Mueller Water Products, Inc.

Mueller Water Products, Inc. ( MWA ) Q4 2026 Earnings Call November 5, 2026 11:00 AM EST Company Participants Whit Kincaid - Senior Director of Investor Relations & Corporate Development Paul McAndrew - President, CEO & Director Michael Morgan - Executive Vice President of Finance Conference Call Participants Keshav Choudhary - Goldman Sachs Group, Inc., Research Division Jeffrey Reive - RBC Capital Markets, Research Division Bryan Blair - Oppenheimer & Co. Inc., Research Division Presentation Operator Good morning, and thank you for standing by. [Operator Instructions] Today's conference is being recorded.

ATLANTA, Nov. 06, 2026 (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 2026 Global Industrial Conference in Chicago. The presentation will take place on Wednesday, November 11, 2026, at 9:05 a.m. local time.

Mueller Water Products (MWA) came out with quarterly earnings of $0.38 per share, missing the Zacks Consensus Estimate of $0.39 per share. This compares to earnings of $0.38 per share a year ago.

Achieved Net Sales of $376.5 million in Quarter, $1.5 billion in Fiscal Year Earned Net Income per Diluted Share of $0.33 in Quarter, $1.41 in Fiscal Year Reported Adjusted Net Income per Diluted Share of $0.38 in Quarter, $1.57 in Fiscal Year Generated Adjusted EBITDA of $95.5 million in Quarter, $372.2 million in Fiscal Year Announced Agreement to Transition Metering Business to ZENNER USA ATLANTA, Nov. 04, 2026 (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, 2026. In the fourth quarter of 2026, the Company: Achieved net sales of $376.5 million, a 1.1% decrease as compared with $380.8 million in the prior year quarter Reported operating income of $73.1 million as compared with $69.6 million in the prior year quarter, and increased adjusted operating income 4.7% to $82.6 million as compared with $78.9 million in the prior year quarter Reported operating margin of 19.4% as compared with 18.3% in the prior year quarter, and increased adjusted operating margin to 21.9% as compared with 20.7% in the prior year quarter Generated net income of $52.3 million as compared with $52.6 million in the prior year quarter, with net income margin of 13.9% as compared with 13.8% in the prior year quarter, and reported adjusted net income of $59.2 million as compared with $59.7 million in the prior year quarter Reported net income per diluted share of $0.33 as compared with $0.33 in the prior year quarter, and generated adjusted net income per diluted share of $0.38 as compared with $0.38 in the prior year quarter Increased adjusted EBITDA 4.0% to $95.5 million as compared with $91.8 million in the prior year quarter, and expanded adjusted EBITDA margin to 25.4% as compared with 24.1% in the prior year quarter In the 2026 fiscal year, the Company: Increased net sales 3.2% to $1,475.0 million as compared with $1,429.7 million in the prior year Reported operating income of $290.8 million as compared with $260.6 million in the prior year, and increased adjusted operating income 15.5% to $322.3 million as compared with $279.1 million in the prior year Reported operating margin of 19.7% as compared with 18.2% in the prior year, and increased adjusted operating margin to 21.9% as compared with 19.5% in the prior year Generated net income of $221.9 million as compared with $191.7 million in the prior year, with net income margin of 15.0% as compared with 13.4% in the prior year, and increased adjusted net income 19.7% to $246.2 million as compared with $205.6 million in the prior year Reported net income per diluted share of $1.41 as compared with $1.22 in the prior year, and increased adjusted net income per diluted share 19.8% to $1.57 as compared with $1.31 in the prior year Increased adjusted EBITDA 14.1% to $372.2 million as compared with $326.2 million in the prior year, and expanded adjusted EBITDA margin to 25.2% as compared with 22.8% in the prior year Increased net cash provided by operating activities $43.6 million, or 19.9%, to $262.9 million as compared with $219.3 million in the prior year Increased free cash flow $35.3 million, or 20.5%, to $207.3 million as compared with $172.0 million in the prior year Returned $74.3 million to shareholders through dividends and common stock repurchases “We delivered record profitability to close fiscal 2026 with our fourth quarter adjusted EBITDA increasing 4.0% year-over-year and adjusted EBITDA margin expanding to 25.4%.