Zurn Elkay Water Solutions Corp — Cyborg Score 8/10
Strong
Water and Wastewater Treatment
Strategic Profile
Positioned as a high-growth water infrastructure player with strong organic momentum and expanding margins. Named to Business Insider's America's High-Growth Companies 2026 list, the company benefits from secular tailwinds in water safety regulation, sustainability demand, and aging infrastructure modernization. Strategic focus on innovation, operational excellence, and disciplined capital allocation.
Cyborg Score Rationale
Zurn Elkay demonstrates robust execution with double-digit organic sales growth in Q1 2026 (11%), significant margin expansion, and strong cash flow generation. High-growth status recognition and climate leadership credentials support competitive positioning. Execution risks include tariff headwinds and integration of organic/inorganic growth initiatives.
Top Insights
Q1 2026 revenue of $433 million, up 11.4% YoY with operating profit up 29.5% and net income up 35.1%, signaling strong pricing power and operational leverage
Named to Business Insider's High-Growth Companies 2026 list for first time; one of only 50 manufacturers among 500 companies; also recognized by TIME, Newsweek for sustainability
Drinking Water and Water Safety & Control segments driving performance; management guiding to mid-single-digit core sales growth and 35% incremental EBITDA margins for 2026
Record-low leverage post-2025 with $335 million free cash flow guidance for 2026, supporting organic and inorganic growth opportunities while managing tariff risks
Named Competitors
Drinking Water & Backflow Solutions — Water treatment and flow control solutions
Water Pumps & Filtration — Water and wastewater solutions provider
Water Treatment Systems — Diversified industrial company with water treatment division
Recent Developments
(April 2026) Reported Q1 2026 revenue of $433 million, up 11.4% YoY, with 11% organic sales growth, 18% adjusted EBITDA growth, and margin expansion
(May 2026) Promoted Dave Pauli to Chief Operating Officer and Dan Klun to Chief Financial Officer, strengthening operational and financial leadership
(June 2026) Named to Business Insider's America's High-Growth Companies 2026 list and recognized as one of America's Climate Leaders 2026 for second consecutive year
(February 2026) Reported Q4 2025 net sales of $407 million, up 10% YoY, with adjusted EBITDA of $104.1 million (25.6% margin)
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