Zurn Elkay Water Solutions Corp(ZWS)Stock Analysis
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Rank #468 of 2,879 stocksTOP 25%
Rankings refresh quarterly once 80% of peers have filed (~45 days after quarter-end). Next update: ~Aug 14, 2026.
Revenue Growth
Profitability
Balance Sheet
Earnings Quality
Free Cash Flow
Institutional Flow
Revenue Scale
Dilution Risk
ZWS Stock Analysis & AI Quality Score
AI stock analysis and institutional research for Zurn Elkay Water Solutions Corp (ZWS), a Industrials sector company. 13F Pro's AI-powered ranking engine scores ZWS at 67.4/100 on a 32-signal composite quality model, placing it at rank #468 of 2,879 stocks — the top 25% of the AI-ranked universe. ZWS scores in the top quartile across balance sheet strength (81.9), profitability (76.1), free cash flow (75.8). Shareholder dilution risk is elevated at 38.1/100, reflecting ongoing share issuance or stock-based compensation. Based on the latest XBRL financial filings (Q4 2026), Zurn Elkay Water Solutions Corp reports quarterly revenue of $433.0M, net income of $58.9M, an operating margin of 19.0%. Top institutional holders of ZWS by reported 13-F value include BlackRock,, KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT, VANGUARD PORTFOLIO MANAGEMENT, based on the most recent SEC filings. ZWS trades on the NYSE exchange and files with the SEC under CIK 1439288. 13F Pro's AI research platform runs 10 specialized AI analysts — value, growth, momentum, macro, and activist specialists — that debate ZWS daily and publish AI-generated analysis with cited SEC sources. The platform aggregates historical XBRL financial facts, 10-Q and 10-K filings, insider Form 4 transactions, and institutional 13-F holdings for Zurn Elkay Water Solutions Corp directly from SEC EDGAR. Zurn Elkay Water Solutions Corp's 13F Pro composite quality score has ranged between 64 and 69 since 2026, currently 67.4 — a stable long-term trajectory across 10 quarterly and live scoring snapshots.
What's Driving ZWS's Business? Latest 10-Q Breakdown
AI-extracted from Zurn Elkay Water Solutions Corp's 10-Q filed 2026-04-21 — Q1 2026 (quarter ended March 31, 2026). Every figure is machine-verified against the filing text on SEC EDGAR.
Net sales grew 11% YoY to $433.0M while operating income surged 29.5% to $82.1M, driven by price realization and productivity gains.
Biggest Revenue Drivers
Total revenue: $433.0M+11.4% YoY
Institutional customer segment revenue increased from $191.4M in Q1 2025.
Other customer segment revenue increased from $88.5M in Q1 2025.
Largest Expense Items
Increased from $101.2M in Q1 2025.
Consistent with prior year at $14.7M in Q1 2025.
Margins: Operating margin expanded 270 basis points to 19.0% from 16.3% YoY. The improvement reflects favorable sales growth including price realization and ZEBS-led productivity initiatives, with lower cost structure relative to revenue.
Watch Items from the Filing
- Tariff exposure: Company previously subject to tariffs under IEEPA; U.S. Supreme Court ruled February 20, 2026 that IEEPA tariffs were unauthorized. Recovery timing and amount uncertain; no refund benefit recorded yet.
- Geographic concentration: U.S. represents 92.1% of Q1 2026 revenue ($398.6M of $433.0M total), with Canada 5.4% and rest of world 2.6%.
- Working capital swing: Receivables increased $58.1M and inventories increased $18.2M in Q1 2026, requiring cash deployment despite higher sales and earnings.
- Strong leverage position: Total Net Leverage Ratio of 0.57x at March 31, 2026, well below 4.0x covenant maximum, with $540.1M revolving credit capacity available.
AI-extracted and verified against SEC EDGAR filing text. Not investment advice.
