Q3 2025 Mueller Water Products Inc Earnings Call Transcript

Aug 5, 2025 / 02:00 PM GMT

Release Date Price: €20.6 (-0.96%)

Transcript 10-Q8-K

Key Points

Positve

Mueller Water Products Inc (MWA) achieved record consolidated net sales, gross margin, and adjusted EBITDA in the third quarter.
Net sales increased by 6.6% due to strong performance in repair products and resilient end markets.
The company reported a significant sequential improvement in gross margin by 320 basis points.
Mueller Water Products Inc (MWA) successfully mitigated the impact of tariffs through manufacturing efficiencies and targeted pricing actions.
The company raised its annual guidance for 2025 net sales and adjusted EBITDA, indicating strong future performance expectations.

Negative

The company faced challenges from recently enacted tariffs, which impacted pricing and costs.
Foreign currency fluctuations, particularly the depreciation of the US dollar against the Israeli shekel, negatively affected financial results.
There was a decline in service brass volumes due to backlog normalization and customer destocking.
The residential construction market showed signs of slowing, which could impact future sales.
Mueller Water Products Inc (MWA) anticipates continued higher tariffs into 2026, requiring ongoing mitigation efforts.

Refinitiv StreetEvents Event Transcript
E D I T E D V E R S I O N

MWA.N - Mueller Water Products Inc
Q3 2025 Mueller Water Products Inc Earnings Call
Aug 05, 2025 / 02:00PM GMT

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Presentation
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Unidentified_1 [1]
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Welcome and thank you for standing by. Your lines have been placed on the list and only mode into the question and answer session at that time, if you would like to ask a question, you may press one.

Today's conference is being recorded. If you have any objections, you may disconnect at this time. Now turn the caller to Whit Kincaid. You may begin.

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Unidentified_2 [2]
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Good morning everyone.

Thank you for joining us for Muir Water Products 3rd quarter conference call.

Yesterday afternoon we issued our press release

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