Loading...
•
Sep 27, 2025
Mueller Industries Q3 2025 Earnings Report
Mueller Industries reported a strong Q3 2025 with increased earnings, boosted by higher raw material costs and select asset gains.
Key Takeaways
Mueller Industries delivered solid third-quarter results with $1.08 billion in revenue and $208.1 million in net income, supported by increased copper prices and strategic gains.
Net sales rose to $1.08 billion, driven by higher raw material prices.
Net income reached $208.1 million, up from $168.7 million a year ago.
Operating income increased to $276.1 million with support from asset gains and insurance proceeds.
COMEX copper averaged $4.83/lb, a 14.3% increase YoY.
Revenue by Segment
Forward Guidance
Mueller anticipates future operational efficiencies with increased plant utilization and expects to benefit from tariffs due to its primarily domestic manufacturing footprint.
Positive Outlook
- Tariffs expected to benefit Mueller due to limited offshore manufacturing.
- Strong balance sheet with over $1.2 billion in cash and no debt.
- Ongoing investment in expanding U.S. manufacturing capacity.
- Potential for improved operating efficiency with demand recovery.
- Resilient financial performance despite market softness.
Challenges Ahead
- Residential construction weakness impacted unit volumes.
- Imported products ahead of tariffs created competitive pressure.
- Segment margin contraction in the Climate segment YoY.
- Exposure to raw material price volatility (e.g., copper).
Revenue & Expenses
Visualization of income flow from segment revenue to net income
Historical Earnings Impact
Analyze how earnings announcements historically affect stock price performance
Avg. Return Before/After Earnings
Loading earnings performance data...
Loading earnings reaction data...