Here are the 8-K filings from Mueller Water Products, Inc. (MWA) in our archive since June 2025, newest first, and each one links through to the document itself with the summary and the scores our analysis gives it.
An 8-K covers material events a company has to report between its quarterly reports, so if you follow MWA and want that one kind of document rather than the whole filing history, this is the page to keep. The company's other filings, of every form, are on the full MWA filings page.
Mueller Water Products, Inc. (MWA) reported fiscal 2026 results and announced an agreement to transition its metering business to ZENNER USA. Fiscal-year net sales were $1,475.0 million, up 3.2%; adjusted EBITDA was $372.2 million, up 14.1%, and net cash provided by operating activities was $262.9 million, up 19.9%. Fourth-quarter sales declined 1.1% to $376.5 million, while adjusted EBITDA rose 4.0% to $95.5 million.
Metering software customers are expected to transition to ZENNER; Mueller will retain its existing hardware contracts and warranty obligations and expects to meet them using its inventory or products purchased from ZENNER. Mueller expects approximately $26 million in one-time pre-tax charges, substantially all recognized in fiscal 2027 and the majority in its first quarter. The company expects an annualized adjusted EBITDA margin benefit of 100 to 140 basis points, primarily beginning in fiscal 2027's second quarter.
Fiscal 2027 guidance is $1,440 million to $1,470 million in net sales, excluding metering-related results, and $378 million to $388 million in adjusted EBITDA. The Board declared a quarterly dividend of $0.08 per share, up 14.3% from $0.07, payable November 19, 2026, to stockholders of record November 9, 2026.
Mueller Water Products, Inc. (MWA) declared a quarterly cash dividend of $0.08 per share, an approximately 14.3% increase from $0.07. It is payable on or about November 19, 2026, to stockholders of record on November 9, 2026. The board also authorized up to an additional $300 million for common-stock repurchases, effective immediately.
The expanded program provides approximately $334.5 million for repurchases, including approximately $34.5 million remaining under the authorization as of September 30, 2026. Repurchases may occur in open-market or privately negotiated transactions, through trading plans intended to qualify under Rule 10b5-1, accelerated share repurchase arrangements, tender offers, or other means. The company determines the amount and timing at its discretion, depending on market and business conditions, stock prices, and contractual limitations. The program does not require purchases of any particular amount or on any schedule and may be modified, suspended, or terminated at the company’s discretion.
Mueller Water Products, Inc. (MWA) announced a planned CFO transition: Melissa Rasmussen will remain CFO through the filing of the fiscal 2026 Form 10-K, then serve as Senior Advisor through December 31, 2026. Mike Morgan, identified as Michael Morgan in the press release, becomes Executive Vice President, Finance on October 28, 2026, and is to assume the CFO role on the first business day after the 10-K filing; the release describes the timing as on or about November 19, 2026. The company said Rasmussen’s departure is not due to a disagreement.
Morgan’s offer provides an annual base salary of $575,000, a target annual bonus of 80% of base salary and, beginning in fiscal 2027, a target annual long-term incentive opportunity of $1,300,000. He will receive a $500,000 initial equity award, vesting in equal installments on the first and second anniversaries of his start date, a $700,000 cash sign-on bonus payable January 1, 2027, and an annual commuter benefit of $100,000. Rasmussen will continue receiving her current base salary through December 31; subject to signing and not revoking a release, she is eligible for a fiscal 2026 performance-based bonus, a $431,897 retention payment and severance under the Executive Severance Plan. Her equity awards remain eligible to vest during the Transition Period.
Mueller Water Products reported a strong third quarter of fiscal 2026, with net sales of $395.9 million, up 4.1% from $380.3 million. Net income was $67.3 million versus $52.5 million, and net income per diluted share rose to $0.43 from $0.33. Adjusted net income per diluted share reached $0.50, up 47.1% from $0.34. Adjusted EBITDA increased 24.3% to $107.4 million, and adjusted EBITDA margin expanded to 27.1% from 22.7%, reflecting higher pricing, tariff refunds and lower SG&A.
