Zurn Elkay Water Solutions Corporation (ZWS)

In Q1 2025, Zurn Elkay Water Solutions delivered solid results with 5% organic growth and significant operational improvements, reporting an EPS of $0.31, beating estimates. On May 1, 2025, the company declared a quarterly dividend of $0.09 per share. In Q2 2025, the company reported 8% organic growth and a 13% increase in adjusted EBITDA, leading to an upward revision of the full-year outlook, reporting $0.42 EPS, surpassing estimates. In July 2025, VP Sudhanshu Chhabra sold 108,930 shares of the stock. The stock has shown impressive momentum, with a 20.7% share price return over the past 90 days and year-to-date gains of 25.6% as of October 27, 2025. As of October 27, 2025, Zurn Elkay Water has a consensus Buy rating from analysts, with an average one-year price target indicating a potential 11.45% upside. The company is expected to report its Q3 2025 earnings on October 28, 2025, with a consensus EPS forecast of $0.40.

The demand for Zurn Elkay Water Solutions' products is primarily influenced by new institutional and commercial building construction, as well as the retrofitting of existing structures. New infrastructure and residential construction also drive demand to a lesser extent. The company acknowledges that weather can also affect the seasonality of demand for its products.

Zurn Elkay Water Solutions Corp. designs, procures, manufactures, and markets comprehensive water management solutions within the Industrials sector, specifically in Pollution & Treatment Controls. The company offers a broad portfolio of sustainable products aimed at improving health, hydration, human safety, and the environment. Its major product categories include water dispensing and filtration products, water safety and control products, flow systems products, kitchen and bath solutions, hygienic and environmental products, and smart water management solutions.

Zurn Elkay Water Solutions Corp. operates in the United States, Canada, and internationally, with 29 principal manufacturing and warehouse facilities primarily located in North America. The company maintains corporate headquarters in Milwaukee, Wisconsin, and has offices and labs in Cary, North Carolina; Downers Grove, Illinois; Erie, Pennsylvania (USA); Hyderabad, India; and Zhuhai, China. Manufacturing and assembly facilities are located in various U.S. states (Illinois, Texas, North Carolina, Ohio, Arizona) and Canadian provinces (Ontario), as well as San Luis Potosi, Mexico. Distribution centers are situated in Canada (Brampton), the U.S. (Grand Prairie, Fontana, Freeport, Harbor Creek, Lumberton, Atlanta), and Dubai.

Zurn Elkay Water Solutions has maintained a strong brand reputation, particularly in sustainability and innovation. The company was named one of America's Greenest Companies by Newsweek for the second consecutive year in October 2025 and was also recognized as one of America's Most Responsible Companies by Newsweek and one of the World's Best Companies for Sustainable Growth by TIME. In October 2025, Zurn Elkay introduced the Elkay® Liv EZ, a built-in filtered water dispenser designed for residential spaces.

Zurn Elkay Water Solutions Corporation is a public company traded on the NYSE. Institutional investors hold a significant portion of the company's stock, ranging from 83.33% to 92.64%. Major institutional owners include Vanguard Group Inc., Kayne Anderson Rudnick Investment Management LLC, Invesco Ltd., State Street Corp, Impax Asset Management Group plc, Nuveen LLC, Zimmer Partners LP, Ameriprise Financial Inc., Woodline Partners LP, and Virginia Retirement Systems Et Al. Insiders own approximately 2.60% to 11.8% of the company's stock.