Mueller Water Products · NYSE:MWA
Mueller Water Products — Investor Presentation (November 2026)
12 slides from Mueller Water Products's investor presentation, Nov 9, 2026
Slide 1: Where Intelligence Meets Infrastructure® Investor Presentation
Where Intelligence Meets Infrastructure® Investor Presentation November 11, 2026
Slide 2: Non-GAAP Information Notice
In an effort to provide investors with additional information regarding the Company’s results as determined by accounting principles generally accepted in the United States (“GAAP”), the Company also provides non-GAAP information that management believes is useful to investors. These non-GAAP measur
Slide 3: Forward-Looking Statements
This presentation contains certain statements that may be deemed “forward-looking statements” within the meaning of the federal securities laws. All statements that address activities, events or developments that the Company intends, expects, plans, projects, believes or anticipates will or may occu
Slide 4: Mueller Water Products is powered by nearly 170 years of heritage
Mueller Water Products is powered by nearly 170 years of heritage and dedicated employees with shared values 4 Adjusted EPS 5-Year CAGR Free Cash Flow % of Net Sales 5-Year CAGR Liquidity As of 9/30/26 Net Sales Adjusted EBITDA % of Net Sales 5-Year CAGR Company Founded Employees Worldwide $1,475M 5
Slide 5: Our Strategic Priorities Drive Above-Market Sales Growth
5 Our Strategic Priorities Drive Above-Market Sales Growth Continue Margin Expansion Execute Disciplined Capital Allocation Vision To be the leader in water infrastructure solutions, solving challenges, enriching lives and safeguarding the future Operating System The Execution Engine Driving Sustain
Slide 6: Mueller Operating System to drive discipline, execution, and excellence
Mueller Operating System to drive discipline, execution, and excellence throughout the organization 6 A Disciplined System of Tools and Processes in Everything We Do to Drive Value for All Stakeholders Safety-first Mindset People & Leadership Priority Culture of Accountability Simplification to Redu
Slide 7: Strong track record of growth with 3rd consecutive year of record results
Strong track record of growth with 3rd consecutive year of record results, including adjusted EBITDA expansion of 680 bps. over past 5 years and 940 bps. improvement over past 3 years 7 Consolidated Adj. EBITDA (1) $ in Millions Adj. Net Income per Diluted Share (1) % of Net Sales 5.8% 5-Year CAGR 1
Slide 8: Supplemental Data
Supplemental Data 8
Slide 9: Segment Results and Reconciliation of Non-GAAP to GAAP Performance Measures
Segment Results and Reconciliation of Non-GAAP to GAAP Performance Measures (UNAUDITED) 9 (1) Gross profit includes $3.1 million of portfolio optimization costs in the Water Management Solutions segment, which primarily relate to certain transaction-related expenses and $0.6 million in closure costs
Slide 10: Segment Results and Reconciliation of Non-GAAP to GAAP Performance Measures
Segment Results and Reconciliation of Non-GAAP to GAAP Performance Measures (UNAUDITED) 10 Year ended September 30, 2026 Water Flow Solutions Water Management Solutions Corporate Consolidated (dollars in millions, except per share amounts) Net income $ 221.9 Income tax expense (4) 65.0 Interest expe
Slide 11: Segment Results and Reconciliation of Non-GAAP to GAAP Performance Measures
Segment Results and Reconciliation of Non-GAAP to GAAP Performance Measures (UNAUDITED) (1) Gross profit includes a charge of $5.6 million in connection with warranty obligations in the Water Management Solutions segment and $4.1 million in Inventory and other asset write-downs associated with the c
Slide 12: Segment Results and Reconciliation of Non-GAAP to GAAP Performance Measures
Segment Results and Reconciliation of Non-GAAP to GAAP Performance Measures (UNAUDITED) 12 (1) Gross profit includes a charge of $5.6 million in connection with warranty obligations in the Water Management Solutions segment and $4.1 million in Inventory and other asset write-downs associated with th
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