View Future GrowthFlowserve 過去の業績過去 基準チェック /46Flowserveは、平均年間23.5%の収益成長を遂げていますが、 Machinery業界の収益は、年間 成長しています。収益は、平均年間8% 7.1%収益成長率で 成長しています。 Flowserveの自己資本利益率は16.5%であり、純利益率は7.6%です。主要情報23.51%収益成長率23.52%EPS成長率Machinery 業界の成長8.77%収益成長率7.09%株主資本利益率16.52%ネット・マージン7.61%前回の決算情報31 Mar 2026最近の業績更新Reported Earnings • Apr 30First quarter 2026 earnings: EPS and revenues miss analyst expectationsFirst quarter 2026 results: EPS: US$0.64 (up from US$0.56 in 1Q 2025). Revenue: US$1.07b (down 6.7% from 1Q 2025). Net income: US$81.7m (up 11% from 1Q 2025). Profit margin: 7.6% (up from 6.5% in 1Q 2025). Revenue missed analyst estimates by 8.5%. Earnings per share (EPS) also missed analyst estimates by 16%. Revenue is forecast to grow 6.1% p.a. on average during the next 3 years, compared to a 6.3% growth forecast for the Machinery industry in the US. Over the last 3 years on average, earnings per share has increased by 20% per year but the company’s share price has increased by 29% per year, which means it is tracking significantly ahead of earnings growth.お知らせ • Apr 15Flowserve Corporation to Report Q1, 2026 Results on Apr 29, 2026Flowserve Corporation announced that they will report Q1, 2026 results After-Market on Apr 29, 2026分析記事 • Feb 12Flowserve's (NYSE:FLS) Solid Earnings Are Supported By Other Strong FactorsFlowserve Corporation ( NYSE:FLS ) recently posted some strong earnings, and the market responded positively. We did...Reported Earnings • Feb 06Full year 2025 earnings: EPS misses analyst expectationsFull year 2025 results: EPS: US$2.66 (up from US$2.15 in FY 2024). Revenue: US$4.73b (up 3.8% from FY 2024). Net income: US$346.2m (up 23% from FY 2024). Profit margin: 7.3% (up from 6.2% in FY 2024). Revenue was in line with analyst estimates. Earnings per share (EPS) missed analyst estimates by 29%. Revenue is forecast to grow 4.7% p.a. on average during the next 3 years, compared to a 5.9% growth forecast for the Machinery industry in the US. Over the last 3 years on average, earnings per share has increased by 21% per year but the company’s share price has increased by 33% per year, which means it is tracking significantly ahead of earnings growth.お知らせ • Jan 21Flowserve Corporation to Report Q4, 2025 Results on Feb 05, 2026Flowserve Corporation announced that they will report Q4, 2025 results After-Market on Feb 05, 2026Reported Earnings • Oct 29Third quarter 2025 earnings: EPS exceeds analyst expectations while revenues lag behindThird quarter 2025 results: EPS: US$1.69 (up from US$0.44 in 3Q 2024). Revenue: US$1.17b (up 3.6% from 3Q 2024). Net income: US$219.6m (up 276% from 3Q 2024). Profit margin: 19% (up from 5.2% in 3Q 2024). The increase in margin was primarily driven by lower expenses. Revenue missed analyst estimates by 2.6%. Earnings per share (EPS) exceeded analyst estimates by 113%. Revenue is forecast to grow 4.3% p.a. on average during the next 3 years, compared to a 5.3% growth forecast for the Machinery industry in the US. Over the last 3 years on average, earnings per share has increased by 28% per year but the company’s share price has increased by 35% per year, which means it is tracking significantly ahead of earnings growth.すべての更新を表示Recent updatesDeclared Dividend • May 18First quarter dividend of US$0.22 announcedShareholders will receive a dividend of US$0.22. Ex-date: 26th June 2026 Payment date: 10th July 2026 Dividend yield will be 1.3%, which is lower than the industry average of 1.7%. Sustainability & Growth Dividend is well covered by both earnings (31% earnings payout ratio) and cash flows (26% cash payout ratio). The dividend has increased by an average of 2.0% per year over the past 10 years and has been stable with no material reductions to payments, indicating a long track record of dividend growth and stability. EPS is expected to grow by 81% over the next 3 years, which should provide support to the dividend and adequate earnings cover.お知らせ • May 16+ 1 more updateFlowserve Corporation Declares Quarterly Dividend, Payable on July 10, 2026Flowserve Corporation Board of Directors has authorized a quarterly cash dividend of $0.22 per share on outstanding shares of common stock. The dividend is payable July 10, 2026, to shareholders of record as of the close of business on June 26, 2026. While Flowserve currently intends to pay regular quarterly cash dividends for the foreseeable future, any future dividends at this $0.22 per share rate or otherwise will be reviewed individually and declared by the Board of Directors at its discretion.ライブニュース • May 09Flowserve Tops Q1 EPS Forecasts With Margin Gains and Trillium Acquisition MoveQ1 2026 adjusted EPS came in at $0.85, above analyst expectations of $0.82, while revenue of $1.07b declined 6.7% year over year and fell more than 10% below consensus. Adjusted operating margin improved by 230 basis points, supported by 4% growth in aftermarket sales and cost initiatives, partly offsetting weaker original equipment demand. Flowserve priced a $500m offering of 5.700% senior notes due 2036, primarily to fund the planned acquisition of Trillium Flow Technologies Valves Division, with a conditional redemption feature if the deal does not close. Flowserve is showing tighter cost control and mix benefits even as top line pressure from Middle East disruptions and a softer North American maintenance, repair and operations segment weighs on revenue. Margin expansion and steady aftermarket activity suggest the business is leaning on more recurring service and repair work while original equipment orders are softer. Management kept full year adjusted EPS guidance at $4.00 to $4.20 and is targeting an additional 100 basis points of operating margin expansion for the year, along with mid single digit bookings growth. The planned Trillium valves acquisition, funded in part by the new 5.700% senior notes, points to a focus on broadening the flow control portfolio, including in nuclear and traditional power, where Flowserve already secured more than $110m in nuclear awards in Q1. For investors, the key variables to watch are execution on operational initiatives, how quickly Middle East activity normalizes, and whether the Trillium deal closes on the current terms and timetable.お知らせ • May 02Flowserve Corporation Updates Earnings Guidance for the Fiscal Year 2026Flowserve Corporation updated earnings guidance for the fiscal year 2026. For the year, the company expects total sales growth of +3% to +6% compared to previous guidance of +5% to +7%.Reported Earnings • Apr 30First quarter 2026 earnings: EPS and revenues miss analyst expectationsFirst quarter 2026 results: EPS: US$0.64 (up from US$0.56 in 1Q 2025). Revenue: US$1.07b (down 6.7% from 1Q 2025). Net income: US$81.7m (up 11% from 1Q 2025). Profit margin: 7.6% (up from 6.5% in 1Q 2025). Revenue missed analyst estimates by 8.5%. Earnings per share (EPS) also missed analyst estimates by 16%. Revenue is forecast to grow 6.1% p.a. on average during the next 3 years, compared to a 6.3% growth forecast for the Machinery industry in the US. Over the last 3 years on average, earnings per share has increased by 20% per year but the company’s share price has increased by 29% per year, which means it is tracking significantly ahead of earnings growth.New Risk • Apr 30New minor risk - Financial positionThe company has a high level of debt. Net debt to equity ratio: 40% This is considered a minor risk. Having a high level of debt increases the company's balance sheet risk. The company has a higher interest repayment burden, leading to the need to allocate a greater amount of its earnings towards servicing the debt, potentially limiting growth options or shareholder distributions. It can also increase the risk of bankruptcy if business conditions deteriorate enough that the company can no longer meet its debt obligations. Currently, the following risks have been identified for the company: Minor Risks High level of debt (40% net debt to equity). Large one-off items impacting financial results. Significant insider selling over the past 3 months (US$978k sold).ナラティブの更新 • Apr 30FLS: AI Power Demand And Activist Pressure Will Shape Future RepricingAnalysts have kept the fair value estimate for Flowserve steady at $102, while refining underlying assumptions such as the discount rate, revenue growth, profit margins, and future P/E following a mix of recent price target increases and reductions across the Street. Analyst Commentary Recent Street research around Flowserve reflects a mix of higher and lower price targets, along with fresh coverage, all of which feeds into how the current fair value estimate is framed.Seeking Alpha • Apr 28Flowserve: The Unconventional Energy Play That Pays OffSummary Flowserve's stock has more than doubled over the past 5-year period, thus outperforming the S&P 500. The current fiscal year is gearing up to be yet another strong period for the company, with margins anticipated to reach a new record high. Bolt-on acquisitions would continue to play a key role for growth as Flowserve's management remains disciplined. Investors should also factor in a potential moderation in returns as FLS is no longer priced at a significant discount. Read the full article on Seeking Alphaナラティブの更新 • Apr 16FLS: AI Power Exposure And Margin Progress Will Drive Future RepricingFlowserve's fair value estimate has increased from $90 to $102, as analysts cite updated expectations for revenue growth, profit margins and future P/E, supported by a series of recent price target revisions across the Street. Analyst Commentary Recent Street research on Flowserve shows an active mix of price target revisions, with several bullish analysts lifting targets and reaffirming positive views on the company’s setup.お知らせ • Apr 15Flowserve Corporation to Report Q1, 2026 Results on Apr 29, 2026Flowserve Corporation announced that they will report Q1, 2026 results After-Market on Apr 29, 2026お知らせ • Apr 03Flowserve Corporation, Annual General Meeting, May 14, 2026Flowserve Corporation, Annual General Meeting, May 14, 2026.ナラティブの更新 • Apr 02FLS: AI Power Demand And Margin Progress Will Drive Future UpsideAnalysts have modestly reduced the Flowserve fair value estimate by $1.00 to $94.80, while noting higher Street price targets that are supported by views that the company is positioned to benefit from AI driven electricity demand and improving margin momentum in the broader energy sector. Analyst Commentary Recent Street research on Flowserve has focused on higher price targets and the company’s exposure to AI related electricity demand and broader energy trends, alongside internal efforts to improve margins.Buy Or Sell Opportunity • Mar 30Now 21% undervalued after recent price dropOver the last 90 days, the stock has fallen 1.4% to US$69.16. The fair value is estimated to be US$87.60, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 8.0% over the last 3 years. Earnings per share has grown by 21%. For the next 3 years, revenue is forecast to grow by 5.4% per annum. Earnings are also forecast to grow by 21% per annum over the same time period.Upcoming Dividend • Mar 20Upcoming dividend of US$0.22 per shareEligible shareholders must have bought the stock before 27 March 2026. Payment date: 10 April 2026. Payout ratio is a comfortable 32% and this is well supported by cash flows. Trailing yield: 1.2%. Lower than top quartile of American dividend payers (4.4%). In line with average of industry peers (1.2%).ナラティブの更新 • Mar 18FLS: AI Power Buildout And Margin Execution Will Support Future UpsideFlowserve's fair value estimate has been updated to $88.00 from $81.58 as analysts point to higher price targets, including TD Cowen's move to $100. This change is supported by expectations for the company to benefit from AI related electricity buildout, broader energy exposure, firmer margin momentum and slightly improved assumptions for growth, profitability and future P/E.お知らせ • Mar 16Flowserve Corporation Appoints Brian Savoy to Board of Directors and Audit Committee and Technology, Innovation and Risk Committee, Effective March 16, 2026Flowserve Corporation announced that its Board of Directors has elected Brian Savoy as a member of the Board of Directors and appointed him to the Audit Committee and Technology, Innovation and Risk Committee, effective March 16, 2026. Mr. Savoy currently serves as the Chief Financial Officer and Executive Vice President at Duke Energy, an electric power and natural gas holding company. His experience also includes serving as Duke Energy’s Chief Strategy and Commercial Officer as well as its Chief Transformation and Administrative Officer. Brian also currently serves as a board member and audit committee chair for the Electric Power Research Institute, a nonprofit organization advancing safe, reliable, and sustainable energy through research and collaboration with utilities, regulators, and policymakers. Mr. Savoy earned a Bachelor of Business Administration degree in accounting from Lamar University and is a certified public accountant.