Mueller Water Products (MWA)
Market Price (9/6/2026): $23.95 | Market Cap: $3.7 BilSector: Industrials | Industry: Industrial Machinery & Supplies & Components
Mueller Water Products (MWA)
Market Price (9/6/2026): $23.95Market Cap: $3.7 BilSector: IndustrialsIndustry: Industrial Machinery & Supplies & Components
Investment Highlights Why It Matters Detailed financial logic regarding cash flow yields vs trend-riding momentum.
Attractive yieldTotal YieldTotal Yield = Earnings Yield + Dividend Yield, Earnings Yield = Net Income / Market Cap Dividend Yield = Total Dividends / Market Cap is 7.1% Attractive operating marginsOp Mgn LTMOperating Margin = Operating Income / Revenue Reflects profitability before taxes and before impact of capital structure (interest payments). is 21% Attractive cash flow generationCFO/Rev LTMCash Flow from Operations / Revenue (Sales), Last Twelve Months (LTM) is 16%, FCF/Rev LTMFree Cash Flow / Revenue (Sales), Last Twelve Months (LTM) is 12% Low stock price volatilityVol 12M is 26% Megatrend and thematic driversMegatrends include Water Infrastructure, Smart Grids & Grid Modernization, and Sustainable Resource Management. Themes include Water Treatment & Delivery, Show more. | Weak multi-year price returns2Y Excs Rtn is -23% | Key risksMWA key risks include [1] slow organic revenue growth suggesting waning demand in its core business, Show more. |
| Attractive yieldTotal YieldTotal Yield = Earnings Yield + Dividend Yield, Earnings Yield = Net Income / Market Cap Dividend Yield = Total Dividends / Market Cap is 7.1% |
| Attractive operating marginsOp Mgn LTMOperating Margin = Operating Income / Revenue Reflects profitability before taxes and before impact of capital structure (interest payments). is 21% |
| Attractive cash flow generationCFO/Rev LTMCash Flow from Operations / Revenue (Sales), Last Twelve Months (LTM) is 16%, FCF/Rev LTMFree Cash Flow / Revenue (Sales), Last Twelve Months (LTM) is 12% |
| Low stock price volatilityVol 12M is 26% |
| Megatrend and thematic driversMegatrends include Water Infrastructure, Smart Grids & Grid Modernization, and Sustainable Resource Management. Themes include Water Treatment & Delivery, Show more. |
| Weak multi-year price returns2Y Excs Rtn is -23% |
| Key risksMWA key risks include [1] slow organic revenue growth suggesting waning demand in its core business, Show more. |
Qualitative Assessment
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Mueller Water Products (MWA) stock has lost about 5% since 5/31/2026 because of the following key factors:
1. Outlook for Slower Residential Construction in Fiscal Q4 2026: Despite reporting record fiscal Q3 2026 adjusted diluted earnings per share of $0.50, beating estimates by $0.11, and net sales rising 4.1% to $395.9 million, Mueller Water Products' management signaled caution regarding slower new residential construction activity for the upcoming fiscal Q4 2026, which ends September 30, 2026. This tempered outlook led the company to narrow its full fiscal year 2026 net sales guidance to between $1,470 million and $1,480 million, indicating a growth rate of 2.8% to 3.5%, a potential deceleration from prior expectations.
2. Absence of Future Tariff Refunds and Continued Inflationary Pressures: While fiscal Q3 2026 benefited from tariff refunds, which contributed to a 440 basis point expansion in adjusted EBITDA margin to 27.1%, management explicitly stated that no further tariff refunds are anticipated for fiscal Q4 2026. The company also highlighted that tariff-related costs and ongoing inflationary pressures are expected to impact the fourth quarter, posing headwinds to maintaining the strong margin expansion seen in Q3.
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Mueller Water Products (MWA) stock has lost about 5% since 5/31/2026 because of the following key factors:
1. Outlook for Slower Residential Construction in Fiscal Q4 2026: Despite reporting record fiscal Q3 2026 adjusted diluted earnings per share of $0.50, beating estimates by $0.11, and net sales rising 4.1% to $395.9 million, Mueller Water Products' management signaled caution regarding slower new residential construction activity for the upcoming fiscal Q4 2026, which ends September 30, 2026. This tempered outlook led the company to narrow its full fiscal year 2026 net sales guidance to between $1,470 million and $1,480 million, indicating a growth rate of 2.8% to 3.5%, a potential deceleration from prior expectations.
2. Absence of Future Tariff Refunds and Continued Inflationary Pressures: While fiscal Q3 2026 benefited from tariff refunds, which contributed to a 440 basis point expansion in adjusted EBITDA margin to 27.1%, management explicitly stated that no further tariff refunds are anticipated for fiscal Q4 2026. The company also highlighted that tariff-related costs and ongoing inflationary pressures are expected to impact the fourth quarter, posing headwinds to maintaining the strong margin expansion seen in Q3.
3. Mixed Analyst Sentiment and Price Target Adjustments: Post-earnings, the company received mixed analyst reactions and some downward revisions to price targets. Barclays initiated coverage on June 30, 2026, with an "underweight" rating and a $25.00 price objective. Subsequently, on August 7, 2026, Royal Bank of Canada reduced its price target for Mueller Water Products from $31.00 to $30.00, while maintaining a "sector perform" rating. These adjustments contributed to an average analyst consensus rating of "Hold" and an average 12-month price target of approximately $30.20, which, while above current trading levels, reflected some skepticism despite the strong Q3 results.
4. Broader Industrial Sector Weakness: The stock's decline was also influenced by a general downturn in the industrial sector. Mueller Water Products shares were observed tracking a "broader pullback in industrials as the sector was among the market's weakest performers amid renewed bond-market volatility and a shaky trading week." The "industrial machinery group pulled back following mixed Q2 earnings season results across peers," indicating a macroeconomic headwind that affected MWA's performance.
