Franklin Electric (FELE)
NASDAQIndustrialsIndustrial - MachinerySnapshot 2026-10-29
$95.38-1.41%
Close 2026-10-30 · 1-day change
NASDAQIndustrialsIndustrial - MachinerySnapshot 2026-10-29
Research Workspace
Put FELE beside peers and holdings, graph the same metric, and keep your notes with the evidence.
Daily closes. Earnings/event dots are placed inline.
Industries move in repeating boom-and-bust cycles. This shows where this stock’s industry sits in that cycle, stage by stage (recovery → expansion → supercycle → steady → deceleration → contraction), from its fundamentals (orders, revenue, capital spending), not the stock’s price.
A booming industry is a tailwind for the names in it; a contracting one is a headwind. Companies in the same industry tend to rise and fall together with the cycle, the way a tide lifts and lowers every boat in the harbor at once, so a large part of a stock’s swing can come from where its industry sits rather than from the company itself. It’s context for reading the company’s results, not a buy/sell call. Full explanation →
Industrial Machinery & Supplies & Components is in expansion. Describes the industry's cycle state, not a call on this stock.
The stage band shows the industry’s cycle over the chart’s timeline (each color a stage); a ▼ marks a quarter its growth inflected down — amber is an unconfirmed watch, red is confirmed the next quarter. Use “Overlay cycle on chart” to tint the price chart by stage. The industry’s fundamentals, not a signal on this stock.
Primary pillar under pressure — EPS near $4.5 to $4.6 in 2026: Diluted EPS: $1.35 per share.
View ThesisRevenue is growing steadily — about 7% over the past year.
View GrowthMiddle-of-the-pack quality for its industry.
View QualityMiddle-of-the-pack management execution.
View ManagementExpectations look reasonable — what the market is pricing in sits in line with or below what analysts forecast.
View ValuationModerate volatility — typically moves about 1% a day.
View RiskFELE’s profitable growth through organic growth and acquisitions must support its valuation. Revenue growth reached 9% in Q3, following 6% in Q2. Q3 non-GAAP EPS beat consensus, with reported EPS of $1.5 versus $1.4. FELE trades at 20× earnings, below the 24× peer median and its 23× historical multiple. The price reflects less growth than our forecast, though expectations look modest. The primary pillar is under pressure: 2026 diluted EPS was $1.35 against a $4.5 to $4.6 pillar. Fragile earnings quality means reported profits are not well backed by cash. Our model puts the next-quarter miss probability near 24%. Peer multiples imply a price about 11% above where it trades; the thesis is on watch. This read is provisional.
Trailing returns as of 2026-10-30. FELE is total return (includes dividends); the S&P 500 benchmark is price return (the index excludes dividends).
Based on 5 analysts currently covering FELE (as of Oct 2026).
Analyst ratings and price targets are third-party Wall Street estimates, not QuarterlyIQ’s view. Not investment advice.
Continue this research
Compare FELE with peers and holdings, graph the same reported metric, keep your questions beside the evidence, and return when the facts change.
Compare now without an account. Saving and monitoring require an account.
| Compare | Company | Living FV | P/E | Revenue % | Quality |
|---|---|---|---|---|---|
| FELE Selected company | Graph | Compare | Trend | Review | |
| Peer Add a competitor | Graph | Compare | Trend | Review | |
| Holding Compare a holding | Graph | Compare | Trend | Review |
Selected metric trend
Quarterly · checked companies · value or % of revenue
A consensus fair price across 12 valuation methods, at three horizons. As of 2026-10-29. Estimates are diagnostics, not price targets. Short-horizon estimates are close to coin-flips, so confidence is a method-agreement read, not a prediction.
Today's peer multiple on trailing earnings, with no growth credited. This is the headline read.
Adds projected growth, so it leans optimistic by design. Read it as upside context, not a base case.
A price-focused, side-by-side fair-value read versus Industrial Machinery & Supplies & Components — fair value, gap to price, and forward P/E.
Compare the value case
Put FELE next to peers and holdings, compare Living FV and multiples, then graph the driver behind the difference.
Advances: Drive profitable growth through organic and inorganic initiatives
Not investment advice. Scores describe historical and current data; they are not forecasts of future returns. Consult a licensed advisor before making investment decisions.
End-of-day figures as of 2026-10-30. EPS is implied from price ÷ P/E. Not investment advice.
A long-thesis check that carries the widest uncertainty of the three horizons.
Top 25% on quality vs scored peers
A second lens on the 12-month fair value: for companies that score high on measured quality (profitability, balance-sheet safety, earnings stability), this read trusts more of today's profit margins instead of averaging them toward their multi-year history the way the headline number does. Shown alongside the fair value above, not in place of it. A diagnostic, not a price target or a buy/sell signal.
Direction of the business behind the multiple. Bands are backend reads; trailing-12-month basis.
2026 sales and EPS outlook supports profitable growth; advancing the Challenge Pumps deal adds inorganic growth.
Advances: Complete and integrate recent acquisitions
Acquisition advances inorganic growth and acquisition integration goals; deal size alone does not establish material thesis change.
Advances: Complete and integrate recent acquisitions
Acquisition advances inorganic growth and adds integration work; deal details alone do not establish material thesis change.
Advances: Complete acquisition of three companies
Acquisition aligns with growth objectives and enhances market position.
Threatens: Increase revenue growth
Cools revenue growth could impact future objectives.