Mueller Water Products

MWA

Market cap $3.85B

Mueller delivered strong Q4 results with revenue growth of close to 10% in both of the company's segments. Management is forecasting revenue growth of around 2% in 2026. MWA appears to be trading for a significant discount, especially after the most recent earnings release.

Mueller Water Products is upgraded to a soft "Buy" as recent share price declines improve valuation and future prospects look encouraging. MWA posted strong Q4 and FY2025 results, with both Water Flow and Water Management segments delivering higher revenues and profits driven by volume and pricing. Management guides for continued growth in 2026, supported by infrastructure investments, regulatory tailwinds, and ongoing capital projects to enhance efficiency and margins.

Mueller Water Products, Inc. ( MWA ) Q4 2025 Earnings Call November 7, 2025 10:00 AM EST Company Participants Whit Kincaid - Senior Director of Investor Relations & Corporate Development Marietta Zakas - CEO & Director Paul McAndrew - President & COO Melissa Rasmussen - Senior VP & CFO Conference Call Participants Bryan Blair - Oppenheimer & Co. Inc., Research Division Brian Lee - Goldman Sachs Group, Inc., Research Division Michael Halloran - Robert W. Baird & Co. Incorporated, Research Division Deane Dray - RBC Capital Markets, Research Division Christopher Grenga - TD Cowen, Research Division Walter Liptak - Seaport Research Partners Presentation Operator Good morning, and thank you for standing by.

ATLANTA, Nov. 07, 2025 (GLOBE NEWSWIRE) -- Mueller Water Products, Inc. (NYSE: MWA), a leading manufacturer and marketer of products and solutions used in the transmission, distribution and measurement of water in North America, announced that its management team will participate in the Baird 2025 Global Industrial Conference in Chicago. The presentation will take place on Tuesday, November 11, 2025, at 10:50 a.m. local time.

The headline numbers for Mueller Water Products (MWA) give insight into how the company performed in the quarter ended September 2025, but it may be worthwhile to compare some of its key metrics to Wall Street estimates and the year-ago actuals.

Mueller Water Products (MWA) came out with quarterly earnings of $0.38 per share, beating the Zacks Consensus Estimate of $0.34 per share. This compares to earnings of $0.22 per share a year ago.

Paul McAndrew Appointed Chief Executive Officer Effective February 9, 2026 Martie Edmunds Zakas to Retire as CEO After Accomplished 19-Year Career with Mueller ATLANTA, Nov. 06, 2025 (GLOBE NEWSWIRE) -- Mueller Water Products, Inc. (NYSE: MWA) (“Mueller” or the “Company”), a leading manufacturer and marketer of products and solutions used in the transmission, distribution and measurement of water in North America, today announced that its Board of Directors has appointed President and Chief Operating Officer Paul McAndrew as President and Chief Executive Officer, effective as of the date of the annual shareholders meeting on February 9, 2026. Mr. McAndrew will succeed Martie Edmunds Zakas, who will retire as CEO and a member of the Board at that time.

Increased Net Sales 9.4% in Quarter, 8.7% in Fiscal Year Earned Net Income per Diluted Share of $0.33 in Quarter, $1.22 in Fiscal Year Reported Adjusted Net Income per Diluted Share of $0.38 in Quarter, $1.31 in Fiscal Year Generated Adjusted EBITDA of $91.8 million in Quarter, $326.2 million in Fiscal Year ATLANTA, Nov. 06, 2025 (GLOBE NEWSWIRE) -- Mueller Water Products, Inc. (NYSE: MWA), a leading manufacturer and marketer of products and solutions used in the transmission, distribution and measurement of water in North America, announced financial results for its fourth quarter and fiscal year ended September 30, 2025. In the fourth quarter of 2025, the Company: Increased net sales 9.4% to $380.8 million as compared with $348.2 million in the prior year quarter Reported operating income of $69.6 million as compared with $28.4 million in the prior year quarter, and increased adjusted operating income 39.6% to $78.9 million as compared with $56.5 million in the prior year quarter Reported operating margin of 18.3% as compared with 8.2% in the prior year quarter, and increased adjusted operating margin to 20.7% as compared with 16.2% in the prior year quarter Generated net income of $52.6 million as compared with $10.0 million in the prior year quarter, with net income margin of 13.8% as compared with 2.9% in the prior year quarter, and increased adjusted net income 76.1% to $59.7 million as compared with $33.9 million in the prior year quarter Reported net income per diluted share of $0.33 as compared with $0.06 in the prior year quarter, and increased adjusted net income per diluted share 72.7% to $0.38 as compared with $0.22 in the prior year quarter Increased adjusted EBITDA 26.6% to $91.8 million as compared with $72.5 million in the prior year quarter, and expanded adjusted EBITDA margin to 24.1% as compared with 20.8% in the prior year quarter In the 2025 fiscal year, the Company: Increased net sales 8.7% to $1,429.7 million as compared with $1,314.7 million in the prior year Reported operating income of $260.6 million as compared with $181.7 million in the prior year, and increased adjusted operating income 25.4% to $279.1 million as compared with $222.5 million in the prior year Reported operating margin of 18.2% as compared with 13.8% in the prior year, and increased adjusted operating margin to 19.5% as compared with 16.9% in the prior year Generated net income of $191.7 million as compared with $115.9 million in the prior year, with net income margin of 13.4% as compared with 8.8% in the prior year, and increased adjusted net income 36.9% to $205.6 million as compared with $150.2 million in the prior year Reported net income per diluted share of $1.22 as compared with $0.74 in the prior year, and increased adjusted net income per diluted share 36.5% to $1.31 as compared with $0.96 in the prior year Increased adjusted EBITDA 14.6% to $326.2 million as compared with $284.7 million in the prior year, and expanded adjusted EBITDA margin to 22.8% as compared with 21.7% in the prior year Reported net cash provided by operating activities of $219.3 million as compared with $238.8 million in the prior year Delivered free cash flow of $172.0 million as compared with $191.4 million in the prior year Returned $56.9 million to shareholders through dividends and common stock repurchases “We achieved an outstanding finish to another record year with our fourth quarter net sales and adjusted EBITDA exceeding the high-end of our expectations.

ATLANTA, Oct. 31, 2025 (GLOBE NEWSWIRE) -- Mueller Water Products, Inc. (NYSE: MWA) plans to release financial results for its fourth quarter and full year ended September 30, 2025, after U.S. markets close on Thursday, November 6, 2025. On Friday, November 7, 2025, at 10:00 a.m. ET, the Company will hold a conference call to discuss earnings and business results. Interested parties are invited to listen via webcast available on the Investor Relations section of the Company's website  www.muellerwaterproducts.com . An archive of the webcast will be available for approximately 90 days following the call.

ATLANTA, Oct. 23, 2025 (GLOBE NEWSWIRE) -- Mueller Water Products, Inc. (NYSE: MWA) announced that its Board of Directors has declared an increase to the Company's quarterly dividend by approximately 4.5% to $0.070 per share from $0.067, payable on or about November 20, 2025, to stockholders of record as of the close of business on November 10, 2025.