Analyst Consensus ?
ConsensusHold31 ratings
Bullish1341.9%
Neutral1754.9%
Bearish13.2%
Flowserve Corporation · FLS · FY2025 Q4 · Calendar Q1 2026
Flowserve posts strong Q4 EPS, but revenue misses consensus
Flowserve's FY2025 Q4 results show meaningful adjusted-EPS strength and continued margin progress, alongside a revenue miss and questions about organic growth and converting backlog. The supplied analysis identifies aftermarket demand, nuclear and power opportunities, and operational programs as support for the outlook, while timing and integration risks remain.
Reported After market closeNYSEIndustrials
$10.02B market cap
100quality score
Earnings scorecard
Reported versus consensus
Reported EPS
$1.11
Consensus $0.94
EPS surprise
+18.1%
Reported versus consensus
Reported revenue
$1.22B
Consensus $1.26B
Revenue surprise
-3.2%
Reported versus consensus
Market reaction
event-close to next-session close
Stock move
+8.2%
Event window
SPY move
+1.9%
Same window
Abnormal move
+6.3%
Stock minus SPY
Volume
2.5×
Versus trailing sessions
Subsequent drift
-9.8%
Up to 20 sessions
FLSSPY benchmark
Ask FN2 about FLS FY2025 Q4
Transcript, numbers and history already loaded
Why did FLS rise 8.2% after beating EPS estimates in FY2025 Q4?What changed in FLS's guidance and outlook in FY2025 Q4?Give me the bull and bear case for FLS after FY2025 Q4 earnings.
Free account. Your question opens in FN2 with this report's transcript and numbers attached.
Transcript intelligence
What changed
The supplied Q4 analysis reports adjusted EPS of $1.11 versus $0.94 consensus, while revenue of $1.222 billion was below $1.262 billion consensus. Management maintained its 2026 outlook, including 5–7% sales growth and mid-single-digit bookings growth. Compared with the prior-quarter analysis, the narrative adds emphasis on the Trillium valve and actuation acquisition, a Honeywell Red Raven integration MOU, and backlog conversion timing.
Guidance delta
Maintained. The supplied analysis cites 2026 sales growth of 5–7% and mid-single-digit bookings growth; no increase or reduction was reported.
Key takeaways
- Adjusted EPS exceeded consensus, while revenue was below consensus.
- Management maintained its 2026 outlook for 5–7% sales growth and mid-single-digit bookings growth.
- Aftermarket growth, nuclear and traditional power opportunities, and 80/20 and commercial-excellence initiatives are identified as growth and margin supports.
- The analysis flags a lower 2026 backlog conversion rate and project timing as uncertainties.
Management priorities
- Execute the 80/20 simplification and commercial-excellence programs.
- Integrate the Trillium valve and actuation business and expand nuclear content.
- Pursue targeted M&A and grow aftermarket services.
- Advance the Red Raven digital offering through the Honeywell Forge MOU.
- Continue share repurchases to offset dilution and return capital.
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Try FN2 freeEarnings History
Estimate
Beat
Miss
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Analyst 52W Price Targets
$80.56Current
$33Low
$72.2Average
$94High
Latest persisted target per named analyst; persisted current price from FN2's market snapshot as of Nov 2, 2026. Not an FN2 forecast.
Firm-level rating actions
FMP grade actions identify the grading firm, not a named analyst.
| Firm | Rating | Prior rating | Action | Date |
|---|---|---|---|---|
| RBC Capital | Outperform | Outperform | Maintain | Oct 30, 2026 |
| Citigroup | Buy | Buy | Maintain | Oct 30, 2026 |
| Mizuho | Outperform | Outperform | Maintain | Oct 15, 2026 |
| Stifel | Buy | Buy | Maintain | Jul 31, 2026 |
| TD Cowen | Hold | Buy | Downgrade | Jun 24, 2026 |
| Goldman Sachs | Neutral | Neutral | Maintain | Dec 17, 2025 |
| Jefferies | Buy | Buy | Maintain | Dec 10, 2025 |
| B of A Securities | Neutral | Buy | Downgrade | Nov 14, 2025 |
| UBS | Buy | Buy | Maintain | Nov 4, 2025 |
| Baird | Outperform | Outperform | Maintain | May 1, 2025 |
| Morgan Stanley | Equal Weight | Equal Weight | Maintain | Aug 3, 2023 |
| Credit Suisse | Neutral | Neutral | Maintain | Nov 2, 2022 |
| Cowen & Co. | Outperform | Market Perform | Upgrade | Jul 7, 2021 |
| Vertical Research | Hold | Buy | Downgrade | Mar 26, 2020 |
| Citi | Buy | Buy | Maintain | Aug 2, 2019 |
| Stifel Nicolaus | Hold | Hold | Maintain | Jul 15, 2019 |
| Northcoast Research | Buy | Neutral | Upgrade | Sep 13, 2018 |
| BMO Capital | Market Perform | Market Perform | Maintain | Aug 10, 2018 |
| Seaport Global | Neutral | Buy | Downgrade | Nov 3, 2017 |
| Wolfe Research | Peer Perform | Underperform | Upgrade | Jul 31, 2017 |
| SunTrust Robinson Humphrey | Neutral | Neutral | Maintain | Aug 1, 2016 |
| Nomura | Reduce | Neutral | Downgrade | Apr 4, 2016 |
| Maxim Group | Hold | Buy | Downgrade | Feb 22, 2016 |
| Susquehanna | Neutral | Neutral | Maintain | Feb 5, 2016 |
| BB&T Capital | Hold | Buy | Downgrade | Jul 27, 2015 |
| Oppenheimer | Perform | Outperform | Downgrade | Apr 17, 2015 |
| Barclays | Overweight | Overweight | Maintain | Apr 17, 2015 |
| Bank of America | Neutral | Buy | Downgrade | Jan 22, 2015 |
| DA Davidson | Neutral | Neutral | Maintain | Dec 15, 2014 |
| Wedbush | Outperform | Neutral | Upgrade | Oct 27, 2014 |
| CL King | Buy | Strong Buy | Downgrade | Jan 25, 2013 |
Named analyst price targets
Upside is calculated against the persisted current price $80.56. FMP does not supply a rating on these named-analyst rows.