ナラティブの更新 • Mar 04FLS: Future Upside Will Rely On AI Electricity And Nuclear MomentumAnalysts have lifted their Flowserve price target from $80 to $100, citing the company's exposure to AI driven electricity buildout, links to broader energy demand, and internal momentum on margins as key supports for the higher fair value estimate of $95.80 and refreshed assumptions for growth, profitability, and future P/E. Analyst Commentary Across recent research updates, bullish analysts are generally aligning around a higher fair value framework for Flowserve.Recent Insider Transactions Derivative • Feb 20President exercised options and sold US$1.0m worth of stockOn the 17th of February, Robert Rowe exercised options to acquire 11k shares at no cost and sold these for an average price of US$89.69 per share. This trade did not impact their existing holding. For the year to December 2019, Robert's total compensation was 11% salary and 89% other compensation. This indicates that these sales could comprise a meaningful part of their income for the year. Since March 2025, Robert's direct individual holding has increased from 430.22k shares to 464.65k. Company insiders have collectively sold US$18m more than they bought, via options and on-market transactions in the last 12 months.New Risk • Feb 19New minor risk - Earnings qualityThe company has large one-off items impacting its financial results. One-off items were 35% of the size of the rest of the company's trailing 12-month earnings before tax. This is considered a minor risk. One-off items are incomes or expenses that the company does not expect to repeat in future periods. Examples include profits from the sale of a business or expenses from a restructuring or legal settlements. If the company's reported statutory earnings include a large proportion of one-off items it means they may be an unreliable indicator of its true business performance as the earnings were skewed by these incomes or expenses. Currently, the following risks have been identified for the company: Minor Risks Large one-off items impacting financial results. Significant insider selling over the past 3 months (US$7.9m sold).Recent Insider Transactions • Feb 18Independent Director recently sold US$689k worth of stockOn the 17th of February, Michael McMurray sold around 8k shares on-market at roughly US$89.96 per share. This transaction amounted to 71% of their direct individual holding at the time of the trade. In the last 3 months, there was an even bigger sale from another insider worth US$6.9m. Insiders have been net sellers, collectively disposing of US$13m more than they bought in the last 12 months.ナラティブの更新 • Feb 18FLS: Higher Execution Demands Around Margins And Orders Will Restrain UpsideOur Flowserve fair value estimate moves from $65.63 to $81.58 as analysts reflect updated targets that point to slightly higher revenue growth assumptions, firmer profit margins, and a higher future P/E multiple. Analyst Commentary Street research around Flowserve has centered on higher price targets and updated views on where the shares could trade relative to revised earnings assumptions and sector peers.Declared Dividend • Feb 16Fourth quarter dividend increased to US$0.22Dividend of US$0.22 is 4.8% higher than last year. Ex-date: 27th March 2026 Payment date: 10th April 2026 Dividend yield will be 0.9%, which is lower than the industry average of 1.7%. Sustainability & Growth Dividend is well covered by both earnings (32% earnings payout ratio) and cash flows (25% cash payout ratio). The dividend has increased by an average of 1.6% per year over the past 10 years and has been stable with no material reductions to payments, indicating a long track record of dividend growth and stability. EPS is expected to grow by 77% over the next 3 years, which should provide support to the dividend and adequate earnings cover.お知らせ • Feb 13Flowserve Corporation Announces Quarterly Dividend, Payable on April 10, 2026Flowserve Corporation announced that its Board of Directors has authorized a quarterly cash dividend of $0.22 per share on the Company’s outstanding shares of common stock. This represents a 5% increase to the Company’s most recent per share quarterly dividend. The dividend is payable on April 10, 2026, to shareholders of record as of the close of business on March 27, 2026.分析記事 • Feb 12Flowserve's (NYSE:FLS) Solid Earnings Are Supported By Other Strong FactorsFlowserve Corporation ( NYSE:FLS ) recently posted some strong earnings, and the market responded positively. We did...Price Target Changed • Feb 08Price target increased by 8.2% to US$88.90Up from US$82.20, the current price target is an average from 10 analysts. New target price is approximately in line with last closing price of US$85.46. Stock is up 36% over the past year. The company is forecast to post earnings per share of US$3.91 for next year compared to US$2.66 last year.Reported Earnings • Feb 06Full year 2025 earnings: EPS misses analyst expectationsFull year 2025 results: EPS: US$2.66 (up from US$2.15 in FY 2024). Revenue: US$4.73b (up 3.8% from FY 2024). Net income: US$346.2m (up 23% from FY 2024). Profit margin: 7.3% (up from 6.2% in FY 2024). Revenue was in line with analyst estimates. Earnings per share (EPS) missed analyst estimates by 29%. Revenue is forecast to grow 4.7% p.a. on average during the next 3 years, compared to a 5.9% growth forecast for the Machinery industry in the US. Over the last 3 years on average, earnings per share has increased by 21% per year but the company’s share price has increased by 33% per year, which means it is tracking significantly ahead of earnings growth.お知らせ • Feb 06Flowserve Corporation Provides Earnings Guidance for the Financial Year 2026Flowserve Corporation provided earnings guidance for the financial year 2026. For the year 2026, Organic Sales Growth to be +1% to +3%. Total Sales Growth to be +5% to +7%.ナラティブの更新 • Feb 04FLS: Higher Future P/E Assumptions Will Support A Repricing StoryNarrative Update on Flowserve The analyst price target for Flowserve has been reset to $90.00 from $73.74. Analysts point to updated assumptions for fair value, discount rate, revenue growth, profit margin, and future P/E following a series of recent target increases from major research firms.お知らせ • Jan 21Flowserve Corporation to Report Q4, 2025 Results on Feb 05, 2026Flowserve Corporation announced that they will report Q4, 2025 results After-Market on Feb 05, 2026ナラティブの更新 • Jan 21FLS: Nuclear And Self Help Execution Risks Will Limit Future UpsideOur updated analyst price target for Flowserve moves higher to US$65.63 from US$64.32, reflecting modest tweaks to revenue growth, profit margin and future P/E assumptions, as analysts factor in recent target increases across the Street following Q3 results and sector-wide outlook updates. Analyst Commentary Recent Street research on Flowserve has centered on updated price targets following Q3 results and refreshed sector views.ナラティブの更新 • Jan 06FLS: Nuclear Booking Reliance Will Constrain Future Upside Despite Recent OptimismNarrative Update The analyst price target for Flowserve has moved higher, with recent Street research citing updated Q3 models, expectations for stronger bookings tied to nuclear opportunities, and company-specific self-help efforts as key factors behind the revised valuation inputs. Analyst Commentary Recent Street research on Flowserve has centered on refreshed models following Q3 results, with analysts recalibrating price targets and reassessing execution and growth assumptions tied to nuclear related bookings and internal improvement efforts.お知らせ • Jan 01Kenneth I. Siegel Announces Not Stand for Re-Election to the Board of Flowserve CorporationFlowserve Corporation announced that on December 29, 2025, Kenneth I. Siegel informed the Board of Directors of Flowserve Corporation that he would not stand for re-election at the Company's 2026 annual meeting of shareholders. Mr. Siegel will continue to serve as a director until the annual meeting. Mr. Siegel's decision not to stand for re-election was not the result of any disagreement with the management or the Board of the Company.お知らせ • Dec 17Flowserve Corporation (NYSE:FLS) acquired Greenray Turbine Solutions Limited for approximately $72 million.Flowserve Corporation (NYSE:FLS) acquired Greenray Turbine Solutions Limited for approximately $72 million on December 16, 2025. A cash consideration of $72 million will be paid by Flowserve Corporation. As part of consideration, $72 million is paid towards common equity of Greenray Turbine Solutions Limited. Flowserve Corporation (NYSE:FLS) completed the acquisition of Greenray Turbine Solutions Limited for approximately $72 million on December 16, 2025.分析記事 • Dec 15Flowserve (NYSE:FLS) Has Announced A Dividend Of $0.21The board of Flowserve Corporation ( NYSE:FLS ) has announced that it will pay a dividend of $0.21 per share on the 9th...Declared Dividend • Dec 15Third quarter dividend of US$0.21 announcedDividend of US$0.21 is the same as last year. Ex-date: 26th December 2025 Payment date: 9th January 2026 Dividend yield will be 1.2%, which is lower than the industry average of 1.7%. Sustainability & Growth Dividend is well covered by both earnings (24% earnings payout ratio) and cash flows (17% cash payout ratio). The dividend has increased by an average of 1.6% per year over the past 10 years and has been stable with no material reductions to payments, indicating a long track record of dividend growth and stability. EPS is expected to grow by 19% over the next 2 years, which should provide support to the dividend and adequate earnings cover.ナラティブの更新 • Dec 14FLS: Future Cycle Risks Will Limit Upside Despite Nuclear OpportunityFlowserve's analyst price target has been revised higher to approximately $63 from about $60, as analysts factor in stronger modeled revenue growth, a modestly lower future valuation multiple, and continued execution following the company's Q3 beat. Analyst Commentary Recent Street research reflects a generally constructive stance on Flowserve, with higher price targets driven by stronger modeled earnings and improving execution following the latest quarterly beat.お知らせ • Dec 12Flowserve Corporation Announces Quarterly Cash Dividend on Common Stock, Payable on January 9, 2026Flowserve Corporation announced that its Board of Directors has authorized a quarterly cash dividend of $0.21 per share on the Company’s outstanding shares of common stock. The dividend is payable on January 9, 2026, to shareholders of record as of the close of business on December 26, 2025. While Flowserve currently intends to pay regular quarterly cash dividends for the foreseeable future, any future dividends, at this $0.21 per share rate or otherwise, will be reviewed individually and declared by the Board of Directors at its discretion.Recent Insider Transactions • Dec 04President recently sold US$6.9m worth of stockOn the 2nd of December, Robert Rowe sold around 98k shares on-market at roughly US$70.40 per share. This transaction amounted to 22% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. This was Robert's only on-market trade for the last 12 months.Recent Insider Transactions Derivative • Dec 03President notifies of intention to sell stockRobert Rowe intends to sell 213k shares in the next 90 days after lodging an Intent To Sell Form on the 2nd of December. If the sale is conducted around the recent share price of US$70.48, it would amount to US$15m. For the year to December 2018, Robert's total compensation was 11% salary and 89% other compensation. This indicates that these sales could comprise a meaningful part of their income for the year. Since March 2025, Robert's direct individual holding has increased from 430.22k shares to 444.37k. Company insiders have collectively sold US$11m more than they bought, via options and on-market transactions in the last 12 months.ナラティブの更新 • Nov 28FLS: Future Performance Will Depend On Nuclear Momentum And Execution Risk ManagementFlowserve's fair value price target has increased to $76.80, up from $75.50. Analysts highlight solid third-quarter results and see potential for continued bookings growth, driven by management execution and opportunities in the Nuclear segment.ナラティブの更新 • Nov 14FLS: Future Performance Will Rely On Nuclear Segment And Execution ConsistencyAnalysts have increased their price target for Flowserve from $71.80 to $75.50, citing robust execution, stronger projected profit margins, and improving growth opportunities following the company's recent earnings beat. Analyst Commentary Following Flowserve's recent earnings report, analysts have adjusted their forecasts and price targets in response to both strong performance and evolving growth opportunities.Recent Insider Transactions • Nov 06Senior VP & CFO recently sold US$3.3m worth of stockOn the 4th of November, Amy Schwetz sold around 47k shares on-market at roughly US$71.02 per share. This transaction amounted to 47% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. This was Amy's only on-market trade for the last 12 months.Recent Insider Transactions Derivative • Nov 05Senior VP notifies of intention to sell stockSusan Hudson intends to sell 11k shares in the next 90 days after lodging an Intent To Sell Form on the 4th of November. If the sale is conducted around the recent share price of US$70.01, it would amount to US$747k. Since March 2025, Susan's direct individual holding has increased from 16.77k shares to 17.26k. Company insiders have collectively sold US$6.7m more than they bought, via options and on-market transactions in the last 12 months.Major Estimate Revision • Nov 04Consensus EPS estimates increase by 13%The consensus outlook for fiscal year 2025 has been updated. 