Zurn Elkay Water Solutions Corp
ZWS · General Industrial Machinery & Equipment · 166.9M shares · +13%/yr ↑ shares · EDGAR filings ↗
Net buyback after stock comp: $85M (gross $125M, SBC $40M)
Reference price $50.85 · est. market cap ~$8.5B — last insider sale, 2026-02-17 (estimated from the dated SEC Form 4 price × shares outstanding — not a live quote)
Grade
A85Scaled, pure-play water-management leader with specification-driven products, strong margins and robust cash generation.
Strengths
- Operating margin 16% (82nd pct), OCF margin 20% (77th pct), ROA 7.4% (84th pct), net margin 12% (76th pct)
- Specification-driven moat (code approvals, switching costs), strong balance sheet (current ratio 3.1) and steady 8% growth
Risks
- End-market exposure to cyclical institutional/commercial construction
- Revenue growth (53rd pct) and ROE (67th pct) are good rather than top-decile
Notable findings
Quarterly revenue
Last 4 quarters · from SEC filings.
Key metrics
Gross margin
45.1%
Operating margin
16.4%
Net margin
11.7%
Return on equity
12.3%
Return on assets
7.4%
ROIC
10.5%
Revenue growth (QoQ)
6.3%
Net-income growth
23.6%
Debt / equity
0.3×
Current ratio
3.1×
Tangible book value
-$27M
Cash & investments
$300M
Stock comp / revenue
2.4%
Insider transactions · last 18 months
| Date | Insider | Type | Shares | Price |
|---|---|---|---|---|
| 2026-05-28 | Klun Daniel J | Grant | 2.3K | — |
| 2026-04-15 | MOORE GEORGE C | Grant | 660 | $47.39 |
| 2026-04-15 | Schooler Rosemary | Grant | 528 | $47.39 |
| 2026-04-15 | Troy Peggy | Grant | 607 | $47.39 |
| 2026-04-15 | Longren David C. | Grant | 607 | $47.39 |
| 2026-04-15 | CHRISTOPOUL THOMAS | Grant | 634 | $47.39 |
| 2026-02-17 | PETERSON MARK W | Sell | 2.0K | $50.86 |
| 2026-02-17 | LaValle Jeffrey J. | Sell | 447 | $50.86 |
| 2026-02-17 | Chhabra Sudhanshu | Sell | 2.0K | $50.85 |
| 2026-02-17 | JAHNKE TIMOTHY J | Sell | 25K | $51.18 |
| 2026-02-17 | Troutman Michael | Sell | 448 | $50.80 |
| 2026-02-11 | LaValle Jeffrey J. | Sell | 946 | $51.63 |
| 2026-02-11 | Troutman Michael | Sell | 919 | $51.67 |
| 2026-02-11 | Schoon Jeffrey A | Sell | 1.3K | $51.54 |
| 2026-02-11 | PETERSON MARK W | Sell | 3.8K | $51.48 |
| 2026-02-11 | Pauli David J | Sell | 812 | $51.61 |
| 2026-02-10 | Schooler Rosemary | Grant | 2.9K | — |
| 2026-02-10 | CHRISTOPOUL THOMAS | Grant | 2.9K | — |
| 2026-02-10 | Longren David C. | Grant | 2.9K | — |
| 2026-02-10 | Troutman Michael | Sell | 5.9K | $51.80 |
| 2026-02-10 | Schoon Jeffrey A | Sell | 12K | $51.80 |
| 2026-02-10 | MOORE GEORGE C | Grant | 2.9K | — |
| 2026-02-10 | Pauli David J | Sell | 7.6K | $51.80 |
| 2026-02-10 | ADAMS TODD A. | Sell | 5.0K | $51.80 |
| 2026-02-10 | ADAMS TODD A. | Sell | 270K | $51.78 |
| 2026-02-10 | PETERSON MARK W | Sell | 35K | $51.80 |
| 2026-02-10 | PETERSON MARK W | Grant | 5.9K | — |
| 2026-02-10 | McTague Emma M | Grant | 2.9K | — |
| 2026-02-10 | JAHNKE TIMOTHY J | Grant | 2.9K | — |
| 2026-02-10 | LaValle Jeffrey J. | Sell | 6.1K | $51.80 |
| 2026-02-10 | LaValle Jeffrey J. | Grant | 2.3K | — |
| 2026-02-10 | Butler Jacques Donavon | Grant | 2.9K | — |
| 2026-02-10 | Troy Peggy | Grant | 2.9K | — |
| 2026-02-10 | BARTLETT MARK S. | Grant | 2.9K | — |
| 2026-02-09 | ADAMS TODD A. | Sell | 263K | $52.68 |
| 2026-02-06 | Schoon Jeffrey A | Grant | 25K | — |
