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 investors ...

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]

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 ...

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 ...

财务数据和关键指标变化 - 公司第一季度合并净销售额为2.564亿美元,同比下降18.6%,主要是由于Water Flow Solutions和Water Management Solutions业务线的销量下降,部分被价格上涨所抵消 [11][14][15] - 毛利润为8630万美元,同比下降7.4%,但毛利率为33.7%,同比提升410个基点,主要得益于价格上涨和制造效率改善抵消了销量下降的影响 [11][12] - 经调整营业利润为2940万美元,同比下降3%,但经调整营业利润率提升190个基点至11.5% [13] - 经调整EBITDA为4480万美元,同比增长1.4%,经调整EBITDA率提升350个基点至17.5% [13] - 经调整每股收益为0.13美元,与上年持平 [13] 各条业务线数据和关键指标变化 - Water Flow Solutions业务线净销售额为1.413亿美元,同比下降14.7%,主要是铸铁闸阀和特种阀门销量下降,但价格上涨抵消了部分影响 [14] - Water Flow Solutions经调整营业利润为2740万美元,同比增长13.2%,经调整EBITDA为3670万美元,同比增长15% [14] - Water Management Solutions业务线净销售额为1.151亿美元,同比下降22.9%,主要是消防栓和水务应用产品销量下降,但价格上涨抵消了部分影响 [15] - Water Management Solutions经调整营业利润为1510万美元,同比下降23%,经调整EBITDA为2210万美元,同比下降16.9% [15] 各个市场数据和关键指标变化 - 公司预计2024财年净销售额将同比下降2%至6%,主要是由于去年短周期订单积压的铸铁闸阀和消防栓销量下降 [17][18] - 公司预计2024财年经调整EBITDA将同比增长3%至7%,尽管销量预计下降,但毛利率改善将抵消影响 [18] 公司战略和发展方向及行业竞争 - 公司正在持续提升新建黄铜铸造厂的产能,预计到2024年底将达到满产 [7][23][24] - 公司正在加大对网络安全的投入,以加强应对网络安全事件的能力 [6] - 公司看好基础设施投资法案带来的长期机遇,产品和解决方案将受益于水基础设施的投资增加 [20][59][60] - 公司认为2024年住宅建设市场仍将是一个挑战,但预计从2025年开始会有所改善 [26][27] 管理层对经营环境和未来前景的评论 - 管理层对公司在面临外部挑战的情况下取得的良好开局表示满意 [9] - 管理层认为公司正处于转折点,已经做出了战略投资和运营改善,将有助于实现长期可持续的有机增长和利润率提升 [64][65] - 管理层对公司应对网络安全事件的能力表示感谢,并表示将继续加强网络安全投入 [6] - 管理层对以色列-哈马斯战争的影响表示关注,并表示将继续支持在以色列的业务 [8] 问答环节重要的提问和回答 问题1 **Deane Dray 提问** 询问新建黄铜铸造厂的进展情况,包括认证进度、产能提升计划以及对外包的影响 [22][23][24][25] **Martie Zakas 回答** 公司正在继续提升新建黄铜铸造厂的产能,预计到2024年底将达到满产。新厂将有更高的产能和更高的效率。随着新厂产能的提升,外包成本已经下降50%-60% [23][24][25][31] 问题2 **Walt Liptak 提问** 询问外包成本下降的具体情况,以及未来的预期 [44][45][46][47][48] **Martie Zakas 回答** 公司已经大幅降低外包成本,约50%-60%。随着新黄铜铸造厂产能的提升以及供应链的改善,公司预计未来会继续降低外包成本 [45][47][48] 问题3 **Bryan Blair 提问** 询问基础设施法案对公司业务的影响,特别是Echologics管线评估业务 [58][59][60] **Martie Zakas 回答** 公司目前尚未看到基础设施法案对Echologics业务产生明显影响。但从2025财年开始,随着铅服务管线更换工作的开展,公司的服务黄铜产品将受益 [59][60]

Mueller Water Products (MWA) came out with quarterly earnings of $0.13 per share, beating the Zacks Consensus Estimate of $0.09 per share. This compares to earnings of $0.13 per share a year ago. These figures are adjusted for non-recurring items.This quarterly report represents an earnings surprise of 44.44%. A quarter ago, it was expected that this maker of fire hydrants, pipes and water valves would post earnings of $0.11 per share when it actually produced earnings of $0.19, delivering a surprise of 72. ...

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 December 31, 2023 ☐ 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 ...

tuachanwatthana/iStock via Getty Images Investment Thesis Mueller Water (NYSE:MWA) is a high-quality water infrastructure company with strong moats. The company has invested heavily in modernizing its facilities, which has led to temporary manufacturing issues and lower margins. EBITDA Margins were 20% before the initiatives and are now 15%. As these operational issues are resolved, margins should return to their pre-investment levels of approximately 20%, if not higher. The departure of the CEO and the ...

公司业绩发布 - Mueller Water Products, Inc.计划在2024年2月8日美国市场收盘后发布截至2023年12月31日第一季度的财务业绩[1] - 2024年2月9日上午10:00 ET，公司将举行电话会议讨论收益和业务结果[1] 公司背景介绍 - 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[1]

公司股息宣布 - Mueller Water Products, Inc.宣布每股股息为6.40美分[1] 公司业务范围 - 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[1] - Mueller Water Products, Inc.的产品和服务包括工程阀门、消防栓、管道连接和修复产品、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[1]