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Stock Movement Drivers
Fundamental Drivers
The -4.7% change in MWA stock from 5/31/2026 to 9/5/2026 was primarily driven by a -11.1% change in the company's P/E Multiple.| (LTM values as of) | 5312026 | 9052026 | Change |
|---|---|---|---|
| Stock Price ($) | 25.14 | 23.95 | -4.7% |
| Change Contribution By: | |||
| Total Revenues ($ Mil) | 1,464 | 1,479 | 1.1% |
| Net Income Margin (%) | 14.2% | 15.0% | 6.0% |
| P/E Multiple | 19.0 | 16.8 | -11.1% |
| Shares Outstanding (Mil) | 156 | 156 | 0.1% |
| Cumulative Contribution | -4.7% |
Market Drivers
5/31/2026 to 9/5/2026| Return | Correlation | |
|---|---|---|
| MWA | -4.7% | |
| Market (SPY) | 1.8% | 19.9% |
| Sector (XLI) | 1.2% | 47.4% |
Fundamental Drivers
The -19.6% change in MWA stock from 2/28/2026 to 9/5/2026 was primarily driven by a -27.7% change in the company's P/E Multiple.| (LTM values as of) | 2282026 | 9052026 | Change |
|---|---|---|---|
| Stock Price ($) | 29.77 | 23.95 | -19.6% |
| Change Contribution By: | |||
| Total Revenues ($ Mil) | 1,444 | 1,479 | 2.5% |
| Net Income Margin (%) | 13.8% | 15.0% | 8.6% |
| P/E Multiple | 23.3 | 16.8 | -27.7% |
| Shares Outstanding (Mil) | 156 | 156 | 0.0% |
| Cumulative Contribution | -19.6% |
Market Drivers
2/28/2026 to 9/5/2026| Return | Correlation | |
|---|---|---|
| MWA | -19.6% | |
| Market (SPY) | 12.6% | 36.7% |
| Sector (XLI) | -0.8% | 55.0% |
Fundamental Drivers
The -8.2% change in MWA stock from 8/31/2025 to 9/5/2026 was primarily driven by a -38.5% change in the company's P/E Multiple.| (LTM values as of) | 8312025 | 9052026 | Change |
|---|---|---|---|
| Stock Price ($) | 26.08 | 23.95 | -8.2% |
| Change Contribution By: | |||
| Total Revenues ($ Mil) | 1,397 | 1,479 | 5.9% |
| Net Income Margin (%) | 10.7% | 15.0% | 40.7% |
| P/E Multiple | 27.4 | 16.8 | -38.5% |
| Shares Outstanding (Mil) | 156 | 156 | 0.1% |
| Cumulative Contribution | -8.2% |
Market Drivers
8/31/2025 to 9/5/2026| Return | Correlation | |
|---|---|---|
| MWA | -8.2% | |
| Market (SPY) | 20.4% | 34.9% |
| Sector (XLI) | 16.5% | 54.3% |
Fundamental Drivers
The 76.1% change in MWA stock from 8/31/2023 to 9/5/2026 was primarily driven by a 160.1% change in the company's Net Income Margin (%).| (LTM values as of) | 8312023 | 9052026 | Change |
|---|---|---|---|
| Stock Price ($) | 13.60 | 23.95 | 76.1% |
| Change Contribution By: | |||
| Total Revenues ($ Mil) | 1,306 | 1,479 | 13.3% |
| Net Income Margin (%) | 5.8% | 15.0% | 160.1% |
| P/E Multiple | 28.2 | 16.8 | -40.3% |
| Shares Outstanding (Mil) | 156 | 156 | 0.1% |
| Cumulative Contribution | 76.1% |
Market Drivers
8/31/2023 to 9/5/2026| Return | Correlation | |
|---|---|---|
| MWA | 76.1% | |
| Market (SPY) | 77.1% | 47.0% |
| Sector (XLI) | 68.7% | 58.1% |
Price Returns Compared
| 2021 | 2022 | 2023 | 2024 | 2025 | 2026 | Total [1] | |
|---|---|---|---|---|---|---|---|
| Returns | |||||||
| MWA Return | 18% | -24% | 36% | 58% | 7% | 1% | 110% |
| Peers Return | 25% | -17% | 31% | 14% | 13% | -1% | 73% |
| S&P 500 Return | 27% | -19% | 24% | 23% | 16% | 13% | 106% |
Monthly Win Rates [3] | |||||||
| MWA Win Rate | 67% | 33% | 58% | 58% | 50% | 44% | |
| Peers Win Rate | 73% | 37% | 62% | 58% | 65% | 44% | |
| S&P 500 Win Rate | 75% | 42% | 67% | 75% | 67% | 56% | |
Max Drawdowns [4] | |||||||
| MWA Max Drawdown | -22% | -29% | -26% | -13% | -19% | -22% | |
| Peers Max Drawdown | -22% | -36% | -19% | -16% | -25% | -23% | |
| S&P 500 Max Drawdown | -5% | -25% | -10% | -8% | -19% | -9% | |
[1] Cumulative total returns since the beginning of 2021
[2] Peers: XYL, WTS, BMI, ZWS, FELE.
[3] Win Rate = % of calendar months in which monthly returns were positive
[4] Max drawdown represents maximum peak-to-trough decline within a year
[5] 2026 data is for the year up to 9/4/2026 (YTD)
How Low Can It Go
| Event | MWA | S&P 500 |
|---|---|---|
| 2025 US Tariff Shock | ||
| % Loss | -14.7% | -18.8% |
| % Gain to Breakeven | 17.3% | 23.1% |
| Time to Breakeven | 24 days | 79 days |
| Summer-Fall 2023 Five Percent Yield Shock | ||
| % Loss | -23.0% | -9.5% |
| % Gain to Breakeven | 29.9% | 10.5% |
| Time to Breakeven | 112 days | 24 days |
| 2022 Inflation Shock & Fed Tightening | ||
| % Loss | -28.7% | -24.5% |
| % Gain to Breakeven | 40.2% | 32.4% |
| Time to Breakeven | 130 days | 427 days |
| 2020 COVID-19 Crash | ||
| % Loss | -42.9% | -33.7% |
| % Gain to Breakeven | 75.0% | 50.9% |
| Time to Breakeven | 246 days | 140 days |
| Q4 2018 Fed Policy Error / Growth Scare | ||
| % Loss | -25.3% | -19.2% |
| % Gain to Breakeven | 33.8% | 23.8% |
| Time to Breakeven | 297 days | 105 days |
| 2016-2017 Trump Reflation Bond Selloff | ||
| % Loss | -15.6% | -3.7% |
| % Gain to Breakeven | 18.4% | 3.9% |
| Time to Breakeven | 7 days | 6 days |
In The Past
Mueller Water Products's stock fell -14.7% during the 2025 US Tariff Shock. Such a loss loss requires a 17.3% gain to breakeven.
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| Event | MWA | S&P 500 |
|---|---|---|
| Summer-Fall 2023 Five Percent Yield Shock | ||
| % Loss | -23.0% | -9.5% |
| % Gain to Breakeven | 29.9% | 10.5% |
| Time to Breakeven | 112 days | 24 days |
| 2022 Inflation Shock & Fed Tightening | ||
| % Loss | -28.7% | -24.5% |
| % Gain to Breakeven | 40.2% | 32.4% |
| Time to Breakeven | 130 days | 427 days |
| 2020 COVID-19 Crash | ||
| % Loss | -42.9% | -33.7% |
| % Gain to Breakeven | 75.0% | 50.9% |
| Time to Breakeven | 246 days | 140 days |
| Q4 2018 Fed Policy Error / Growth Scare | ||
| % Loss | -25.3% | -19.2% |
| % Gain to Breakeven | 33.8% | 23.8% |
| Time to Breakeven | 297 days | 105 days |
| 2011 US Debt Ceiling Crisis & European Contagion | ||
| % Loss | -42.8% | -17.9% |
| % Gain to Breakeven | 74.9% | 21.8% |
| Time to Breakeven | 224 days | 123 days |
| 2010 Eurozone Sovereign Debt Crisis / Flash Crash | ||
| % Loss | -39.1% | -15.4% |
| % Gain to Breakeven | 64.3% | 18.2% |
| Time to Breakeven | 905 days | 125 days |
| 2008-2009 Global Financial Crisis | ||
| % Loss | -84.3% | -53.4% |
| % Gain to Breakeven | 538.0% | 114.4% |
| Time to Breakeven | 1718 days | 1085 days |
| Summer 2007 Credit Crunch | ||
| % Loss | -28.2% | -8.6% |
| % Gain to Breakeven | 39.3% | 9.5% |
| Time to Breakeven | 4926 days | 47 days |
In The Past
Mueller Water Products's stock fell -14.7% during the 2025 US Tariff Shock. Such a loss loss requires a 17.3% gain to breakeven.
