Equity Profile

ZWS

Zurn Elkay Water Solutions Corporation

IndustrialsBuilding Products$8.4B

Jul28Tue

Pre-Earnings Brief

UpcomingQ2-2026After Close5:00 PM EDT

Company Snapshot

Zurn Elkay Water Solutions Corporation (ZWS) operates in the industrials sector, focusing on building products related to water solutions. The company plays a crucial role in providing sustainable water management solutions, which are increasingly important as environmental concerns grow.

Key Metrics to Watch

Earnings Per Share (EPS)

EPS is a key indicator of the company's profitability and financial health, which investors will closely monitor this quarter.

N/A

Revenue Growth

Revenue growth will provide insights into demand for ZWS's products and overall market performance.

N/A

Wall Street expectations, options signals, track record, and call prep available with Pro.

ZWS Q2-2026 Earnings Preview

Context

Company Snapshot

Earnings Scorecard·Last 8Q

EPS Beat Streak

EPS Beat Rate

100%

Avg EPS Surprise

+9.18%

Avg Stock Reaction

+0.52%

Last Quarter Recap

In Q1-2026, ZWS reported an EPS of $0.41, exceeding expectations by 12%. The stock reacted positively, gaining 0.33% the following day.

Management Promises & Guidance

Commitment to sustainable product development.
Focus on expanding market share in water management solutions.
Plans to enhance operational efficiency.

Expectations

Wall Street Expectations

Overall expectations are cautiously optimistic as ZWS has consistently beaten EPS estimates in recent quarters.

Bull Case

The company could see strong demand for its water solutions, leading to higher-than-expected revenue and EPS growth.

Bear Case

Concerns over potential supply chain issues or reduced demand could lead to disappointing results.

Expectations

Two Questions That Matter

The print will turn on these two things.

What will be the EPS for Q2-2026?

Given the company's strong track record of beating EPS estimates, the market will closely watch this number to gauge ongoing profitability.

How is ZWS addressing supply chain challenges?

Supply chain issues could impact production and revenue, making this a critical point for investors.

Edge

What the Street Is Missing

Why consensus could be wrong

The Street may underestimate ZWS's ability to capitalize on growing demand for sustainable water solutions, which could lead to higher revenue than anticipated.

Supporting Evidence

ZWS has consistently beaten EPS estimates, indicating strong operational performance.

The options market is pricing in a significant move, suggesting that investors expect volatility and potential upside.

Key Risk

If the EPS comes in below $0.35, it could undermine the bullish sentiment.

Edge

Thesis-Break Levels

Pre-commit to what would confirm each case.

The market is debating whether ZWS can maintain its growth trajectory amidst potential challenges.

Bull Confirmed If

An EPS of $0.45 or higher would confirm strong operational performance and demand.

Bear Confirmed If

An EPS below $0.35 would raise concerns about profitability and market demand.

Pre-Earnings Positioning

Options Market

Implied Move

±14.19%

Historical Avg

±1.0%

Pricing rich

The options market is pricing in a significant move, indicating that investors expect volatility around the earnings report.

Options are pricing ±14.2% while ZWS has averaged ±1.0% over the last 8 prints — setup is pricing rich.

Detail

ATM IV

0.4%

30d HV

38.7%

Calls (100)P/C Ratio: 1.00Puts (0)

Edge

Historical Setup Match

Cross-company pattern from 30 similar setups.

Prior-quarter beat + options rich in Industrials

n=30

Fade rate: 5 of 24 (21%)

This setup has occurred 30 times across Industrials in the last 2 years. 19 of 24 (79%) held or extended their move within 5 days — this setup typically holds direction. The average absolute 1-day move is 4.6%, with a raw directional average of +1.6% (modestly positive historical bias).

Preparation

Post-Print Playbook

Likely market behavior by outcome — not investment advice.

Beat & Raise

If ZWS beats expectations, history suggests a stock increase of around 0.52%, confirming the company's strong performance.

In-Line / Cautious

If results are in line with expectations, the stock may see muted movement as investors await further commentary.

