May. 28 at 8:07 PM
$FLS is catching attention after pushing back on Starboard’s activist pressure and reaffirming 2026 guidance + 2030 targets.
What stands out is execution: ~860bps adjusted operating margin expansion since 2022, plus a clear capital return plan with
$365M expected back to shareholders in 2025.
The bigger narrative is still intact: exposure to power, nuclear buildout, AI-driven data centers, electrification, and energy security tailwinds. Not hype, but steady industrial re-rate story.
Watching how the market prices this next leg.
