MWA at a glance
Mueller Water Products, Inc. (MWA, SEC CIK 1350593) filed its latest 10-K annual report on November 19, 2025, a 10-Q quarterly report on August 6, 2026, an 8-K current report on August 5, 2026 and Form 4 insider filings as recently as September 3, 2026. SignalX summarizes each filing with AI and tracks the company's insider trades and institutional holders.
- For the fiscal year ended September 30, 2025 (FY2025), Mueller Water Products, Inc. (MWA) reported revenue of $1.4 billion (up 8.7% from FY2024) and net income of $191.7 million. Diluted EPS was $1.22.
- As of June 30, 2026, 32 institutional investment managers tracked by SignalX reported holding Mueller Water Products, Inc. (MWA) shares worth $1.9 billion in 13F-HR filings.
- The most recent insider open-market sale reported on Form 4 was by Helms Todd P on September 1, 2026 of 9,997 shares at $23.67 per share.
- In the last 90 days, MWA insiders reported 0 open-market purchases ($0) and 5 open-market sales ($1.7M) on Form 4, a net sale of $1.7M.
Source: SEC EDGAR (XBRL financial data, 13F-HR and Form 4 filings).
- Revenue · FY2025
- $1.4B
- +8.7% vs prior year
- Insiders · 90 days
- 0 buys · 5 sells
- Net −$1.7M
- 13F holders
- 32 funds
- $1.9B · +0 vs prior quarter
- Latest 8-K
- Aug 5, 2026
- Item 2.02
AI 10-K Annual Report Analysis
Latest 10-K, fiscal year ended Sep 30, 2025
Business Overview
- Core business manufacturing water transmission, distribution, and measurement products for North American municipalities and construction
- Two operating segments: Water Flow Solutions and Water Management Solutions emphasized in segment reporting
- Strong installed base with leading iron gate valves and fire hydrants in top 100 U.S. metropolitan areas
- Fiscal 2025 net sales $1,429.7 million, highlighting scale and market presence
- Notable longstanding distributor and end-user relationships supporting brand strength and market position
Risk Factors
- Legal risk from ongoing litigation and environmental remediation with uncertain potential liabilities requiring accrual adjustments
- Macroeconomic risk from warranty cost estimates affected by unpredictable future claims and rising product repair/replacement expenses
- Operational risk in inventory valuation needing quarterly impairment reviews due to production levels and market conditions
- Competitive risk from goodwill impairment sensitivity to forecasted EBITDA margins and discount rates amid industry dynamics
- Financial risk related to potential variability in warranty accruals causing material impacts on reported expenses
Management Discussion & Analysis
- Revenue $1,429.7M in 2025, up 8.7% YoY ($115.0M increase) due to higher volumes and pricing across most products
- Operating margin 18.2% in 2025 ($260.6M operating income) vs 13.8% in 2024 ($181.7M), gross margin 36.1% vs 34.9%
- Best segment: Water Management Solutions, revenue $604.8M (+8.2%), gross margin 36.4% vs 33.5%; Worst: Corporate with operating loss $(67.2)M
- Cash from operations $219.3M in 2025, down $19.5M YoY; share repurchases $15.0M with $65.0M authorization remaining; capex $47.1M; dividend payout $10.9M expected
- FY2026 outlook: net sales growth 1.4%-2.8%; risks from tariffs (~3% of COGS), inflation, supply chain, and geopolitical factors; plan price increases and cost controls
AI summary of the MWA 10-K filed . Generated from the filing text; verify against the original.View on SEC EDGARHow to read a 10-K
AI 10-Q Quarterly Report Analysis
Latest 10-Q, quarter ended Jun 30, 2026
Management Discussion & Analysis
- Revenue $395.9M, up 4.1% YoY from $380.3M, driven by pricing despite lower volumes
- Gross margin 39.4% vs 38.3%; effective tax rate 15.7% vs 27.1%
- Best segment Water Management Solutions: sales $180.6M, up 10.3%; worst Water Flow Solutions: sales $215.3M, down 0.6%