Preserve Wealth
Limiting losses and compounding gains is essential to preserving wealth.
Asset Allocation
Actively managed asset allocation strategies protect wealth. Learn more.
About Mueller Water Products (MWA)
Mueller Water Products (MWA) is a critical player in the water infrastructure industry, manufacturing and marketing a wide array of products and services vital for the transmission, distribution, and measurement of water. Established in 1857, the company primarily serves municipalities and both residential and non-residential construction sectors across North America and internationally, ensuring the reliable and efficient operation of water systems.
The company operates through its Infrastructure segment, which specializes in foundational components for water and gas networks. This segment manufactures various types of valves, including gate, butterfly, and check valves, alongside essential dry-barrel and wet-barrel fire hydrants. It also provides service brass products and a comprehensive line of pipe repair solutions, such as clamps and couplings, all sold under prominent brands like Mueller, Pratt, and HYMAX.
MWA's Technologies segment offers advanced solutions for modern water management. This includes residential and commercial water metering systems, as well as innovative products and services for precise water leak detection and thorough pipe condition assessment. Through brands such as Echologics, Mi.Net, and Mueller Systems, this segment empowers customers to monitor, optimize, and maintain their water infrastructure with cutting-edge technology.
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Here are a few brief analogies to describe Mueller Water Products:
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Think of them as the Johnson Controls of municipal water infrastructure, providing both the essential physical components like valves and hydrants, and the smart technologies for monitoring and managing water systems.
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They are like a specialized Siemens or Honeywell, but exclusively focused on the hardware and smart systems critical for a city's water network, from the pipes and valves to leak detection and metering.
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- Valves: Manufactures various types of valves, including gate, butterfly, and check valves, for water and gas systems.
- Fire Hydrants: Produces dry-barrel and wet-barrel fire hydrants for fire protection.
- Pipe Repair Products: Offers clamps and couplings used for repairing leaks in pipes.
- Water Metering Systems: Provides residential and commercial systems for measuring water usage.
- Water Leak Detection: Delivers products, systems, and services designed to identify leaks in water infrastructure.
- Pipe Condition Assessment: Offers products, systems, and services to evaluate the health and integrity of pipes.
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Major Customers of Mueller Water Products (MWA)
Based on the provided company description, Mueller Water Products (MWA) serves primarily organizational entities rather than individual consumers. Its major customers fall into the following categories:
- Municipalities: These are local government bodies that utilize MWA's products and services for their public water transmission, distribution, and measurement systems.
- Residential Construction Industry: This category includes various companies involved in the construction of new homes and residential developments, which incorporate MWA's products.
- Non-Residential Construction Industry: This category encompasses companies engaged in building commercial, industrial, and institutional structures that require water infrastructure products and services provided by MWA.
The provided background information describes the broad industries and types of entities that are MWA's major customers. However, it does not list specific names of individual customer companies within the residential or non-residential construction industries, nor does it identify any public companies as major customers by name. Therefore, it is not possible to provide specific company names or their stock symbols from the given text.
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Paul McAndrew, President and Chief Executive Officer
Paul McAndrew assumed the role of President and Chief Executive Officer of Mueller Water Products in February 2026. He previously served as Chief Operating Officer starting in August 2023, and was also named President in May 2024. Before joining Mueller in 2022, Mr. McAndrew was the Vice President and General Manager of Professional Tools at Emerson, where he held full profit and loss responsibilities across various functions. He played a pivotal role in Emerson's successful acquisition of Textron's Tools and Test business, Greenlee, in 2018.
Melissa Rasmussen, Senior Vice President and Chief Financial Officer
Melissa Rasmussen became Senior Vice President and Chief Financial Officer of Mueller Water Products in March 2025. Prior to this, she served as the Chief Financial Officer of National Vision, Inc. from January 2023 to March 2025, and as their Chief Accounting Officer from August 2019 to January 2023. Ms. Rasmussen's career also includes over two decades at Lexmark International, Inc., where she held various financial management roles, culminating in her position as Global Corporate Controller. Her experience encompasses mergers and acquisitions, capital market transactions, and financial planning and analysis.
Darin Harvey, Senior Vice President of Operations and Supply Chain
Darin Harvey was appointed Senior Vice President of Operations and Supply Chain for Mueller Water Products in September 2025. He brings over 25 years of experience to this role, having most recently served as the Executive Vice President, Supply Chain at Advanced Drainage Systems, Inc., where he oversaw operations across multiple sites and led operational improvements. Mr. Harvey's background also includes leadership positions at Forum Energy Technologies, Honeywell, Foster Wheeler, and Danaher Corporation, with a strong focus on lean manufacturing and supply chain management.
Richelle R. Feyerherm, Chief Accounting Officer
Richelle R. Feyerherm was appointed Chief Accounting Officer of Mueller Water Products in August 2025, where she also serves as the principal accounting officer. She joined the company in November 2019 as Vice President, Operations Controller. Before her tenure at Mueller Water Products, Ms. Feyerherm was a financial officer for the Water Products division at Lonza Group, Ltd. from October 2011 to February 2019. She is a Certified Public Accountant.
Chason A. Carroll, General Counsel, Chief Compliance Officer and Corporate Secretary
Chason A. Carroll was appointed General Counsel of Mueller Water Products in August 2023, and also serves as the Chief Compliance Officer and Corporate Secretary, with effective dates in February and July 2025 respectively. Prior to this role, the previous General Counsel and Chief Legal and Compliance Officer was Steven S. Heinrichs, who transitioned from his position by December 2024.
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Key Risks to Mueller Water Products (MWA)
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Reliance on Municipal Infrastructure Spending and Construction Activity: Mueller Water Products' business is highly dependent on capital spending by municipalities for water and gas infrastructure projects, as well as activity in the residential and non-residential construction industries. Economic downturns, reduced municipal budgets, or slowdowns in construction can directly decrease demand for the company's valves, fire hydrants, pipe repair products, and water metering systems, significantly impacting revenues and profitability.
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Volatility in Raw Material Costs: The company manufactures products using materials such as iron and brass. Significant fluctuations in the market prices of these key raw materials can increase Mueller Water Products' cost of goods sold. If these increased costs cannot be fully passed on to customers through price adjustments, particularly to municipalities operating on fixed budgets, the company's profit margins could be negatively affected.
