Zurn Water Solutions (ZWS)
NYSE:ZWS
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Earnings Data
Report Date
Jul 28, 2026After Close (Confirmed)
Period Ending
2026 (Q2)Consensus EPS Forecast
0.47Last Year’s EPS
0.42Same Quarter Last Year
Moderate Buy
Based on 7 Analysts Ratings
Earnings Call Summary
Earnings Call Sentiment|Positive
The call conveyed a strongly positive operational and financial performance in Q1 — double-digit core sales growth, robust EBITDA expansion, expanding margins, solid free cash flow, low leverage and increased liquidity — supported by successful product adoption (notably drinking water filtration) and ongoing operational improvements. The primary negatives were manageable: softer residential demand, tariff/trade-policy uncertainty, and the decision to defer second-half outlook updates until after Q2. Overall the positives (growth, margin expansion, cash generation, balance-sheet strength and product momentum) substantially outweigh the cautions.Company Guidance
Top-Line Growth
Q1 sales of $433 million, representing 11% core and reported year-over-year growth. Management attributed ~5 percentage points to price with the remainder from volume; company expects Q2 core sales growth of 8%–9%.
Profitability and Margin Expansion
Adjusted EBITDA of $116 million, up 18% year-over-year. Adjusted EBITDA margin expanded 160 basis points to 26.8% in Q1. Trailing 12-month adjusted EBITDA margins improved ~630 basis points since Q1 2023 (point-to-point up ~730 basis points over 13 quarters). Q2 margin guidance 27%–27.5% (projected 50–100 bps YoY expansion).
Strong Cash Generation and Balance Sheet
Generated $43 million of free cash flow in Q1 and reiterated full-year free cash flow target of approximately $335 million. Repurchased $50 million of shares (~$47/share) in the quarter. Net debt leverage ended the quarter at 0.5x (inclusive of repurchase).
Improved Liquidity and Capital Allocation Flexibility
Upsized and extended revolving credit facility from $200 million to $550 million with a 5-year extension, increasing liquidity as company evaluates M&A funnel. Management continues to prioritize opportunistic buybacks, dividends and disciplined M&A that meet return hurdles.
Product Momentum — Drinking Water & Filtration
Drinking Water performed very well: installed base of filtered bottle fillers growing in double digits and filtration growing above double digits. Pro Filtration product showing strong adoption and high attachment rates, contributing to higher-margin mix.
Operational Improvements and Synergies
Continued benefits from the Zurn Elkay Business System and continuous improvement (#CI) initiatives. Delivered over $50 million of merger synergies and ongoing structural improvements (footprint consolidation, lean tools, sourcing decisions) that are margin-accretive. Supply-chain changes have materially reduced tariff exposure, with U.S. sourcing now the largest source.
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 |
|---|---|---|---|
Apr 21, 2026 | $47.94 | $52.48 | +9.47% |
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% |
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 Jul 28, 2026, After Close (Confirmed).
What is Zurn Water Solutions (ZWS) earnings time?
Zurn Water Solutions (ZWS) earnings time is at Jul 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 (Q2) is 0.47.