WMS Earnings Prediction
The chart below shows how WMS performed 10 days before and after its earnings report, based on data from the past quarters. Typically, WMS sees a -0.70% change in stock price 10 days leading up to the earnings, and a +4.98% change 10 days following the report. On the earnings day itself, the stock moves by -0.58%. This data can give you a slight idea of what to expect for the next quarter's release.
WMS Key Earning Data
2024/Q4
Year Over Year
Quarter Over Quarter
Total Revenue
690.54M
4.25%
-11.76%
Gross Margin
32.90%
-11.80%
-8.74%
Operating Margin
19.16%
-19.05%
-21.35%
Net Margin
11.92%
-26.15%
-28.88%
EPS
1.04
-22.39%
-37.72%
No Data Available
WMS Earnings Analysis
Advanced Drainage Systems Inc Corporation (WMS.N) Earnings Conference Call
Positive
Net Sales Increase: Net sales increased 4% to $691 million, driven by strong demand in domestic construction markets and the acquisition of Orenco.
Non-Residential Sales Growth: Sales in the non-residential market increased 7%, reflecting improved demand, with this segment representing about 45% of total sales.
Residential Market Sales Growth: Sales in the residential market rose 9%, supported by a 6% organic revenue increase from Infiltrator, particularly in tanks and advanced treatment products.
Strong Free Cash Flow: Free cash flow generated year-to-date was $374 million, with ample liquidity of $489 million in cash and $590 million available under the revolving credit facility.
Reinvestment and Shareholder Returns: The company reinvested $416 million back into the business during the first nine months of the year, while also returning $107 million to shareholders through dividends and share repurchases.
Negative
Earnings Miss Report: Advanced Drainage Systems, Inc. misses on earnings expectations with reported EPS of $1.09, falling short of the expected $1.34.
EBITDA Decline Despite Stability: Third quarter adjusted EBITDA decreased 6% year-over-year to $191 million, indicating a decline in profitability despite stable pricing.
Infrastructure Market Decline: Sales in the infrastructure market were down 6% in the quarter, contrasting sharply with a 22% increase in the same quarter last year, highlighting a significant market weakness.
Free Cash Flow Decline: Free cash flow generated year-to-date was $374 million, down from $564 million in the prior year, reflecting a substantial decrease in cash generation capabilities.
Capital Spending Increase: Year-to-date capital spending increased 22% year-over-year to $166 million, indicating rising costs that may impact future profitability.
WMS FAQs
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WMS Earning Call Sentiment
Advanced Drainage Systems, Inc. (NYSE:WMS) Q3 2025 Earnings Call Transcript
WMS.N
1.49%Positive
The earnings call reveals several negative aspects: missed earnings expectations, a decline in infrastructure market sales, and increased supply chain costs impacting EBITDA. Despite stable pricing, financial strain is evident with reduced free cash flow and increased capital spending. The Q&A section indicates management's lack of clarity on future growth and cost savings, adding to uncertainties. While shareholder returns and low leverage are positives, the overall sentiment is negative, particularly with the negative revenue guidance adjustment and challenges in the non-residential market.
