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TickerFLS
SectorIndustrial - Machinery
Mkt cap$9.1B
EV / EBITDA14.9×
PostureHigh Velocity
Composite78/100
LensBuyer-side
SE-Cluster Research·Issuer Brief·Q2 2026CIK 30625

Flowserve Corp.

FLSHIGH VELOCITYFILING INTENSITY

Flowserve Corp. reads as an High Velocity (composite 78/100); Consistent Strategic Buyer deploying $372M across 3 disclosed transactions, newly disclosed vs the prior cycle · primary market Machinery & Automation.

Lens

Disclosed M&A capital (2023–2025)

$372M

new

vs N/A in 2020–2022

Disclosed transactions

3

new

2/3 active fiscal years in window

Buyer archetype

Consistent Strategic Buyer

Meaningful spend appears across repeat years.

Composite score

78

/100

High Velocity dominates · Filing Intensity

Financial snapshot
Revenue$4.7B
EBITDA$683M
Enterprise value$10.2B
EV / Revenue2.2×
EV / EBITDA14.9×
P/EN/A
Cash$792M
Total debt$1.7B
as of 2026-05-10
§ I·SE-Cluster Issuer Brief

Behavioral posture, nine reads.

Each index scores the issuer 0–100 against an EDGAR-anchored definition. Scores ≥ threshold elevate the issuer into the index's constituent set; the dominant index drives the masthead label.

Active Acquirer

39/100

Companies actively deploying disclosed capital into M&A

  • $1.1B disclosed buyer spend
  • Filed within 20d

Buyer Cadence

47/100

Buyer-side companies with recent filing activity

  • Filed within 20d
  • 9 acquisition-history signals
  • 246 8-Ks

Target Probability

24/100

Issuers showing target-side patterns from filings

  • 26 activism filings

Spin/Carve

0/100

Issuers showing spin-off, carve-out, or sum-of-parts posture

  • 26 activism filings

Pressure Watch

18/100

Issuers facing activism, governance, or control pressure

  • 26 activism filings
  • Latest activism 14y ago; heavily discounted

Distress Watch

18/100

Issuers showing financial-distress filing patterns

  • 26 activism filings

Restatement Risk

22/100

Issuers with accounting-integrity flags from filings

  • 1 non-reliance 8-K
  • 1 auditor change
  • 14 NT late filings
  • Latest event 3.2y ago; discounted

Capital Velocity

Dominant
78/100

Issuers with the highest filing-activity intensity

  • 246 8-Ks
  • Filed within 20d
  • 5 form types

Quiet Power

0/100

Large issuers with low signal volume and clean disclosure cadence

  • Enterprise value $10.2B
  • 10-Q 27d ago
  • 3 active signals
§ II·SE-Cluster Issuer Brief

Capital cadence.

Ten-year disclosed M&A activity. Bars show spend ($MM); ticks show recorded transaction count. Disclosure tier annotated where v6 audited corpus carries an entry.

16
17
18
19
20
21
22
23
24
25

Disclosed spend $MM Disclosed transactions (right axis)Peak spend year: $306M · Peak count: 2

FYDisclosed buysDisclosed spendAvg ticketAudited tier
20252$66M$33MN/A
20241$306M$306MN/A
2023N/AN/AN/AN/A
2022N/AN/AN/AN/A
2021N/AN/AN/AN/A
2020N/AN/AN/AN/A
§ III·SE-Cluster Issuer Brief

Strategy posture.

The buyer's playbook in terms of strategic archetype: what each disclosed move says about how they're deploying capital.

Archetype mix

  • Horizontal Consolidation
    33%
  • Geographic Expansion
    33%
  • Bolt On
    33%

Strategy keywords

Terms recurring across recent 10-K acquisition disclosures.

  • geographic_expansion
  • bolt_on
  • horizontal_consolidation
  • tuck_in
§ IV·SE-Cluster Issuer Brief

Filing language.

Direct excerpts from acquisition disclosures and strategy sections: the verbs the buyer chose, in the filings they signed.

