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Jun 30, 2025
Mueller Q3 2025 Earnings Report
Mueller reported higher revenue, margins, and EPS in Q3 2025, achieving record performance despite macroeconomic challenges.
Key Takeaways
Mueller Water Products delivered strong Q3 2025 results with record net sales of $380.3M and higher profitability, including improved margins and earnings. The company increased guidance for net sales and adjusted EBITDA for the full fiscal year.
Revenue grew 6.6% year-over-year to $380.3 million, driven by higher volumes and pricing.
Net income rose to $52.5 million with a margin of 13.8%.
Adjusted EBITDA reached $86.4 million with a margin of 22.7%.
Gross margin increased to 38.3%, aided by manufacturing efficiencies.
Revenue by Segment
Forward Guidance
Mueller raised its FY2025 guidance for both net sales and adjusted EBITDA, while reaffirming its free cash flow conversion target.
Positive Outlook
- FY2025 net sales expected to be $1.405B–$1.415B (up 6.9%–7.6%).
- Adjusted EBITDA expected to be $318M–$322M (up 11.7%–13.1%).
- Free cash flow conversion expected to exceed 80% of adjusted net income.
- No borrowings under ABL facility; strong liquidity position.
- Resilient demand and operational execution supporting growth.
Challenges Ahead
- Higher tariffs continue to pressure margins.
- Unfavorable foreign currency impact of $7.7 million in Q3.
- Free cash flow down year-over-year due to working capital shifts.
- Inflationary pressures impacting SG&A expenses.
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
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