Advanced Drainage Systems
WMS
$148.92 -0.75%
Exchange: NYSE | Sector: Industrials | Industry: Construction
Q4 2025
Published: May 15, 2025

Earnings Highlights

  • Revenue of $615.76M down 21.3% year-over-year
  • EPS of $0.99 decreased by 40.5% from previous year
  • Gross margin of 38.7%
  • Net income of 77.16M
  • ""We saw strong growth in places like Florida with double-digit growth in pipe, Allied products and Infiltrator products." - Scott Barbour" - Scott Barbour
WMS
Advanced Drainage Systems Inc

Executive Summary

In the fourth quarter of fiscal year 2025, Advanced Drainage Systems Inc (WMS) reported net sales of $615.76 million, reflecting a slight decline from the previous quarter. Despite this, the company showcased a strong performance in specific markets, particularly in Florida and Texas, where growth in pipe and Allied products was significant. The adjusted EBITDA margin, although declining slightly, stood at 30.6%, marking the second most profitable year in the company's history amidst challenges such as higher material costs and pricing pressures. Management remains optimistic, attributing their resilience to ongoing strategic initiatives and a diversified product mix, hinting at substantial growth opportunities in the near future.

Key Performance Indicators

Revenue
Decreasing
615.76M
QoQ: -10.83% | YoY: -21.32%
Gross Profit
Decreasing
238.15M
38.68% margin
QoQ: -1.43% | YoY: -18.98%
Operating Income
Decreasing
116.69M
QoQ: -8.02% | YoY: -37.72%
Net Income
Decreasing
77.16M
QoQ: -5.02% | YoY: -40.82%
EPS
Decreasing
1.00
QoQ: -4.76% | YoY: -40.48%

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