Mueller Water Products(MWA)
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Mueller Water Products to Participate in Upcoming Investor Conferences
GlobeNewsWire· 2024-05-08 04:36
ATLANTA, May 07, 2024 (GLOBE NEWSWIRE) -- Mueller Water Products, Inc. (NYSE: MWA) today announced that its management team will participate in the following upcoming investor conferences in May: Oppenheimer 19th Annual Industrial Growth Conference (virtual) on May 8, 2024, with management hosting meetings. Mueller Water Products is scheduled to present at 8:15 a.m. ET. TD Cowen 2nd Annual Sustainability Week (virtual) on May 23, 2024, with management hosting investor meetings. The presentation on May 8, 20 ...
Mueller Water Products(MWA) - 2024 Q2 - Earnings Call Transcript
2024-05-08 04:21
财务数据和关键指标变化 - 公司第二季度实现创纪录的季度净销售额353.4百万美元,同比增长6.2% [24] - 毛利润130.4百万美元,同比增长33.3%,毛利率达36.9%,为7年来最高 [26][27] - 经调整营业利润66.7百万美元,同比增长98.5%,经调整营业利润率达18.9% [30][31] - 经调整EBITDA82.2百万美元,同比增长70.9%,经调整EBITDA利润率达23.3% [31] - 经调整每股收益0.30美元,同比增长114.3%,创历史新高 [32] 各条业务线数据和关键指标变化 - 水流解决方案业务净销售额205.8百万美元,同比增长30.9%,主要受益于铸铁闸阀和黄铜管件产品销量及价格上涨 [33][34] - 该分部经调整营业利润52.6百万美元,同比增长246.1%,经调整EBITDA利润率达30.3%,创历史新高 [35] - 水管理解决方案业务净销售额147.6百万美元,同比下降16%,主要受水消防栓销量下降影响 [36][37] - 该分部经调整营业利润29.0百万美元,同比下降9.1%,经调整EBITDA利润率为24.2% [37] 各个市场数据和关键指标变化 - 公司认为市政维修和更换需求保持稳健,新住宅建筑市场相比2023年有所改善 [15][43] - 公司铸铁闸阀和水消防栓的交货周期已经正常化,订单活动也呈现良好态势 [25][33] - 公司服务黄铜产品的交货周期仍在持续降低 [34] 公司战略和发展方向及行业竞争 - 公司将继续推动运营改善,以实现资本投资带来的收益 [48] - 公司将加快销售增长,通过产品创新和服务捕捉有利的长期市场增长趋势 [48] - 公司将增强组织内部的协作和团队合作,以培养人才并提升执行能力 [48][50] - 公司将专注于水务领域,利用现有的产品组合和客户关系,满足老化基础设施和水资源短缺的市场需求 [56][57][58] - 公司将继续寻求合适的并购机会,以拓宽和深化产品组合 [62][63] 管理层对经营环境和未来前景的评论 - 公司第二季度表现出色,反映了团队在执行运营和商业举措方面取得的进展 [11] - 公司预计2024财年净销售额和经调整EBITDA将分别增长0-2%和23-27% [43][44] - 公司有信心能够保持良好的势头,利用领先的市场地位和投资来提供更加稳定的执行,推动未来的销售和利润增长 [22] 问答环节重要的提问和回答 问题1 **Brian Lee 提问** 提问公司在CEO角色下的战略重点和未来发展方向,特别是在销售增长和产品创新方面的机会 [53][54] **Marietta Zakas 回答** - 公司将继续推动运营改善,提升客户体验,利用现有的产品组合和技术服务满足市政客户的需求 [56][57][58][59][60][61] - 公司将寻求合适的并购机会,以拓宽和深化产品组合,支持未来的增长 [62][63] 问题2 **Joseph Giordano 提问** 询问公司是否有任何业务调整或转型计划,以及新任命的董事会成员是否意味着公司战略的转变 [74][82] **Marietta Zakas 回答** - 公司目前没有其他业务调整计划,主要集中在提升客户体验、运营能力和内部协作文化等方面 [83][84][85] - 公司将继续关注水务领域,利用现有优势推动增长,暂无其他重大战略转变 [86] 问题3 **Bryan Blair 提问** 询问公司下半年的销售和利润率预期,以及二季度销售拉动的影响 [87][88] **Marietta Zakas 回答** - 公司预计下半年销售收入将实现同比增长,但受二季度销售拉动的影响,第三季度销售可能会有所下滑 [89][90][91][92] - 公司预计下半年将继续面临较高的人工、材料和运输成本,但价格调整和制造效率提升将有助于保持利润率水平 [92][93]
Mueller Water Products(MWA) - 2024 Q2 - Quarterly Report
2024-05-08 03:08
UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 10-Q ☒ QUARTERLY REPORT PURSUANT TO SECTION 13 or 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the quarterly period ended March 31, 2024 ☐ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 Commission File Number 001-32892 MUELLER WATER PRODUCTS, INC. (Exact name of registrant as specified in its charter) Delaware 20-3547095 (State or other jurisdiction of (I.R.S. Employer incorporation or ...