2025 EPS estimate increased from US$2.99 to US$3.37. Revenue forecast steady at US$4.77b. Net income forecast to grow 6.7% next year vs 18% growth forecast for Machinery industry in the US. Consensus price target up from US$66.50 to US$75.50. Share price rose 32% to US$69.53 over the past week.Valuation Update With 7 Day Price Move • Nov 04Investor sentiment improves as stock rises 36%After last week's 36% share price gain to US$71.85, the stock trades at a forward P/E ratio of 20x. Average forward P/E is 19x in the Machinery industry in the US. Total returns to shareholders of 145% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at US$80.89 per share.分析記事 • Oct 31Flowserve Corporation Just Beat EPS By 113%: Here's What Analysts Think Will Happen NextShareholders will be ecstatic, with their stake up 28% over the past week following Flowserve Corporation 's ( NYSE:FLS...ナラティブの更新 • Oct 31FLS: Improved Execution And Nuclear Pipeline Will Support Balanced Future OutlookAnalysts have increased their price target for Flowserve from $66.50 to $71.80. They cite improved execution, opportunities for growth in the Flow Control Division, and positive momentum following strong quarterly results.Price Target Changed • Oct 30Price target increased by 9.9% to US$71.10Up from US$64.70, the current price target is an average from 10 analysts. New target price is 5.6% above last closing price of US$67.35. Stock is up 28% over the past year. The company is forecast to post earnings per share of US$3.32 for next year compared to US$2.15 last year.Reported Earnings • Oct 29Third quarter 2025 earnings: EPS exceeds analyst expectations while revenues lag behindThird quarter 2025 results: EPS: US$1.69 (up from US$0.44 in 3Q 2024). Revenue: US$1.17b (up 3.6% from 3Q 2024). Net income: US$219.6m (up 276% from 3Q 2024). Profit margin: 19% (up from 5.2% in 3Q 2024). The increase in margin was primarily driven by lower expenses. Revenue missed analyst estimates by 2.6%. Earnings per share (EPS) exceeded analyst estimates by 113%. Revenue is forecast to grow 4.3% p.a. on average during the next 3 years, compared to a 5.3% growth forecast for the Machinery industry in the US. Over the last 3 years on average, earnings per share has increased by 28% per year but the company’s share price has increased by 35% per year, which means it is tracking significantly ahead of earnings growth.お知らせ • Oct 29Flowserve Corporation Updates Earnings Guidance for the Full-Year 2025Flowserve Corporation updated earnings guidance for the full-year 2025. For the year, the company expected organic sales growth of positive 2% as compared to prior guidance of positive 3% to positive 4%. Total sales growth of positive 4% to positive 5% as compared to prior guidance of positive 5% to positive 6%.お知らせ • Oct 08Flowserve Corporation to Report Q3, 2025 Results on Oct 28, 2025Flowserve Corporation announced that they will report Q3, 2025 results at 4:00 PM, US Eastern Standard Time on Oct 28, 2025Upcoming Dividend • Sep 19Upcoming dividend of US$0.21 per shareEligible shareholders must have bought the stock before 26 September 2025. Payment date: 10 October 2025. Payout ratio is a comfortable 38% and this is well supported by cash flows. Trailing yield: 1.5%. Lower than top quartile of American dividend payers (4.4%). In line with average of industry peers (1.5%).分析記事 • Sep 17Flowserve (NYSE:FLS) Has Announced A Dividend Of $0.21The board of Flowserve Corporation ( NYSE:FLS ) has announced that it will pay a dividend on the 10th of October, with...お知らせ • Sep 17Flowserve Corporation Announces Executive ChangesFlowserve Corporation has announced that Alice DeBiasio will join the company as President of the Flow Control Division, beginning Oct. 13, 2025. Alice DeBiasio is an accomplished leader with extensive experience leading global industrial organizations and driving consistent profitable growth, innovation and customer loyalty. Most recently, DeBiasio served as Vice President, General Manager at Carrier Corporation, where she led multiple business segments, including Truck Trailer Americas, Sensitech and Digital Solutions for the entire Climate Solutions Transportation divisions. Prior to Carrier, she held leadership roles of increasing responsibility at Resideo (formerly Honeywell) and Northrop Grumman, where she focused on product management, software solutions, project management and engineering. DeBiasio holds an MBA and a Master of Science in Mechanical Engineering from SUNY Stony Brook University, as well as a Bachelor of Science in Mechanical Engineering and a Bachelor of Arts in Music Instrumental Performance from the University of Miami. Kirk Wilson, the current President of the Flow Control Division, will remain with Flowserve as a senior advisor through Jan. 9, 2026, to assist with special projects and ensure a smooth transition as DeBiasio enters her new role.分析記事 • Aug 17Flowserve (NYSE:FLS) Is Paying Out A Dividend Of $0.21Flowserve Corporation ( NYSE:FLS ) will pay a dividend of $0.21 on the 10th of October. This means that the annual...Declared Dividend • Aug 17Second quarter dividend of US$0.21 announcedDividend of US$0.21 is the same as last year. Ex-date: 26th September 2025 Payment date: 10th October 2025 Dividend yield will be 1.6%, which is about the same as the industry average. Sustainability & Growth Dividend is well covered by both earnings (38% earnings payout ratio) and cash flows (28% cash payout ratio). The dividend has increased by an average of 2.8% per year over the past 10 years and has been stable with no material reductions to payments, indicating a long track record of dividend growth and stability. EPS is expected to grow by 94% over the next 3 years, which should provide support to the dividend and adequate earnings cover.お知らせ • Aug 14Flowserve Corporation Announces Quarterly Cash Dividend, Payable on October 10, 2025Flowserve Corporation announced that its Board of Directors has authorized a quarterly cash dividend of $0.21 per share on the Company’s outstanding shares of common stock. The dividend is payable on October 10, 2025, to shareholders of record as of the close of business on September 26, 2025.Recent Insider Transactions • Aug 12President of Flow Control Division recently sold US$526k worth of stockOn the 8th of August, Kirk Wilson sold around 10k shares on-market at roughly US$52.58 per share. This transaction amounted to 17% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. This was the only on-market transaction from insiders over the last 12 months.Reported Earnings • Jul 29Second quarter 2025 earnings: EPS and revenues miss analyst expectationsSecond quarter 2025 results: EPS: US$0.63 (up from US$0.55 in 2Q 2024). Revenue: US$1.19b (up 2.7% from 2Q 2024). Net income: US$81.8m (up 13% from 2Q 2024). Profit margin: 6.9% (up from 6.3% in 2Q 2024). The increase in margin was driven by higher revenue. Revenue missed analyst estimates by 3.1%. Earnings per share (EPS) also missed analyst estimates by 16%. Revenue is forecast to grow 4.4% p.a. on average during the next 3 years, compared to a 4.1% growth forecast for the Machinery industry in the US. Over the last 3 years on average, earnings per share has increased by 26% per year but the company’s share price has only increased by 19% per year, which means it is significantly lagging earnings growth.お知らせ • Jul 29+ 1 more updateBaker Hughes Reportedly Nears $13.6 Billion Deal to Buy Chart Industries over the Head of Rival SuitorOil and gas equipment supplier Baker Hughes Company (NasdaqGS:BKR) is nearing a $13.6 billion all-cash deal to buy Chart Industries, Inc. (NYSE:GTLS), gatecrashing an earlier agreement to merge with rival Flowserve Corporation (NYSE:FLS), according to people familiar with the matter. The acquisition will give Baker Hughes, the $46 billion oilfield services group, a stronger foothold serving crucial industries such as liquefied natural gas, nuclear energy and data centres and help to boost its fast-growing industrial and energy technology division. The deal to buy Chart, which specialises in handling gas and liquids at extremely low temperatures mainly for industrial clients, would displace an agreement the company made earlier this year with rival Flowserve to combine in a $19 billion all-stock merger, the people said. That agreement, which was framed as a merger of equals, had now been terminated, they added. The deal values Chart’s equity at $210 a share, a 22% premium to its market capitalisation, giving it an equity value of about $10 billion, the people said. Shares in Chart jumped by 16.5% to $200 in after-hours trading on July 28, 2025 following the Financial Times report about the deal, after closing at $171.65 on Monday. Baker Hughes, Chart and Flowserve did not immediately respond to requests for comment. The deal was likely to be announced in the coming days, the people said, warning that the agreement was not final and the plans could change. Chart had initially agreed to a merge with Flowserve as part of an effort to strengthen its position as a supplier of equipment and services that manage the flow of liquids and gases across several industries. Baker Hughes’ decision to make a higher bid for Chart forced the company’s board to reconsider its deal with Flowserve, the people said. Shares in Flowserve jumped by 5.2% in after-hours trading.分析記事 • Jul 21Estimating The Fair Value Of Flowserve Corporation (NYSE:FLS)Key Insights The projected fair value for Flowserve is US$56.48 based on 2 Stage Free Cash Flow to Equity Current share...お知らせ • Jul 11Flowserve Corporation to Report Q2, 2025 Results on Jul 30, 2025Flowserve Corporation announced that they will report Q2, 2025 results After-Market on Jul 30, 2025分析記事 • Jul 05Here's Why We Think Flowserve (NYSE:FLS) Is Well Worth WatchingInvestors are often guided by the idea of discovering 'the next big thing', even if that means buying 'story stocks...お知らせ • Jun 30+ 1 more updateFlowserve Corporation(NYSE:FLS) dropped from Russell 1000 Defensive IndexFlowserve Corporation(NYSE:FLS) dropped from Russell 1000 Defensive IndexValuation Update With 7 Day Price Move • Jun 27Investor sentiment improves as stock rises 17%After last week's 17% share price gain to US$53.64, the stock trades at a forward P/E ratio of 17x. Average forward P/E is 20x in the Machinery industry in the US. Total returns to shareholders of 98% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at US$55.15 per share.分析記事 • Jun 20Flowserve (NYSE:FLS) Has Affirmed Its Dividend Of $0.21Flowserve Corporation ( NYSE:FLS ) will pay a dividend of $0.21 on the 11th of July. Based on this payment, the...Upcoming Dividend • Jun 20Upcoming dividend of US$0.21 per shareEligible shareholders must have bought the stock before 27 June 2025. Payment date: 11 July 2025. Payout ratio is a comfortable 39% and this is well supported by cash flows. Trailing yield: 1.8%. Lower than top quartile of American dividend payers (4.8%). In line with average of industry peers (1.7%).お知らせ • Jun 04Flowserve Corporation (NYSE:FLS) entered into a definitive agreement to acquire Chart Industries, Inc. (NYSE:GTLS) for approximately $7.2 billion in a merger of equals transaction.Flowserve Corporation (NYSE:FLS) entered into a definitive agreement to acquire Chart Industries, Inc. (NYSE:GTLS) for approximately $7.2 billion in a merger of equals transaction on June 3, 2025. The transaction is structured as an all-stock merger of equals. Chart shareholders will receive 3.165 shares of Flowserve common stock for each share of Chart common stock owned. 6.75% Series B Mandatory Convertible Preferred Stock of Chart, that remain issued and outstanding immediately prior to the First Effective Time, each such share of Chart Preferred Stock shall be converted into the right to receive one share of a newly created 6.75% Series B Mandatory Convertible Preferred Stock of Flowserve, par value $1.00 per share, having the same rights, privileges and voting powers, and limitations and restrictions thereof, as the shares of Chart Preferred Stock had immediately prior to the First Effective Time. Following the close of the transaction, Chart shareholders will own approximately 53.5% and Flowserve shareholders will own approximately 46.5% of the combined company, on a fully diluted basis. A termination fee of $250 million is payable by chart and $215 million is payable by Flowserve. The combined company is expected to have an enterprise value of approximately $19 billion, generated net revenue of approximately $8.8 billion on a combined LTM basis as of the end of Q1 2025,leverage ratio of 2.0x net debt to adjusted EBITDA at close. Upon closing, the combined company’s Board will comprise 12 directors, six of whom will be from Chart and six from Flowserve. Ms. Evanko will serve as the Chair of the combined company’s Board of Directors, Mr. Rowe will serve as Chief Executive Officer of the combined company, and John Garrison will serve as Lead Independent Director of the combined company’s Board. Following the closing of the transaction, the combined company will have its headquarters in Dallas, TX and expects to maintain a presence in Atlanta and Houston, supported by a global footprint across more than 50 countries. The combined company will assume a new name and brand following close. The transaction has been unanimously approved by the board of directors of each company, subject to approval of shareholders of both Chart and Flowserve, the receipt of regulatory approvals, HSR act clearance,the effectiveness of a registration statement and the satisfaction of other customary closing conditions and is expected to close in the fourth quarter of 2025. The transaction is anticipated to be Meaningfully Accretive to Combined Adjusted EPS in First Year. Wells Fargo Securities, LLC acted as financial advisor and fairness opinion provider, Matt Stevens and Paul Huddle of Winston & Strawn LLP acted as legal advisor for Chart Industries, Inc. Guggenheim Securities, LLC acted as financial advisor and fairness opinion provider, Cravath, George F. Schoen and Daniel J. Cerqueira of Swaine & Moore LLP acted as legal advisor for Flowserve Corporation. Joele Frank, Wilkinson Brimmer Katcher is serving as strategic communications advisor. Veriten is serving as an independent strategic advisor to Flowserve.