Mueller Water Products, Inc. (MWA) FY2025 10-K Annual Report

Filed: Nov 19, 2025
Industrials
Miscellaneous Fabricated Metal ProductsSEC EDGAR

Mueller Water Products, Inc. (MWA) 10-K annual report for fiscal year 2025, filed with SEC EDGAR on Nov 19, 2025. This page provides AI-powered analysis including business overview, management discussion & analysis (MD&A), risk factors, and key financial data such as revenue, net income, gross margin, operating margin, and return on equity (ROE) extracted from XBRL.

Mueller Water Products, Inc. FY2025 10-K Analysis

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

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

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

Mueller Water Products, Inc. FY2025 Key Financial Metrics
XBRL

Revenue

$1.4B

+8.7% YoY

Net Income

$192M

+65.4% YoY

Gross Margin

36.1%

+123bp YoY

Operating Margin

18.2%

+441bp YoY

Net Margin

13.4%

+459bp YoY

ROE

19.5%

+522bp YoY

Total Assets

$1.8B

+12.4% YoY

EPS (Diluted)

$1.22

+64.9% YoY

Operating Cash Flow

$219M

-8.2% YoY

Source: XBRL data from Mueller Water Products, Inc. FY2025 10-K filing on SEC EDGAR. All figures in USD.

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