Overview

* Mueller Water Q4 net sales rose 9.4%, beating analyst expectations

* Adjusted EPS for Q4 beats consensus, reflecting strong operational performance

* Adjusted EBITDA for Q4 increased 26.6%, surpassing analyst estimates

Outlook

* Company expects fiscal 2026 net sales between $1,450 mln and $1,470 mln

* Mueller anticipates fiscal 2026 adjusted EBITDA between $345 mln and $350 mln

* Company expects fiscal 2026 adjusted EBITDA margin to improve by 100 basis points

Result Drivers

* VOLUME GROWTH - Increased volumes across most product lines drove net sales growth

* MANUFACTURING EFFICIENCIES - Manufacturing efficiencies contributed to gross profit increase

* PRICE/COST IMPROVEMENTS - Favorable price/cost dynamics supported margin expansion

Key Details

Metric Beat/Mis Actual Consensu

s s

Estimate

Q4 Sales Beat $380.80 $362.32

mln mln (6

Analysts

)

Q4 Beat $0.38 $0.34 (6

Adjusted Analysts

EPS )

Q4 Net $52.60

Income mln

Q4 Beat $91.80 $85.91

Adjusted mln mln (6

EBITDA Analysts

)

Q4 Beat $78.90 $74.35

Adjusted mln mln (5

Operatin Analysts

g Income )

Analyst Coverage

* The current average analyst rating on the shares is "buy" and the breakdown of recommendations is 2 "strong buy" or "buy", 4 "hold" and no "sell" or "strong sell"

* The average consensus recommendation for the industrial machinery & equipment peer group is "buy"

* Wall Street's median 12-month price target for Mueller Water Products Inc ( MWA ) is $29.50, about 11.7% above its November 5 closing price of $26.06

* The stock recently traded at 18 times the next 12-month earnings vs. a P/E of 19 three months ago

Press Release:

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(This story was created using Reuters automation and AI based on LSEG and company data. It was checked and edited by a Reuters journalist prior to publication.)