分析記事 • May 22Investors Appear Satisfied With Flowserve Corporation's (NYSE:FLS) ProspectsFlowserve Corporation's ( NYSE:FLS ) price-to-earnings (or "P/E") ratio of 22.9x might make it look like a sell right...分析記事 • May 22Flowserve's (NYSE:FLS) Dividend Will Be $0.21Flowserve Corporation's ( NYSE:FLS ) investors are due to receive a payment of $0.21 per share on 11th of July. This...Declared Dividend • May 21First quarter dividend of US$0.21 announcedDividend of US$0.21 is the same as last year. Ex-date: 27th June 2025 Payment date: 11th July 2025 Dividend yield will be 1.7%, which is about the same as the industry average. Sustainability & Growth Dividend is well covered by both earnings (39% earnings payout ratio) and cash flows (47% cash payout ratio). The dividend has increased by an average of 2.8% per year over the past 10 years and has been stable with no material reductions to payments, indicating a long track record of dividend growth and stability. EPS is expected to grow by 87% over the next 3 years, which should provide support to the dividend and adequate earnings cover.お知らせ • May 17+ 1 more updateFlowserve Corporation Announces Board ChangesFlowserve Corporation announced the results of its 2025 Annual Meeting of Shareholders. At the virtual Annual Meeting, Flowserve’s, David E. Roberts did not stand for re-election, and John Garrison assumed the role of Independent Chairman. Shareholders elected a new director, Ross B. Shuster, to the board to also serve an annual term expiring at the 2026 Annual Meeting. Mr. Shuster is the CEO of Copeland. He previously served as chief executive officer of Howden and held leadership roles for various regional businesses at United Technologies Corporation.Reported Earnings • Apr 30First quarter 2025 earnings: EPS and revenues exceed analyst expectationsFirst quarter 2025 results: EPS: US$0.56 (down from US$0.56 in 1Q 2024). Revenue: US$1.14b (up 5.2% from 1Q 2024). Net income: US$73.9m (flat on 1Q 2024). Profit margin: 6.5% (down from 6.8% in 1Q 2024). The decrease in margin was driven by higher expenses. Revenue exceeded analyst estimates by 3.1%. Earnings per share (EPS) also surpassed analyst estimates by 1.5%. Revenue is forecast to grow 3.3% p.a. on average during the next 3 years, compared to a 3.4% growth forecast for the Machinery industry in the US. Over the last 3 years on average, earnings per share has increased by 31% per year but the company’s share price has only increased by 11% per year, which means it is significantly lagging earnings growth.お知らせ • Apr 30Flowserve Corporation Reaffirms Earnings Guidance for the Year 2025Flowserve Corporation reaffirmed earnings guidance for the year 2025. For the year, the company expected organic sales growth of positive 3% to positive 5%. Total sales growth of positive 5% to positive 7%.Price Target Changed • Apr 14Price target decreased by 10% to US$64.30Down from US$71.50, the current price target is an average from 10 analysts. New target price is 51% above last closing price of US$42.50. Stock is down 8.4% over the past year. The company is forecast to post earnings per share of US$3.00 for next year compared to US$2.15 last year.お知らせ • Apr 11Flowserve Corporation to Report Q1, 2025 Results on Apr 29, 2025Flowserve Corporation announced that they will report Q1, 2025 results After-Market on Apr 29, 2025Valuation Update With 7 Day Price Move • Apr 04Investor sentiment deteriorates as stock falls 18%After last week's 18% share price decline to US$40.07, the stock trades at a forward P/E ratio of 13x. Average forward P/E is 16x in the Machinery industry in the US. Total returns to shareholders of 20% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at US$71.74 per share.お知らせ • Apr 04Flowserve Corporation, Annual General Meeting, May 16, 2025Flowserve Corporation, Annual General Meeting, May 16, 2025.Upcoming Dividend • Mar 21Upcoming dividend of US$0.21 per shareEligible shareholders must have bought the stock before 28 March 2025. Payment date: 11 April 2025. Payout ratio is a comfortable 39% and this is well supported by cash flows. Trailing yield: 1.7%. Lower than top quartile of American dividend payers (4.6%). In line with average of industry peers (1.7%).お知らせ • Mar 11Flowserve Corporation Launches First Sealless Pump with True Secondary Containment, Setting New Standard for SafetyFlowserve Corporation has launched the INNOMAG TB-MAG Dual Drive Pump, the world's first sealless pump to eliminate leaks, setting a new standard for safety and environmental protection. For chemical plant operators, processing toxic and hazardous fluids such as hydrofluoric acid or acrylonitrile requires safeguards to avoid potential catastrophic consequences for the sites and the environment around them. One such safeguard is using pumps with a secondary containment system to house liquid in the event of a pump failure. Historically, Canned Motor Pumps (CMPs) were the only viable option because sealless pumps with dual control systems include parts that wear over time and are susceptible to leaking. The INNOMAG TB- MAG Dual Drive now makes sealless pumps a safe alternative to CMPs and other sealless pumps with dual Control systems because the liquid and drive sections of the pump are both sealed airtight, providing a true secondary layer of protection in the pump. By containing the liquid in the pump, the motor remains liquid-free and operational - the most common downfall from CMP failures. The INNOMAGTB-MAG Dual Drive also has an additional layer of corrosion resistance for handling chemicals due to a non-metallic liner which coats the pump internally. These features help ensure the elimination of leaks, enabling a significant safety net for operators who process these fluids each day. The INNOMAG CB-MAG Dual Drive pump offers all the same benefits as other similar products: ISO/ASME (ANSI) compliant, simple installation, low-maintenance, solids handlings up to 30% volume concentration and reliability. With its modular design, standard single containment INNOMAG TB-Mag pumps can be enhanced by bolting on the Dual Drive unit. Alternatively, the INNOMAG TB - Dual Drive can be purchased as a complete unit.Recent Insider Transactions Derivative • Mar 07President exercised options and sold US$549k worth of stockOn the 1st of March, Robert Rowe exercised options to acquire 10k shares at no cost and sold these for an average price of US$55.04 per share. This trade did not impact their existing holding. For the year to December 2018, Robert's total compensation was 11% salary and 89% other compensation. This indicates that these sales could comprise a meaningful part of their income for the year. Since March 2024, Robert's direct individual holding has decreased from 564.46k shares to 429.78k. Company insiders have collectively sold US$11m more than they bought, via options and on-market transactions in the last 12 months.Declared Dividend • Feb 21Fourth quarter dividend of US$0.21 announcedDividend of US$0.21 is the same as last year. Ex-date: 28th March 2025 Payment date: 11th April 2025 Dividend yield will be 1.5%, which is lower than the industry average of 1.7%. Sustainability & Growth Dividend is well covered by both earnings (39% earnings payout ratio) and cash flows (32% cash payout ratio). The dividend has increased by an average of 2.8% per year over the past 10 years and has been stable with no material reductions to payments, indicating a long track record of dividend growth and stability. EPS is expected to grow by 56% over the next 2 years, which should provide support to the dividend and adequate earnings cover.Buy Or Sell Opportunity • Feb 20Now 21% undervalued after recent price dropOver the last 90 days, the stock has fallen 5.8% to US$57.46. The fair value is estimated to be US$73.00, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 11% over the last 3 years. Earnings per share has grown by 32%. Revenue is forecast to grow by 11% in 2 years. Earnings are forecast to grow by 71% in the next 2 years.Recent Insider Transactions Derivative • Feb 19President exercised options and sold US$1.8m worth of stockOn the 13th of February, Robert Rowe exercised options to acquire 28k shares at no cost and sold these for an average price of US$62.00 per share. This trade did not impact their existing holding. For the year to December 2018, Robert's total compensation was 11% salary and 89% other compensation. This indicates that these sales could comprise a meaningful part of their income for the year. Since March 2024, Robert's direct individual holding has decreased from 564.46k shares to 349.51k. Company insiders have collectively sold US$7.9m more than they bought, via options and on-market transactions in the last 12 months.お知らせ • Feb 19+ 1 more updateFlowserve Corporation Provides Earnings Guidance for the Year 2025Flowserve Corporation provided earnings guidance for the year 2025. For the year, the company expects organic sales growth of positive 3% to positive 5%. Total sales growth of positive 5% to positive 7%.収支内訳Flowserve の稼ぎ方とお金の使い方。LTMベースの直近の報告された収益に基づく。収益と収入の歴史NYSE:FLS 収益、費用、利益 ( )USD Millions日付収益収益G+A経費研究開発費31 Mar 264,6533549535431 Dec 254,7293469465430 Sep 254,6874539487030 Jun 254,6462929437031 Mar 254,6152829027031 Dec 244,5582838847030 Sep 244,5432688924930 Jun 244,5042568744931 Mar 244,4282348584931 Dec 234,3211878504930 Sep 234,1942457964030 Jun 233,9732387944031 Mar 233,7742317584031 Dec 223,6151897414030 Sep 223,496847603430 Jun 223,489957343431 Mar 223,505967603431 Dec 213,5411267473430 Sep 213,6071657443630 Jun 213,6651727463631 Mar 213,6921327293631 Dec 203,7281308303630 Sep 203,8111477954230 Jun 203,8821518234231 Mar 203,9431948534231 Dec 193,9402398524230 Sep 193,8582298374030 Jun 193,8151988284031 Mar 193,8031628314031 Dec 183,8361058914030 Sep 183,880-498473930 Jun 183,811-308373931 Mar 183,714-18213931 Dec 173,66138433930 Sep 173,6981698014330 Jun 173,7601058714331 Mar 173,9111188834331 Dec 163,9901329314330 Sep 164,2041359214630 Jun 164,3552448694631 Mar 164,4892658804631 Dec 154,5582589274630 Sep 154,6553558964130 Jun 154,76239090341質の高い収益: FLSには$298.4M } という大きな 一回限りの 損失があり、過去 12 か月の財務実績が31st March, 2026に影響を及ぼしています。利益率の向上: FLSの現在の純利益率 (7.6%)は、昨年(6.1%)よりも高くなっています。フリー・キャッシュフローと収益の比較過去の収益成長分析収益動向: FLSの収益は過去 5 年間で年間23.5%増加しました。成長の加速: FLSの過去 1 年間の収益成長率 ( 25.3% ) は、5 年間の平均 ( 年間23.5%を上回っています。収益対業界: FLSの過去 1 年間の収益成長率 ( 25.3% ) はMachinery業界1.6%を上回りました。株主資本利益率高いROE: FLSの 自己資本利益率 ( 16.5% ) は 低い とみなされます。総資産利益率使用総資本利益率過去の好業績企業の発掘7D1Y7D1Y7D1YCapital-goods 、過去の業績が好調な企業。View Financial Health企業分析と財務データの現状データ最終更新日（UTC時間）企業分析2026/05/20 02:00終値2026/05/20 00:00収益2026/03/31年間収益2025/12/31データソース企業分析に使用したデータはS&P Global Market Intelligence LLC のものです。本レポートを作成するための分析モデルでは、以下のデータを使用しています。データは正規化されているため、ソースが利用可能になるまでに時間がかかる場合があります。パッケージデータタイムフレーム米国ソース例会社財務10年損益計算書キャッシュ・フロー計算書貸借対照表SECフォーム10-KSECフォーム10-Qアナリストのコンセンサス予想+プラス3年予想財務アナリストの目標株価アナリストリサーチレポートBlue Matrix市場価格30年株価配当、分割、措置ICEマーケットデータSECフォームS-1所有権10年トップ株主インサイダー取引SECフォーム4SECフォーム13Dマネジメント10年リーダーシップ・チーム取締役会SECフォーム10-KSECフォームDEF 14A主な進展10年会社からのお知らせSECフォーム8-K* 米国証券を対象とした例であり、非米国証券については、同等の規制書式および情報源を使用。特に断りのない限り、すべての財務データは1年ごとの期間に基づいていますが、四半期ごとに更新されます。これは、TTM（Trailing Twelve Month）またはLTM（Last Twelve Month）データとして知られています。詳細はこちら。分析モデルとスノーフレーク本レポートを生成するために使用した分析モデルの詳細は当社のGithubページでご覧いただけます。また、レポートの使用方法に関するガイドやYoutubeのチュートリアルも掲載しています。シンプリー・ウォールストリート分析モデルを設計・構築した世界トップクラスのチームについてご紹介します。業界およびセクターの指標私たちの業界とセクションの指標は、Simply Wall Stによって6時間ごとに計算されます。アナリスト筋Flowserve Corporation 11 これらのアナリストのうち、弊社レポートのインプットとして使用した売上高または利益の予想を提出したのは、 。アナリストの投稿は一日中更新されます。33 アナリスト機関Michael HalloranBairdAndrew KaplowitzBarclaysCharles BradyBMO Capital Markets Equity Research30 その他のアナリストを表示
Reported Earnings • Apr 30First quarter 2026 earnings: EPS and revenues miss analyst expectationsFirst quarter 2026 results: EPS: US$0.64 (up from US$0.56 in 1Q 2025). Revenue: US$1.07b (down 6.7% from 1Q 2025). Net income: US$81.7m (up 11% from 1Q 2025). Profit margin: 7.6% (up from 6.5% in 1Q 2025). Revenue missed analyst estimates by 8.5%. Earnings per share (EPS) also missed analyst estimates by 16%. Revenue is forecast to grow 6.1% p.a. on average during the next 3 years, compared to a 6.3% growth forecast for the Machinery industry in the US. Over the last 3 years on average, earnings per share has increased by 20% per year but the company’s share price has increased by 29% per year, which means it is tracking significantly ahead of earnings growth.
