Added to YB: 2026-09-07
Pitch date: 2026-09-03
FELE [bullish]
Franklin Electric Co., Inc.
Author Info
No bio for this author
Company Info
Franklin Electric Co., Inc., together with its subsidiaries, designs, manufactures, and distributes water and fuel pumping systems in the United States, Canada, Latin America, Europe, the Middle East, Africa, and the Asia Pacific.
Market Cap
$4.4B
Pitch Price
N/A
Price Target
N/A
Dividend
1.13%
EV/EBITDA
11.91
P/E
28.62
EV/Sales
2.08
Sector
Machinery
Category
growth
We think now is the right time to begin building a position in $FELE.
FELE: Franklin Electric’s replacement-driven industrial business provides a durable base, while data-center liquid cooling could materially lift growth beyond current estimates. The company already has pumps, motors and drives for CDU architecture and is adding dedicated U.S. capacity, but meaningful design wins have not yet been announced. Even $100–200M of incremental data-center revenue would be meaningful against a ~$2.2B base, while qualification with a handful of major CDU platforms could create a sticky revenue stream. Evidence should increasingly emerge over the next 6–9 months.
Read full article (1 min)