Stocks/GRC

GRC

The Gorman-Rupp Company
Industrials·Industrial - Machinery
$74.95
$2.0B market cap
Revenue
$343.2M
Free Cash Flow
$25.0M
Rev Growth
+0.0%
FCF Margin
7.3%
P/FCF
79.2x
EV/FCF
89.7x
Fwd EV/EBITDA
--
Fair Value
--
Upside
--

The Gorman-Rupp Company designs, manufactures, and sells pumps and pump systems in the United States and internationally. The company's products include self-priming centrifugal, standard centrifugal, magnetic drive centrifugal, axial and mixed flow, vertical turbine line shaft, submersible, high pressure booster, rotary gear, diaphragm, bellows, and oscillating pumps. Its products are used in water, wastewater, construction, dewatering, industrial, petroleum, original equipment, agriculture, fi

2-Year Price History

$72.66+117.4%
$40$50$60$70volMay 24Sep 24Jan 25May 25Sep 25Jan 26May 26

Quarterly Financials & Projections

Quarterly Waterfall ($ M)
PeriodRevEBITDAOpInNIOCFFCFCapExCashDebtSharesROICIntCovEV/EBITDA
Act2026-Q1176.634.527.517.822.017.7-4.329.9292.826.321.1%6.9x--
Act2025-Q4166.630.124.913.815.07.3-4.835.1327.526.317.9%5.7x--

Valuation & Metrics

Market Stats

Price$74.95
Market Cap$2.0B
Enterprise Value$2.2B
P/S Ratio5.8x
P/FCF79.2x
EV/FCF89.7x
FCF Margin (TTM)7.3%
FCF Yield1.3%
Dividend Yield (TTM)1.0%
Annual Dilution0.0%
CurrencyUSD

TTM Financial Snapshot

Revenue$343.2M
Net Income$31.6M
Free Cash Flow$25.0M

Revenue Growth (YoY)+0.0%
EBITDA Margin18.8%
Net Margin9.2%
FCF Margin7.3%
CapEx % of Revenue2.7%
SBC % of Revenue0.3%
ROIC19.5%
WC Change % Rev-2.0%
Interest Coverage6.3x

Forward Outlook & Risk

Short Interest

Short % of Float--
Short Shares0.5M
Days to Cover1.7
Change (vs Prior)-3.1%
Need at least 2 settlement dates for chart

Employees

Headcount1,450
Revenue / Employee$236,665
Gross Profit / Employee$71,408

Institutional Ownership

Headline & net flow

NEUTRAL
Net flow · still filing
No float data — flow unavailable.

Ownership composition

Active
32.8%(+14.7% YoY)
200 filers
hedge / family / endowment
Retail funds
Fidelity, Schwab, 401(k)
Passive
19.9%(+8.3% YoY)
11 filers
Vanguard, iShares, SPDR
Market makers
0.2%(+0.0% YoY)
5 filers
Citadel, Susquehanna
Insiders
Form 4 — latest per insider
0%25%50%75%100%2022-062023-032023-122024-092025-062026-03
ActiveRetail fundsPassiveMarket makersRetail direct

