Every material Form 8-K Mueller Water Products filed with the SEC in 2026, read and summarized by AI: what happened, the key figures, whether it reads positive or negative for shareholders, and how big a deal it is (impact 1-5). Newest first; each brief links to its own page and to the filing on SEC.gov.
Mueller Water Products reported record fiscal 2026 results, with full-year net sales up 3.2% to $1.5 billion and net income up to $221.9 million, while fourth-quarter net sales fell 1.1%. The company also agreed to transition its metering business to ZENNER USA, with expected one-time pre-tax charges of about $26 million, and introduced fiscal 2027 guidance that excludes metering.
Fiscal 2026 net income was $221.9 million, or $1.41 per diluted share, versus $191.7 million, or $1.22, a year earlier.
Fourth-quarter net sales decreased 1.1% to $376.5 million, and net income was $52.3 million, or $0.33 per diluted share, versus $0.33 a year earlier.
The metering business will transition to ZENNER USA, with total one-time pre-tax charges of approximately $26 million, mostly in fiscal 2027.
Fiscal 2027 guidance calls for net sales of $1,440 million to $1,470 million and adjusted EBITDA of $378 million to $388 million, excluding metering.
Mueller Water Products' board raised its quarterly dividend 14.3%, to $0.080 per share from $0.070, and authorized an additional $300 million for stock repurchases. About $334.5 million is now available under the expanded program. The moves return more capital to shareholders, and the company said it gives it flexibility to repurchase shares when it believes they are undervalued.
Quarterly dividend of $0.080 per share, up 14.3% from $0.070, payable November 19, 2026, to holders of record on November 9, 2026
Board added $300 million to the existing repurchase program, bringing available authorization to about $334.5 million
Company repurchased $30.5 million of common stock in fiscal 2026, including $15.0 million in the quarter ended September 30, 2026
Mueller Water Products said Chief Financial Officer Melissa Rasmussen will step down, with the change taking effect the first business day after the company files its 10-K for the fiscal year ended September 30, 2026. Mike Morgan, currently CFO of IvyTree Holdings LLC, was appointed Executive Vice President, Finance, effective October 28, 2026, and will become Executive Vice President and CFO at the transition date. The filing states the departure is not the result of any disagreement over financial statements, internal controls, operations, policies or practices.
Melissa Rasmussen steps down as Senior Vice President and CFO; she will serve as Senior Advisor through December 31, 2026.
Mike Morgan, age 56, was appointed Executive Vice President, Finance, effective October 28, 2026, and will become CFO at the transition date (the press release says on or about November 19, 2026).
Morgan's offer letter provides a $575,000 base salary, an 80% target bonus, a $1,300,000 target long-term incentive from fiscal 2027, and a $700,000 sign-on bonus.
Rasmussen's transition agreement provides a $431,897 retention payment and a fiscal 2026 bonus based on actual performance, subject to a release of claims.
Mueller Water Products reported fiscal third-quarter 2026 results for the period ended June 30, 2026, with net sales up 4.1% to $395.9 million and net income of $67.3 million, or $0.43 per diluted share, compared with $0.33 a year earlier. The company raised its fiscal 2026 adjusted EBITDA guidance to between $367 million and $372 million, which signals higher expected profitability for shareholders.
Net sales rose 4.1% to $395.9 million, from $380.3 million in the prior-year quarter, mainly on higher pricing
Net income per diluted share was $0.43, up from $0.33; adjusted net income per diluted share was $0.50, up from $0.34
Adjusted EBITDA rose 24.3% to $107.4 million; fiscal 2026 adjusted EBITDA guidance is now $367 million to $372 million
The company repurchased $10.0 million of common stock in the quarter
Mueller Water Products said its Senior Vice President and Chief Human Resources Officer, Todd P. Helms, will leave the company effective September 1, 2026. He will serve as a senior advisor under a consulting agreement through September 30, 2026, to ensure an orderly transition.
Todd P. Helms, SVP and Chief Human Resources Officer, departs effective September 1, 2026
Consulting agreement runs until September 30, 2026, with a consulting fee of $5,000
Helms will receive severance under the Executive Severance Plan, filed as Exhibit 10.39 to the 10-K filed November 19, 2025
Mueller Water Products reported fiscal second-quarter net sales of $384.4 million, up 5.5%, and net income of $59.1 million, or $0.38 per diluted share, compared with $0.33 a year earlier. The company raised its fiscal 2026 adjusted EBITDA outlook to $360 million to $365 million, while six-month operating cash flow and free cash flow both declined from the prior year.
Q2 net sales of $384.4 million, up from $364.3 million, driven by higher pricing across most product lines and increased volumes.
Adjusted net income per diluted share of $0.40 versus $0.34; adjusted EBITDA of $97.2 million, up 15.0%.
Fiscal 2026 adjusted EBITDA guidance raised to $360 million to $365 million; net sales guidance of $1,470 million to $1,490 million reiterated.
Six-month free cash flow of $16.5 million versus $47.3 million a year earlier; cash and cash equivalents were $421.0 million at March 31, 2026.
Mueller Water Products appointed Scott Floyd, currently Senior Vice President, Sales and Marketing, as Executive Vice President and Chief Commercial Officer, effective February 23, 2026, as part of its management succession plans. The filing sets his base salary at $550,000 and his fiscal 2026 target bonus at 70% of base salary, and grants him an equity award valued at $125,000. The filing does not report any financial results or guidance.
Scott Floyd, age 56, becomes Executive Vice President and Chief Commercial Officer effective February 23, 2026; the Board approved the appointment on the Compensation and Human Resources Committee's recommendation dated February 17, 2026.
Floyd had served as Senior Vice President, Sales and Marketing since March 2024, and has held Company positions since 1998.
Base salary increased to $550,000; fiscal 2026 target annual bonus set at 70% of base salary.
Equity award grant with an aggregate value of $125,000 to maintain his target long-term incentive opportunity for fiscal 2026.
Mueller Water Products reported first-quarter fiscal 2026 results for the quarter ended December 31, 2025, with net sales up 4.6% to $318.2 million and diluted earnings per share of $0.27, up from $0.22. The company raised its fiscal 2026 guidance for net sales and adjusted EBITDA, which signals management's expectation of stronger full-year results.
Net sales rose to $318.2 million from $304.3 million, driven mainly by higher pricing across most product lines.
Net income rose to $43.2 million from $35.3 million; diluted EPS was $0.27 versus $0.22, and adjusted EPS was $0.29 versus $0.25.
Fiscal 2026 net sales guidance was raised to $1.47 billion to $1.49 billion, and adjusted EBITDA guidance was raised to $355 million to $360 million.
Water Management Solutions adjusted operating income fell 11.2%, and the company repurchased $5.5 million of common stock during the quarter.
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