AI-extracted from the 10-Q filed 2026-08-06 — Q3 FY2026 (quarter ended June 30, 2026). Every figure is machine-verified against the filing text on SEC EDGAR.
Net sales rose 4.1% YoY to $395.9M as Water Management Solutions grew 10.3% and gross margin expanded 110bps to 39.4%, though Strategic reorganization charges jumped to $11.2M from $1.0M.
Biggest Revenue Drivers
Water Flow Solutions$215.3M-0.6% YoY
Lower volumes mostly offset by higher pricing across most product lines
Water Management Solutions$180.6M+10.3% YoY
Increased volumes and higher pricing across most product lines
Biggest Revenue Drivers
Total revenue: $395.9M+4.1% YoY
Water Flow Solutions$215.3M-0.6% YoY
Lower volumes mostly offset by higher pricing across most product lines
Water Management Solutions$180.6M+10.3% YoY
Increased volumes and higher pricing across most product lines
Largest Expense Items
Cost of sales$240.1M+2.3% YoY
Gross margin gained 110bps on favorable pricing and non-recurring tariff refunds, offset by ~4% inflation, lower volumes and $3.1M of portfolio optimization costs
Selling, general and administrative$64.0M-9.9% YoY
Lower unfavorable foreign currency impact and incentive-based compensation, partly offset by ~3% inflation
Strategic reorganization and other charges$11.2Mvs $1.0M prior year
Transaction-related expenses, non-cash asset impairment in Water Management Solutions, severance, and leadership transition costs
Margins: Gross margin rose to 39.4% from 38.3% (+110bps), driven by favorable pricing across most product lines and non-recurring tariff refunds, partially offset by ~4% inflation, lower volumes, $3.1M of portfolio optimization costs, and product mix.
Watch Items from the Filing
Section 232 tariffs on steel/aluminum raised to 50% are pressuring costs, particularly Repair products imported via the Krausz business, and are expected to keep negatively impacting results through fiscal 2026.
Strategic reorganization and other charges rose to $11.2M from $1.0M YoY, including non-cash asset impairment in Water Management Solutions and leadership transition costs.
Effective tax rate fell to 15.7% from 27.1%, driven mainly by a one-time tax benefit from recognizing a loss on a foreign subsidiary investment, a non-recurring item.
FY2026 guidance calls for consolidated net sales growth of only 2.8% to 3.5% amid constrained residential construction demand and ongoing tariff uncertainty.
$49.5M remains available under the $250M share repurchase authorization after repurchasing $15.5M year-to-date in fiscal 2026.
AI-extracted and verified against SEC EDGAR filing text. Not investment advice.
Garcia Christian ADirectorGrant or award · Feb 9, 2026
About Mueller Water Products, Inc. (MWA): stock profile, AI score and financials
Mueller Water Products, Inc. (MWA) stock profile, AI quality score, and SEC EDGAR financial data, a Industrials sector company. 13F Pro's AI-powered ranking engine scores MWA at 62.8/100 on a composite quality score built from its SEC filings, placing it at rank #672 of 2,925 stocks — the top 25% of the AI-ranked universe. MWA scores in the top quartile across balance sheet strength (88.9), profitability (78.1). Areas of concern include earnings quality (38.3), which score below median versus the broader universe. Based on the latest XBRL financial filings (Q3 2026), Mueller Water Products, Inc. reports quarterly revenue of $395.9M, net income of $67.3M, an operating margin of 20.4%. Top institutional holders of MWA by reported 13-F value include BlackRock, VANGUARD PORTFOLIO MANAGEMENT, VANGUARD CAPITAL MANAGEMENT, based on the most recent SEC filings. MWA trades on the NYSE exchange and files with the SEC under CIK 1350593. 13F Pro's AI research platform runs 10 specialized AI analysts — value, growth, momentum, macro, and activist specialists — that debate MWA daily and publish AI-generated analysis with cited SEC sources. The platform aggregates historical XBRL financial facts, 10-Q and 10-K filings, insider Form 4 transactions, and institutional 13-F holdings for Mueller Water Products, Inc. directly from SEC EDGAR.