By segment, Water Flow Solutions net sales were essentially flat at $215.3 million but delivered a 30.7% operating and adjusted operating margin, up from 27.9%. Water Management Solutions grew net sales 10.3% to $180.6 million, with adjusted operating margin rising to 25.2% from 18.5%. The company repurchased $10.0 million of common stock in the quarter.
For the nine months ended June 30, 2026, net cash provided by operating activities was $154.2 million and free cash flow was $110.6 million. Mueller ended the quarter with $495.3 million of cash and cash equivalents and $452.9 million of total debt, and cited total liquidity of $659.0 million. For fiscal 2026, it now expects consolidated net sales of $1,470–$1,480 million and has raised adjusted EBITDA guidance to $367–$372 million, an increase of 12.5% to 14.0% versus the prior year.
Mueller Water Products disclosed that Todd P. Helms, its Senior Vice President and Chief Human Resources Officer, will depart the company effective September 1, 2026. To support an orderly transition, he is expected to enter into a consulting agreement and serve as a senior advisor until September 30, 2026 for a $5,000 consulting fee.
Following his departure, Mr. Helms will receive severance benefits under the company’s existing Executive Severance Plan, previously filed with the SEC as an exhibit to its Form 10-K.
Mueller Water Products reported solid growth for its fiscal 2026 second quarter ended March 31, 2026. Net sales rose 5.5% to $384.4 million, driven mainly by higher pricing and volume. Gross margin improved to 37.6%, up from 35.1%, helped by manufacturing efficiencies despite tariffs and inflation.
Operating income increased 15.0% to $80.4 million, while net income grew 15.2% to $59.1 million, or $0.38 per diluted share. Adjusted net income per diluted share rose to $0.40. Adjusted EBITDA climbed 15.0% to $97.2 million, with margin expanding to 25.3%.
For fiscal 2026, the company reiterates net sales guidance of $1.47–$1.49 billion and raises its adjusted EBITDA outlook to $360–$365 million, implying double‑digit growth over the prior year. Six‑month free cash flow declined to $16.5 million as higher capital spending and working capital needs offset higher earnings.
Mueller Water Products furnished an updated investor presentation highlighting record results and higher guidance. For FY2025, net sales reached $1,429.7M, adjusted EBITDA was $326.2M with a 22.8% margin, and adjusted EPS was $1.31, all at multi‑year highs.
Free cash flow in FY2025 was $172.0M on capital expenditures of $47.3M. In Q1 FY2026, net sales were $318.2M, adjusted EBITDA $72.1M, free cash flow $44.0M, and adjusted EPS $0.29, all records for a first quarter.
The company raised FY2026 guidance to net sales of $1,470M–$1,490M and adjusted EBITDA of $355M–$360M, implying a 24.2% adjusted EBITDA margin and free cash flow above 85% of adjusted net income, while increasing capital spending to 4–5% of net sales to expand domestic capacity.
Mueller Water Products appointed Scott Floyd as Executive Vice President and Chief Commercial Officer, effective February 23, 2026, as part of its management development and succession plans. Floyd has held senior leadership roles at the company since 2019 and has been with Mueller since 1998.
In connection with this promotion, his base salary was set at $550,000 and his target annual bonus opportunity for fiscal 2026 was increased to 70% of base salary. He also received an equity award with an aggregate value of $125,000, aligned with the company’s long-term incentive program, and will receive the perquisites associated with his new role.
Mueller Water Products, Inc. held its annual stockholder meeting on February 9, 2026, where investors voted on board elections, executive pay and the company’s auditor. All nine director nominees were elected, each receiving well over 100 million votes in favor versus relatively small opposition and abstentions.