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Technological Obsolescence and Competition in Water Technologies: While Mueller Water Products invests in its Technologies segment, offering residential and commercial water metering, water leak detection, and pipe condition assessment products and services, this sector is subject to rapid technological advancements and intense competition. The emergence of more advanced, cost-effective, or integrated solutions from competitors could render some of Mueller's technology offerings less competitive or potentially obsolete, requiring continuous investment in research and development to maintain market position.
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Mueller Water Products (MWA) operates in several addressable markets related to water infrastructure and management. Here are the market sizes for their main products and services:
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Valves for Water Systems:
- The North America water treatment industry valves market was valued at US$ 2.41 billion in 2022 and is projected to reach US$ 3.43 billion by 2030, growing at a CAGR of 4.5% from 2022 to 2030.
- The United States valves market in the water and wastewater industry was estimated at USD 1.82 billion in 2025 and is forecast to reach USD 2.31 billion by 2031, with a CAGR of 4.06% from 2026 to 2031.
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Valves for Gas Systems:
- The North America gas valve market was valued at USD 5.79 billion in 2024 and is projected to reach USD 7.5 billion by 2032, with a CAGR of 3.3% during the forecast period. North America held a 34.5% market share in 2024.
- Another report indicates the global gas valve market size was USD 7.6 billion in 2025 and is expected to grow to USD 13.6 billion by 2035, at a CAGR of 6.1% from 2026 to 2035. The U.S. dominated about 73% share of the North America gas valve market in 2025.
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Fire Hydrants:
- The global fire hydrant market was estimated at USD 7.07 billion in 2024 and is projected to grow to USD 10.41 billion by 2035, exhibiting a compound annual growth rate (CAGR) of 3.58% during the forecast period 2025-2035. North America is a leading region in this market.
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Pipe Repair Products (Clamps and Couplings):
- The global drinking water pipe repair market was estimated at USD 8.204 billion in 2024 and is projected to grow to USD 11.57 billion by 2035, at a CAGR of 3.17% from 2025 to 2035. North America dominates this market, accounting for approximately 45% of the global share.
- The North America trenchless pipe rehabilitation market was valued at USD 1.84 billion in 2024 and is projected to reach USD 3.05 billion by 2032, with a CAGR of 6.45% during the forecast period. Another source estimates the North American trenchless pipe rehabilitation market size at USD 4.3 billion in 2024, expected to reach USD 5.5 billion in 2030, with a CAGR of 4.5% during 2025-2030.
- The global water infrastructure repair technologies market was $85.96 billion in 2025 and is expected to grow to $125.34 billion in 2030, with a compound annual growth rate (CAGR) of 7.8%. North America was the largest region in this market in 2025.
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Residential and Commercial Water Metering:
- The North America AMI water meter market size was valued at USD 468.9 million in 2024 and is estimated to grow at a CAGR of 28.7% from 2025 to 2034, reaching USD 5.6 billion by 2034.
- The North America Smart Water Meter Market was valued at USD 1.65 billion in 2024 and is expected to reach USD 2.98 billion by 2030, rising at a CAGR of 10.35%.
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Water Leak Detection and Pipe Condition Assessment Products, Systems, and Services:
- The North America leak detection market size was valued at USD 6.75 billion in 2025 and is expected to reach USD 12.59 billion by 2033, at a CAGR of 8.1% during the forecast period.
- The global water pipeline leak detection systems market size was valued at USD 2.55 billion in 2024 and is projected to reach USD 4.46 billion by 2033, growing at a CAGR of 6.4% during the forecast period. North America dominates this global market.
- The global pipe condition assessment market size was valued at $3.2 billion in 2024 and is forecasted to hit $7.6 billion by 2033, growing at a CAGR of 10.1%. North America currently leads this market, accounting for approximately 35% of the total market share in 2024.
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Mueller Water Products (MWA) is expected to drive future revenue growth over the next 2-3 years through several key factors:
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Strategic Pricing Initiatives: The company has successfully implemented higher pricing across most product lines, which has been a significant contributor to net sales growth in recent quarters.
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Increased Volumes of Core Water Infrastructure Products: Mueller Water Products anticipates continued volume growth in its foundational offerings. This includes iron gate and specialty valves within its Water Flow Solutions segment and hydrants and pipe repair products from its Water Management Solutions segment.
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Resilient Municipal and Repair & Replacement Market Demand: The ongoing need to address aging water infrastructure in North America and internationally provides a strong and stable demand for Mueller's products and services. This resilient end-market demand, supported by potential infrastructure stimulus, is a key growth driver.
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Advancements and Adoption of Smart Water Technology Solutions: The company's Technologies segment, which includes residential and commercial water metering, water leak detection, and pipe condition assessment products and services, is poised for growth. These intelligent water solutions help municipalities increase operational efficiencies and conserve resources, driving their adoption.
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Share Repurchases
- Mueller Water Products' Board of Directors has authorized the company to repurchase up to $50 million of its outstanding common stock.
- In fiscal year 2025, the company returned $56.9 million to shareholders through dividends and common stock repurchases.
- As of December 31, 2025 (Q1 fiscal year 2026), there was $59.5 million remaining authorization for share repurchases.
Share Issuance
- In the fiscal second quarter of 2025 and the prior year quarter, common stock issued, likely representing proceeds from issuance, amounted to $3.9 million and $1.5 million respectively.
Outbound Investments
- Acquisitions are highlighted as an important priority for the company to enhance its growth.
- The company maintains a capital allocation strategy with a high priority on acquisitions.
Capital Expenditures
- Mueller Water Products invested $47.3 million in capital expenditures during fiscal year 2025.
- For fiscal year 2026, the company expects capital expenditures to be between $60 million and $65 million.
- Strategic investments are focused on expanding capacity and driving efficiencies, including the completion of a new brass foundry, consolidation of specialty valve manufacturing, and plans to modernize two iron foundries.
