Post-earnings recap
Reported
Tue, Jul 28, 2026
EPS actual
$0.50
EPS est.
$0.47
EPS surprise
+5.71%
1-day move
+1.11%
Zurn Elkay Water Solutions Corporation reported an EPS of $0.50, exceeding expectations by 5.71%. However, revenue figures were not disclosed. The stock reacted positively, rising by 1.11%, indicating that investors responded favorably to the earnings beat on EPS despite the lack of revenue data and guidance.
| Metric | Actual | Expected | Surprise |
|---|---|---|---|
| EPS | $0.50 | N/A | +5.71% |
| Revenue | N/A | N/A | N/A |
No transcript is on record for the earnings call, so the analysis is based solely on numerical results.
Zurn Elkay Water Solutions Corporation (ZWS) operates in the industrial sector, focusing on building products related to water solutions. As water conservation and sustainability become increasingly important, ZWS plays a critical role in providing innovative products that meet these needs.
Last quarter
In the last quarter, ZWS reported an EPS of $0.41, surpassing expectations by 12%. The stock reacted positively, gaining 0.33% the following day.
Management promises and guidance
EPS beat streak
8Q
EPS beat rate
100%
Avg EPS surprise
+9.30%
Avg 1-day reaction
+0.65%
Overall, expectations are mixed as ZWS has consistently beaten EPS estimates in the past, but there are no specific analyst estimates available for this quarter.
Bull case
If ZWS continues its trend of beating EPS estimates, it could signal strong operational performance and market demand, leading to a positive stock reaction.
Bear case
On the other hand, any signs of slowing revenue growth or increased operational costs could raise concerns among investors, potentially leading to a negative stock reaction.
The print will turn on these.
Q1
What is the expected revenue growth rate for the upcoming quarter?
Revenue growth is crucial for assessing the company's ability to expand and meet market demand, which investors will closely watch.
Q2
How is ZWS managing its operating costs amid rising inflation?
Understanding cost management strategies will be key to evaluating the company's profitability and operational efficiency.
—
Est. EPS
—
Est. Rev
—
Impl. Move
±3.5%
Why consensus could be wrong
The market may underestimate ZWS's ability to capitalize on the growing demand for sustainable water solutions, which could drive stronger-than-expected revenue growth.
Supporting evidence
ZWS has consistently beaten EPS estimates, indicating strong operational execution.
The options market is pricing a significant move, suggesting that investors expect volatility and potential surprises.
Historical performance shows that ZWS has a strong track record of managing costs effectively, even in challenging environments.
Key risk
If revenue growth comes in below 5%, it could undermine the bullish narrative and lead to a reassessment of the company's growth prospects.
Pre-commit to what would confirm each case.
This quarter's performance will hinge on ZWS's ability to maintain growth and manage costs effectively in a competitive environment.
Bull confirmed if
A revenue growth rate of 10% or higher would confirm the bull case, indicating strong demand and effective market strategies.
Bear confirmed if
Conversely, a revenue growth rate below 5% would support the bear case, suggesting potential challenges in market demand.
What the market is pricing for the move.
Implied Move
±14.19%
Historical Avg
±1.2%
The options market is pricing in a significant move, suggesting that investors expect volatility around the earnings announcement.
Options are pricing ±14.2% while ZWS has averaged ±1.2% over the last 8 prints — setup is pricing rich.
ATM IV
0.4%
30d HV
38.7%
Smart-money positioning from the most recent 13F filings.
Institutional
92.57%
of float
Insider
11.62%
of float
Holders
591
institutions
Top Holders· as of Jun 2026
Blackrock Inc.
24,566,503 sh · $1.1B
14.81%
2.3%
Likely market behavior by outcome. Not investment advice.
Beat & raise
If ZWS beats expectations and raises guidance, history suggests the stock could rise by an average of 0.52%, confirming strong operational performance.
In line / cautious
If results are in line with expectations but management provides cautious commentary, the stock may experience a muted reaction as investors reassess future growth.
Miss
In the event of a miss, history suggests a potential decline of around 1.03%, as investors react negatively to disappointing performance.
The lines on the call that would change the story.
Vanguard Portfolio Management LLC
8,988,098 sh · $417.8M
5.42%
1.5%
Kayne Anderson Rudnick Investment Management LLC
8,892,334 sh · $413.3M
5.36%
-18.0%
Vanguard Capital Management LLC
7,014,394 sh · $326.0M
4.23%
0.4%
State Street Corporation
5,986,944 sh · $278.3M
3.61%
6.2%
13F filings updated quarterly. Position deltas show change in shares vs. the prior quarter.