お知らせ • Apr 15Flowserve Corporation to Report Q1, 2026 Results on Apr 29, 2026Flowserve Corporation announced that they will report Q1, 2026 results After-Market on Apr 29, 2026
分析記事 • Feb 12Flowserve's (NYSE:FLS) Solid Earnings Are Supported By Other Strong FactorsFlowserve Corporation ( NYSE:FLS ) recently posted some strong earnings, and the market responded positively. We did...
Reported Earnings • Feb 06Full year 2025 earnings: EPS misses analyst expectationsFull year 2025 results: EPS: US$2.66 (up from US$2.15 in FY 2024). Revenue: US$4.73b (up 3.8% from FY 2024). Net income: US$346.2m (up 23% from FY 2024). Profit margin: 7.3% (up from 6.2% in FY 2024). Revenue was in line with analyst estimates. Earnings per share (EPS) missed analyst estimates by 29%. Revenue is forecast to grow 4.7% p.a. on average during the next 3 years, compared to a 5.9% growth forecast for the Machinery industry in the US. Over the last 3 years on average, earnings per share has increased by 21% per year but the company’s share price has increased by 33% per year, which means it is tracking significantly ahead of earnings growth.
お知らせ • Jan 21Flowserve Corporation to Report Q4, 2025 Results on Feb 05, 2026Flowserve Corporation announced that they will report Q4, 2025 results After-Market on Feb 05, 2026
Reported Earnings • Oct 29Third quarter 2025 earnings: EPS exceeds analyst expectations while revenues lag behindThird quarter 2025 results: EPS: US$1.69 (up from US$0.44 in 3Q 2024). Revenue: US$1.17b (up 3.6% from 3Q 2024). Net income: US$219.6m (up 276% from 3Q 2024). Profit margin: 19% (up from 5.2% in 3Q 2024). The increase in margin was primarily driven by lower expenses. Revenue missed analyst estimates by 2.6%. Earnings per share (EPS) exceeded analyst estimates by 113%. Revenue is forecast to grow 4.3% p.a. on average during the next 3 years, compared to a 5.3% growth forecast for the Machinery industry in the US. Over the last 3 years on average, earnings per share has increased by 28% per year but the company’s share price has increased by 35% per year, which means it is tracking significantly ahead of earnings growth.
Declared Dividend • May 18First quarter dividend of US$0.22 announcedShareholders will receive a dividend of US$0.22. Ex-date: 26th June 2026 Payment date: 10th July 2026 Dividend yield will be 1.3%, which is lower than the industry average of 1.7%. Sustainability & Growth Dividend is well covered by both earnings (31% earnings payout ratio) and cash flows (26% cash payout ratio). The dividend has increased by an average of 2.0% per year over the past 10 years and has been stable with no material reductions to payments, indicating a long track record of dividend growth and stability. EPS is expected to grow by 81% over the next 3 years, which should provide support to the dividend and adequate earnings cover.
お知らせ • May 16+ 1 more updateFlowserve Corporation Declares Quarterly Dividend, Payable on July 10, 2026Flowserve Corporation Board of Directors has authorized a quarterly cash dividend of $0.22 per share on outstanding shares of common stock. The dividend is payable July 10, 2026, to shareholders of record as of the close of business on June 26, 2026. While Flowserve currently intends to pay regular quarterly cash dividends for the foreseeable future, any future dividends at this $0.22 per share rate or otherwise will be reviewed individually and declared by the Board of Directors at its discretion.
ライブニュース • May 09Flowserve Tops Q1 EPS Forecasts With Margin Gains and Trillium Acquisition MoveQ1 2026 adjusted EPS came in at $0.85, above analyst expectations of $0.82, while revenue of $1.07b declined 6.7% year over year and fell more than 10% below consensus. Adjusted operating margin improved by 230 basis points, supported by 4% growth in aftermarket sales and cost initiatives, partly offsetting weaker original equipment demand. Flowserve priced a $500m offering of 5.700% senior notes due 2036, primarily to fund the planned acquisition of Trillium Flow Technologies Valves Division, with a conditional redemption feature if the deal does not close. Flowserve is showing tighter cost control and mix benefits even as top line pressure from Middle East disruptions and a softer North American maintenance, repair and operations segment weighs on revenue. Margin expansion and steady aftermarket activity suggest the business is leaning on more recurring service and repair work while original equipment orders are softer. Management kept full year adjusted EPS guidance at $4.00 to $4.20 and is targeting an additional 100 basis points of operating margin expansion for the year, along with mid single digit bookings growth. The planned Trillium valves acquisition, funded in part by the new 5.700% senior notes, points to a focus on broadening the flow control portfolio, including in nuclear and traditional power, where Flowserve already secured more than $110m in nuclear awards in Q1. For investors, the key variables to watch are execution on operational initiatives, how quickly Middle East activity normalizes, and whether the Trillium deal closes on the current terms and timetable.
お知らせ • May 02Flowserve Corporation Updates Earnings Guidance for the Fiscal Year 2026Flowserve Corporation updated earnings guidance for the fiscal year 2026. For the year, the company expects total sales growth of +3% to +6% compared to previous guidance of +5% to +7%.
Reported Earnings • Apr 30First quarter 2026 earnings: EPS and revenues miss analyst expectationsFirst quarter 2026 results: EPS: US$0.64 (up from US$0.56 in 1Q 2025). Revenue: US$1.07b (down 6.7% from 1Q 2025). Net income: US$81.7m (up 11% from 1Q 2025). Profit margin: 7.6% (up from 6.5% in 1Q 2025). Revenue missed analyst estimates by 8.5%. Earnings per share (EPS) also missed analyst estimates by 16%. Revenue is forecast to grow 6.1% p.a. on average during the next 3 years, compared to a 6.3% growth forecast for the Machinery industry in the US. Over the last 3 years on average, earnings per share has increased by 20% per year but the company’s share price has increased by 29% per year, which means it is tracking significantly ahead of earnings growth.
New Risk • Apr 30New minor risk - Financial positionThe company has a high level of debt. Net debt to equity ratio: 40% This is considered a minor risk. Having a high level of debt increases the company's balance sheet risk. The company has a higher interest repayment burden, leading to the need to allocate a greater amount of its earnings towards servicing the debt, potentially limiting growth options or shareholder distributions. It can also increase the risk of bankruptcy if business conditions deteriorate enough that the company can no longer meet its debt obligations. Currently, the following risks have been identified for the company: Minor Risks High level of debt (40% net debt to equity). Large one-off items impacting financial results. Significant insider selling over the past 3 months (US$978k sold).
ナラティブの更新 • Apr 30FLS: AI Power Demand And Activist Pressure Will Shape Future RepricingAnalysts have kept the fair value estimate for Flowserve steady at $102, while refining underlying assumptions such as the discount rate, revenue growth, profit margins, and future P/E following a mix of recent price target increases and reductions across the Street. Analyst Commentary Recent Street research around Flowserve reflects a mix of higher and lower price targets, along with fresh coverage, all of which feeds into how the current fair value estimate is framed.
Seeking Alpha • Apr 28Flowserve: The Unconventional Energy Play That Pays OffSummary Flowserve's stock has more than doubled over the past 5-year period, thus outperforming the S&P 500. The current fiscal year is gearing up to be yet another strong period for the company, with margins anticipated to reach a new record high. Bolt-on acquisitions would continue to play a key role for growth as Flowserve's management remains disciplined. Investors should also factor in a potential moderation in returns as FLS is no longer priced at a significant discount. Read the full article on Seeking Alpha
ナラティブの更新 • Apr 16FLS: AI Power Exposure And Margin Progress Will Drive Future RepricingFlowserve's fair value estimate has increased from $90 to $102, as analysts cite updated expectations for revenue growth, profit margins and future P/E, supported by a series of recent price target revisions across the Street. Analyst Commentary Recent Street research on Flowserve shows an active mix of price target revisions, with several bullish analysts lifting targets and reaffirming positive views on the company’s setup.
お知らせ • Apr 15Flowserve Corporation to Report Q1, 2026 Results on Apr 29, 2026Flowserve Corporation announced that they will report Q1, 2026 results After-Market on Apr 29, 2026
お知らせ • Apr 03Flowserve Corporation, Annual General Meeting, May 14, 2026Flowserve Corporation, Annual General Meeting, May 14, 2026.
ナラティブの更新 • Apr 02FLS: AI Power Demand And Margin Progress Will Drive Future UpsideAnalysts have modestly reduced the Flowserve fair value estimate by $1.00 to $94.80, while noting higher Street price targets that are supported by views that the company is positioned to benefit from AI driven electricity demand and improving margin momentum in the broader energy sector. Analyst Commentary Recent Street research on Flowserve has focused on higher price targets and the company’s exposure to AI related electricity demand and broader energy trends, alongside internal efforts to improve margins.