Revenue
Q4 2026
$433.0M
Net Income
Q4 2026
$58.9M
Free Cash Flow
Q4 2026
$46.1M
Operating Margin
Q4 2026
19.0%
Revenue & Net Income
Earnings Per Share
Key Financials Over Time
Export Financial Table · Pro+Revenue
+11.7% YoYNet Income
+137.3% YoYOperating Income
+25.5% YoYEPS (Diluted)
+133.9% YoYTotal Assets
+5.9% YoYTotal Debt
+14.0% YoYOp. Cash Flow
+30.7% YoY| Metric | FY 2020 | FY 2018 | FY 2017 | FY 2015 | FY 2014 | FY 2013 |
|---|---|---|---|---|---|---|
| Revenue | $2.07B +11.7% | $1.85B +8.1% | $1.71B -16.5% | $2.05B +0.8% | $2.03B +4.7% | $1.94B |
| Net Income | $180.1M +137.3% | $75.9M +2.4% | $74.1M -11.6% | $83.8M +177.5% | $30.2M -39.7% | $50.1M |
| Operating Income | $334.3M +25.5% | $266.4M +31.1% | $203.2M -0.2% | $203.7M -25.2% | $272.4M +12.1% | $242.9M |
| EPS (Diluted) | $1.45 +133.9% | $0.62 -3.1% | $0.64 -20.0% | $0.80 +166.7% | $0.30 -40.0% | $0.50 |
| Total Assets | $3.63B +5.9% | $3.42B -3.3% | $3.54B +3.8% | $3.41B +0.8% | $3.38B -2.6% | $3.47B |
| Total Debt | $1.55B +14.0% | $1.36B -17.0% | $1.64B -16.6% | $1.96B -1.8% | $2.00B -6.1% | $2.13B |
| Operating Cash Flow | $298.6M +30.7% | $228.5M +17.1% | $195.1M -20.7% | $245.9M +28.9% | $190.8M +32.0% | $144.5M |
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Top Institutional Holders of ZWS
BlackRock, Inc.
$1.1B24,026,421 shKAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC
$486.5M10,850,567 shVANGUARD PORTFOLIO MANAGEMENT LLC
$397.1M8,856,306 shVANGUARD CAPITAL MANAGEMENT LLC
$313.3M6,987,370 shSTATE STREET CORP
$252.7M5,636,375 shBANK OF AMERICA CORP /DE/
$252.0M5,620,799 shInvesco Ltd.
$206.4M4,603,618 shGEODE CAPITAL MANAGEMENT, LLC
$163.5M3,646,072 shBECK MACK & OLIVER LLC
$156.8M3,497,990 shALLIANCEBERNSTEIN L.P.
$148.6M3,195,863 sh
| Fund | Value | Shares |
|---|---|---|
| BlackRock, Inc. | $1.1B | 24,026,421 |
| KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC | $486.5M | 10,850,567 |
| VANGUARD PORTFOLIO MANAGEMENT LLC | $397.1M | 8,856,306 |
| VANGUARD CAPITAL MANAGEMENT LLC | $313.3M | 6,987,370 |
| STATE STREET CORP | $252.7M | 5,636,375 |
| BANK OF AMERICA CORP /DE/ | $252.0M | 5,620,799 |
| Invesco Ltd. | $206.4M | 4,603,618 |
| GEODE CAPITAL MANAGEMENT, LLC | $163.5M | 3,646,072 |
| BECK MACK & OLIVER LLC | $156.8M | 3,497,990 |
| ALLIANCEBERNSTEIN L.P. | $148.6M | 3,195,863 |
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Popular Research
Is ZWS a good stock to buy?
13F Pro's AI-powered analysis of Zurn Elkay Water Solutions Corp (ZWS) draws on SEC EDGAR-sourced fundamentals, institutional 13F holdings, and insider Form 4 transactions in the Industrials sector (listed on NYSE). The 32-signal AI Quality Score, current rank, and full bull/bear verdict for ZWS are available on the ZWS stock profile dashboard — with the same data, AI insights, ratios, and institutional activity refreshed after every 10-K, 10-Q, 13F, and Form 4 filing.
Which hedge funds own ZWS?
Institutional investors are required to disclose their holdings quarterly via SEC Form 13F. 13F Pro aggregates these filings to show which hedge funds, mutual funds, and asset managers are buying or selling ZWS. Combined with insider transaction data from Form 4 filings and AI-powered analysis from 10 specialized research agents, 13F Pro provides a comprehensive view of Zurn Elkay Water Solutions Corp's investment landscape.