Zurn Elkay is rated a Buy, driven by a leap in institutional projects planned in July of 2025, which the revenue lag structure carries into 2026-2027 results. Margins have expanded 630 bps since mid-2023, with management guiding for 35% normalized incremental margins and consistently beating EPS consensus. Zurn Elkay trades at a 46% forward P/E premium, justified by pre-committed revenue, disciplined management, robust balance sheet, and substantial share buybacks.
Zurn Elkay Water Solutions Corporation remains a Hold as strong fundamentals are offset by a stretched valuation. ZWS delivered 11.4% revenue growth and significant profitability gains, driven by demand and higher-margin product focus. Despite robust performance, ZWS trades at higher multiples than most peers on key valuation metrics, limiting near-term upside.
Does Zurn Water (ZWS) have what it takes to be a top stock pick for momentum investors? Let's find out.
Zurn Elkay Water Solutions Corporation (ZWS) Q1 2026 Earnings Call Transcript
Zurn Water (ZWS) came out with quarterly earnings of $0.41 per share, beating the Zacks Consensus Estimate of $0.37 per share. This compares to earnings of $0.31 per share a year ago.
Zurn Elkay Water Solutions Corporation (ZWS) Q4 2025 Earnings Call Transcript
Zurn Water (ZWS) came out with quarterly earnings of $0.36 per share, beating the Zacks Consensus Estimate of $0.34 per share. This compares to earnings of $0.32 per share a year ago.
Investors looking for stocks in the Waste Removal Services sector might want to consider either Veolia Environnement SA (VEOEY) or Zurn Water (ZWS). But which of these two stocks offers value investors a better bang for their buck right now?
I recommend a buy rating for Zurn Elkay Water Solutions due to visible growth drivers and a resilient institutional customer base. ZWS benefits from the ongoing upgrade cycle to filtered water stations, creating a recurring high-margin revenue stream from filter replacements. The Michigan 'Filter First' law is a game-changing catalyst, with similar legislation advancing in other states, potentially accelerating demand and consensus estimate revisions.
Zurn Elkay Water Solutions Corporation ( ZWS ) Q3 2025 Earnings Call October 29, 2025 8:30 AM EDT Company Participants Bryan Wendlandt - Director of FP&A Todd Adams - CEO & Chairman David Pauli - Chief Financial Officer Conference Call Participants Bryan Blair - Oppenheimer & Co. Inc., Research Division Adam Farley - Stifel, Nicolaus & Company, Incorporated, Research Division Michael Pesendorfer - Robert W. Baird & Co. Incorporated, Research Division Edward Magi - BNP Paribas Exane, Research Division David Tarantino - KeyBanc Capital Markets Inc., Research Division Brett Linzey - Mizuho Securities USA LLC, Research Division Presentation Operator Good morning, and welcome to the Zurn Elkay Water Solutions Corporation Third Quarter 2025 Earnings Results Conference Call, with Todd Adams, Chairman and Chief Executive Officer; David Pauli, Chief Financial Officer; and Bryan Wendlandt, Director of FP&A for Zurn Elkay Water Solutions.
Zurn Water (ZWS) came out with quarterly earnings of $0.43 per share, beating the Zacks Consensus Estimate of $0.4 per share. This compares to earnings of $0.34 per share a year ago.
Zurn Water (ZWS) might move higher on growing optimism about its earnings prospects, which is reflected by its upgrade to a Zacks Rank #1 (Strong Buy).