Miss

A miss could lead to a decline, with historical averages suggesting a drop of around 1.03%.

Earnings Track Record

Preparation

What to Listen For

Call Prep

1Any updates on supply chain management and its impact on production.
2Details on new product launches related to sustainable water solutions.
3Insights into market demand trends for building products.
4Management's outlook on future revenue growth.
5Any commentary on competitive positioning in the water solutions market.

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Company Snapshot

Key Metrics to Watch

Earnings Per Share (EPS)

EPS is a key indicator of the company's profitability and financial health, which investors will closely monitor this quarter.

N/A

Revenue Growth

Revenue growth will provide insights into demand for ZWS's products and overall market performance.

N/A

Wall Street expectations, options signals, track record, and call prep available with Pro.

ZWS Q2-2026 Earnings Preview

Context

Company Snapshot

Earnings Scorecard·Last 8Q

EPS Beat Streak

EPS Beat Rate

100%

Avg EPS Surprise

+9.18%

Avg Stock Reaction

+0.52%

Last Quarter Recap

In Q1-2026, ZWS reported an EPS of $0.41, exceeding expectations by 12%. The stock reacted positively, gaining 0.33% the following day.

Management Promises & Guidance

Commitment to sustainable product development.
Focus on expanding market share in water management solutions.
Plans to enhance operational efficiency.

Expectations

Wall Street Expectations

Overall expectations are cautiously optimistic as ZWS has consistently beaten EPS estimates in recent quarters.

Bull Case

The company could see strong demand for its water solutions, leading to higher-than-expected revenue and EPS growth.

Bear Case

Concerns over potential supply chain issues or reduced demand could lead to disappointing results.

Expectations

Two Questions That Matter

The print will turn on these two things.

What will be the EPS for Q2-2026?

Given the company's strong track record of beating EPS estimates, the market will closely watch this number to gauge ongoing profitability.

How is ZWS addressing supply chain challenges?

Supply chain issues could impact production and revenue, making this a critical point for investors.

Edge

What the Street Is Missing

Why consensus could be wrong

The Street may underestimate ZWS's ability to capitalize on growing demand for sustainable water solutions, which could lead to higher revenue than anticipated.

Supporting Evidence

ZWS has consistently beaten EPS estimates, indicating strong operational performance.

The options market is pricing in a significant move, suggesting that investors expect volatility and potential upside.

Key Risk

If the EPS comes in below $0.35, it could undermine the bullish sentiment.

Edge

Thesis-Break Levels

Pre-commit to what would confirm each case.

The market is debating whether ZWS can maintain its growth trajectory amidst potential challenges.

Bull Confirmed If

An EPS of $0.45 or higher would confirm strong operational performance and demand.

Bear Confirmed If

An EPS below $0.35 would raise concerns about profitability and market demand.

Pre-Earnings Positioning

Options Market

Implied Move

±14.19%

Historical Avg

±1.0%

Pricing rich

The options market is pricing in a significant move, indicating that investors expect volatility around the earnings report.

Options are pricing ±14.2% while ZWS has averaged ±1.0% over the last 8 prints — setup is pricing rich.

Detail

ATM IV

0.4%

30d HV

38.7%

Calls (100)P/C Ratio: 1.00Puts (0)

Edge

Historical Setup Match

Cross-company pattern from 30 similar setups.

Prior-quarter beat + options rich in Industrials

n=30

Fade rate: 5 of 24 (21%)

Preparation

Post-Print Playbook

Likely market behavior by outcome — not investment advice.

Beat & Raise

If ZWS beats expectations, history suggests a stock increase of around 0.52%, confirming the company's strong performance.

In-Line / Cautious

If results are in line with expectations, the stock may see muted movement as investors await further commentary.

Miss

A miss could lead to a decline, with historical averages suggesting a drop of around 1.03%.

Earnings Track Record

Preparation

What to Listen For

Call Prep

1Any updates on supply chain management and its impact on production.
2Details on new product launches related to sustainable water solutions.
3Insights into market demand trends for building products.
4Management's outlook on future revenue growth.
5Any commentary on competitive positioning in the water solutions market.