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Mueller Water Products(MWA) - 2025 Q3 - Earnings Call Presentation
2025-08-05 14:00
Financial Performance - Q3 Fiscal 2025 - Net sales reached $380.3 million, a 6.6% year-over-year increase, driven by higher volumes and pricing across most product lines[12, 25, 30] - Gross margin increased by 150 bps year-over-year to 38.3%, driven by manufacturing efficiencies and increased volumes[12, 26, 27] - Adjusted EBITDA was $86.4 million, a 1.4% year-over-year increase, but the adjusted EBITDA margin decreased 120 bps year-over-year to 22.7%[12, 32] - Adjusted net income per diluted share increased by 6.3% year-over-year to $0.34[12, 32] - Free cash flow was $55.7 million[12] Financial Performance - Year-to-Date (YTD) Q3 Fiscal 2025 - Net sales reached $1,048.9 million, an 8.5% year-over-year increase[12] - Adjusted EBITDA was $234.4 million, a 10.5% year-over-year increase[12] - Adjusted net income per diluted share increased by 25.7% year-over-year to $0.93[12] - Free cash flow was $103.0 million[12] Fiscal Year 2025 Outlook - The company expects consolidated net sales between $1,405 million and $1,415 million, representing a 6.9% to 7.6% year-over-year growth[47, 48] - The company expects adjusted EBITDA between $318 million and $322 million, representing an 11.7% to 13.1% year-over-year growth[47, 48]