| 2026-02-06 | Pauli David J | Grant | 16K | — |
| 2026-02-06 | ADAMS TODD A. | Grant | 570K | — |
| 2026-02-06 | PETERSON MARK W | Grant | 74K | — |
| 2026-02-06 | LaValle Jeffrey J. | Grant | 18K | — |
| 2026-02-06 | Troutman Michael | Grant | 18K | — |
| 2026-02-05 | PETERSON MARK W | Sell | 23K | $51.40 |
| 2026-02-04 | JAHNKE TIMOTHY J | Sell | 18K | $50.44 |
| 2026-01-15 | Troy Peggy | Grant | 582 | $47.27 |
| 2026-01-15 | MOORE GEORGE C | Grant | 635 | $47.27 |
| 2026-01-15 | Longren David C. | Grant | 582 | $47.27 |
| 2026-01-15 | Schooler Rosemary | Grant | 503 | $47.27 |
| 2026-01-15 | CHRISTOPOUL THOMAS | Grant | 609 | $47.27 |
| 2026-01-15 | McTague Emma M | Grant | 503 | $47.27 |
| 2025-12-12 | ADAMS TODD A. | Gift | 47K | — |
| 2025-11-21 | Chhabra Sudhanshu | Gift | 23K | — |
| 2025-11-21 | Chhabra Sudhanshu | Gift | 23K | — |
| 2025-11-12 | PETERSON MARK W | Sell | 22K | $48.48 |
| 2025-11-10 | JAHNKE TIMOTHY J | Sell | 7.5K | $47.50 |
| 2025-11-07 | JAHNKE TIMOTHY J | Sell | 11K | $47.51 |
| 2025-10-29 | JAHNKE TIMOTHY J | Sell | 2.1K | $50.00 |
| 2025-10-15 | CHRISTOPOUL THOMAS | Grant | 617 | $46.67 |
| 2025-10-15 | Schooler Rosemary | Grant | 509 | $46.67 |
| 2025-10-15 | MOORE GEORGE C | Grant | 643 | $46.67 |
| 2025-10-15 | Troy Peggy | Grant | 590 | $46.67 |
| 2025-10-15 | Longren David C. | Grant | 590 | $46.67 |
| 2025-10-15 | McTague Emma M | Grant | 509 | $46.67 |
| 2025-09-16 | JAHNKE TIMOTHY J | Sell | 2.2K | $47.54 |
| 2025-09-12 | JAHNKE TIMOTHY J | Sell | 18K | $47.55 |
| 2025-08-27 | PETERSON MARK W | Sell | 20K | $46.44 |
| 2025-08-14 | Pauli David J | Gift | 1.7K | — |
| 2025-08-12 | JAHNKE TIMOTHY J | Sell | 9.9K | $45.06 |
| 2025-08-04 | JAHNKE TIMOTHY J | Sell | 143 | $45.00 |
| 2025-07-31 | Chhabra Sudhanshu | Option exercise | 52K | $9.69 |
| 2025-07-31 | Chhabra Sudhanshu | Option exercise | 38K | $11.37 |
| 2025-07-31 | Chhabra Sudhanshu | Option exercise | 14K | $14.22 |
| 2025-07-31 | Chhabra Sudhanshu | Sell | 88K | $43.55 |
| 2025-07-31 | Chhabra Sudhanshu | Sell | 16K | $44.05 |
| 2025-07-31 | Chhabra Sudhanshu | Option exercise | 5.0K | $33.05 |
| 2025-07-31 | Chhabra Sudhanshu | Sell | 5.0K | $43.23 |
| 2025-07-31 | Troutman Michael | Option exercise | 31K | $9.69 |
| 2025-07-31 | Troutman Michael | Option exercise | 38K | $11.37 |
| 2025-07-31 | Troutman Michael | Option exercise | 15K | $14.22 |
| 2025-07-31 | JAHNKE TIMOTHY J | Sell | 20K | $43.73 |
| 2025-07-31 | PETERSON MARK W | Sell | 22K | $43.05 |
| 2025-07-31 | Troutman Michael | Option exercise | 7.3K | $33.05 |
| 2025-07-31 | Troutman Michael | Sell | 91K | $43.01 |
| 2025-07-30 | JAHNKE TIMOTHY J | Sell | 10K | $42.59 |
| 2025-07-15 | Troy Peggy | Grant | 754 | $36.48 |
| 2025-07-15 | CHRISTOPOUL THOMAS | Grant | 789 | $36.48 |
| 2025-07-15 | MOORE GEORGE C | Grant | 823 | $36.48 |
| 2025-07-15 | Longren David C. | Grant | 754 | $36.48 |
| 2025-07-15 | McTague Emma M | Grant | 652 | $36.48 |
| 2025-07-15 | Schooler Rosemary | Grant | 652 | $36.48 |
| 2025-07-11 | Pauli David J | Tax withheld | 1.1K | $37.79 |
| 2025-05-14 | Pauli David J | Option exercise | 4.1K | $12.67 |
| 2025-05-14 | Pauli David J | Sell | 2.7K | $37.11 |
| 2025-05-13 | PETERSON MARK W | Sell | 7.0K | $37.31 |
| 2025-05-12 | Chhabra Sudhanshu | Sell | 26K | $37.19 |
| 2025-05-12 | Chhabra Sudhanshu | Option exercise | 26K | $9.69 |