| Firm | Analyst | 52W target | Price when posted | Upside | Date |
|---|---|---|---|---|---|
| Mizuho Securities | Analyst unavailable | $85 | $70.2 | +5.5% | Oct 15, 2026 |
| RBC Capital | Analyst unavailable | $94 | $75.8 | +16.7% | Jul 31, 2026 |
| Robert W. Baird | Analyst unavailable | $93 | $75.32 | +15.4% | Jul 31, 2026 |
| Stifel Nicolaus | Analyst unavailable | $94 | $75.32 | +16.7% | Jul 31, 2026 |
| Goldman Sachs | Analyst unavailable | $82 | $75.32 | +1.8% | Jul 30, 2026 |
| Stifel Nicolaus | Nathan Jones | $92 | $73.64 | +14.2% | May 1, 2026 |
| Goldman Sachs | Joe Ritchie | $83 | $73.64 | +3.0% | Apr 30, 2026 |
| Stifel Nicolaus | Nathan Jones | $102 | $84.48 | +26.6% | Apr 14, 2026 |
| Goldman Sachs | Joe Ritchie | $88 | $86.46 | +9.2% | Feb 9, 2026 |
| RBC Capital | Analyst unavailable | $96 | $86.72 | +19.2% | Feb 9, 2026 |
| Robert W. Baird | Analyst unavailable | $98 | $85.46 | +21.6% | Feb 9, 2026 |
| Mizuho Securities | Analyst unavailable | $91 | $85.46 | +13.0% | Feb 9, 2026 |
| Stifel Nicolaus | Analyst unavailable | $97 | $85.46 | +20.4% | Feb 9, 2026 |
| Stifel Nicolaus | Nathan Jones | $87 | $78.44 | +8.0% | Jan 23, 2026 |
| RBC Capital | Analyst unavailable | $83 | $76.5 | +3.0% | Jan 15, 2026 |
| Mizuho Securities | Analyst unavailable | $74 | $72.1 | -8.1% | Jan 5, 2026 |
| Goldman Sachs | Joe Ritchie | $80 | $71.82 | -0.7% | Dec 16, 2025 |
| Jefferies | Analyst unavailable | $85 | $72.46 | +5.5% | Dec 10, 2025 |
| UBS | Analyst unavailable | $82 | $71.85 | +1.8% | Nov 4, 2025 |
| Goldman Sachs | Joe Ritchie | $71 | $67.35 | -11.9% | Oct 30, 2025 |
| RBC Capital | Analyst unavailable | $76 | $67.68 | -5.7% | Oct 30, 2025 |
| Stifel Nicolaus | Nathan Jones | $84 | $67.55 | +4.3% | Oct 30, 2025 |
| Mizuho Securities | Brett Linzey | $60 | $51.62 | -25.5% | May 16, 2025 |
| Robert W. Baird | Michael Halloran | $66 | $54.14 | -18.1% | Oct 30, 2024 |
| Goldman Sachs | Joe Ritchie | $52 | $52.94 | -35.5% | Oct 29, 2024 |
| Mizuho Securities | Brett Linzey | $65 | $54.88 | -19.3% | Oct 17, 2024 |
| Robert W. Baird | Michael Halloran | $60 | $49.23 | -25.5% | Jul 31, 2024 |
| Goldman Sachs | Joe Ritchie | $46 | $49.23 | -42.9% | Jul 30, 2024 |
| Bank of America Securities | Andrew Obin | $60 | $50.89 | -25.5% | Jul 30, 2024 |
| Stifel Nicolaus | Nathan Jones | $58 | $51.19 | -28.0% | Jul 18, 2024 |
| Mizuho Securities | Brett Linzey | $53 | $47.45 | -34.2% | May 1, 2024 |
| Stifel Nicolaus | Nathan Jones | $53 | $46.38 | -34.2% | Apr 17, 2024 |
| Morgan Stanley | Analyst unavailable | $33 | $31.54 | -59.0% | Jan 6, 2023 |
| Citigroup | Analyst unavailable | $36 | $29.75 | -55.3% | Dec 9, 2022 |
| Morgan Stanley | Analyst unavailable | $37 | $31.58 | -54.1% | May 4, 2022 |
| Credit Suisse | Analyst unavailable | $38 | $30.85 | -52.8% | May 4, 2022 |
| Citigroup | Analyst unavailable | $38 | $30.77 | -52.8% | May 4, 2022 |
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Start freeCompany context
