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Flowserve's Q3 Earnings Top Estimates, Revenues Increase Y/Y

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Key Takeaways

  • Flowserve's Q3 EPS rose 45.2% to $0.90, topping estimates on higher aftermarket sales.
  • Revenues grew 3.6% year over year to $1.17 billion, with a 6.9% gain in Flow Control sales.
  • FLS lifted 2025 EPS guidance to $3.40-$3.50, despite trimming its revenue growth forecast.

Flowserve Corporation’s (FLS - Free Report) third-quarter 2025 adjusted earnings (excluding 77 cents from non-recurring items) of 90 cents per share beat the Zacks Consensus Estimate of 80 cents. The bottom line increased 45.2% year over year. Results benefited primarily from higher revenues generated in the quarter.

Flowserve’s total revenues of $1.17 billion missed the consensus estimate of $1.21 billion. However, the top line increased 3.6% year over year. Aftermarket sales increased 6.3% year over year, while original equipment sales decreased 4.9% year over year.

Total bookings amounted to $1.21 billion, reflecting an increase of 0.8% year over year. The backlog at the end of the quarter was $2.9 billion, up 4% year over year.

Segmental Details of FLS

Flowserve currently has two reportable segments, Flowserve Pump Division and Flow Control Division. A brief discussion of the segments is provided below:
Revenues from the Flowserve Pumps Division segment were $800.3 million, up 2.3% year over year. Our estimate was $818.2 million. Bookings decreased 7.6% year over year to $819.5 million. Segmental operating income was $134.9 million, up 23.4% year over year.

Revenues from the Flow Control Division segment were $377.4 million, up 6.9% year over year. Our estimate was $391.5 million. Bookings of $396.1 million increased 24.4% on a year-over-year basis. The segment’s operating income was $46.4 million, relatively stable year over year.

Flowserve Corporation Price, Consensus and EPS Surprise

Flowserve Corporation Price, Consensus and EPS Surprise

Flowserve Corporation price-consensus-eps-surprise-chart | Flowserve Corporation Quote

Margin Profile of FLS

In the third quarter, Flowserve’s cost of sales increased 2.3% year over year to $794.1 million. Gross profit rose 6.5% year over year to $380.3 million and the margin increased 90 basis points (bps) to 32.4%. Selling, general and administrative expenses were $305.2 million, up 17.8% year over year.

Operating income decreased 23.2% year over year to $79.3 million. The operating margin was 6.7%, down 240 bps year over year. The effective tax rate was 29.5%.

Flowserve’s Balance Sheet and Cash Flow

Exiting the third quarter, Flowserve had cash and cash equivalents of $833.8 million compared with $675.4 million at the end of 2024. Long-term debt (due after one year) was $1.44 billion compared with $1.46 billion reported at the end of 2024.

In the first nine months of 2025, the company generated net cash of $506.1 million from operating activities compared with $228 million in the year-ago period. Capital expenditure totaled $45.5 million, down 12.8% year over year.

During the same period, the company used $82.7 million for distributing dividends and repurchased shares worth $197.9 million.

2025 Guidance of FLS

Flowserve has updated its 2025 outlook. The company now expects a 4-5% increase in revenues from the year-ago level compared with 5-6% anticipated earlier. It currently anticipates earnings per share (on an adjusted basis) to be $3.40-$3.50 compared with $3.25-$3.40 expected earlier.

The adjusted tax rate is projected to be approximately 20%. The company forecasts net interest expense and capital expenditure to be $70 million and $75 million, respectively.

FLS’ Zacks Rank & Key Picks

The company currently carries a Zacks Rank #3 (Hold). You can see the complete list of today’s Zacks #1 Rank (Strong Buy) stocks here.

Some better-ranked stocks are discussed below:

Trimble Inc. (TRMB - Free Report) presently carries a Zacks Rank #2 (Buy). TRMB’s earnings surpassed the consensus estimate in each of the trailing four quarters. The average earnings surprise was 7.5%. In the past 60 days, the Zacks Consensus Estimate for Trimble’s 2025 earnings has been stable.

RBC Bearings Incorporated (RBC - Free Report) currently carries a Zacks Rank of 2. RBC has an impressive earnings surprise history, having outperformed the consensus estimate in each of the preceding four quarters, with an average surprise of 3.8%. In the past 60 days, the Zacks Consensus Estimate for RBC Bearings’ 2025 earnings has increased 0.4%.

Helios Technologies (HLIO - Free Report) currently carries a Zacks Rank of 2. HLIO has an impressive earnings surprise history, having outperformed the consensus estimate in each of the preceding four quarters, with an average surprise of 15.5%.  In the past 60 days, the Zacks Consensus Estimate for Helios’ 2025 earnings has inched up 0.4%.

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