For the full year, Rowe said Flowserve delivered $4.7 billion in bookings, including $400 million in nuclear awards. He added that the company’s four largest awards in 2025 were global nuclear projects totaling more than $150 million.CEO Scott Rowe said project activity was steady, with notable opportunities and awards in nuclear and traditional power. He cited a $28 million power award as the largest booking in the quarter and said the company delivered nearly $100 million in total nuclear bookings during ...

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Key Takeaways FLS delivered Q4 adjusted EPS of $1.11, beating estimates and surging 58.6% year over year.FLS revenues rose 3.5% to $1.22B, with aftermarket bookings up 10.4% and backlog at $2.9B.FLS sees 2026 revenue growth of 5-7% and adjusted EPS guidance of $4.00-$4.20.Flowserve Corporation’s (FLS) fourth-quarter 2025 adjusted earnings (excluding 77 cents from non-recurring items) of $1.11 per share beat the Zacks Consensus Estimate of 94 cents. The bottom line increased 58.6% year over year. Results ben ...

Financial Data and Key Metrics Changes - Total revenues for Q4 2025 grew 4% year-over-year to $1.2 billion, with organic sales growth of approximately 1% and a 240 basis point benefit from foreign currency translation [7][8] - Adjusted gross margin reached 36%, a 320 basis point improvement year-over-year, marking the 12th consecutive quarter of margin expansion [8] - Adjusted EPS was $1.11, reflecting a 59% increase compared to the prior year [8] Business Line Data and Key Metrics Changes - Aftermarket sales increased 8% in Q4, while original equipment revenues declined by 2% due to customer delays and material receipt timing [7][8] - FPD segment saw bookings grow 8%, with aftermarket growth of 12%, and adjusted operating margin expanded to 21% [9] - FCD segment's adjusted gross margin improved by 220 basis points to 34%, with adjusted operating margin increasing to 19.7% [10] Market Data and Key Metrics Changes - The company reported $2.6 billion in bookings for 2025, representing a 9% year-over-year growth, with a book-to-bill ratio of 1.0 times [12] - The nuclear market contributed significantly, with $400 million in nuclear awards during the year [15] - General industries showed strong growth, particularly in North America and the Middle East, driven by sectors like mining and pharmaceuticals [19] Company Strategy and Development Direction - The company is focused on advancing its 3D Strategy to drive growth and enhance operational excellence through the Flowserve Business System [3][5] - Strategic acquisitions, including Trillium Valves, are aimed at strengthening the valve and actuation portfolio and expanding market reach in nuclear and traditional power sectors [18][21] - The company anticipates mid-single-digit bookings growth in 2026, supported by strong aftermarket performance and increasing activity in the nuclear sector [21][24] Management's Comments on Operating Environment and Future Outlook - Management expressed confidence in the company's ability to drive growth and margin expansion despite potential short-term revenue headwinds [39] - The outlook for 2026 includes total reported sales growth of 5%-7%, with organic sales growth of 1%-3% [24] - The company is optimistic about the long-term growth potential in the nuclear sector, projecting it to become a more integral part of the business [22][60] Other Important Information - The company returned $365 million to shareholders in 2025, including $255 million in share repurchases [11] - The balance sheet remains healthy with net leverage of one time, providing flexibility for capital allocation [11] - The company has a disciplined approach to capital allocation, focusing on growth-enhancing opportunities while maintaining an investment-grade rating [27] Q&A Session Summary Question: Organic revenue growth was light this quarter; can you provide context? - Management noted that approximately 50 basis points of revenue headwinds were due to delays in engineered projects, which are expected to resolve in the first half of 2026 [37][39] Question: What is the opportunity in Venezuela? - Management indicated that while Venezuela was previously a significant market, they are prepared to support operations if investment resumes, although it is not included in the 2026 numbers [41][42] Question: Confidence in mid-single-digit order progression? - Management expressed confidence in mid-single-digit growth, driven by strong aftermarket performance and positive trends in the power in-market [48][50] Question: What are the implications of a shift towards gas turbines instead of nuclear? - Management believes nuclear will progress and emphasized their readiness to support traditional power growth if necessary, while still capturing aftermarket opportunities [76] Question: Insights on MOGUS integration and bookings opportunities? - Management reported successful integration of MOGUS, with a healthy project funnel for 2026, indicating confidence in future growth [84][86]

Flowserve (NYSE:FLS) Q4 2025 Earnings call February 06, 2026 10:00 AM ET Company ParticipantsAmit Mehrotra - Managing Director and Industrial Sector HeadAmy Schwetz - CFOBrian Ezzell - VP of Investor RelationsDeane Dray - Managing DirectorJoe Giordano - Managing DirectorScott Rowe - President and CEOConference Call ParticipantsBrett Linzey - Managing Director & Senior Equity Research AnalystMike Halloran - Associate Director of Research and Senior Research AnalystNone - AnalystNone - AnalystOperatorGood day ...

Flowserve (NYSE:FLS) Q4 2025 Earnings call February 06, 2026 10:00 AM ET Speaker8Good day and welcome to the Flowserve fourth quarter 2025 earnings call. Today's call is being recorded. At this time, I'd like to turn the call over to Brian Ezzell, VP of Investor Relations. Please go ahead.Speaker3Thank you, and good morning, everyone. Welcome to Flowserve's fourth quarter and full year 2025 business update. I'm joined by Scott Rowe, Flowserve's President and Chief Executive Officer, and Flowserve's Chief Fi ...

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Q4 2025 EARNINGS CONFERENCE CALL February 6, 2026 FORWARD LOOKING STATEMENT AND NON-GAAP MEASURES Safe Harbor Statement: This presentation includes forward-looking statements within the meaning of Section 27A of the Securities Act of 1933 and Section 21E of the Securities Exchange Act of 1934, which are made pursuant to the safe harbor provisions of the Private Securities Litigation Reform Act of 1995, as amended. Words or phrases such as, "may," "should," "expects," "could," "intends," "plans," "anticipate ...

Flowserve Corporation (NYSE:FLS) is one of the 15 best Industrial Machinery and Supplies stocks to buy according to Hedge Funds. As of the February 3 closing, Flowserve Corporation (NYSE:FLS) had moderately bullish analyst sentiment. The stock received coverage from 8 analysts, 5 of whom assigned Buy ratings and 3 Hold ratings. With no Sell rating, it has a median 1-year price target of $82. Why Solaris Energy Infrastructure, Inc. (SEI) Is Losing This Week? huyangshu/Shutterstock.com On January 15, Dea ...

Flowserve (FLS) came out with quarterly earnings of $1.11 per share, beating the Zacks Consensus Estimate of $0.94 per share. This compares to earnings of $0.7 per share a year ago. These figures are adjusted for non-recurring items.This quarterly report represents an earnings surprise of +17.83%. A quarter ago, it was expected that this company that makes pumps, valves and other parts for the oil and gas industries would post earnings of $0.8 per share when it actually produced earnings of $0.9, delivering ...