- Cash $495.3M plus $163.7M ABL capacity; nine-month stock repurchases $15.5M
- Fiscal 2026 sales guidance 2.8%-3.5%; Section 232 tariffs expected to remain a headwind at approximately 3% of costs of sales
Risk Factors
- Newly emphasized tariff risk triggered by 2025 Section 232 steel and aluminum tariff increases from 25% to 50%
- Most material cost risk: Krausz Repair products facing upward pressure on imported component and raw-material costs
- Regulatory and compliance exposure: additional U.S. tariffs or foreign retaliation potentially requiring price increases or added expenses
- Near-term operating risk: tariff-driven pricing actions potentially causing customer losses and weaker sales and earnings
- Financial risk: $49.5 million remaining under the authorized share-repurchase program as of June 30, 2026
AI summary of the MWA 10-Q filed . Generated from the filing text; verify against the original.View on SEC EDGAR10-K vs 10-Q vs 8-K
AI 8-K Current Report Analysis
The most recent material events, by 8-K item
Item 2.02: Results of Operations and Financial Condition
- Fiscal Q3 2026 results for quarter ended June 30, 2026
- Press release containing operating results attached as Exhibit 99.1
Item EX-99.1: Item EX-99.1
- Q3 FY2026 net sales rose 4.1% to $395.9M, while adjusted EBITDA increased 24.3% to $107.4M
- Adjusted EBITDA margin expanded 440 basis points to 27.1%, signaling strong pricing, cost control and operating leverage
Item 5.02: Departure/Appointment of Directors or Principal Officers
- CHRO Todd P. Helms departing effective September 1, 2026
- Transition consulting role through September 30, 2026
Item 2.02: Results of Operations and Financial Condition
- Fiscal Q2 2026 results announced for quarter ended March 31, 2026
- Detailed financial results and management commentary available in Exhibit 99.1
Item EX-99.1: Item EX-99.1
- Q2 FY26 net sales rose 5.5% to $384.4M, while adjusted EBITDA increased 15.0% to $97.2M
- Adjusted EBITDA margin expanded to 25.3% from 23.2%, reflecting pricing, manufacturing efficiencies and volume growth
AI summaries of MWA 8-K current reports filed with the SEC. What 8-K item codes mean
SignalX for MWA
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Recent Insider Transactions (Form 4)
Latest reported trades by officers, directors and 10% owners
| Insider | Type | Date | Shares | Price |
|---|---|---|---|---|
| Helms Todd P | Sell | Sep 1, 2026 | 9,997 | $23.67 |
| Ortiz Christine | Sell | Sep 1, 2026 | 550 | $23.93 |
| Ortiz Christine | Sell | Aug 31, 2026 | 12,048 | $24.23 |
| Feyerherm Richelle R. | Sell | Aug 26, 2026 | 3,000 | $25.00 |
| Feyerherm Richelle R. | F | Aug 17, 2026 | 1,157 | $25.18 |
| McAndrew Paul | Sell | Aug 10, 2026 | 40,000 | $26.39 |
| Healy Brian C. | Buy | Jul 7, 2026 | 1,183 | $25.33 |
| Floyd Scott P. | F | Jun 8, 2026 | 5,907 | $25.37 |
Financial SummaryXBRL
| Metric | FY2023 | FY2024 | FY2025 |
|---|---|---|---|
| Profitability | |||
| Revenue | - | $1.3B | $1.4B |
| Gross Profit | $379.5M | $459.0M | $516.7M |
| Operating Income | $127.4M | $181.7M | $260.6M |
| Net Income | $85.5M | $115.9M | $191.7M |
| Gross Margin | - | 34.9% | 36.1% |
| Op. Margin | - | 13.8% | 18.2% |
| Net Margin | - | 8.8% | 13.4% |
| Balance Sheet | |||
| Total Assets | $1.5B | $1.6B | $1.8B |
| Equity | - | $810.1M | $981.7M |
| ROE | - | 14.3% | 19.5% |
| Per Share | |||
| EPS | - | $0.74 | $1.22 |
| Cash Flow | |||
| Operating CF | - | $238.8M | $219.3M |
Source: XBRL data in Mueller Water Products, Inc. (MWA)'s 10-K filings on SEC EDGAR, in USD. Compare across companies →
13F Fund Holdings: Quarterly Trend
Latest: Q2 2026Aggregate MWA share value held by 13F filers tracked by SignalX, by quarter.