Buy Or Sell Opportunity • Mar 30Now 21% undervalued after recent price dropOver the last 90 days, the stock has fallen 1.4% to US$69.16. The fair value is estimated to be US$87.60, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 8.0% over the last 3 years. Earnings per share has grown by 21%. For the next 3 years, revenue is forecast to grow by 5.4% per annum. Earnings are also forecast to grow by 21% per annum over the same time period.
Upcoming Dividend • Mar 20Upcoming dividend of US$0.22 per shareEligible shareholders must have bought the stock before 27 March 2026. Payment date: 10 April 2026. Payout ratio is a comfortable 32% and this is well supported by cash flows. Trailing yield: 1.2%. Lower than top quartile of American dividend payers (4.4%). In line with average of industry peers (1.2%).
ナラティブの更新 • Mar 18FLS: AI Power Buildout And Margin Execution Will Support Future UpsideFlowserve's fair value estimate has been updated to $88.00 from $81.58 as analysts point to higher price targets, including TD Cowen's move to $100. This change is supported by expectations for the company to benefit from AI related electricity buildout, broader energy exposure, firmer margin momentum and slightly improved assumptions for growth, profitability and future P/E.
お知らせ • Mar 16Flowserve Corporation Appoints Brian Savoy to Board of Directors and Audit Committee and Technology, Innovation and Risk Committee, Effective March 16, 2026Flowserve Corporation announced that its Board of Directors has elected Brian Savoy as a member of the Board of Directors and appointed him to the Audit Committee and Technology, Innovation and Risk Committee, effective March 16, 2026. Mr. Savoy currently serves as the Chief Financial Officer and Executive Vice President at Duke Energy, an electric power and natural gas holding company. His experience also includes serving as Duke Energy’s Chief Strategy and Commercial Officer as well as its Chief Transformation and Administrative Officer. Brian also currently serves as a board member and audit committee chair for the Electric Power Research Institute, a nonprofit organization advancing safe, reliable, and sustainable energy through research and collaboration with utilities, regulators, and policymakers. Mr. Savoy earned a Bachelor of Business Administration degree in accounting from Lamar University and is a certified public accountant.
ナラティブの更新 • Mar 04FLS: Future Upside Will Rely On AI Electricity And Nuclear MomentumAnalysts have lifted their Flowserve price target from $80 to $100, citing the company's exposure to AI driven electricity buildout, links to broader energy demand, and internal momentum on margins as key supports for the higher fair value estimate of $95.80 and refreshed assumptions for growth, profitability, and future P/E. Analyst Commentary Across recent research updates, bullish analysts are generally aligning around a higher fair value framework for Flowserve.
Recent Insider Transactions Derivative • Feb 20President exercised options and sold US$1.0m worth of stockOn the 17th of February, Robert Rowe exercised options to acquire 11k shares at no cost and sold these for an average price of US$89.69 per share. This trade did not impact their existing holding. For the year to December 2019, Robert's total compensation was 11% salary and 89% other compensation. This indicates that these sales could comprise a meaningful part of their income for the year. Since March 2025, Robert's direct individual holding has increased from 430.22k shares to 464.65k. Company insiders have collectively sold US$18m more than they bought, via options and on-market transactions in the last 12 months.
New Risk • Feb 19New minor risk - Earnings qualityThe company has large one-off items impacting its financial results. One-off items were 35% of the size of the rest of the company's trailing 12-month earnings before tax. This is considered a minor risk. One-off items are incomes or expenses that the company does not expect to repeat in future periods. Examples include profits from the sale of a business or expenses from a restructuring or legal settlements. If the company's reported statutory earnings include a large proportion of one-off items it means they may be an unreliable indicator of its true business performance as the earnings were skewed by these incomes or expenses. Currently, the following risks have been identified for the company: Minor Risks Large one-off items impacting financial results. Significant insider selling over the past 3 months (US$7.9m sold).
Recent Insider Transactions • Feb 18Independent Director recently sold US$689k worth of stockOn the 17th of February, Michael McMurray sold around 8k shares on-market at roughly US$89.96 per share. This transaction amounted to 71% of their direct individual holding at the time of the trade. In the last 3 months, there was an even bigger sale from another insider worth US$6.9m. Insiders have been net sellers, collectively disposing of US$13m more than they bought in the last 12 months.
ナラティブの更新 • Feb 18FLS: Higher Execution Demands Around Margins And Orders Will Restrain UpsideOur Flowserve fair value estimate moves from $65.63 to $81.58 as analysts reflect updated targets that point to slightly higher revenue growth assumptions, firmer profit margins, and a higher future P/E multiple. Analyst Commentary Street research around Flowserve has centered on higher price targets and updated views on where the shares could trade relative to revised earnings assumptions and sector peers.
Declared Dividend • Feb 16Fourth quarter dividend increased to US$0.22Dividend of US$0.22 is 4.8% higher than last year. Ex-date: 27th March 2026 Payment date: 10th April 2026 Dividend yield will be 0.9%, which is lower than the industry average of 1.7%. Sustainability & Growth Dividend is well covered by both earnings (32% earnings payout ratio) and cash flows (25% cash payout ratio). The dividend has increased by an average of 1.6% per year over the past 10 years and has been stable with no material reductions to payments, indicating a long track record of dividend growth and stability. EPS is expected to grow by 77% over the next 3 years, which should provide support to the dividend and adequate earnings cover.
お知らせ • Feb 13Flowserve Corporation Announces Quarterly Dividend, Payable on April 10, 2026Flowserve Corporation announced that its Board of Directors has authorized a quarterly cash dividend of $0.22 per share on the Company’s outstanding shares of common stock. This represents a 5% increase to the Company’s most recent per share quarterly dividend. The dividend is payable on April 10, 2026, to shareholders of record as of the close of business on March 27, 2026.
分析記事 • Feb 12Flowserve's (NYSE:FLS) Solid Earnings Are Supported By Other Strong FactorsFlowserve Corporation ( NYSE:FLS ) recently posted some strong earnings, and the market responded positively. We did...
Price Target Changed • Feb 08Price target increased by 8.2% to US$88.90Up from US$82.20, the current price target is an average from 10 analysts. New target price is approximately in line with last closing price of US$85.46. Stock is up 36% over the past year. The company is forecast to post earnings per share of US$3.91 for next year compared to US$2.66 last year.
Reported Earnings • Feb 06Full year 2025 earnings: EPS misses analyst expectationsFull year 2025 results: EPS: US$2.66 (up from US$2.15 in FY 2024). Revenue: US$4.73b (up 3.8% from FY 2024). Net income: US$346.2m (up 23% from FY 2024). Profit margin: 7.3% (up from 6.2% in FY 2024). Revenue was in line with analyst estimates. Earnings per share (EPS) missed analyst estimates by 29%. Revenue is forecast to grow 4.7% p.a. on average during the next 3 years, compared to a 5.9% growth forecast for the Machinery industry in the US. Over the last 3 years on average, earnings per share has increased by 21% per year but the company’s share price has increased by 33% per year, which means it is tracking significantly ahead of earnings growth.
お知らせ • Feb 06Flowserve Corporation Provides Earnings Guidance for the Financial Year 2026Flowserve Corporation provided earnings guidance for the financial year 2026. For the year 2026, Organic Sales Growth to be +1% to +3%. Total Sales Growth to be +5% to +7%.
ナラティブの更新 • Feb 04FLS: Higher Future P/E Assumptions Will Support A Repricing StoryNarrative Update on Flowserve The analyst price target for Flowserve has been reset to $90.00 from $73.74. Analysts point to updated assumptions for fair value, discount rate, revenue growth, profit margin, and future P/E following a series of recent target increases from major research firms.
お知らせ • Jan 21Flowserve Corporation to Report Q4, 2025 Results on Feb 05, 2026Flowserve Corporation announced that they will report Q4, 2025 results After-Market on Feb 05, 2026
ナラティブの更新 • Jan 21FLS: Nuclear And Self Help Execution Risks Will Limit Future UpsideOur updated analyst price target for Flowserve moves higher to US$65.63 from US$64.32, reflecting modest tweaks to revenue growth, profit margin and future P/E assumptions, as analysts factor in recent target increases across the Street following Q3 results and sector-wide outlook updates. Analyst Commentary Recent Street research on Flowserve has centered on updated price targets following Q3 results and refreshed sector views.
ナラティブの更新 • Jan 06FLS: Nuclear Booking Reliance Will Constrain Future Upside Despite Recent OptimismNarrative Update The analyst price target for Flowserve has moved higher, with recent Street research citing updated Q3 models, expectations for stronger bookings tied to nuclear opportunities, and company-specific self-help efforts as key factors behind the revised valuation inputs. Analyst Commentary Recent Street research on Flowserve has centered on refreshed models following Q3 results, with analysts recalibrating price targets and reassessing execution and growth assumptions tied to nuclear related bookings and internal improvement efforts.
お知らせ • Jan 01Kenneth I. Siegel Announces Not Stand for Re-Election to the Board of Flowserve CorporationFlowserve Corporation announced that on December 29, 2025, Kenneth I. Siegel informed the Board of Directors of Flowserve Corporation that he would not stand for re-election at the Company's 2026 annual meeting of shareholders. Mr. Siegel will continue to serve as a director until the annual meeting. Mr. Siegel's decision not to stand for re-election was not the result of any disagreement with the management or the Board of the Company.
お知らせ • Dec 17Flowserve Corporation (NYSE:FLS) acquired Greenray Turbine Solutions Limited for approximately $72 million.Flowserve Corporation (NYSE:FLS) acquired Greenray Turbine Solutions Limited for approximately $72 million on December 16, 2025. A cash consideration of $72 million will be paid by Flowserve Corporation. As part of consideration, $72 million is paid towards common equity of Greenray Turbine Solutions Limited. Flowserve Corporation (NYSE:FLS) completed the acquisition of Greenray Turbine Solutions Limited for approximately $72 million on December 16, 2025.
分析記事 • Dec 15Flowserve (NYSE:FLS) Has Announced A Dividend Of $0.21The board of Flowserve Corporation ( NYSE:FLS ) has announced that it will pay a dividend of $0.21 per share on the 9th...
Declared Dividend • Dec 15Third quarter dividend of US$0.21 announcedDividend of US$0.21 is the same as last year. Ex-date: 26th December 2025 Payment date: 9th January 2026 Dividend yield will be 1.2%, which is lower than the industry average of 1.7%. Sustainability & Growth Dividend is well covered by both earnings (24% earnings payout ratio) and cash flows (17% cash payout ratio). The dividend has increased by an average of 1.6% per year over the past 10 years and has been stable with no material reductions to payments, indicating a long track record of dividend growth and stability. EPS is expected to grow by 19% over the next 2 years, which should provide support to the dividend and adequate earnings cover.
ナラティブの更新 • Dec 14FLS: Future Cycle Risks Will Limit Upside Despite Nuclear OpportunityFlowserve's analyst price target has been revised higher to approximately $63 from about $60, as analysts factor in stronger modeled revenue growth, a modestly lower future valuation multiple, and continued execution following the company's Q3 beat. Analyst Commentary Recent Street research reflects a generally constructive stance on Flowserve, with higher price targets driven by stronger modeled earnings and improving execution following the latest quarterly beat.
お知らせ • Dec 12Flowserve Corporation Announces Quarterly Cash Dividend on Common Stock, Payable on January 9, 2026Flowserve Corporation announced that its Board of Directors has authorized a quarterly cash dividend of $0.21 per share on the Company’s outstanding shares of common stock. The dividend is payable on January 9, 2026, to shareholders of record as of the close of business on December 26, 2025. While Flowserve currently intends to pay regular quarterly cash dividends for the foreseeable future, any future dividends, at this $0.21 per share rate or otherwise, will be reviewed individually and declared by the Board of Directors at its discretion.
Recent Insider Transactions • Dec 04President recently sold US$6.9m worth of stockOn the 2nd of December, Robert Rowe sold around 98k shares on-market at roughly US$70.40 per share. This transaction amounted to 22% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. This was Robert's only on-market trade for the last 12 months.
