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Flowserve (FLS) investor relations material
Flowserve Jefferies 2025 Industrials Conference summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Jefferies 2025 Industrials Conference summary4 Sep, 2025
Demand outlook and business drivers
Aftermarket bookings have exceeded $600 million for five consecutive quarters, driven by resilient demand in energy and power sectors.
Focus on downstream assets and refining, with revenue tied to capacity utilization rather than oil prices.
Investments in front-end tools and pump parts manufacturing hubs have improved speed and customer proximity.
Project activity is currently skewed toward smaller bookings, with confidence in a stronger book-to-bill ratio in the second half of the year.
Strong run rate business and a growing funnel of opportunities, especially in power, nuclear, water, pharmaceuticals, and mining.
Margin expansion and operational initiatives
Margin improvement is driven by a focus on run rate business and selective project bidding based on aftermarket potential.
FPD segment has seen significant margin gains, with engineered pump business exceeding quoted margins.
The 80/20 portfolio management framework has delivered about 100 basis points of margin expansion, with further improvements expected.
Commercial excellence initiatives, including cross-selling and incentive alignment, are being piloted to support future growth.
Margin expansion is expected to continue, with operational improvements largely complete and commercial strategies set to drive further gains.
Tariffs, supply chain, and resilience
Tariffs have led to internal focus on pricing adjustments and supply chain flexibility, with actions taken to offset impacts.
Recent tariff changes have prompted shifts in sourcing countries and increased trade compliance efforts.
Supply chain resilience has improved post-COVID and through tariff-related actions, minimizing long-term impact.
80/20 impact on revenue and margins?
How does Flowserve manage tariff risks?
Capital deployment priorities today?
What drives aftermarket outperformance?
How have tariffs enhanced supply chain resilience?
How will commercial excellence boost 80/20 revenue?
Partial view of Summaries dataset, powered by Quartr API
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Q3 202529 Oct, 2025
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Frequently asked questions
Serving Flow
Flowserve Corporation is an American industrial and environmental machinery company that focuses on the manufacturing and servicing of pumps, valves, seals, and automation systems. The company primarily serves industries such as oil and gas, chemical, power generation, and water management, providing critical components for industrial operations. The company is headquartered in Irving, Texas, and its shares are listed on the NYSE.
Formed Through a Merger
The earliest predecessor to the early 20th century was through the merger and development of various engineering companies. However, what we today know as Flowserve was officially formed in 1997 through the merger of BW/IP, Inc. and Durco International, Inc. After the merger, Flowserve expanded its product offerings and global reach through various acquisitions.
Heading into the new millennium, Flowserve continued to grow through a focus on technological advancements and expanding its global presence. The company invested in research and development to provide advanced solutions in fluid motion and control. It expanded its market to various sectors including oil, gas, chemical, power generation, and water management.
Serving a Variety of Sectors
The company's product portfolio is designed to cater to a broad spectrum of industries. These industries encompass oil and gas, chemical, power generation, water treatment, and various other general industrial sectors. In the oil and gas sector, Flowserve’s equipment is utilized in a range of activities from upstream exploration to downstream processing. For the power generation industry, its products are employed in both traditional and nuclear power plants, contributing to operational safety and efficiency. With a global operational footprint, Flowserve has a network of manufacturing facilities, service centers, and sales offices across over 55 countries.
Fluid and Motion Control
Flowserve Corporation specializes in a variety of fluid motion and control products, primarily focusing on pumps, valves, and mechanical seals. The pumps it manufactures are designed for diverse applications, ranging from transferring basic fluids like water and oil to handling more complex and demanding substances such as corrosive or high-temperature liquids. Their valves, including types like ball, butterfly, and control valves, are used to regulate fluid flow and pressure in industrial processes. Additionally, Flowserve's mechanical seals play a critical role in maintaining the efficiency and integrity of rotating equipment, such as pumps and compressors, by preventing leaks and minimizing friction. Some other notable companies producing products for the same industry are ITT, Xylem, and Crane Company.
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