$WMS

ADVANCED DRAINAGE SYSTEMS, INC.

No enriched coverage for $WMS in the last 7 days.

No SEC Form 4 filings for $WMS in the last 30 days.

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ADS (WMS) Q1 2027 Earnings Call Transcript

Advanced Drainage Systems (WMS) reported Q1 FY2027 net sales of $1.0B, up 20.6% year over year, and adjusted EBITDA of $358.3M, up 28.8%, with margin at 35.8%. Management reiterated FY2027 guidance of $3.35B to $3.55B revenue and $1.0B to $1.05B EBITDA, citing price/cost actions and pull-ahead demand.

Advanced Drainage’s Q2 Earnings Call: Our Top 5 Analyst Questions

Advanced Drainage (WMS) reported Q2 revenue of $1.00B vs $981.5M estimates and adjusted EPS of $2.49 vs $2.12, with adjusted EBITDA $358.3M vs $313.3M. Management reconfirmed FY revenue guidance of $3.45B midpoint and EBITDA guidance of $1.03B. Analysts asked about margin pressure from resin and freight costs, NDS integration, and recycled-content targets.

WMS sentiment & insider activity

Recent WMS coverage spans earnings, market movers and financial news.

What's driving WMS

  • The article frames WMS as having improving fundamentals (earnings beat, guidance confirmation, higher dividend) but still facing demand and resin-cost risks, implying valuation debate rather than a new catalyst.

    simplywall.st · Aug 17, 2026

  • Guidance confirmation plus margin expansion is offset by explicit cost headwinds (resin, transportation) and expected sequential EBITDA margin pressure in Q2.

    fool.com · Aug 13, 2026

  • Beats plus reconfirmed FY revenue guidance, but management guided sequential margin compression from resin and freight headwinds, shaping near-term earnings expectations.

    financialcontent.com · Aug 13, 2026

  • Q1 call highlights point to near-term margin pressure from resin and logistics, partially offset by planned pricing, while FY2027 sales and EBITDA ranges were kept intact.

    yahoo.com · Aug 9, 2026

  • The earnings print shows strong profitability and cash generation, but management’s cost and run-rate concerns likely explain the market’s cautious reaction.

    simplywall.st · Aug 8, 2026

alphai scores every news story that mentions WMS with an AI model for sentiment and relevance, and aggregates insider trades from ADVANCED DRAINAGE SYSTEMS, INC.'s SEC EDGAR Form 4 filings. Figures refresh continuously.

News on $WMS

Score
$WMSMedAI 8/10

ADS (WMS) Q1 2027 Earnings Call Transcript

Advanced Drainage Systems (WMS) reported Q1 FY2027 net sales of $1.0B, up 20.6% year over year, and adjusted EBITDA of $358.3M, up 28.8%, with margin at 35.8%. Management reiterated FY2027 guidance of $3.35B to $3.55B revenue and $1.0B to $1.05B EBITDA, citing price/cost actions and pull-ahead demand.

Advanced Drainage’s Q2 Earnings Call: Our Top 5 Analyst Questions

Advanced Drainage (WMS) reported Q2 revenue of $1.00B vs $981.5M estimates and adjusted EPS of $2.49 vs $2.12, with adjusted EBITDA $358.3M vs $313.3M. Management reconfirmed FY revenue guidance of $3.45B midpoint and EBITDA guidance of $1.03B. Analysts asked about margin pressure from resin and freight costs, NDS integration, and recycled-content targets.

$WMSMed

Advanced Drainage Systems Q1 Earnings Call Highlights

Advanced Drainage Systems (NYSE:WMS) reported Q1 growth in stormwater storage, with the stormwater storage category up 18% and residential sales up 29% (primarily NDS). Management said NDS contributed $95 million in quarterly sales. The company maintained FY2027 outlook: net sales $3.35B to $3.55B and adjusted EBITDA $1.0B to $1.05B, with Q2 margin expected to decline.

$WMSMedAI 8/10

Advanced Drainage (NYSE:WMS) Exceeds Q2 CY2026 Expectations

Advanced Drainage Systems (NYSE:WMS) reported Q2 CY2026 results. Revenue rose 20.6% year on year to $1.00 billion, topping Wall Street’s estimate by about 2%. The company forecast full-year revenue near $3.45 billion. Non-GAAP adjusted EPS was $2.49, 17.4% above consensus. The stock was about $151.08 after results.

$WMSHigh

ADVANCED DRAINAGE SYSTEMS, INC. (WMS): Results of Operations and Financial Condition

ADVANCED DRAINAGE SYSTEMS, INC. (WMS) filed an SEC Form 8-K — Results of Operations and Financial Condition. Exhibit 99.1 ADVANCED DRAINAGE SYSTEMS ANNOUNCES FIRST QUARTER FISCAL 2027 RESULTS • Net sales increased 20.6% to $1.0 billion • Organic net sales increased 9.2% • Net income from continuing operations increased 22.5% • Adjusted EBITDA (Non-GAAP) increased 28.8% • Diluted EPS fro

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