This consolidated operating model is designed to better align our go to market strategy with our product offerings, enable end-to-end lifecycle responsibility and accountability, and to facilitate more efficient operations.

10-KFY2023

In the first quarter of 2023, we identified and initiated certain realignment activities concurrent with the consolidation of our aftermarket and pump operations into a single operating model.

10-KFY2023

targeted manufacturing optimization through the consolidation of facilities, SG&A efficiency initiatives and transfer of activities from high-cost regions to lower-cost facilities

10-KFY2015

we initiated realignment programs, inclusive of those associated with the SIHI acquisition, to accelerate both short- and long-term strategic plans

10-KFY2015

At the completion of the programs, we expect a 15% to 20% reduction in our global workforce, relative to early 2015 workforce levels.

10-KFY2016
§ V·SE-Cluster Issuer Brief

Market context.

Where this issuer sits inside its SE-Cluster rollup wedge, with disclosed-spend rank plus trading comparables against the public peer set.

Primary market

Machinery & Automation

Market spend (2023–2025)
$92.5B
Market spend (2020–2022)
$69.9B
Recent vs prior
+32%
Issuer rank in market
N/A
Share of market capital
0.0%

Valuation positioning

14.9×EV / EBITDA

FLS trades at a -0.7-turn discount to the Machinery & Automation peer median of 15.6×.

EV / Revenue
2.2×
Net debt / EBITDA
1.4×
Peer median EV / EBITDA
15.6×

Trading comparables

FMP market data · 2026-05-10

CompanyEV / EBITDAEV / RevNet debt / EBITDARevenueM&A 2023–2025
24.5×4.9×2.3×$16.5B$2.1B
16.5×4.0×0.9×$5.6B$395M
15.6×3.1×0.6×$9.1B$832M
15.0×3.4×2.0×$4.2B$401M
Flowserve Corp.FLS
14.9×2.2×1.4×$4.7B$372M
10.9×2.3×0.5×$3.8B$146M

Trading multiples from FMP market data; disclosed M&A spend from the SE-Cluster EDGAR 10-K corpus. Peer set = top disclosed buyers in Machinery & Automation. Bars scaled to the highest EV/EBITDA in the set.

§ VI·SE-Cluster Issuer Brief

Target landscape.

Public-issuer targets that fit this buyer's archetype and target categories from filing-derived signal. Scores reflect cross-signal fit; reasons cite the EDGAR-anchored facts that drove the match.

No qualifying public-issuer targets surfaced from the current signal mix.

Stated target categories

No target categories enumerated in the audited corpus for this issuer.

§ VII·SE-Cluster Issuer Brief

Filing activity & signal stream.

Filing cadence and event-driven signals visible on EDGAR. The signal stream below is curated from restatement / spin-carve / activism categories, providing context for any near-term call.

Filing cadence

  • 10-K (annual)282026-02-17
  • 10-Q (quarterly)1012026-04-29
  • 8-K (event)2462026-05-06
  • Proxy / DEF 14A562026-04-02
  • Activism (13D / DFAN / PREC)262012-10-03

Signals on file

  • critical

    Non-reliance disclosure

    2005-02-10

    1 Item 4.02 filing on file; financial-statement non-reliance.

  • elevated

    Auditor change

    2007-05-22

    1 Item 4.01 filing on file; certifying accountant change.

  • watch

    Late-filing notice

    2023-03-01

    14 NT 10-K/10-Q filings on file.

  • elevated

    Activism on file

    2012-10-03

    26 activist filings on file (13D, DFAN14A, PREC14A series).

  • info

    Signal

    Disclosed acquisition spend

  • info

    Signal

    10-K strategy themes

  • info

    Signal

    Restatement risk

§ VIII·SE-Cluster Issuer Brief

Audited corpus.

No audited record on file for this CIK in the current v6 corpus.

This issuer has not been extracted into the v6 audited acquirer corpus yet. The brief above pulls from ranking-level aggregates and issuer-index signal only.

Flowserve Corp.: Issuer Brief | SE-Cluster