Advanced Drainage Systems
WMS
$148.92 -0.75%
Exchange: NYSE | Sector: Industrials | Industry: Construction
Q1 2025
Published: Feb 6, 2025

Earnings Highlights

  • Revenue of $690.54M down 15.3% year-over-year
  • EPS of $1.04 decreased by 49.5% from previous year
  • Gross margin of 35.0%
  • Net income of 81.23M
  • "Scott Barbour: 'Demand in the construction market was strong for both ADS and Infiltrator with growth across the non-residential, residential and infrastructure markets.'" - Scott Barbour
WMS
Advanced Drainage Systems Inc

Executive Summary

In the first quarter of fiscal year 2025, Advanced Drainage Systems Inc. (WMS) reported revenue of $690.5 million, marking a year-over-year increase despite headwinds in specific product segments, notably the agricultural market. The demand across non-residential, residential, and infrastructure markets showcased resilience, notably a 19% growth in the infrastructure segment supported by federal funding initiatives. However, the overall profitability reflected a contraction in year-over-year earnings, largely due to increasing costs, including transportation expenses and a challenging agricultural market. Management expressed confidence in growth prospects and reaffirmed full-year guidance, focusing on strategic capital investments to enhance capacity and operational efficiency.

Key Performance Indicators

Revenue
Decreasing
690.54M
QoQ: 0.00% | YoY: -15.31%
Gross Profit
Decreasing
241.59M
34.99% margin
QoQ: 0.00% | YoY: -24.63%
Operating Income
Decreasing
126.86M
QoQ: 0.00% | YoY: -43.99%
Net Income
Decreasing
81.23M
QoQ: 0.00% | YoY: -49.67%
EPS
Decreasing
1.05
QoQ: 0.00% | YoY: -49.52%

Revenue Trend

Margin Analysis

Historical Earnings Comparison

PeriodRevenue ($M)EPS ($)YoY GrowthReport
Q1 2026 690.54 1.04 -11.8% View
Q4 2025 615.76 0.99 -21.3% View
Q3 2025 690.54 1.04 -15.3% View
Q1 2025 690.54 1.04 -15.3% View
Q4 2024 782.61 1.67 +19.7% View