Financial Performance Highlights - FY2025 net sales reached $1,430 million, with a 5-year CAGR of 8.2%[12] - Adjusted EBITDA for FY2025 was $326.2 million, representing 22.8% of net sales and a 5-year CAGR of 11.3%[12] - Free cash flow for FY2025 amounted to $172 million[12] - Net debt stood at $20.1 million as of September 30, 2025, with a net debt to adjusted EBITDA ratio of 0.1x[12] - Q4 Fiscal 2025 net sales were $380.8 million, a 9.4% increase year-over-year[71] - Q4 Fiscal 2025 adjusted EBITDA was $91.8 million, a 26.6% increase year-over-year[71] - Q4 Fiscal 2025 adjusted net income per diluted share was $0.38, a 72.7% increase year-over-year[71] Strategic Priorities and Investments - The company aims to identify a total of 18 billion gallons of water loss by 2029 through EchoShore® leak detection[20] - Capital expenditures are expected to increase to 4% to 5% of net sales over the next 3 years[77] - The company has allocated $95 million to share repurchases since FY2019, including $15 million in FY2025, with $65 million remaining authorization on the share repurchase program as of September 30, 2025[93] FY2026 Outlook - Consolidated net sales are projected to be between $1,450 million and $1,470 million, representing a year-over-year growth of 1.4% to 2.8%[87] - Adjusted EBITDA is expected to range from $345 million to $350 million, indicating a year-over-year growth of 5.8% to 7.3%[87]

Core Viewpoint - Mueller Water Products, Inc. will participate in the Baird 2025 Global Industrial Conference, highlighting its role in the water transmission and distribution industry [1]. Company Overview - Mueller Water Products, Inc. is a leading manufacturer and marketer of products and solutions for water transmission, distribution, and measurement in North America [3]. - The company's product portfolio includes engineered valves, fire hydrants, pipe connection and repair products, metering products, leak detection, pipe condition assessment, pressure management products, and software for critical water system data [3]. - The company aims to help municipalities enhance operational efficiencies, improve customer service, and prioritize capital spending, positioning itself as a key player in the water infrastructure sector [3]. Event Details - The management team will present at the Baird 2025 Global Industrial Conference on November 11, 2025, at 10:50 a.m. local time [1]. - The presentation will be available via webcast and archived for approximately 90 days on the company's Investor Relations webpage [2].

Core Insights - Mueller Water Products, Inc. reported a strong financial performance for the fourth quarter and fiscal year ended September 30, 2025, with significant increases in net sales, net income, and adjusted EBITDA, reflecting operational excellence and effective market strategies [1][3][4]. Financial Performance - Net sales for the fourth quarter increased by 9.4% to $380.8 million compared to $348.2 million in the prior year quarter [2][5]. - For the fiscal year, net sales rose by 8.7% to $1,429.7 million from $1,314.7 million in the previous year [2]. - The company reported operating income of $69.6 million for the fourth quarter, a substantial increase from $28.4 million in the prior year quarter [2][8]. - Adjusted operating income for the fourth quarter increased by 39.6% to $78.9 million compared to $56.5 million in the prior year quarter [2][9]. - Net income for the fourth quarter surged to $52.6 million, up from $10.0 million in the prior year quarter, resulting in a net income margin of 13.8% [2][10]. - Adjusted net income for the fourth quarter increased by 76.1% to $59.7 million compared to $33.9 million in the prior year quarter [2][10]. - Adjusted EBITDA for the fourth quarter was $91.8 million, reflecting a 26.6% increase from $72.5 million in the prior year quarter [2][11]. Operational Efficiency - Gross profit for the fourth quarter increased by 26.2% to $140.0 million, driven by manufacturing efficiencies and volume growth [6]. - The gross margin improved by 500 basis points to 36.8% compared to 31.8% in the prior year quarter [6]. - Selling, general and administrative expenses rose by 5.7% to $66.7 million, primarily due to higher personnel costs and inflationary pressures [7]. Segment Performance - In the Water Flow Solutions segment, net sales increased by 8.6% to $217.5 million, driven by higher volumes and pricing [13]. - The Water Management Solutions segment saw net sales rise by 10.4% to $163.3 million, attributed to increased volumes of hydrants and repair products [16]. Cash Flow and Shareholder Returns - The company generated net cash provided by operating activities of $219.3 million for the fiscal year, although this was a decrease from $238.8 million in the prior year [21]. - Free cash flow for the fiscal year was $172.0 million, down from $191.4 million in the previous year [22]. - Mueller Water Products returned $56.9 million to shareholders through dividends and stock repurchases [2]. Future Outlook - The company anticipates fiscal 2026 consolidated net sales to be between $1,450 million and $1,470 million, representing an increase of 1.4% to 2.8% compared to the prior year [24]. - Adjusted EBITDA for fiscal 2026 is expected to be between $345 million and $350 million, indicating a growth of 5.8% to 7.3% compared to the previous year [25].

Core Insights - Mueller Water Products, Inc. will release its financial results for Q4 and the full year ending September 30, 2025, after U.S. markets close on November 6, 2025 [1] - A conference call to discuss the earnings and business results is scheduled for November 7, 2025, at 10:00 a.m. ET, with a webcast available for interested parties [1] Company Overview - Mueller Water Products, Inc. is a leading manufacturer and marketer of products and solutions for water transmission, distribution, and measurement in North America [2] - The company's product portfolio includes engineered valves, fire hydrants, pipe connection and repair products, metering products, leak detection, pipe condition assessment, pressure management products, and software for critical water system data [2] - The company aims to help municipalities enhance operational efficiencies, improve customer service, and prioritize capital spending, positioning itself as a key player in the water infrastructure sector [2]

Core Viewpoint - Mueller Water Products, Inc. will participate in the RBC Capital Markets Global Industrials Conference on September 17, 2025, to engage with investors [1]. Company Overview - Mueller Water Products, Inc. is a leading manufacturer and marketer of products and solutions for the transmission, distribution, and measurement of water in North America [3]. - The company's product portfolio includes engineered valves, fire hydrants, pipe connection and repair products, metering products, leak detection, pipe condition assessment, pressure management products, and software for critical water system data [3]. - The company aims to help municipalities enhance operational efficiencies, improve customer service, and prioritize capital spending, positioning itself as "Where Intelligence Meets Infrastructure" [3]. Investor Relations - The presentation related to the conference will be available on the Events and Presentations webpage under Investor Relations on the company's website [2].