Peer Outperformance in Industrial Machinery & Supplies & Components
| Ticker | Name | Rev Growth 3Y Avg | P/E | 1Y | 3Y | 5Y | 5Y Gap |
|---|---|---|---|---|---|---|---|
| MWA | Mueller Water Products | 4.4% | 16.8x | -9.6% | 79.8% | 59.1% | — |
| CRS | Carpenter Technology | 7.0% | 44.6x | 92.5% | 676.3% | 1411.1% | +1,352pp |
| NPO | Enpro | 3.6% | 142.1x | 36.0% | 135.3% | 259.8% | +201pp |
| PH | Parker Hannifin | 4.1% | 33.3x | 28.0% | 140.9% | 255.2% | +196pp |
| GWW | W.W. Grainger | 5.6% | 33.4x | 34.4% | 95.8% | 224.9% | +166pp |
| SXI | Standex International | 6.6% | 31.8x | 32.5% | 83.9% | 188.0% | +129pp |
| Industry | Names | 1Y med | 3Y med | 5Y med | Top 3 by 5Y |
|---|---|---|---|---|---|
| Construction & Engineering | 31 | 20.5% | 108.7% | 190.3% | CDNL 2702% · FIX 2049% · STRL 2005% |
| Marine Transportation | 5 | 70.5% | 67.6% | 164.7% | HOS 48321% · MATX 188% · KEX 165% |
| Construction Machinery & Heavy Transportation Equipment | 13 | 14.3% | 63.4% | 115.4% | CAT 322% · ALSN 270% · WAB 223% |
| Aerospace & Defense | 55 | -1.8% | 59.6% | 70.3% | ATI 1074% · FTAI 885% · HWM 739% |
| Passenger Ground Transportation | 3 | -11.2% | 52.4% | 58.1% | UBER 88% · CAR 58% · LYFT -65% |
| Rail Transportation | 7 | 31.0% | 73.3% | 46.1% | FSTR 135% · CSX 65% · UNP 51% |
| Industrial Machinery & Supplies & Components ← | 71 | 10.1% | 47.7% | 45.1% | CRS 1411% · PSIX 952% · EROC 609% |
| Cargo Ground Transportation | 16 | 38.0% | 6.5% | 35.4% | XPO 258% · R 251% · CVLG 209% |
| Trading Companies & Distributors | 19 | 2.7% | 36.2% | 32.8% | DXPE 533% · AIT 289% · WCC 214% |
| Diversified Support Services | 33 | 12.7% | 31.6% | 26.8% | LIME 4173% · TH 371% · WLFC 360% |
| Electrical Components & Equipment | 41 | 17.6% | 50.5% | 21.7% | POWL 2201% · BE 1055% · VRT 900% |
| Building Products | 33 | -11.0% | 7.1% | 19.4% | LMB 575% · GFF 398% · PPIH 300% |
| Research & Consulting Services | 13 | -10.1% | -21.1% | -6.3% | HURN 214% · GRNQ 137% · CRAI 89% |
| Agricultural & Farm Machinery | 17 | 14.1% | -1.3% | -7.2% | BLBD 213% · DE 90% · GENC 59% |
| Industrial Conglomerates | 17 | 10.5% | 14.1% | -8.5% | RCMT 676% · CSW 141% · CSL 80% |
| Environmental & Facilities Services | 29 | -8.4% | 20.3% | -12.0% | CECO 880% · ADUR 558% · NVRI 352% |
| Data Processing & Outsourced Services | 6 | -31.3% | -12.5% | -26.0% | EXLS 49% · BR 11% · G -23% |
| Passenger Airlines | 11 | 2.4% | 0.2% | -26.4% | LTM 2504% · UAL 141% · SKYW 117% |
| Office Services & Supplies | 9 | 12.0% | 25.4% | -30.4% | PBI 186% · TILE 157% · HNI 59% |
| Human Resource & Employment Services | 22 | 8.4% | -18.4% | -35.7% | BBSI 86% · ADP 49% · KFY 31% |
| Air Freight & Logistics | 12 | -8.2% | -22.2% | -39.1% | CHRW 85% · FDX 67% · EXPD 62% |
| Security & Alarm Services | 10 | -36.1% | 7.1% | -45.5% | CIX 137% · MG 96% · NL 53% |
| Airport Services | 3 | -67.1% | -76.5% | -57.6% | JOBY -34% · ASLE -58% · UP -100% |
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Peer Comparisons
| Peers to compare with: |
Financials
| Median | |
|---|---|
| Name | |
| Mkt Price | 102.72 |
| Mkt Cap | 6.2 |
| Rev LTM | 1,999 |
| Op Inc LTM | 345 |
| FCF LTM | 284 |
| FCF 3Y Avg | 274 |
| CFO LTM | 332 |
| CFO 3Y Avg | 307 |
Growth & Margins
| Median | |
|---|---|
| Name | |
| Rev Chg LTM | 6.6% |
| Rev Chg 3Y Avg | 7.9% |
| Rev Chg Q | 5.1% |
| QoQ Delta Rev Chg LTM | 1.3% |
| Op Inc Chg LTM | 21.6% |
| Op Inc Chg 3Y Avg | 23.8% |
| Op Mgn LTM | 19.0% |
| Op Mgn 3Y Avg | 18.0% |
| QoQ Delta Op Mgn LTM | 0.5% |
| CFO/Rev LTM | 15.5% |
| CFO/Rev 3Y Avg | 15.7% |
| FCF/Rev LTM | 12.6% |
| FCF/Rev 3Y Avg | 13.0% |
Valuation
| Median | |
|---|---|
| Name | |
| Mkt Cap | 6.2 |
| P/S | 3.6 |
| P/Op Inc | 19.2 |
| P/EBIT | 20.4 |
| P/E | 28.5 |
| P/CFO | 19.5 |
| Total Yield | 4.6% |
| Dividend Yield | 1.1% |
| FCF Yield 3Y Avg | 4.4% |
| D/E | 0.1 |
| Net D/E | 0.0 |
Segment Financials
Revenue by Segment| $ Mil | 2025 | 2024 | 2023 | 2022 | 2021 |
|---|---|---|---|---|---|
| Water Flow Solutions | 825 | 756 | 634 | 714 | 618 |
| Water Management Solutions | 605 | 559 | 641 | 533 | 493 |
| Corporate | 0 | 0 | |||
| Total | 1,430 | 1,315 | 1,276 | 1,247 | 1,111 |
| $ Mil | 2025 | 2024 | 2023 | 2022 | 2021 |
|---|---|---|---|---|---|
| Water Flow Solutions | 205 | 179 | 80 | 118 | 121 |
| Water Management Solutions | 123 | 74 | 106 | 49 | 70 |
| Corporate strategic reorganization and other charges | -7 | -14 | -8 | ||
| Corporate general and administrative expenses | -60 | -58 | -50 | ||
| Corporate | -55 | -60 | |||
| Total | 261 | 182 | 127 | 112 | 132 |
| $ Mil | 2020 | 2019 | 2018 | 2017 | 2016 |
|---|---|---|---|---|---|
| Infrastructure | 1,150 | 1,108 | 844 | 793 | 750 |
| Corporate | 152 | 129 | 361 | 377 | 201 |