Snapshot as of publicationFlowserve Corporation is a global enterprise that specializes in the conception, creation, distribution, and upkeep of industrial equipment crucial for managing fluid movement. The company extends its reach across the United States, Europe, the Middle East, Africa, Asia, and other international markets. Its operations are structured into two principal divisions: the Flowserve Pump Division (FPD) and the Flow Control Division (FCD). The FPD segment provides a diverse range of pumping solutions, encompassing both custom-engineered and pre-configured pumps and systems, mechanical seals, auxiliary components, and essential replacement parts and upgrades. This division also delivers comprehensive post-sales support, including installation and initial setup, provision of seal system spare parts, repairs, advanced diagnostic services, performance re-rating and enhancement solutions, retrofit initiatives, precision machining, and asset management programs.…
Historical context
All FLS earningsIndustrials peers this season
Latest reports in the same sector| Company | Quarter | EPS surprise | Market move | Headline |
|---|---|---|---|---|
| GD General Dynamics Corporation | FY2026 Q3 · Calendar Q4 2026 | +9.0% | +0.5% | General Dynamics raises outlook as orders and backlog surge |
| RBC RBC Bearings Incorporated | FY2027 Q2 · Calendar Q4 2026 | +5.9% | -6.8% | RBC Bearings: Strong Q2, capacity investment supports second half |
| CNI Canadian National Railway Company | FY2026 Q3 · Calendar Q4 2026 | +3.4% | -0.3% | CN posts strong Q3, maintains EPS outlook and expands Mexico strategy |
| NVT nVent Electric plc | FY2026 Q3 · Calendar Q4 2026 | +8.6% | -8.8% | nVent raises outlook as data-center demand and Maverick broaden growth |
| MTZ MasTec, Inc. | FY2026 Q3 · Calendar Q4 2026 | +0.3% | +0.8% | MasTec posts record Q3 as power and data-center demand accelerates |
| IR Ingersoll Rand Inc. | FY2026 Q3 · Calendar Q4 2026 | +18.5% | +0.2% | Ingersoll Rand raises FY2026 outlook as orders accelerate |
Latest beats and misses
Who reports nextBeat on EPS
- CHDFY2026 Q3 · October 30, 2026+2.2% EPS+1.2% move
- AZNFY2026 Q3 · October 30, 2026+7.3% EPS+7.0% move
- FRTFY2026 Q3 · October 30, 2026+3.9% EPS-1.1% move
- CVXFY2026 Q3 · October 30, 2026+8.4% EPS+1.8% move
- BTSGFY2026 Q3 · October 30, 2026+14.2% EPS+11.1% move
- EXCFY2026 Q3 · October 30, 2026+10.4% EPS+0.5% move
Missed on EPS
- GLPIFY2026 Q3 · October 29, 2026-11.5% EPS-1.3% move
- LYBFY2026 Q3 · October 30, 2026-1.2% EPS+5.0% move
- CCJFY2026 Q3 · October 30, 2026-101.4% EPS-7.9% move
- VALEFY2026 Q3 · October 29, 2026-24.6% EPS+1.9% move
- DLR-PLFY2026 Q3 · October 29, 2026-8.4% EPS— move
- DLR-PKFY2026 Q3 · October 29, 2026-8.4% EPS— move
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Sources
- Earnings call transcript and parsed analysis · 2026-05-11T10:29:34.698584+00:00
- FN2 earnings calendar · 2026-07-26T00:37:12.209961+00:00
- Polygon adjusted daily market bars · 2026-11-02T12:40:44.658113+00:00
- Financial Modeling Prep analyst price-target consensus and quote snapshot · 2026-11-02T12:40:44.655338+00:00
Methodology
Reported and consensus figures come from FN2's earnings event records. Market reaction and volume are calculated from daily adjusted bars around the event; abnormal move subtracts the SPY move over the same window.
Analyst target low, average, and high values are derived at request time from each named analyst's latest persisted FMP target. The current-price marker comes from FN2's persisted market snapshot. They are sell-side estimates, not an FN2 valuation or recommendation.
Transcript intelligence is a structured synthesis of the current and prior earnings-call analyses. Missing values stay missing and are never estimated.
By FN2 Research · Updated · As of 2026-11-02. For educational purposes only; not investment advice.