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H20 '24: Pumps, Flow Measurement & Control
5 tickers · $27.14B total market cap
Group: H20
The current thesis for the H20 '24: Pumps, Flow Measurement & Control sub-theme is bullish. The continued focus on water conservation and infrastructure investment is driving demand for advanced flow measurement and control systems. As industrial and municipality sectors prioritize efficient water management, companies involved in the production of pumps, meters, and flow control technology are well-positioned for growth, supported by favorable regulatory and market conditions.
H20 '24: Pumps, Flow Measurement & Control tracks 5 publicly listed stocks in this theme: BMI, FLS, ITRI, THR, WTS. See the constituent table for details.
Thesis update: 2025-04-01
Constituents
Build 20260520T081747
| Company | Previous Quarter Report Date | Next Expected Report Date | Last Quarter Earnings Move % | Earnings Move % | Intra-Quarter Move % | Since Last Report % | Market cap | Weight |
|---|---|---|---|---|---|---|---|---|
Watts Water Technologies, Inc.WTS | 05/06/2026 (AMC) | 05/06/2026 (AMC) | 4.38% | 0.84% | -11.12% | 0.66% | $9.89B | 20.0000 |
Flowserve CorporationFLS | 04/29/2026 (AMC) | 04/29/2026 (AMC) | 8.20% | -13.43% | -1.42% | -12.56% | $8.23B | 20.0000 |
Badger Meter, Inc.BMI | 04/17/2026 (BMO) | 04/17/2026 (BMO) | -12.16% | -24.13% | 5.45% | 3.13% | $3.48B | 20.0000 |
Itron, Inc.ITRI | 04/28/2026 (BMO) | 04/28/2026 (BMO) | 11.44% | -4.87% | -12.71% | -5.65% | $3.46B | 20.0000 |
Thermon Group Holdings, Inc.THR | 02/05/2026 (BMO) | 05/21/2026 (BMO) | 9.16% | — | 25.78% | — | $2.08B | 20.0000 |
| Average | 4.20% | -10.40% | 1.20% | -3.60% | $5.43B | 20.0000 | ||
| Median | 8.20% | -9.15% | -1.42% | -2.49% | $3.48B | 20.0000 | ||
| Std Dev | 8.49% | 9.42% | 13.96% | 6.08% | $3.05B | 0.0% | ||
| Min | -12.16% | -24.13% | -12.71% | -12.56% | $2.08B | 20.0000 | ||
| Max | 11.44% | 0.84% | 25.78% | 3.13% | $9.89B | 20.0000 | ||
| % Positive Tickers | 80.00% | 25.00% | 40.00% | 50.00% |
* Provisional value: before LstRpt% reaches its 2-day post-report lock window (BMO/AMC adjusted), EarningsPerf is calculated from current vs pre-report and then locks to final LstRpt%.