Recent Insider Transactions Derivative • Dec 03President notifies of intention to sell stockRobert Rowe intends to sell 213k shares in the next 90 days after lodging an Intent To Sell Form on the 2nd of December. If the sale is conducted around the recent share price of US$70.48, it would amount to US$15m. For the year to December 2018, Robert's total compensation was 11% salary and 89% other compensation. This indicates that these sales could comprise a meaningful part of their income for the year. Since March 2025, Robert's direct individual holding has increased from 430.22k shares to 444.37k. Company insiders have collectively sold US$11m more than they bought, via options and on-market transactions in the last 12 months.
ナラティブの更新 • Nov 28FLS: Future Performance Will Depend On Nuclear Momentum And Execution Risk ManagementFlowserve's fair value price target has increased to $76.80, up from $75.50. Analysts highlight solid third-quarter results and see potential for continued bookings growth, driven by management execution and opportunities in the Nuclear segment.
ナラティブの更新 • Nov 14FLS: Future Performance Will Rely On Nuclear Segment And Execution ConsistencyAnalysts have increased their price target for Flowserve from $71.80 to $75.50, citing robust execution, stronger projected profit margins, and improving growth opportunities following the company's recent earnings beat. Analyst Commentary Following Flowserve's recent earnings report, analysts have adjusted their forecasts and price targets in response to both strong performance and evolving growth opportunities.
Recent Insider Transactions • Nov 06Senior VP & CFO recently sold US$3.3m worth of stockOn the 4th of November, Amy Schwetz sold around 47k shares on-market at roughly US$71.02 per share. This transaction amounted to 47% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. This was Amy's only on-market trade for the last 12 months.
Recent Insider Transactions Derivative • Nov 05Senior VP notifies of intention to sell stockSusan Hudson intends to sell 11k shares in the next 90 days after lodging an Intent To Sell Form on the 4th of November. If the sale is conducted around the recent share price of US$70.01, it would amount to US$747k. Since March 2025, Susan's direct individual holding has increased from 16.77k shares to 17.26k. Company insiders have collectively sold US$6.7m more than they bought, via options and on-market transactions in the last 12 months.
Major Estimate Revision • Nov 04Consensus EPS estimates increase by 13%The consensus outlook for fiscal year 2025 has been updated. 2025 EPS estimate increased from US$2.99 to US$3.37. Revenue forecast steady at US$4.77b. Net income forecast to grow 6.7% next year vs 18% growth forecast for Machinery industry in the US. Consensus price target up from US$66.50 to US$75.50. Share price rose 32% to US$69.53 over the past week.
Valuation Update With 7 Day Price Move • Nov 04Investor sentiment improves as stock rises 36%After last week's 36% share price gain to US$71.85, the stock trades at a forward P/E ratio of 20x. Average forward P/E is 19x in the Machinery industry in the US. Total returns to shareholders of 145% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at US$80.89 per share.
分析記事 • Oct 31Flowserve Corporation Just Beat EPS By 113%: Here's What Analysts Think Will Happen NextShareholders will be ecstatic, with their stake up 28% over the past week following Flowserve Corporation 's ( NYSE:FLS...
ナラティブの更新 • Oct 31FLS: Improved Execution And Nuclear Pipeline Will Support Balanced Future OutlookAnalysts have increased their price target for Flowserve from $66.50 to $71.80. They cite improved execution, opportunities for growth in the Flow Control Division, and positive momentum following strong quarterly results.
Price Target Changed • Oct 30Price target increased by 9.9% to US$71.10Up from US$64.70, the current price target is an average from 10 analysts. New target price is 5.6% above last closing price of US$67.35. Stock is up 28% over the past year. The company is forecast to post earnings per share of US$3.32 for next year compared to US$2.15 last year.
Reported Earnings • Oct 29Third quarter 2025 earnings: EPS exceeds analyst expectations while revenues lag behindThird quarter 2025 results: EPS: US$1.69 (up from US$0.44 in 3Q 2024). Revenue: US$1.17b (up 3.6% from 3Q 2024). Net income: US$219.6m (up 276% from 3Q 2024). Profit margin: 19% (up from 5.2% in 3Q 2024). The increase in margin was primarily driven by lower expenses. Revenue missed analyst estimates by 2.6%. Earnings per share (EPS) exceeded analyst estimates by 113%. Revenue is forecast to grow 4.3% p.a. on average during the next 3 years, compared to a 5.3% growth forecast for the Machinery industry in the US. Over the last 3 years on average, earnings per share has increased by 28% per year but the company’s share price has increased by 35% per year, which means it is tracking significantly ahead of earnings growth.
お知らせ • Oct 29Flowserve Corporation Updates Earnings Guidance for the Full-Year 2025Flowserve Corporation updated earnings guidance for the full-year 2025. For the year, the company expected organic sales growth of positive 2% as compared to prior guidance of positive 3% to positive 4%. Total sales growth of positive 4% to positive 5% as compared to prior guidance of positive 5% to positive 6%.
お知らせ • Oct 08Flowserve Corporation to Report Q3, 2025 Results on Oct 28, 2025Flowserve Corporation announced that they will report Q3, 2025 results at 4:00 PM, US Eastern Standard Time on Oct 28, 2025
Upcoming Dividend • Sep 19Upcoming dividend of US$0.21 per shareEligible shareholders must have bought the stock before 26 September 2025. Payment date: 10 October 2025. Payout ratio is a comfortable 38% and this is well supported by cash flows. Trailing yield: 1.5%. Lower than top quartile of American dividend payers (4.4%). In line with average of industry peers (1.5%).
分析記事 • Sep 17Flowserve (NYSE:FLS) Has Announced A Dividend Of $0.21The board of Flowserve Corporation ( NYSE:FLS ) has announced that it will pay a dividend on the 10th of October, with...
お知らせ • Sep 17Flowserve Corporation Announces Executive ChangesFlowserve Corporation has announced that Alice DeBiasio will join the company as President of the Flow Control Division, beginning Oct. 13, 2025. Alice DeBiasio is an accomplished leader with extensive experience leading global industrial organizations and driving consistent profitable growth, innovation and customer loyalty. Most recently, DeBiasio served as Vice President, General Manager at Carrier Corporation, where she led multiple business segments, including Truck Trailer Americas, Sensitech and Digital Solutions for the entire Climate Solutions Transportation divisions. Prior to Carrier, she held leadership roles of increasing responsibility at Resideo (formerly Honeywell) and Northrop Grumman, where she focused on product management, software solutions, project management and engineering. DeBiasio holds an MBA and a Master of Science in Mechanical Engineering from SUNY Stony Brook University, as well as a Bachelor of Science in Mechanical Engineering and a Bachelor of Arts in Music Instrumental Performance from the University of Miami. Kirk Wilson, the current President of the Flow Control Division, will remain with Flowserve as a senior advisor through Jan. 9, 2026, to assist with special projects and ensure a smooth transition as DeBiasio enters her new role.
分析記事 • Aug 17Flowserve (NYSE:FLS) Is Paying Out A Dividend Of $0.21Flowserve Corporation ( NYSE:FLS ) will pay a dividend of $0.21 on the 10th of October. This means that the annual...
Declared Dividend • Aug 17Second quarter dividend of US$0.21 announcedDividend of US$0.21 is the same as last year. Ex-date: 26th September 2025 Payment date: 10th October 2025 Dividend yield will be 1.6%, which is about the same as the industry average. Sustainability & Growth Dividend is well covered by both earnings (38% earnings payout ratio) and cash flows (28% cash payout ratio). The dividend has increased by an average of 2.8% per year over the past 10 years and has been stable with no material reductions to payments, indicating a long track record of dividend growth and stability. EPS is expected to grow by 94% over the next 3 years, which should provide support to the dividend and adequate earnings cover.
お知らせ • Aug 14Flowserve Corporation Announces Quarterly Cash Dividend, Payable on October 10, 2025Flowserve Corporation announced that its Board of Directors has authorized a quarterly cash dividend of $0.21 per share on the Company’s outstanding shares of common stock. The dividend is payable on October 10, 2025, to shareholders of record as of the close of business on September 26, 2025.
Recent Insider Transactions • Aug 12President of Flow Control Division recently sold US$526k worth of stockOn the 8th of August, Kirk Wilson sold around 10k shares on-market at roughly US$52.58 per share. This transaction amounted to 17% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. This was the only on-market transaction from insiders over the last 12 months.
Reported Earnings • Jul 29Second quarter 2025 earnings: EPS and revenues miss analyst expectationsSecond quarter 2025 results: EPS: US$0.63 (up from US$0.55 in 2Q 2024). Revenue: US$1.19b (up 2.7% from 2Q 2024). Net income: US$81.8m (up 13% from 2Q 2024). Profit margin: 6.9% (up from 6.3% in 2Q 2024). The increase in margin was driven by higher revenue. Revenue missed analyst estimates by 3.1%. Earnings per share (EPS) also missed analyst estimates by 16%. Revenue is forecast to grow 4.4% p.a. on average during the next 3 years, compared to a 4.1% growth forecast for the Machinery industry in the US. Over the last 3 years on average, earnings per share has increased by 26% per year but the company’s share price has only increased by 19% per year, which means it is significantly lagging earnings growth.
お知らせ • Jul 29+ 1 more updateBaker Hughes Reportedly Nears $13.6 Billion Deal to Buy Chart Industries over the Head of Rival SuitorOil and gas equipment supplier Baker Hughes Company (NasdaqGS:BKR) is nearing a $13.6 billion all-cash deal to buy Chart Industries, Inc. (NYSE:GTLS), gatecrashing an earlier agreement to merge with rival Flowserve Corporation (NYSE:FLS), according to people familiar with the matter. The acquisition will give Baker Hughes, the $46 billion oilfield services group, a stronger foothold serving crucial industries such as liquefied natural gas, nuclear energy and data centres and help to boost its fast-growing industrial and energy technology division. The deal to buy Chart, which specialises in handling gas and liquids at extremely low temperatures mainly for industrial clients, would displace an agreement the company made earlier this year with rival Flowserve to combine in a $19 billion all-stock merger, the people said. That agreement, which was framed as a merger of equals, had now been terminated, they added. The deal values Chart’s equity at $210 a share, a 22% premium to its market capitalisation, giving it an equity value of about $10 billion, the people said. Shares in Chart jumped by 16.5% to $200 in after-hours trading on July 28, 2025 following the Financial Times report about the deal, after closing at $171.65 on Monday. Baker Hughes, Chart and Flowserve did not immediately respond to requests for comment. The deal was likely to be announced in the coming days, the people said, warning that the agreement was not final and the plans could change. Chart had initially agreed to a merge with Flowserve as part of an effort to strengthen its position as a supplier of equipment and services that manage the flow of liquids and gases across several industries. Baker Hughes’ decision to make a higher bid for Chart forced the company’s board to reconsider its deal with Flowserve, the people said. Shares in Flowserve jumped by 5.2% in after-hours trading.
分析記事 • Jul 21Estimating The Fair Value Of Flowserve Corporation (NYSE:FLS)Key Insights The projected fair value for Flowserve is US$56.48 based on 2 Stage Free Cash Flow to Equity Current share...
お知らせ • Jul 11Flowserve Corporation to Report Q2, 2025 Results on Jul 30, 2025Flowserve Corporation announced that they will report Q2, 2025 results After-Market on Jul 30, 2025
分析記事 • Jul 05Here's Why We Think Flowserve (NYSE:FLS) Is Well Worth WatchingInvestors are often guided by the idea of discovering 'the next big thing', even if that means buying 'story stocks...
お知らせ • Jun 30+ 1 more updateFlowserve Corporation(NYSE:FLS) dropped from Russell 1000 Defensive IndexFlowserve Corporation(NYSE:FLS) dropped from Russell 1000 Defensive Index
Valuation Update With 7 Day Price Move • Jun 27Investor sentiment improves as stock rises 17%After last week's 17% share price gain to US$53.64, the stock trades at a forward P/E ratio of 17x. Average forward P/E is 20x in the Machinery industry in the US. Total returns to shareholders of 98% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at US$55.15 per share.
