Zurn Elkay Water Solutions Corporation (ZWS) Stock Rises on Q1 2026 Earnings

Zurn Elkay Water Solutions Corporation (ZWS) reported first-quarter 2026 results with revenue of $433 million, reflecting double-digit top-line growth and stronger profitability versus the prior year.

Revenue: $433 million, up 11.4% year-over-year (estimate $423.3 million, beat by $9.7 million, ~2.3%).

Gross profit: $205.8 million, up 13.7% year-over-year.

Cost of sales: $227.2 million, up 9.3% year-over-year.

Operating profit: $82.1 million, up 29.5% year-over-year.

Net income attributable to common shareholders: $58.9 million, up 35.1% year-over-year; diluted EPS: $0.35, up 45.8% year-over-year.

Cash flow and balance sheet highlights:

Cash from operating activities: $46.1 million, up 7.5% year-over-year.

Capital expenditures: $3.4 million, down 20.9% year-over-year.

Cash and cash equivalents: $273.5 million, up 89.0% year-over-year.

Total liabilities: $1.08 billion, up 1.6% year-over-year.

Comparisons and market reaction:

Diluted EPS versus consensus: actual $0.35 versus estimate $0.37 (slightly below consensus).

Market response: shares rose about 4.3% since market close.

Profitability metrics point to meaningful margin expansion: gross margin roughly 47.5%, operating margin about 19.0%, and net margin near 13.6%, supporting the company's year-over-year earnings improvement.

Note: This financials data is sourced from a third-party provider and has not been independently verified by Quiver.

Zurn Elkay Water Solutions Corporation Insider Trading Activity

Zurn Elkay Water Solutions Corporation insiders have traded $ZWS stock on the open market 24 times in the past 6 months. Of those trades, 0 have been purchases and 24 have been sales.

Here’s a breakdown of recent trading of $ZWS stock by insiders over the last 6 months:

TODD A. ADAMS (Chairman and CEO) has made 0 purchases and 3 sales selling 538,397 shares for an estimated $28,115,309.
MARK W PETERSON (Chief Administrative Officer) has made 0 purchases and 5 sales selling 85,819 shares for an estimated $4,361,439.
TIMOTHY J JAHNKE has made 0 purchases and 5 sales selling 63,000 shares for an estimated $3,142,481.
JEFFREY A SCHOON (President) has made 0 purchases and 2 sales selling 13,320 shares for an estimated $689,641.
DAVID J PAULI (Chief Financial Officer) has made 0 purchases and 2 sales selling 8,451 shares for an estimated $437,607.
JEFFREY J. LAVALLE (VP, General Counsel & Sec'y) has made 0 purchases and 3 sales selling 7,490 shares for an estimated $387,401.
MICHAEL TROUTMAN (Chief Information Officer) has made 0 purchases and 3 sales selling 7,289 shares for an estimated $377,002.
SUDHANSHU CHHABRA (VP-Zurn Business Systems) sold 2,021 shares for an estimated $102,767

To track insider transactions, check out Quiver Quantitative's insider trading dashboard.

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Zurn Elkay Water Solutions Corporation Hedge Fund Activity

We have seen 178 institutional investors add shares of Zurn Elkay Water Solutions Corporation stock to their portfolio, and 183 decrease their positions in their most recent quarter.

Here are some of the largest recent moves:

MACQUARIE GROUP LTD removed 7,477,566 shares (-100.0%) from their portfolio in Q4 2025, for an estimated $347,632,043
PRINCIPAL FINANCIAL GROUP INC removed 1,246,458 shares (-59.0%) from their portfolio in Q4 2025, for an estimated $57,947,832
FIRST TRUST ADVISORS LP added 1,128,917 shares (+51.9%) to their portfolio in Q4 2025, for an estimated $52,483,351
UBS AM, A DISTINCT BUSINESS UNIT OF UBS ASSET MANAGEMENT AMERICAS LLC removed 1,074,355 shares (-68.7%) from their portfolio in Q4 2025, for an estimated $49,946,763
KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC removed 1,019,338 shares (-7.8%) from their portfolio in Q4 2025, for an estimated $47,389,023
T. ROWE PRICE INVESTMENT MANAGEMENT, INC. removed 908,880 shares (-64.0%) from their portfolio in Q4 2025, for an estimated $42,253,831
NORGES BANK added 637,599 shares (+36.3%) to their portfolio in Q4 2025, for an estimated $29,641,977

To track hedge funds' stock portfolios, check out Quiver Quantitative's institutional holdings dashboard.

Zurn Elkay Water Solutions Corporation Analyst Ratings

Wall Street analysts have issued reports on $ZWS in the last several months. We have seen 1 firms issue buy ratings on the stock, and 0 firms issue sell ratings.

Here are some recent analyst ratings:

Jefferies issued a "Buy" rating on 12/12/2025

To track analyst ratings and price targets for Zurn Elkay Water Solutions Corporation, check out Quiver Quantitative's $ZWS forecast page.

Zurn Elkay Water Solutions Corporation Price Targets

Multiple analysts have issued price targets for $ZWS recently. We have seen 4 analysts offer price targets for $ZWS in the last 6 months, with a median target of $56.0.

Here are some recent targets:

Nathan Jones from Stifel set a target price of $53.0 on 04/14/2026
Bryan Blair from Oppenheimer set a target price of $57.0 on 02/06/2026
Jeffrey Reive from RBC Capital set a target price of $55.0 on 02/05/2026
James Ko from Jefferies set a target price of $58.0 on 12/12/2025