Mueller Water Products Provides Update on Leadership Team and Board Refreshment
Newsfilter· 2024-05-07 04:29
Appoints Marietta Edmunds Zakas as Chief Executive Officer Promotes Current Chief Operating Officer Paul McAndrew to President Welcomes Brian Healy and Christian Garcia to the Board of Directors ATLANTA, May 06, 2024 (GLOBE NEWSWIRE) -- Mueller Water Products, Inc. (NYSE:MWA) ("Mueller" or the "Company") today announced that Marietta ("Martie") Edmunds Zakas has been appointed Chief Executive Officer. Ms. Zakas has served as the Company's CEO and President since August 2023 and previously served as Chief Fi ...
Mueller Water Products (MWA) Earnings Expected to Grow: Should You Buy?
Zacks Investment Research· 2024-04-29 23:06
The market expects Mueller Water Products (MWA) to deliver a year-over-year increase in earnings on lower revenues when it reports results for the quarter ended March 2024. This widely-known consensus outlook is important in assessing the company's earnings picture, but a powerful factor that might influence its near-term stock price is how the actual results compare to these estimates. The earnings report, which is expected to be released on May 6, 2024, might help the stock move higher if these key number ...
Mueller Water Products Announces Dates for Second Quarter 2024 Earnings Release and Conference Call
Newsfilter· 2024-04-25 04:45
公司概况 - Mueller Water Products, Inc.计划在2024年5月6日美国市场收盘后发布截至2024年3月31日第二季度的财务结果[1] - Mueller Water Products, Inc.是北美水传输、分配和测量产品和服务的领先制造商和营销商[2] - Mueller Water Products, Inc.提供工程阀门、消防栓、管道连接和维修产品、计量产品、泄漏检测、管道状况评估、压力管理产品和软件技术[2] - Mueller Water Products, Inc.帮助市政府提高运营效率、改善客户服务和优先考虑资本支出[2]
What Makes Mueller Water Products (MWA) a New Buy Stock
Zacks Investment Research· 2024-04-20 01:01
Mueller Water Products (MWA) appears an attractive pick, as it has been recently upgraded to a Zacks Rank #2 (Buy). This rating change essentially reflects an upward trend in earnings estimates -- one of the most powerful forces impacting stock prices. The Zacks rating relies solely on a company's changing earnings picture. It tracks EPS estimates for the current and following years from the sell-side analysts covering the stock through a consensus measure -- the Zacks Consensus Estimate. Individual investo ...
This Industrial Products Stock is Goldman's Favorite This Cycle
MarketBeat· 2024-03-11 21:56
工业产品部门前景 - 工业产品部门有望突破,高盛将穆勒水务产品列为该部门的首选股票[1] - 高盛分析师选择穆勒水务产品作为本周期的一个简单而优雅的投资,预计股票将在未来几个月内表现出色[3] 投资趋势展望 - 专业交易员开始向普通投资者展示大资金即将获利的地方,NVIDIA股票不在他们推荐的五只股票之列[2] 市场预测 - 穆勒股票正在乘坐沃伦·巴菲特发现的同样有利因素,即房地产繁荣即将到来[5]
Is Mueller Water Products (MWA) Stock Outpacing Its Industrial Products Peers This Year?
Zacks Investment Research· 2024-02-27 23:46
The Industrial Products group has plenty of great stocks, but investors should always be looking for companies that are outperforming their peers. Is Mueller Water Products (MWA) one of those stocks right now? By taking a look at the stock's year-to-date performance in comparison to its Industrial Products peers, we might be able to answer that question. Mueller Water Products is one of 227 companies in the Industrial Products group. The Industrial Products group currently sits at #3 within the Zacks Sector ...
Mueller Water Products to Participate in the Gabelli Funds 34th Annual Pump, Valve & Water Systems Symposium
Newsfilter· 2024-02-17 06:15
ATLANTA, Feb. 16, 2024 (GLOBE NEWSWIRE) -- Mueller Water Products, Inc. (NYSE:MWA) will participate in the Gabelli Funds 34th Annual Pump, Valve & Water Systems Symposium in New York on Thursday, February 22, 2024. Mueller Water Products is scheduled to present at 10:30 a.m. Eastern Time. The presentation will be webcast on the Investor Relations section of the Company's website www.muellerwaterproducts.com and will be available for 90 days. About Mueller Water Products, Inc. Mueller Water Products, Inc. is ...