Franklin Electric Co., Inc. filings document financial results, governance matters and material events for a manufacturer and distributor of water and energy systems. Form 8-K reports cover earnings releases, quarterly presentation materials and Regulation FD disclosures related to operating results across Water Systems, Energy Systems and Distribution.
The company’s filings also record completed acquisition activity in water treatment systems, components and accessories, including the acquisition of Wood Bros Industries, Reverse Osmosis Superstore and Vistar Water Technologies. Proxy materials cover board matters, executive compensation, equity awards, shareholder voting items and related governance disclosures for the Indiana-incorporated public company.
SENGSTACK GREGG C reported acquisition or exercise transactions in this Form 4 filing.
Franklin Electric Co., Inc. director Gregg C. Sengstack reported an award of 4.89 stock units tied to deferred compensation. These stock units were credited on February 19, 2026 for dividends that would have been paid on previously deferred stock awards, at a reference price of $94.71 per unit.
Following this grant, Mr. Sengstack directly holds 1,660.49 stock units. Under the Nonemployee Directors' Deferred Compensation Plan, the underlying compensation will be distributed after he retires or leaves the board, or as otherwise elected under the plan, in either Franklin Electric common stock or cash.
Franklin Electric Co., Inc. director Mark A. Carano reported an acquisition of stock units linked to his deferred compensation. On February 19, 2026, he was credited with 5.02 stock units as dividend equivalents on previously deferred shares, bringing his direct holdings in this deferred account to 1,704.28 stock units.
These units arise under the Nonemployee Directors' Deferred Compensation Plan, where Mr. Carano elected to receive his 2025 stock award in common stock with issuance deferred until he retires, leaves the board, or otherwise elects payment under the plan. At distribution, he may choose to receive the value in Franklin Electric common stock or in cash.
Franklin Electric Co., Inc. reported 2025 net sales of $2.13 billion, up 5% from 2024, driven by acquisitions, better pricing and modest volume growth. Water Systems generated $1.26 billion, Energy Systems $299 million and Distribution $700.7 million.
Gross margin held steady at 35.5%, while the SG&A ratio improved to 22.8%, lifting operating income 10% to $268.9 million. Net income attributable to Franklin Electric declined to $147.1 million, or $3.22 diluted EPS, mainly because of a $54.9 million pre-tax pension settlement charge.
Cash from operations was $238.9 million. The company spent $114.7 million on acquisitions, repurchased $165.6 million of stock and paid $1.06 per share in dividends, extending its 33‑year streak of annual dividend increases. Year-end debt rose with new long-term notes, while cash decreased to $99.7 million.
Franklin Electric Co., Inc. furnished an update to investors by presenting at Citi’s 2026 Global Industrial Tech and Mobility Conference and posting the associated slide deck on its website. The same presentation materials are included as Exhibit 99.1 to this report and are made available for informational purposes.
The company specifies that this conference presentation and related materials are being furnished under Regulation FD, not filed for liability purposes under the Exchange Act, and are not automatically incorporated into other securities law filings.
Franklin Electric Co. Inc. president of Franklin Fueling, Jay J. Walsh, reported equity compensation activity in common stock. On 2/16/2026 he acquired 1,153 shares as a grant or award tied to the vesting of restricted stock units at 108.94 per share.
On the same date, 495 shares were disposed of to cover tax obligations by delivering shares at 108.94 per share. After these transactions, he directly owned 17,987 common shares, including 1,120 restricted stock units vesting on 2/20/2028, 1,156 restricted stock units vesting on 2/22/2027, and 15,711 shares owned outright.
Franklin Electric Co Inc executive Brent L. Spikes, VP Global Manufacturing Operations, reported equity compensation activity in company common stock. On February 16, 2026, he acquired 725 shares at $108.94 per share as a grant or award tied to the vesting of restricted stock. On the same date, 343 shares were disposed of through a tax-withholding transaction at $108.94 per share, leaving 3,859 shares owned directly after these entries. Footnotes state this total includes 837 restricted stock units vesting on February 20, 2028, 826 restricted stock units vesting on February 22, 2027, and 2,196 shares owned outright.
Franklin Electric executive Greg Michael Levine reported a stock-based compensation event involving company common stock. He acquired 2,187 shares as a grant or award at $108.94 per share, and 1,021 shares were disposed of to cover tax obligations, leaving him with 4,748 directly owned shares.
Franklin Electric’s Chief Administrative Officer Jonathan M. Grandon reported equity compensation activity in company common stock. On February 16, 2026, he acquired 1,555 shares at $108.94 per share through a grant or award tied to restricted stock vesting.
On the same date, 627 shares were disposed of to cover tax withholding, also at $108.94 per share. After these transactions, Grandon directly held 7,544 shares, including 1,698 restricted shares vesting on 2/20/2028, 1,715 restricted shares vesting on 2/22/2027, and 4,131 shares owned outright.
Franklin Electric executive Delancey W. Davis, President of Headwater Companies, reported equity compensation changes in common stock. On February 16, 2026, he acquired 1,489 shares through a grant or award at $108.94 per share, and disposed of 690 shares to cover tax obligations. Following these transactions, he directly held 8,279 shares, including 1,439 restricted stock units vesting on February 20, 2028, 1,499 restricted stock units vesting on February 22, 2027, and 5,341 shares owned outright.
Franklin Electric director Gregg C. Sengstack reported equity-related transactions in company common stock. On February 16, 2026, he acquired 11,069 shares as a grant or award at $108.94 per share, reflecting the vesting of restricted stock units.
On the same date, 4,410 shares were disposed of in a tax-withholding transaction at $108.94 per share rather than an open-market sale. After these transactions, Sengstack directly owned 105,318 shares, which the footnotes explain include restricted shares, restricted stock units, and shares owned outright.
The filing also lists indirect holdings: 29,687 shares held by the Sengstack Family Foundation where he has sole voting and dispositive power; 160,000 shares in a dynasty trust where he does not have sole voting and investment power; and additional spouse-related trusts totaling 171,900 shares where he serves as trustee with sole voting and investment power.