Zurn Elkay Water Solutions Corporation (ZWS) — closed signal from November 4, 2025
Partial Published before the outcome was known, scored automatically when the window closed on February 2, 2026.
Predicted vs. what happened
What happened
Reached 36% of the predicted growth at its peak, without hitting the target.
The thesis — published November 4, 2025
Zurn Elkay looks set for a steady climb because business results are improving and recent updates were strong. Core sales rose 11% in Q3, profit margins were 26.8%, and management raised full-year goals. They also lifted the dividend and expanded the buyback, showing confidence. Project demand seems steady, so over the next few months the stock could drift higher, while still tied to nonresidential construction trends.
Primary drivers
- Core sales up 11% in Q3 and 26.8% margins signal solid business health
- Higher full-year outlook plus a bigger dividend and buyback show confidence
- More buyers than usual lately, hinting at improving price momentum
- Industry recognition supports the view the company is growing and leading
How it played out
ZWS: target was not reached
Lyra published ZWS at $46.49 on 2025-11-04 with a short-term thesis for 15% growth. The thesis pointed to core sales up 11% in Q3, profit margins of 26.8%, higher full-year goals, a lifted dividend, an expanded buyback, recent buyer interest, and steady project demand tied to nonresidential construction trends.
Inside the window, the stock rose to a peak of $49 on 2025-11-12, a 5.4% gain. It stayed below the $53.34 target and never reached it. By 2026-02-02, ZWS ended at $46.11. The thesis only partially played out.
Prices are shown split- and dividend-adjusted, matching what public charts show today.
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