分析記事 • Jun 20Flowserve (NYSE:FLS) Has Affirmed Its Dividend Of $0.21Flowserve Corporation ( NYSE:FLS ) will pay a dividend of $0.21 on the 11th of July. Based on this payment, the...
Upcoming Dividend • Jun 20Upcoming dividend of US$0.21 per shareEligible shareholders must have bought the stock before 27 June 2025. Payment date: 11 July 2025. Payout ratio is a comfortable 39% and this is well supported by cash flows. Trailing yield: 1.8%. Lower than top quartile of American dividend payers (4.8%). In line with average of industry peers (1.7%).
お知らせ • Jun 04Flowserve Corporation (NYSE:FLS) entered into a definitive agreement to acquire Chart Industries, Inc. (NYSE:GTLS) for approximately $7.2 billion in a merger of equals transaction.Flowserve Corporation (NYSE:FLS) entered into a definitive agreement to acquire Chart Industries, Inc. (NYSE:GTLS) for approximately $7.2 billion in a merger of equals transaction on June 3, 2025. The transaction is structured as an all-stock merger of equals. Chart shareholders will receive 3.165 shares of Flowserve common stock for each share of Chart common stock owned. 6.75% Series B Mandatory Convertible Preferred Stock of Chart, that remain issued and outstanding immediately prior to the First Effective Time, each such share of Chart Preferred Stock shall be converted into the right to receive one share of a newly created 6.75% Series B Mandatory Convertible Preferred Stock of Flowserve, par value $1.00 per share, having the same rights, privileges and voting powers, and limitations and restrictions thereof, as the shares of Chart Preferred Stock had immediately prior to the First Effective Time. Following the close of the transaction, Chart shareholders will own approximately 53.5% and Flowserve shareholders will own approximately 46.5% of the combined company, on a fully diluted basis. A termination fee of $250 million is payable by chart and $215 million is payable by Flowserve. The combined company is expected to have an enterprise value of approximately $19 billion, generated net revenue of approximately $8.8 billion on a combined LTM basis as of the end of Q1 2025,leverage ratio of 2.0x net debt to adjusted EBITDA at close. Upon closing, the combined company’s Board will comprise 12 directors, six of whom will be from Chart and six from Flowserve. Ms. Evanko will serve as the Chair of the combined company’s Board of Directors, Mr. Rowe will serve as Chief Executive Officer of the combined company, and John Garrison will serve as Lead Independent Director of the combined company’s Board. Following the closing of the transaction, the combined company will have its headquarters in Dallas, TX and expects to maintain a presence in Atlanta and Houston, supported by a global footprint across more than 50 countries. The combined company will assume a new name and brand following close. The transaction has been unanimously approved by the board of directors of each company, subject to approval of shareholders of both Chart and Flowserve, the receipt of regulatory approvals, HSR act clearance,the effectiveness of a registration statement and the satisfaction of other customary closing conditions and is expected to close in the fourth quarter of 2025. The transaction is anticipated to be Meaningfully Accretive to Combined Adjusted EPS in First Year. Wells Fargo Securities, LLC acted as financial advisor and fairness opinion provider, Matt Stevens and Paul Huddle of Winston & Strawn LLP acted as legal advisor for Chart Industries, Inc. Guggenheim Securities, LLC acted as financial advisor and fairness opinion provider, Cravath, George F. Schoen and Daniel J. Cerqueira of Swaine & Moore LLP acted as legal advisor for Flowserve Corporation. Joele Frank, Wilkinson Brimmer Katcher is serving as strategic communications advisor. Veriten is serving as an independent strategic advisor to Flowserve.
分析記事 • May 22Investors Appear Satisfied With Flowserve Corporation's (NYSE:FLS) ProspectsFlowserve Corporation's ( NYSE:FLS ) price-to-earnings (or "P/E") ratio of 22.9x might make it look like a sell right...
分析記事 • May 22Flowserve's (NYSE:FLS) Dividend Will Be $0.21Flowserve Corporation's ( NYSE:FLS ) investors are due to receive a payment of $0.21 per share on 11th of July. This...
Declared Dividend • May 21First quarter dividend of US$0.21 announcedDividend of US$0.21 is the same as last year. Ex-date: 27th June 2025 Payment date: 11th July 2025 Dividend yield will be 1.7%, which is about the same as the industry average. Sustainability & Growth Dividend is well covered by both earnings (39% earnings payout ratio) and cash flows (47% cash payout ratio). The dividend has increased by an average of 2.8% per year over the past 10 years and has been stable with no material reductions to payments, indicating a long track record of dividend growth and stability. EPS is expected to grow by 87% over the next 3 years, which should provide support to the dividend and adequate earnings cover.
お知らせ • May 17+ 1 more updateFlowserve Corporation Announces Board ChangesFlowserve Corporation announced the results of its 2025 Annual Meeting of Shareholders. At the virtual Annual Meeting, Flowserve’s, David E. Roberts did not stand for re-election, and John Garrison assumed the role of Independent Chairman. Shareholders elected a new director, Ross B. Shuster, to the board to also serve an annual term expiring at the 2026 Annual Meeting. Mr. Shuster is the CEO of Copeland. He previously served as chief executive officer of Howden and held leadership roles for various regional businesses at United Technologies Corporation.
Reported Earnings • Apr 30First quarter 2025 earnings: EPS and revenues exceed analyst expectationsFirst quarter 2025 results: EPS: US$0.56 (down from US$0.56 in 1Q 2024). Revenue: US$1.14b (up 5.2% from 1Q 2024). Net income: US$73.9m (flat on 1Q 2024). Profit margin: 6.5% (down from 6.8% in 1Q 2024). The decrease in margin was driven by higher expenses. Revenue exceeded analyst estimates by 3.1%. Earnings per share (EPS) also surpassed analyst estimates by 1.5%. Revenue is forecast to grow 3.3% p.a. on average during the next 3 years, compared to a 3.4% growth forecast for the Machinery industry in the US. Over the last 3 years on average, earnings per share has increased by 31% per year but the company’s share price has only increased by 11% per year, which means it is significantly lagging earnings growth.
お知らせ • Apr 30Flowserve Corporation Reaffirms Earnings Guidance for the Year 2025Flowserve Corporation reaffirmed earnings guidance for the year 2025. For the year, the company expected organic sales growth of positive 3% to positive 5%. Total sales growth of positive 5% to positive 7%.
Price Target Changed • Apr 14Price target decreased by 10% to US$64.30Down from US$71.50, the current price target is an average from 10 analysts. New target price is 51% above last closing price of US$42.50. Stock is down 8.4% over the past year. The company is forecast to post earnings per share of US$3.00 for next year compared to US$2.15 last year.
お知らせ • Apr 11Flowserve Corporation to Report Q1, 2025 Results on Apr 29, 2025Flowserve Corporation announced that they will report Q1, 2025 results After-Market on Apr 29, 2025
Valuation Update With 7 Day Price Move • Apr 04Investor sentiment deteriorates as stock falls 18%After last week's 18% share price decline to US$40.07, the stock trades at a forward P/E ratio of 13x. Average forward P/E is 16x in the Machinery industry in the US. Total returns to shareholders of 20% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at US$71.74 per share.
お知らせ • Apr 04Flowserve Corporation, Annual General Meeting, May 16, 2025Flowserve Corporation, Annual General Meeting, May 16, 2025.
Upcoming Dividend • Mar 21Upcoming dividend of US$0.21 per shareEligible shareholders must have bought the stock before 28 March 2025. Payment date: 11 April 2025. Payout ratio is a comfortable 39% and this is well supported by cash flows. Trailing yield: 1.7%. Lower than top quartile of American dividend payers (4.6%). In line with average of industry peers (1.7%).
お知らせ • Mar 11Flowserve Corporation Launches First Sealless Pump with True Secondary Containment, Setting New Standard for SafetyFlowserve Corporation has launched the INNOMAG TB-MAG Dual Drive Pump, the world's first sealless pump to eliminate leaks, setting a new standard for safety and environmental protection. For chemical plant operators, processing toxic and hazardous fluids such as hydrofluoric acid or acrylonitrile requires safeguards to avoid potential catastrophic consequences for the sites and the environment around them. One such safeguard is using pumps with a secondary containment system to house liquid in the event of a pump failure. Historically, Canned Motor Pumps (CMPs) were the only viable option because sealless pumps with dual control systems include parts that wear over time and are susceptible to leaking. The INNOMAG TB- MAG Dual Drive now makes sealless pumps a safe alternative to CMPs and other sealless pumps with dual Control systems because the liquid and drive sections of the pump are both sealed airtight, providing a true secondary layer of protection in the pump. By containing the liquid in the pump, the motor remains liquid-free and operational - the most common downfall from CMP failures. The INNOMAGTB-MAG Dual Drive also has an additional layer of corrosion resistance for handling chemicals due to a non-metallic liner which coats the pump internally. These features help ensure the elimination of leaks, enabling a significant safety net for operators who process these fluids each day. The INNOMAG CB-MAG Dual Drive pump offers all the same benefits as other similar products: ISO/ASME (ANSI) compliant, simple installation, low-maintenance, solids handlings up to 30% volume concentration and reliability. With its modular design, standard single containment INNOMAG TB-Mag pumps can be enhanced by bolting on the Dual Drive unit. Alternatively, the INNOMAG TB - Dual Drive can be purchased as a complete unit.
Recent Insider Transactions Derivative • Mar 07President exercised options and sold US$549k worth of stockOn the 1st of March, Robert Rowe exercised options to acquire 10k shares at no cost and sold these for an average price of US$55.04 per share. This trade did not impact their existing holding. For the year to December 2018, Robert's total compensation was 11% salary and 89% other compensation. This indicates that these sales could comprise a meaningful part of their income for the year. Since March 2024, Robert's direct individual holding has decreased from 564.46k shares to 429.78k. Company insiders have collectively sold US$11m more than they bought, via options and on-market transactions in the last 12 months.
Declared Dividend • Feb 21Fourth quarter dividend of US$0.21 announcedDividend of US$0.21 is the same as last year. Ex-date: 28th March 2025 Payment date: 11th April 2025 Dividend yield will be 1.5%, which is lower than the industry average of 1.7%. Sustainability & Growth Dividend is well covered by both earnings (39% earnings payout ratio) and cash flows (32% cash payout ratio). The dividend has increased by an average of 2.8% per year over the past 10 years and has been stable with no material reductions to payments, indicating a long track record of dividend growth and stability. EPS is expected to grow by 56% over the next 2 years, which should provide support to the dividend and adequate earnings cover.
Buy Or Sell Opportunity • Feb 20Now 21% undervalued after recent price dropOver the last 90 days, the stock has fallen 5.8% to US$57.46. The fair value is estimated to be US$73.00, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 11% over the last 3 years. Earnings per share has grown by 32%. Revenue is forecast to grow by 11% in 2 years. Earnings are forecast to grow by 71% in the next 2 years.
Recent Insider Transactions Derivative • Feb 19President exercised options and sold US$1.8m worth of stockOn the 13th of February, Robert Rowe exercised options to acquire 28k shares at no cost and sold these for an average price of US$62.00 per share. This trade did not impact their existing holding. For the year to December 2018, Robert's total compensation was 11% salary and 89% other compensation. This indicates that these sales could comprise a meaningful part of their income for the year. Since March 2024, Robert's direct individual holding has decreased from 564.46k shares to 349.51k. Company insiders have collectively sold US$7.9m more than they bought, via options and on-market transactions in the last 12 months.
お知らせ • Feb 19+ 1 more updateFlowserve Corporation Provides Earnings Guidance for the Year 2025Flowserve Corporation provided earnings guidance for the year 2025. For the year, the company expects organic sales growth of positive 3% to positive 5%. Total sales growth of positive 5% to positive 7%.
