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Mueller Water Products Inc

Mueller Water Products Inc

MWA
$25.46USD↓-1.85%-0.48 today

MARKET CAP

4.0B

P/E (TTM)

18.1x

FWD P/E

16.2x

DAY RANGE

$25 – $26

52W RANGE

$23
$31

AI Summary

Stalk
Sell NowMedium

MWA remains in a Stage 4 decline enforcing a bearish medium-term bias. Price is extended above the rising 9/20/50 EMAs and encountering resistance at the 200 DMA, with overbought options conditions signaling short-term exhaustion. The tradable side stays bearish, and execution favors selling now on strength near the resistance zone.

  • ↑Q2 revenue $384.4M (+5.5% YoY) beat consensus
  • ↑Adjusted EBITDA $97.2M (+15% YoY), margins improved to 24.5%
  • ↓Inflation and tariffs may compress gross margins
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The case for & against

Bull & Bear analysis

Bullish

Mueller Water Products, Inc. (NYSE: MWA) is a leading manufacturer and distributor of water infrastructure and plumbing products in North America. The company plays a vital role in water management, focusing on supplying specialty valves and products primarily to municipal and industrial markets. As municipalities increasingly prioritize the repair and replacement of aging water infrastructure, Mueller's operational capabilities and strong brand recognition position it strategically within this critical industry sector.

Bull says

  • ↑Q2 revenue $384.4M (+5.5% YoY) beat consensus
  • ↑Adjusted EBITDA $97.2M (+15% YoY), margins improved to 24.5%
  • ↑Full-year EBITDA guidance upped to $360–365M on margin expansion
  • ↑Generated $16.5M free cash flow in H1, supporting liquidity
  • ↑Municipal infrastructure demand remains resilient on aging systems
  • ↑Favorable earnings yield and quality factors support valuation

Bear says

  • ↓Inflation and tariffs may compress gross margins
  • ↓Residential construction down high-single-digit, pressuring sales
  • ↓Free cash flow conversion trimmed to ~70% of net income
  • ↓High short interest and negative momentum reflect poor sentiment
  • ↓M&A integration risks could strain operations and capital
  • ↓Low dividend yield and weak growth factors curb returns

Investment themes with MWA

Infrastructure Development↑ +0.48%

DE · HWM · TT

Earnings Call · Q2 2026 · Mgmt. Guidance

Updated 05-09-2026neutral

Transcript signals

Bull points

  • I am pleased with our strong performance this quarter, as we set new quarterly records for net sales, adjusted EBITDA, and adjusted net income per share.
  • We delivered net sales growth of 5.5% in the quarter, demonstrating the strength of our brands and resilient end market demand.
  • We also expanded our adjusted EBITDA margin 210 basis points year over year.

Bear points

  • we are experiencing greater uncertainty in the external operating environment, including changes in demand, tariffs, and inflationary pressures,
  • We expect the municipal repair and replacement market to remain resilient.
  • We are closely watching the anticipated slowdown in new residential construction activity.
Read full transcript analysis ›