Flowserve Corporation (FLS)

Flowserve Corp.'s stock price increased by approximately 8% in early February 2026, reaching around $85, following the release of strong fourth-quarter and full-year 2025 financial results. The stock's positive movement was driven by the announcement of 2026 adjusted EPS guidance of $4.00–$4.20 and the agreement to acquire Trillium Flow Technologies' Valves Division for $490 million in cash. While the company reported a basic EPS loss of $0.23 in Q4 2025, the adjusted EPS for the quarter was a strong $1.11. Full-year 2025 revenue grew approximately 4% to $4.73 billion, with adjusted EPS at $3.64.

Flowserve anticipates that its quarterly revenue and earnings cadence will follow historical seasonality, with the first quarter typically being the lowest. Original equipment bookings are expected to accelerate in the second half of the year, driven by increased activity in the Middle East and investments in nuclear projects. The aftermarket business is described as secular, indicating more consistent demand.

Flowserve Corporation is a global manufacturer and aftermarket service provider of flow control systems, operating in the Industrials sector. The company designs, manufactures, distributes, and services flow control equipment for various global infrastructure markets. Its products include pumps, valves, mechanical seals, and seal support systems, complemented by aftermarket services like maintenance and repair. Flowserve serves diverse end markets including oil and gas, chemical, power generation, water management, pharmaceutical, semiconductor manufacturing, mining, and general industrial sectors.

Flowserve has a substantial global presence with facilities in over 50 countries, serving customers across the Americas, Europe, the Middle East, Africa, and Asia-Pacific.

Flowserve's brand reputation is strong, supported by positive analyst sentiment and strategic achievements. The company has a consensus rating of "Moderate Buy" from analysts. Key events that have positively affected its reputation include its strategic focus on diversification, digital innovation, and differentiation, particularly in the growing nuclear and power markets. The acquisition of Trillium Flow Technologies' valve and actuation business and a partnership with Honeywell have also been pivotal in its performance.

Institutional investors hold a significant portion of Flowserve Corp.'s stock, with approximately 93.93% of shares held by institutions. Major institutional owners include BlackRock, Inc., Vanguard Group Inc., and D1 Capital Partners L.P. Insider ownership is relatively low, at approximately 0.76% or 0.42% of the stock.