Stockholders approved, on an advisory basis, the compensation of the named executive officers, with 127,117,915 votes for, 7,301,016 against and 114,722 abstentions, plus 6,438,967 broker non-votes. They also ratified Ernst & Young LLP as independent registered public accounting firm for fiscal 2026 by 137,890,921 votes for, 2,994,131 against and 87,568 abstentions.
Mueller Water Products, Inc. filed a current report to note that it has announced its results of operations for the quarter ended December 31, 2025. The company issued a press release on February 4, 2026, which is included as an exhibit to this report.
The exhibit contains the detailed financial results and related information for the quarter. The company also clarifies that this results information is being furnished to regulators rather than formally filed, which affects how it may be incorporated into other regulatory documents.
Mueller Water Products (MWA) furnished an updated investor presentation under Regulation FD. The presentation is attached as Exhibit 99.1 and is available through the Investors section of the company’s website. The company states that website information is not part of the filing. The disclosure under Item 7.01 is furnished—not deemed filed—and is not incorporated by reference except as specifically stated.
Mueller Water Products announced a planned CEO transition. Marietta E. Zakas will retire as CEO and director effective February 9, 2026, and will serve as Senior Advisor through December 31, 2026. The Board appointed Paul McAndrew, currently President and COO, to become President and CEO on the Transition Date.
Ms. Zakas will receive prorated base salary during the advisory period, a prorated FY2026 bonus (greater of target or actual), a FY2026 performance RSU grant valued at $2,000,000, COBRA support at 150% of the monthly rate for 12 months, group life coverage through June 30, 2028, up to $20,000 for financial planning, and up to $25,000 for legal fees.
Mr. McAndrew’s package includes $915,000 base salary, a target FY2026 bonus equal to 100% of salary, and a target long‑term incentive equal to 370% of salary (net of a December 2025 grant), split into options (25%), RSUs (25%) and PRSUs (50%). If terminated without Cause or for Good Reason, he is eligible for cash severance of 300% of base salary (or 300% of base plus Target Bonus within two years of a Change in Control) plus a prorated bonus and accelerated vesting as described.
Mueller Water Products (MWA) furnished an update on its business by announcing results of operations for the quarter and fiscal year ended September 30, 2025. The company provided this disclosure via Form 8-K.
The details are contained in a press release attached as Exhibit 99.1, dated November 6, 2025. The information is being provided as “furnished,” not “filed,” under the federal securities laws.
Mueller Water Products (MWA) increased its quarterly cash dividend by approximately 4.5% to $0.070 per share, up from $0.067. The Board approved the change on October 23, 2025.
The dividend will be paid on November 20, 2025 to shareholders of record as of November 10, 2025. The company also furnished a press release detailing the dividend action.
Mueller Water Products, Inc. filed a current report to make investors aware that it has released an updated investor presentation. The presentation, dated September 2, 2025, is furnished as Exhibit 99.1 and will also be available through the Investors section of the company’s website. The company notes that this material is being furnished under Regulation FD, meaning it is not deemed filed with the SEC or automatically incorporated into other securities law filings unless specifically referenced.
Mueller Water Products, Inc. reported a leadership change in its accounting function. On August 15, 2025, the Board appointed Richelle R. Feyerherm as Chief Accounting Officer and principal accounting officer, effective the same day, replacing Suzanne G. Smith.
The company states that Ms. Smith’s departure is not due to any disagreement regarding financial reporting, accounting policies, procedures, estimates, judgments, or internal controls. Ms. Feyerherm has been the company’s Vice President, Operations Controller since November 2019 and previously served as a financial officer in the Water Products division of Lonza Group, Ltd. She is a certified public accountant.
In connection with her appointment, Ms. Feyerherm received a one-time restricted stock unit award valued at $300,000, vesting in three equal annual installments, and will receive a $325,000 base salary, a target annual bonus of 35% of base salary, and a target annual long-term incentive opportunity of 40% of base salary. The company expects to enter into a consulting agreement with Ms. Smith for up to four months to support a smooth transition.