the company's positive outlook and strategic initiatives indicate continued growth potential.

Company Guidance

During the third quarter of 2025, Zurn Elkay Water Solutions reported an 11% year-over-year organic sales growth, with adjusted EBITDA rising 16% to $122 million, leading to a margin expansion of 120 basis points to 26.8%. The company generated $94 million in free cash flow, repurchasing approximately 600,000 shares, which contributed to a year-to-date total of $135 million share repurchases, representing about 3.8% of total shares outstanding. The company's leverage ratio improved to 0.6x, the lowest as a public company. Zurn Elkay also raised its dividend by 22% and expanded its share buyback program to $500 million. The company completed its U.S. pension plan termination, eliminating a $200 million liability. For the fourth quarter, it projects high single-digit core sales growth and adjusted EBITDA between $99 million and $102 million, raising its full-year outlook with core sales growth at about 8%, adjusted EBITDA between $437 million and $440 million, and free cash flow exceeding $300 million. The company anticipates tariffs to impact costs by approximately $50 million for the year.

Strong Organic Growth

Sales grew 11% organically year-over-year, and EBITDA grew 16% to $122 million with a margin expansion of 120 basis points to 26.8%.

Shareholder Returns

Repurchased about 600,000 shares, bringing year-to-date repurchases to $135 million, and raised the dividend by 22%.

U.S. Pension Plan Termination

Completed the U.S. pension plan termination, eliminating a $200 million liability and the related assets.

Sustainability Achievements

Delivered 1.8 billion gallons of safer, cleaner filtered drinking water and eliminated the need for 14.6 billion single-use plastic bottles.

Low Leverage

Ended the quarter with a leverage of 0.6x, the lowest as a public company.

Positive Outlook for Future Growth

Raised full-year estimates for growth, profitability, and cash flow.

Zurn Water Solutions (ZWS) Earnings, Revenues Date & History

The upcoming earnings date is based on a company’s previous reporting, and may be updated when the actual date is announced

Daily Earnings Calendar >

ZWS Earnings History

Report Date	Fiscal Quarter	Forecast / EPS	Last Year's EPS	EPS YoY Change	Slides	Play Transcript
Feb 10, 2026	2025 (Q4)	0.34 / -	0.32	―	―	―
Oct 28, 2025	2025 (Q3)	0.40 / 0.43	0.34	26.47% (+0.09)
Jul 29, 2025	2025 (Q2)	0.36 / 0.42	0.33	27.27% (+0.09)
Apr 22, 2025	2025 (Q1)	0.29 / 0.31	0.29	6.90% (+0.02)
Feb 04, 2025	2024 (Q4)	0.28 / 0.32	0.26	23.08% (+0.06)
Oct 29, 2024	2024 (Q3)	0.32 / 0.34	0.29	17.24% (+0.05)
Jul 30, 2024	2024 (Q2)	0.31 / 0.33	0.24	37.50% (+0.09)
Apr 23, 2024	2024 (Q1)	0.26 / 0.29	0.18	61.11% (+0.11)
Feb 06, 2024	2023 (Q4)	0.23 / 0.26	0.16	62.50% (+0.10)
Oct 31, 2023	2023 (Q3)	0.27 / 0.29	0.26	11.54% (+0.03)

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
Oct 28, 2025	$46.03	$47.98	+4.24%
Jul 29, 2025	$38.19	$42.85	+12.20%
Apr 22, 2025	$30.99	$32.51	+4.90%
Feb 04, 2025	$39.14	$37.83	-3.35%

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 Feb 10, 2026, After Close (Confirmed).

What is Zurn Water Solutions (ZWS) earnings time?

Zurn Water Solutions (ZWS) earnings time is at Feb 10, 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 2025 (Q4) is 0.34.

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