mueller water products (MWA) Q4 Results: Pricing, Efficiency Lift Revenue and EPS; Guidance Upbeat

Mueller Water Products (MWA) reported Q4 CY2025 revenue of $318.2 million, up 4.6% year-on-year, and non-GAAP profit of $0.29 per share, 10.1% above consensus. The company raised its full-year revenue guidance to $1.48 billion at the midpoint, 0.8% above estimates. The outperformance followed higher pricing across most product lines, manufacturing efficiencies from a new brass foundry, and strong municipal and specialty valve demand, partially offsetting higher tariffs and inflation. Management expects pricing realization and ongoing capital investments in domestic iron foundries to drive capacity and margin expansion in the year ahead. MWA closed at $28.36, up from $27.52 pre-earnings. The quarter underscores pricing power and operational leverage as key growth drivers.