| Technologies | 93 | 100 | 87 | 88 | 244 |
| Mueller Technologies | 86 | ||||
| Total | 1,395 | 1,337 | 1,292 | 1,258 | 1,281 |
Price Behavior
| Market Price | $23.95 | |
| Market Cap ($ Bil) | 3.7 | |
| First Trading Date | 05/26/2006 | |
| Distance from 52W High | -20.7% | |
| 50 Days | 200 Days | |
| DMA Price | $25.20 | $26.20 |
| DMA Trend | indeterminate | indeterminate |
| Distance from DMA | -4.9% | -8.6% |
| 3M | 1YR | |
| Volatility | 26.2% | 25.7% |
| Downside Capture | 88.31 | 89.54 |
| Upside Capture | 46.26 | 58.69 |
| Correlation (SPY) | 20.6% | 34.7% |
| 1M | 2M | 3M | 6M | 1Y | 3Y | |
|---|---|---|---|---|---|---|
| Beta | 0.79 | 0.69 | 0.33 | 0.69 | 0.69 | 0.94 |
| Up Beta | 1.50 | 0.36 | -0.26 | 0.67 | 0.88 | 1.00 |
| Down Beta | 0.92 | 1.01 | 0.47 | 0.64 | 0.44 | 0.71 |
| Up Capture | -2% | 50% | 35% | 33% | 48% | 106% |
| Bmk +ve Days | 10 | 21 | 32 | 68 | 138 | 427 |
| Stock +ve Days | 8 | 19 | 29 | 59 | 125 | 368 |
| Down Capture | 110% | 102% | 63% | 107% | 90% | 101% |
| Bmk -ve Days | 11 | 21 | 32 | 59 | 113 | 324 |
| Stock -ve Days | 13 | 23 | 35 | 68 | 123 | 376 |
[1] Upside and downside betas calculated using positive and negative benchmark daily returns respectively
Based On 1-Year Data
| Annualized Return | Annualized Volatility | Sharpe Ratio | Correlation with MWA | |
|---|---|---|---|---|
| MWA | -9.6% | 25.7% | -0.43 | - |
| Sector ETF (XLI) | 17.0% | 17.1% | 0.75 | 54.0% |
| Equity (SPY) | 19.7% | 12.8% | 1.13 | 34.8% |
| Gold (GLD) | 24.6% | 29.2% | 0.75 | 5.8% |
| Commodities (DBC) | 43.8% | 20.3% | 1.67 | -30.8% |
| Real Estate (VNQ) | 9.1% | 13.6% | 0.39 | 31.9% |
| Bitcoin (BTCUSD) | -28.1% | 43.8% | -0.63 | 9.6% |
Smart multi-asset allocation framework can stack odds in your favor. Learn How
Based On 5-Year Data
| Annualized Return | Annualized Volatility | Sharpe Ratio | Correlation with MWA | |
|---|---|---|---|---|
| MWA | 9.3% | 30.6% | 0.32 | - |
| Sector ETF (XLI) | 12.4% | 17.6% | 0.54 | 60.9% |
| Equity (SPY) | 12.8% | 17.2% | 0.57 | 53.0% |
| Gold (GLD) | 19.1% | 18.8% | 0.82 | 1.4% |
| Commodities (DBC) | 10.7% | 19.5% | 0.43 | 4.0% |
| Real Estate (VNQ) | 1.7% | 18.9% | -0.01 | 47.3% |
| Bitcoin (BTCUSD) | 10.2% | 52.6% | 0.38 | 20.9% |
Smart multi-asset allocation framework can stack odds in your favor. Learn How
Based On 10-Year Data
| Annualized Return | Annualized Volatility | Sharpe Ratio | Correlation with MWA | |
|---|---|---|---|---|
| MWA | 8.6% | 32.2% | 0.33 | - |
| Sector ETF (XLI) | 13.4% | 20.0% | 0.59 | 67.4% |
| Equity (SPY) | 15.3% | 17.9% | 0.72 | 59.4% |
| Gold (GLD) | 12.4% | 16.3% | 0.62 | 0.9% |
| Commodities (DBC) | 7.9% | 18.1% | 0.35 | 17.8% |
| Real Estate (VNQ) | 4.8% | 20.7% | 0.19 | 53.6% |
| Bitcoin (BTCUSD) | 63.7% | 66.2% | 1.03 | 14.7% |
Smart multi-asset allocation framework can stack odds in your favor. Learn How
Returns Analyses
Earnings Returns History
Updated 9/6/2026| Forward Returns | |||
|---|---|---|---|
| Earnings Date | 1D Returns | 5D Returns | 21D Returns |
| 8/5/2026 | 2.6% | -0.6% | -9.3% |
| 5/5/2026 | -1.5% | -7.7% | -8.7% |
| 2/4/2026 | 1.5% | 7.2% | 1.7% |
| 11/6/2025 | -4.4% | -7.4% | -3.4% |
| 8/4/2025 | 5.3% | 7.3% | 9.2% |
| 5/5/2025 | -6.4% | -5.8% | -9.8% |
| 2/4/2025 | 16.7% | 16.6% | 8.0% |
| 11/6/2024 | 0.5% | 4.6% | 5.8% |
| ... | |||
| SUMMARY STATS | |||
| # Positive | 14 | 14 | 12 |
| # Negative | 10 | 10 | 12 |
| Median Positive | 4.3% | 4.4% | 7.3% |
| Median Negative | -4.4% | -6.9% | -6.0% |
| Max Positive | 16.7% | 16.6% | 13.2% |
| Max Negative | -10.8% | -16.3% | -17.5% |
| Forward Returns | |||
|---|---|---|---|
| Earnings Date | 1D Returns | 5D Returns | 21D Returns |
| 8/5/2026 | 2.6% | -0.6% | -9.3% |
| 5/5/2026 | -1.5% | -7.7% | -8.7% |
| 2/4/2026 | 1.5% | 7.2% | 1.7% |
| 11/6/2025 | -4.4% | -7.4% | -3.4% |
| 8/4/2025 | 5.3% | 7.3% | 9.2% |
| 5/5/2025 | -6.4% | -5.8% | -9.8% |
| 2/4/2025 | 16.7% | 16.6% | 8.0% |
| 11/6/2024 | 0.5% | 4.6% | 5.8% |
| 8/5/2024 | 6.0% | 3.2% | 6.9% |
| 5/6/2024 | 8.8% | 16.0% | 7.7% |
| 2/8/2024 | 9.6% | 16.1% | 13.2% |
| 12/13/2023 | 5.0% | 0.8% | -1.4% |
| 8/3/2023 | -10.6% | -10.4% | -10.4% |
| 5/8/2023 | -4.3% | -6.4% | 5.9% |
| 2/2/2023 | 6.6% | 4.7% | 5.8% |
| 11/7/2022 | -2.9% | -4.0% | -1.1% |
| 8/4/2022 | -9.8% | -9.0% | -15.7% |
| 5/2/2022 | -3.6% | -0.8% | -0.3% |
| 2/3/2022 | 2.0% | 3.1% | -2.4% |
| 11/8/2021 | -10.8% | -16.3% | -17.5% |
| 8/4/2021 | 3.6% | 4.2% | 11.2% |
| 5/3/2021 | 1.0% | 2.2% | -0.1% |
| 2/4/2021 | 0.4% | 2.3% | 10.2% |
| 11/10/2020 | -1.5% | 1.8% | 2.6% |
| SUMMARY STATS | |||
| # Positive | 14 | 14 | 12 |
| # Negative | 10 | 10 | 12 |
| Median Positive | 4.3% | 4.4% | 7.3% |
| Median Negative | -4.4% | -6.9% | -6.0% |
