Zurn Elkay Water Solutions Cor Q2 Earnings Call Highlights

Impact · against what's priced in

ZWS is a strong buy following a record-breaking quarter and a guidance raise that demonstrates sustained pricing power and operational efficiency. The strategic acquisition of Intellihot expands the addressable market into commercial water-heating, while a historically low leverage ratio provides significant capital flexibility.

ZWS+0.70

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In context

The company delivered a record 27.7% adjusted EBITDA margin and raised its full-year outlook, supported by 10% organic sales growth and a strategic entry into the $1.1 billion water-heating market via the Intellihot acquisition.

Read from the article alone

• m and a▲10%
• guidance▲7%
• supply chain
• earnings
• ZWS
• free cash flow
• industrial automation
• margin expansion