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TickerGRC
SectorIndustrial - Machinery
Mkt cap$2B
EV / EBITDA18.3×
PostureHigh Velocity
Composite70/100
LensTarget-side
SE-Cluster Research·Issuer Brief·Q2 2026CIK 42682

The Gorman-Rupp Company

GRCHIGH VELOCITYFILING INTENSITY

The Gorman-Rupp Company reads as High Velocity (composite 70/100); pressure / disclosure signals dominate the posture this cycle · primary market Machinery & Automation.

Lens

Disclosed M&A capital (2023–2025)

N/A

−99%

vs N/A in 2020–2022

Disclosed transactions

N/A

−99%

0/3 active fiscal years in window

Buyer archetype

Selective Buyer

Acquisition use is visible but targeted.

Composite score

70

/100

High Velocity dominates · Filing Intensity

Financial snapshot
Revenue$695M
EBITDA$126M
Enterprise value$2.3B
EV / Revenue3.3×
EV / EBITDA18.3×
P/EN/A
Cash$30M
Total debt$293M
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

26/100

Companies actively deploying disclosed capital into M&A

  • $568M disclosed buyer spend

Buyer Cadence

20/100

Buyer-side companies with recent filing activity

  • Filed within 43d
  • 3 acquisition-history signals
  • 135 8-Ks

Target Probability

20/100

Issuers showing target-side patterns from filings

  • 6 activism filings

Spin/Carve

0/100

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

  • 6 activism filings

Pressure Watch

37/100

Issuers facing activism, governance, or control pressure

  • 6 activism filings
  • Latest activism 2.3y ago; discounted

Distress Watch

18/100

Issuers showing financial-distress filing patterns

  • 6 activism filings

Restatement Risk

0/100

Issuers with accounting-integrity flags from filings

Capital Velocity

Dominant
70/100

Issuers with the highest filing-activity intensity

  • 135 8-Ks
  • 5 form types

Quiet Power

0/100

Large issuers with low signal volume and clean disclosure cadence

  • Enterprise value $2.3B
  • 10-Q 43d ago
  • 2 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: $528M · Peak count: 1

FYDisclosed buysDisclosed spendAvg ticketAudited tier
2025N/AN/AN/AN/A
2024N/AN/AN/AN/A
2023N/AN/AN/AN/A
20221$528M$528MN/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

  • Geographic Expansion
    50%
  • Bolt On
    50%

Strategy keywords

Terms recurring across recent 10-K acquisition disclosures.

  • geographic_expansion
  • bolt_on
  • horizontal_consolidation
  • platform
§ 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.

The Company’s historical growth has depended, and its future growth is likely to continue to depend, in part on its acquisition strategy and the successful integration of acquired businesses into existing operations.

10-KFY2025

The Company intends to continue to seek additional domestic and international acquisition opportunities that have the potential to support and strengthen its operations.

10-KFY2025

The Company intends to continue to seek additional acquisition opportunities that have the potential to support and strengthen its operations.

10-KFY2020

As a consequence, numerous pump competitors now exist as subsidiaries, divisions or departments within significantly larger corporations.

10-KFY2010

Since the late 1990’s, a number of consolidations have occurred within the highly competitive pump industry.

10-KFY2010
§ 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

18.3×EV / EBITDA

GRC trades at a +4.1-turn premium to the Machinery & Automation peer median of 14.2×.

EV / Revenue
3.3×
Net debt / EBITDA
2.1×
Peer median EV / EBITDA
14.2×

Trading comparables

FMP market data · 2026-05-10

CompanyEV / EBITDAEV / RevNet debt / EBITDARevenueM&A 2023–2025
The Gorman-Rupp CompanyGRC
18.3×3.3×2.1×$695MN/A
17.1×4.8×1.5×$4.7B$3B
16.7×2.8×0.8×$3.8B$209M
14.2×2.3×0.2×$2.5B$101M
9.9×2.3×1.2×$3.4B$231M
9.5×3.8×0.1×$17.2BN/A

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

Buyer landscape.

Public buyers whose stated archetypes, target categories, and recent cadence align with this issuer as a plausible acquisition target. Scores cross EDGAR signal and disclosure overlap.

Likely buyers

No public buyers surface as a strong target-side fit on current signal.

Likely sellers / divestiture partners

No reciprocal divestiture / strategic-alternatives matches identified.

§ 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)262026-03-02
  • 10-Q (quarterly)952026-04-27
  • 8-K (event)1352026-04-27
  • Proxy / DEF 14A332026-03-23
  • Activism (13D / DFAN / PREC)62024-02-14

Signals on file

  • elevated

    Activism on file

    2024-02-14

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

  • info

    Signal

    Disclosed acquisition spend

  • info

    Signal

    10-K strategy themes

§ 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.

The Gorman-Rupp Company: Issuer Brief | SE-Cluster