ADVANCED DRAINAGE SYSTEMS, INC.(WMS)— Stock Profile, AI Score & Financials
Materials · NYSE · AI-powered stock analysis, 32-signal quality score, SEC EDGAR financials, and institutional holdings. Updated .
ADVANCED DRAINAGE SYSTEMS, INC. (WMS) stock profile, AI quality score, and SEC EDGAR financial data, a Materials sector company. 13F Pro's AI-powered ranking engine scores WMS at 63.1/100 on a 32-signal composite quality model, placing it at rank #656 of 2,961 stocks — the top 25% of the AI-ranked universe. WMS scores in the top quartile across balance sheet strength (86.6). Based on the latest XBRL financial filings (Q2 2026), ADVANCED DRAINAGE SYSTEMS, INC. reports quarterly revenue of $1.0B, net income of $168.5M, an operating margin of 25.4%. Top institutional holders of WMS by reported 13-F value include BlackRock, VANGUARD PORTFOLIO MANAGEMENT, VANGUARD CAPITAL MANAGEMENT, based on the most recent SEC filings. WMS trades on the NYSE exchange and files with the SEC under CIK 1604028. 13F Pro's AI research platform runs 10 specialized AI analysts — value, growth, momentum, macro, and activist specialists — that debate WMS 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 ADVANCED DRAINAGE SYSTEMS, INC. directly from SEC EDGAR.
AI Quality Score
63.1/100
AI Rank
#656
Revenue
$1.0B
Net Income
$168.5M
Free Cash Flow
$203.2M
Operating Margin
25.4%
WMS key financials by period
ADVANCED DRAINAGE SYSTEMS, INC. reported revenue, net income and margins by fiscal period, from SEC filings.
Period
Form
Revenue
Net income
Operating margin
FY 2026
10-K
$3.1B
$426.5M
20.3%
FY 2025
10-K
$2.9B
$450.2M
22.6%
FY 2024
10-K
$2.9B
$509.9M
25.5%
FY 2023
10-K
$3.1B
$507.1M
23.4%
FY 2022
10-K
$2.8B
$271.3M
14.9%
FY 2021
10-K
$2.0B
$224.2M
17.4%
Institutions holding WMS
Institutional investors reporting a position in ADVANCED DRAINAGE SYSTEMS, INC. on SEC Form 13F.
Institution
Shares
Value
Reported
BlackRock
7,469,940
$1.2B
2026-06-30
VANGUARD PORTFOLIO MANAGEMENT
3,705,538
$581.6M
2026-06-30
VANGUARD CAPITAL MANAGEMENT
3,397,037
$533.2M
2026-06-30
STATE STREET
2,693,665
$422.8M
2026-06-30
FIRST ADVISORS
2,660,753
$417.6M
2026-06-30
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AME
AI-extracted from the 10-Q filed 2026-08-06 — Q1 FY2027 (quarter ended June 30, 2026). Every figure is machine-verified against the filing text on SEC EDGAR.
Net sales grew 20.6% YoY to $1,001.1M and Adjusted EBITDA rose 28.8% to $358.3M, with the NDS acquisition contributing $94.7M of Stormwater segment growth and gross margin expanding to 40.8%.
Biggest Revenue Drivers
Stormwater$809.4M+24.2% YoY
Driven by $94.7M of NDS acquisition net sales and increased volume in both Pipe and Allied Products
Wastewater$191.7M+7.5% YoY
Increase was primarily driven by volume
Biggest Revenue Drivers
Total revenue: $1,001.1M+20.6% YoY
Stormwater$809.4M+24.2% YoY
Driven by $94.7M of NDS acquisition net sales and increased volume in both Pipe and Allied Products
Within Stormwater
Domestic - Pipe$458.1M
Domestic - Allied Products$303.4M
International$59.5M
Wastewater$191.7M+7.5% YoY
Increase was primarily driven by volume
Largest Expense Items
Cost of goods sold$593.1M+18.7% YoY
Gross profit increase driven by NDS acquisition, volume growth, and favorable price/cost and manufacturing costs, partially offset by higher transportation costs
Selling, general and administrative$130.8M+$26.9M YoY
Increase due to NDS operating expenses, $3.2M of integration costs, and increased stock-based compensation
Interest expense$27.0M+$4.0M YoY
Increase primarily due to increased debt levels
Intangible amortization$20.1M+$6.4M YoY
Increase primarily due to intangible assets added from the NDS acquisition
Margins: Gross margin expanded to 40.8% from 39.8% and Adjusted EBITDA margin rose to 35.8% from 33.5%, driven by the NDS acquisition, volume growth, and favorable price/cost, partially offset by higher transportation costs.
Watch Items from the Filing
NDS International Entities (Teco, Kimplas, Fish Water Products) were classified as held for sale/discontinued operations, generating a $5.7M net loss in the quarter; Teco was subsequently sold in July 2026 for a $4.0M loss.
Net debt stood at $1,603.4M with a leverage ratio of 1.5x; a 1.0% rise in variable rates would increase annual interest expense by approximately $6.0M.
Company repurchased $233.2M of common stock in the quarter (1.6M shares) with $822.5M remaining under the $1.0B authorization, plus a subsequent $53.1M repurchase in July 2026.
Effective tax rate fell to 23.4% from 24.6%, aided by a discrete tax benefit from a change in valuation allowance on deferred tax assets for net losses on outside basis differences.
AI-extracted and verified against SEC EDGAR filing text. Not investment advice.