| 2025-04-15 | CHRISTOPOUL THOMAS | Grant | 977 | $29.45 |
| 2025-04-15 | Troy Peggy | Grant | 934 | $29.45 |
| 2025-04-15 | Longren David C. | Grant | 934 | $29.45 |
| 2025-04-15 | McTague Emma M | Grant | 807 | $29.45 |
| 2025-04-15 | Schooler Rosemary | Grant | 807 | $29.45 |
| 2025-04-15 | MOORE GEORGE C | Grant | 1.0K | $29.45 |
| 2025-02-14 | Pauli David J | Grant | 21K | — |
| 2025-02-14 | Pauli David J | Sell | 8.4K | $35.47 |
| 2025-02-14 | JAHNKE TIMOTHY J | Grant | 3.9K | — |
| 2025-02-14 | Troutman Michael | Grant | 2.8K | — |
| 2025-02-14 | Schoon Jeffrey A | Grant | 64K | — |
| 2025-02-14 | Schoon Jeffrey A | Sell | 31K | $35.47 |
| 2025-02-14 | Schooler Rosemary | Grant | 3.9K | — |
| 2025-02-14 | PETERSON MARK W | Grant | 8.5K | — |
| 2025-02-14 | CHRISTOPOUL THOMAS | Grant | 3.9K | — |
| 2025-02-14 | LaValle Jeffrey J. | Grant | 2.8K | — |
| 2025-02-14 | McTague Emma M | Grant | 3.9K | — |
| 2025-02-14 | Longren David C. | Grant | 3.9K | — |
| 2025-02-14 | Chhabra Sudhanshu | Grant | 8.5K | — |
| 2025-02-14 | Troy Peggy | Grant | 3.9K | — |
| 2025-02-14 | BARTLETT MARK S. | Grant | 3.9K | — |
| 2025-02-14 | MOORE GEORGE C | Grant | 3.9K | — |
| 2025-02-14 | Butler Jacques Donavon | Grant | 3.9K | — |
| 2025-02-13 | Katz Aimee | Sell | 8.9M | $33.60 |
| 2025-02-13 | Jalazo April | Sell | 8.9M | $33.60 |
| 2025-02-13 | Ice Mountain LLC | Sell | 8.9M | $33.60 |
| 2025-02-10 | Schoon Jeffrey A | Tax withheld | 1.4K | $37.99 |
| 2025-02-10 | LaValle Jeffrey J. | Tax withheld | 749 | $37.99 |
| 2025-02-10 | Troutman Michael | Tax withheld | 728 | $37.99 |
| 2025-02-10 | PETERSON MARK W | Tax withheld | 2.8K | $37.99 |
| 2025-02-10 | Pauli David J | Tax withheld | 642 | $37.99 |
| 2025-01-15 | Troy Peggy | Grant | 733 | $37.52 |
| 2025-01-15 | MOORE GEORGE C | Grant | 800 | $37.52 |
| 2025-01-15 | Longren David C. | Grant | 733 | $37.52 |
| 2025-01-15 | Schooler Rosemary | Grant | 633 | $37.52 |
| 2025-01-15 | CHRISTOPOUL THOMAS | Grant | 767 | $37.52 |
All non-derivative Form 4 activity (SEC), newest first.
Notable events (8-K)
| Date | Items | |
|---|---|---|
| 2026-05-27 | ResultsExec/director changeExhibits | filing ↗ |
| 2026-05-01 | Exec/director changeShareholder vote | filing ↗ |
| 2026-04-21 | ResultsExhibits | filing ↗ |
| 2026-02-20 | Material agreementDebt obligationExhibits | filing ↗ |
| 2026-02-03 | ResultsExhibits | filing ↗ |
| 2025-10-28 | ResultsExhibits | filing ↗ |
| 2025-07-29 | ResultsExhibits | filing ↗ |
| 2025-05-02 | Exec/director changeShareholder voteExhibits | filing ↗ |
Recent filings
| Form | Filed | Period | Accession |
|---|---|---|---|
| 8-K | 2026-05-27 | 2026-05-27 | 0001628280-26-038495 ↗ |
| 8-K | 2026-05-01 | 2026-04-30 | 0001628280-26-029324 ↗ |
| 8-K | 2026-04-21 | 2026-04-21 | 0001628280-26-026279 ↗ |
| 10-Q | 2026-04-21 | 2026-03-31 | 0001628280-26-026281 ↗ |
| 8-K | 2026-02-20 | 2026-02-19 | 0001628280-26-010264 ↗ |
| 10-K | 2026-02-09 | 2025-12-31 | 0001628280-26-006372 ↗ |
| 8-K | 2026-02-03 | 2026-02-03 | 0001628280-26-005012 ↗ |
| 8-K | 2025-10-28 | 2025-10-28 | 0001628280-25-046758 ↗ |
| 10-Q | 2025-10-28 | 2025-09-30 | 0001628280-25-046770 ↗ |
| 8-K | 2025-07-29 | 2025-07-29 | 0001439288-25-000121 ↗ |
| 10-Q | 2025-07-29 | 2025-06-30 | 0001439288-25-000124 ↗ |
| 8-K | 2025-05-02 | 2025-05-01 | 0001439288-25-000084 ↗ |