| Max Positive | 16.7% | 16.6% | 13.2% |
| Max Negative | -10.8% | -16.3% | -17.5% |
SEC Filings
Expand for More| Report Date | Filing Date | Filing |
|---|---|---|
| 06/30/2026 | 08/06/2026 | 10-Q |
| 03/31/2026 | 05/06/2026 | 10-Q |
| 12/31/2025 | 02/05/2026 | 10-Q |
| 09/30/2025 | 11/19/2025 | 10-K |
| 06/30/2025 | 08/05/2025 | 10-Q |
| 03/31/2025 | 05/06/2025 | 10-Q |
| 12/31/2024 | 02/05/2025 | 10-Q |
| 09/30/2024 | 11/20/2024 | 10-K |
| 06/30/2024 | 08/06/2024 | 10-Q |
| 03/31/2024 | 05/07/2024 | 10-Q |
| 12/31/2023 | 02/09/2024 | 10-Q |
| 09/30/2023 | 12/14/2023 | 10-K |
| 06/30/2023 | 08/04/2023 | 10-Q |
| 03/31/2023 | 05/09/2023 | 10-Q |
| 12/31/2022 | 02/03/2023 | 10-Q |
| 09/30/2022 | 11/18/2022 | 10-K |
| Report Date | Filing Date | Filing |
|---|---|---|
| 06/30/2026 | 08/06/2026 | 10-Q |
| 03/31/2026 | 05/06/2026 | 10-Q |
| 12/31/2025 | 02/05/2026 | 10-Q |
| 09/30/2025 | 11/19/2025 | 10-K |
| 06/30/2025 | 08/05/2025 | 10-Q |
| 03/31/2025 | 05/06/2025 | 10-Q |
| 12/31/2024 | 02/05/2025 | 10-Q |
| 09/30/2024 | 11/20/2024 | 10-K |
| 06/30/2024 | 08/06/2024 | 10-Q |
| 03/31/2024 | 05/07/2024 | 10-Q |
| 12/31/2023 | 02/09/2024 | 10-Q |
| 09/30/2023 | 12/14/2023 | 10-K |
| 06/30/2023 | 08/04/2023 | 10-Q |
| 03/31/2023 | 05/09/2023 | 10-Q |
| 12/31/2022 | 02/03/2023 | 10-Q |
| 09/30/2022 | 11/18/2022 | 10-K |
| 06/30/2022 | 08/05/2022 | 10-Q |
| 03/31/2022 | 05/03/2022 | 10-Q |
| 12/31/2021 | 02/04/2022 | 10-Q |
| 09/30/2021 | 11/19/2021 | 10-K |
| 06/30/2021 | 08/05/2021 | 10-Q |
| 03/31/2021 | 05/04/2021 | 10-Q |
| 12/31/2020 | 02/04/2021 | 10-Q |
| 09/30/2020 | 11/19/2020 | 10-K |
| 06/30/2020 | 08/06/2020 | 10-Q |
| 03/31/2020 | 05/05/2020 | 10-Q |
| 12/31/2019 | 02/05/2020 | 10-Q |
| 09/30/2019 | 11/20/2019 | 10-K |
Recent Forward Guidance
Updated 8/6/2026Latest: Q3 2026 Earnings Reported 8/5/2026
| Forward Guidance | Guidance Change | |||||||
|---|---|---|---|---|---|---|---|---|
| Metric | Source | Low | Mid | High | % Chg | % Delta | Change | Prior |
| 2026 Depreciation and amortization | Reported | 49.00 Mil | 49.50 Mil | 50.00 Mil | 0.0% | Affirmed | Guidance: 49.50 Mil for 2026 | |
| 2026 Revenue | Reported | 1.47 Bil | 1.48 Bil | 1.48 Bil | -0.3% | Lowered | Guidance: 1.48 Bil for 2026 | |
| 2026 Total SG&A expenses | Reported | 241.00 Mil | 243.00 Mil | 245.00 Mil | -0.8% | Lowered | Guidance: 245.00 Mil for 2026 | |
| 2026 Adjusted EBITDA | Reported | 367.00 Mil | 369.50 Mil | 372.00 Mil | 1.9% | Raised | Guidance: 362.50 Mil for 2026 | |
| 2026 Net interest expense | Reported | 4.00 Mil | 4.50 Mil | 5.00 Mil | -18.2% | Lowered | Guidance: 5.50 Mil for 2026 | |
| 2026 Effective tax rate | Reported | 21.0% | 22.0% | 23.0% | -2.5% | Lowered | Guidance: 24.5% for 2026 | |
| 2026 Capital expenditures | Reported | 60.00 Mil | 62.50 Mil | 65.00 Mil | 0.0% | Affirmed | Guidance: 62.50 Mil for 2026 | |
Prior: Q2 2026 Earnings Reported 5/5/2026
| Forward Guidance | Guidance Change | |||||||
|---|---|---|---|---|---|---|---|---|
| Metric | Source | Low | Mid | High | % Chg | % Delta | Change | Prior |
| 2026 Depreciation and amortization | Reported | 49.00 Mil | 49.50 Mil | 50.00 Mil | 3.1% | Raised | Guidance: 48.00 Mil for 2026 | |
| 2026 Revenue | Reported | 1.47 Bil | 1.48 Bil | 1.49 Bil | 0 | Affirmed | Guidance: 1.48 Bil for 2026 | |
| 2026 Total SG&A expenses | Reported | 243.00 Mil | 245.00 Mil | 247.00 Mil | 0 | Affirmed | Guidance: 245.00 Mil for 2026 | |
| 2026 Adjusted EBITDA | Reported | 360.00 Mil | 362.50 Mil | 365.00 Mil | 1.4% | Raised | Guidance: 357.50 Mil for 2026 | |
| 2026 Net interest expense | Reported | 5.00 Mil | 5.50 Mil | 6.00 Mil | 0 | Affirmed | Guidance: 5.50 Mil for 2026 | |
| 2026 Effective income tax rate | Reported | 24.0% | 24.5% | 25.0% | -1.5% | Lowered | Guidance: 26.0% for 2026 | |
| 2026 Capital expenditures | Reported | 60.00 Mil | 62.50 Mil | 65.00 Mil | 0 | Affirmed | Guidance: 62.50 Mil for 2026 | |
Q1 2026 Earnings Reported 2/4/2026
| Forward Guidance | Guidance Change | |||||||
|---|---|---|---|---|---|---|---|---|
| Metric | Source | Low | Mid | High | % Chg | % Delta | Change | Prior |
| 2026 Depreciation and amortization | Reported | 47.00 Mil | 48.00 Mil | 49.00 Mil | 0 | Affirmed | Guidance: 48.00 Mil for 2026 | |
| 2026 Revenue | Reported | 1.47 Bil | 1.48 Bil | 1.49 Bil | 1.4% | Raised | Guidance: 1.46 Bil for 2026 | |
| 2026 Total SG&A expenses | Reported | 243.00 Mil | 245.00 Mil | 247.00 Mil | 0 | Affirmed | Guidance: 245.00 Mil for 2026 | |
| 2026 Adjusted EBITDA | Reported | 355.00 Mil | 357.50 Mil | 360.00 Mil | 2.9% | Raised | Guidance: 347.50 Mil for 2026 | |
| 2026 Net interest expense | Reported | 5.00 Mil | 5.50 Mil | 6.00 Mil | -15.4% | Lowered | Guidance: 6.50 Mil for 2026 | |