Top holders

Fund$ valueCost basisΔ QoQΔ YoYα lifeFund AUM
BlackRock, Inc.Passive$93.3M$37.98−$654K−$4.6M-0.2%$5.69T
DIMENSIONAL FUND ADVISORS LPPassive$79.3M$35.31−$2.3M−$3.1M-0.4%$480.92B
VANGUARD PORTFOLIO MANAGEMENT LLCPassive$66.5M$61.97+$66.3M+$66.5M$1.91T
VANGUARD CAPITAL MANAGEMENT LLCPassive$57.0M$61.97+$56.9M+$57.0M$4.04T
VICTORY CAPITAL MANAGEMENT INC$48.0M$46.82−$3.6M+$48.0M-0.2%$156.12B
GABELLI FUNDS LLC$47.7M$36.05−$327K+$113K-0.2%$14.68B
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.$43.7M$36.05−$4.3M−$3.3M+1.7%$73.71B
GAMCO INVESTORS, INC. ET AL$36.2M$33.24−$1.1M+$1.7M-0.0%$10.15B
FIRST TRUST ADVISORS LP$32.6M$59.34+$24.9M+$32.6M+0.1%$139.72B
STATE STREET CORPPassive$31.0M$29.01−$1.1M−$1.8M-0.2%$2.89T
GEODE CAPITAL MANAGEMENT, LLCPassive$31.0M$32.75+$701K−$440K+2.3%$1.61T
KING LUTHER CAPITAL MANAGEMENT CORP$24.5M$26.16+$0+$0-0.5%$23.14B
Legal & General Group Plc$21.1M$44.54+$6.5M+$6.5M-0.1%$432.24B
GRACE & WHITE INC /NY$20.0M$24.58−$795K−$1.6M-1.2%$566M
BANK OF AMERICA CORP /DE/$18.8M$56.13+$17.1M+$17.5M-0.1%$1.36T
Mechanics Financial Corp$18.2M$37.63+$0+$0-0.4%$239M
KBC Group NV$17.2M$37.54−$4.0M−$1.3M-0.2%$39.86B
NEEDHAM INVESTMENT MANAGEMENT LLC$16.9M$42.49+$775K+$8.3M-0.1%$1.95B
GOLDMAN SACHS GROUP INC$14.1M$34.48−$1.5M−$3.4M-0.2%$760.93B
NORTHERN TRUST CORPPassive$12.3M$33.51+$278K−$1.2M-0.2%$755.34B
Cost basis is a volume-weighted estimate from accumulation periods within our 13F history; holders who built their position before our window started will show a stale basis. % above the cost basis is the unrealized gain at the current price.

Trading behavior

Smart-money alpha (lifetime, %/qtr)NEUTRAL
Holders
-0.00%
avg per quarter
Holders (ex-self)
-0.03%
excl. this stock
Buyers (this Q)
-0.25%
92 buyers · $0.26B in
Sellers (this Q)
+0.08%
81 sellers · $-0.10B out
alpha coverage: 87% of $ has a lifetime-alpha record
Holder behavior on this stocksource: stock
On big dips (−10%+)
-1.3%
how holders react when this stock falls
On quiet Qs
+4.0%
−10% to +10% baseline
On rallies (+10%+)
-14.5%
how they react when this stock rises
Holders' portfolio flow this Q
+1.2%
inflows — adds are organic
Sellers' portfolio flow this Q
-0.8%
Sellers' overall flow ~ flat.
▸ Compare to holder-profile behavior (across all their stocks)
Holder dip (any stock)
-1.7%
Holder mid (any stock)
-1.1%
Holder rally (any stock)
-3.4%

Top Holders Over Time

5-year share-count history (top 10 holders by peak, incl. exited) + price

01.3M2.6M3.9M5.2M$22$32$42$52$622021-062022-062023-062024-062025-062026-03
hover the chart for per-quarter detailprice (right axis)
Amundi123KMechanics Financial Corp1.0MVICTORY CAPITAL MANAGEMENT INC772KGABELLI FUNDS LLC768KMIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.703KGAMCO INVESTORS, INC. ET AL582KFIRST TRUST ADVISORS LP524KKING LUTHER CAPITAL MANAGEMENT CORP395KCOOKE & BIELER LPLegal & General Group Plc341K

Analyst Coverage

Analyst Coverage
Analyst Ratings
1
2
Buy: 1Hold: 2Consensus: Hold

Corporate

Order Flow (FINRA, ~3w lag)

7.2%retail-2.8pp
21.9%dark+1.9pp
week of 2026-04-13
5%10%15%20%25%30%35%24-1125-0225-0525-0825-1126-0226-04retail (non-ATS)dark (ATS)
Off-exchange volume from FINRA. Retail = non-ATS (wholesaler PFOF + broker internalization). Dark = ATS (dark-pool crossing networks, institutional). Lit-exchange = remainder.

Filing Risk Analysis

Filing Risk Scores

The Gorman-Rupp Company: Administrative Shell with Low Forensic Signal

Overall Risk
2/10
Fraud
1/10
Dilution
2/10
Insolvency
2/10
Earnings Overstated
2/10
Hidden Liabilities
3/10
Legal
2/10
Audit Warnings
1/10
Hidden Upside
5/10
Contextually Acceptable
10/10