Quarterly totals table
| Quarter | Funds | Total value |
|---|---|---|
| Q2 2026 | 32 | $1.91B |
| Q1 2026 | 32 | $2.03B |
| Q4 2025 | 30 | $1.75B |
| Q3 2025 | 30 | $1.96B |
| Q2 2025 | 31 | $1.92B |
| Q1 2025 | 28 | $1.46B |
| Q4 2024 | 20 | $1.12B |
| Q3 2024 | 19 | $615.1M |
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Source: 13F-HR filings on SEC EDGAR (aggregated from 222 fund-quarter rows). Reflects only 13F filers tracked by SignalX, not the full institutional ownership universe. How 13F filings work
MWA filing archive
AI analysis pages for each 10-K, 10-Q and 8-K
10-K annual reports
10-Q quarterly reports
Latest 2026 SEC Filings: 10-K, 10-Q, 8-K & Form 4
| Form | Filing date | Period | Analysis | SEC |
|---|---|---|---|---|
| 4 | Sep 3, 2026 | - | - | - |
| 4 | Sep 1, 2026 | - | - | - |
| 4 | Aug 31, 2026 | - | - | - |
| 4 | Aug 26, 2026 | - | - | - |
| 4 | Aug 19, 2026 | - | - | - |
| 4 | Aug 10, 2026 | - | - | - |
| 10-Q | Aug 6, 2026 | Jun 30, 2026 | Analysis | |
| 8-K | Aug 5, 2026 | - | Analysis | - |
| 4 | Jul 8, 2026 | - | - | - |
| 8-K | Jun 18, 2026 | - | Analysis | - |
| 4 | Jun 10, 2026 | - | - | |
| 4 | May 29, 2026 | - | - | |
| 4 | May 18, 2026 | - | - | |
| 10-Q | May 6, 2026 | Mar 31, 2026 | Analysis | |
| 8-K | May 5, 2026 | - | Analysis | - |
| SC 13G | Apr 30, 2026 | - | - | |
| SC 13G | Apr 29, 2026 | - | - | |
| SC 13G | Apr 27, 2026 | - | - | |
| 4 | Mar 17, 2026 | - | - | - |
| 4 | Mar 4, 2026 | - | - | - |
| 4 | Feb 26, 2026 | - | - | - |
| 8-K | Feb 25, 2026 | - | Analysis | - |
| 4 | Feb 24, 2026 | - | - | - |
| 8-K | Feb 23, 2026 | - | Analysis | - |
| 4 | Feb 12, 2026 | - | - |
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MWA SEC filings: frequently asked questions
Are MWA insiders buying or selling?
In the last 90 days, Mueller Water Products, Inc. (MWA) officers, directors and 10% owners reported no open-market purchases and 5 open-market sales worth $1.7 million by 4 insiders on Form 4. Many insider sales are pre-planned or for taxes, so purchases usually carry more information.
Which institutions hold MWA stock?
As of June 30, 2026, the largest Mueller Water Products, Inc. (MWA) holders among the 13F filers tracked by SignalX were BlackRock ($663.5 million), Vanguard Portfolio Management LLC ($298.9 million), Vanguard Capital Management LLC ($181.7 million), State Street Corp ($163.5 million), Franklin Resources ($123.3 million). 13F-HR reports are filed up to 45 days after each quarter ends.
What was MWA's revenue in fiscal year 2025?
For the fiscal year ended September 30, 2025 (FY2025), Mueller Water Products, Inc. (MWA) reported revenue of $1.4 billion (up 8.7% from FY2024) and net income of $191.7 million. Diluted EPS was $1.22. The figures come from the XBRL data in the 10-K.
What are the main risks in MWA's latest 10-K?
In the 10-K filed November 19, 2025, Mueller Water Products, Inc. (MWA) flagged: Legal risk from ongoing litigation and environmental remediation with uncertain potential liabilities requiring accrual adjustments. Macroeconomic risk from warranty cost estimates affected by unpredictable future claims and rising product repair/replacement expenses. (AI summary of the Risk Factors section.)
What did MWA report in its latest 8-K?
Mueller Water Products, Inc. (MWA) filed an 8-K on August 5, 2026 reporting Item 2.02 (Results of Operations and Financial Condition). Fiscal Q3 2026 results for quarter ended June 30, 2026.
What are the latest MWA SEC filings?
Mueller Water Products, Inc. (MWA) filed its latest 10-K annual report on November 19, 2025, a 10-Q quarterly report on August 6, 2026, an 8-K current report on August 5, 2026 and a Form 4 insider filing on September 3, 2026.
What is MWA's SEC CIK number?
Mueller Water Products, Inc. (MWA)'s SEC Central Index Key (CIK) is 1350593. EDGAR lists every MWA filing under that number.
Ask anything about MWA
The research agent reads MWA's filings, financials, insider trades and 13F holders, then answers with sources.