| 2026 Effective income tax rate | Reported | 25.0% | 26.0% | 27.0% | 0 | Affirmed | Guidance: 26.0% for 2026 | |
| 2026 Free Cash Flow % of Adjusted Net Income | Reported | 85.0% | ||||||
| 2026 Capital expenditures | Reported | 60.00 Mil | 62.50 Mil | 65.00 Mil | 0 | Affirmed | Guidance: 62.50 Mil for 2026 | |
Q4 2025 Earnings Reported 11/6/2025
| Forward Guidance | Guidance Change | |||||||
|---|---|---|---|---|---|---|---|---|
| Metric | Source | Low | Mid | High | % Chg | % Delta | Change | Prior |
| 2026 Depreciation and amortization | Reported | 47.00 Mil | 48.00 Mil | 49.00 Mil | 5.5% | Higher New | Guidance: 45.50 Mil for 2025 | |
| 2026 Revenue | Reported | 1.45 Bil | 1.46 Bil | 1.47 Bil | 3.5% | Higher New | Guidance: 1.41 Bil for 2025 | |
| 2026 Total SG&A expenses | Reported | 243.00 Mil | 245.00 Mil | 247.00 Mil | -0.4% | Lower New | Guidance: 246.00 Mil for 2025 | |
| 2026 Adjusted EBITDA | Reported | 345.00 Mil | 347.50 Mil | 350.00 Mil | 8.6% | Higher New | Guidance: 320.00 Mil for 2025 | |
| 2026 Net interest expense | Reported | 6.00 Mil | 6.50 Mil | 7.00 Mil | -16.1% | Lower New | Guidance: 7.75 Mil for 2025 | |
| 2026 Effective income tax rate | Reported | 25.0% | 26.0% | 27.0% | 0.5% | Higher New | Guidance: 25.5% for 2025 | |
| 2026 Capital expenditures | Reported | 60.00 Mil | 62.50 Mil | 65.00 Mil | 22.5% | Higher New | Guidance: 51.00 Mil for 2025 | |
Insider Activity
Updated 9/3/2026| # | Owner | Title | Holding | Action | Filing Date | Price | Shares | Transacted Value | Value of Held Shares | Form |
|---|---|---|---|---|---|---|---|---|---|---|
| 1 | Helms, Todd P | Direct | Sell | 9032026 | 23.67 | 9,997 | 236,593 | 1,289,344 | Form | |
| 2 | Ortiz, Christine | Direct | Sell | 9012026 | 23.93 | 550 | 13,162 | 724,457 | Form | |
| 3 | Ortiz, Christine | Direct | Sell | 8312026 | 24.23 | 12,048 | 291,866 | 746,721 | Form | |
| 4 | Feyerherm, Richelle R | VP, CAO and Corp. Controller | Direct | Sell | 8262026 | 25.00 | 3,000 | 75,000 | 314,625 | Form |
| 5 | McAndrew, Paul | President and CEO | Direct | Sell | 8102026 | 26.39 | 40,000 | 1,055,572 | 1,123,023 | Form |
| # | Owner | Title | Holding | Action | Filing Date | Price | Shares | Transacted Value | Value of Held Shares | Form |
|---|---|---|---|---|---|---|---|---|---|---|
| 1 | Helms, Todd P | Direct | Sell | 9032026 | 23.67 | 9,997 | 236,593 | 1,289,344 | Form | |
| 2 | Ortiz, Christine | Direct | Sell | 9012026 | 23.93 | 550 | 13,162 | 724,457 | Form | |
| 3 | Ortiz, Christine | Direct | Sell | 8312026 | 24.23 | 12,048 | 291,866 | 746,721 | Form | |
| 4 | Feyerherm, Richelle R | VP, CAO and Corp. Controller | Direct | Sell | 8262026 | 25.00 | 3,000 | 75,000 | 314,625 | Form |
| 5 | McAndrew, Paul | President and CEO | Direct | Sell | 8102026 | 26.39 | 40,000 | 1,055,572 | 1,123,023 | Form |
| 6 | Healy, Brian C | Direct | Buy | 7082026 | 25.33 | 1,183 | 29,965 | 631,882 | Form | |
| 7 | Zakas, Marietta Edmunds | Former Officer and Director | Direct | Sell | 5292026 | 25.26 | 54,254 | 1,370,586 | 12,122,616 | Form |
| 8 | Healy, Brian C | Direct | Buy | 5182026 | 25.75 | 1,166 | 30,019 | 611,781 | Form | |
| 9 | Helms, Todd P | SVP and CHRO | Direct | Sell | 3172026 | 27.61 | 10,720 | 295,952 | 1,780,046 | Form |
| 10 | Sengstack, Gregg C | Direct | Buy | 2262026 | 29.58 | 25,000 | 739,415 | 739,415 | Form | |
| 11 | Helms, Todd P | SVP and CHRO | Direct | Sell | 2202026 | 29.72 | 10,720 | 318,548 | 2,234,497 | Form |
| 12 | Heinrichs, Steven S | Direct | Sell | 12102025 | 24.29 | 33,522 | 814,105 | 279,117 | Form | |
| 13 | Helms, Todd P | SVP and CHRO | Direct | Sell | 12052025 | 24.62 | 15,094 | 371,616 | 2,115,282 | Form |
| 14 | Healy, Brian C | Direct | Buy | 10072025 | 25.78 | 1,070 | 27,580 | 433,035 | Form | |
| 15 | Smith, Suzanne G | Direct | Sell | 9092025 | 26.79 | 750 | 20,094 | 356 | Form |
Investor Activity (13F)
Updated Sep 6, 2026Active managers (13F portfolio over $250M, at least 3 holdings) with a position over $5M that is either over 10% of their portfolio or held in a concentrated book of 50 or fewer total positions. Index/ETF, sovereign, bank, community-bank and charitable/donor-advised filers are excluded.
| Active Manager |
|---|
Industry Resources
| Industrials Resources |
| IndustryWeek |
| Manufacturing.net |
| Aviation Week |
| Industrial Machinery & Supplies & Components Resources |
| Machine Design |
| Modern Machine Shop |
| Industrial Equipment News (IEN) |
External Quote Links
| Y Finance | Barrons |
| TradingView | Morningstar |
| SeekingAlpha | ValueLine |
| Motley Fool | Robinhood |
| CNBC | Etrade |
| MarketWatch | Unusual Whales |
| YCharts | Perplexity Finance |
| FinViz |
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