Advanced Drainage Systems Gestione
Criteri Gestione verificati 4/4
Advanced Drainage Systems Il CEO è Donald Barbour, nominato in Sep2017, e ha un mandato di 8.67 anni. la retribuzione annua totale è $ 7.40M, composta da 14.2% di stipendio e 85.8% di bonus, comprese azioni e opzioni aziendali. possiede direttamente 0.46% delle azioni della società, per un valore di $ 48.90M. La durata media del mandato del team dirigenziale e del consiglio di amministrazione è rispettivamente 5.7 anni e 8.3 anni.
Informazioni chiave
Donald Barbour
Amministratore delegato
US$7.4m
Compenso totale
| Percentuale dello stipendio del CEO | 14.19% |
| Mandato del CEO | 8.7yrs |
| Proprietà del CEO | 0.5% |
| Durata media del management | 5.7yrs |
| Durata media del Consiglio di amministrazione | 8.3yrs |
Aggiornamenti recenti sulla gestione
Recent updates
Seeking Alpha • 2h
If Advanced Drainage Systems Keeps Getting Cheaper, An Upgrade Could Be In Store
Summary Advanced Drainage Systems delivered strong Q4 FY2026 revenue and adjusted EPS beats, yet shares remain under pressure and valuation is approaching attractive levels. WMS's growth was fueled by the National Diversified Sales acquisition, with Stormwater and Wastewater segments both posting double-digit product line gains and rising segment profits. Despite robust operational performance, reported EPS fell due to one-time charges; adjusted EPS and net income rose, and management guides for continued revenue and EBITDA growth in FY2027. I reaffirm a 'Hold' rating on WMS: valuation is reasonable but not compelling, with macro headwinds in residential, agriculture, and infrastructure warranting caution. Read the full article on Seeking Alpha
Aggiornamento della narrazione • May 06
WMS: Expanded Buyback And Analyst Day Will Support Higher Future P/E Multiple
Analysts held the fair value estimate for Advanced Drainage Systems at $190.30, making modest adjustments to underlying assumptions. This reflects a mix of recent Street research in which several firms raised longer term price targets, while others trimmed them by $5 to $17 based on their updated views of the business and its outlook.Aggiornamento della narrazione • Apr 20
WMS: Expanded Buyback And Earnings Outlook Will Support Higher Future P/E Multiple
Analysts have trimmed the fair value estimate for Advanced Drainage Systems by about $7 to $190.30, reflecting recent adjustments to Street price targets and updated assumptions for growth, margins, and future P/E multiples. Analyst Commentary Recent Street research on Advanced Drainage Systems shows a mix of higher and lower price targets, with several firms revising their views over the same general period.Aggiornamento della narrazione • Apr 04
WMS: Buyback Expansion And Earnings Framework Will Support Higher Future P E Multiple
Advanced Drainage Systems' updated analyst price target now sits at $197.20, with recent target increases from several firms generally linked by analysts to consistent assumptions around revenue growth, profit margins and future P/E expectations, despite a slightly higher discount rate. Analyst Commentary Recent Street research on Advanced Drainage Systems clusters around a series of higher price targets, including one move to $197 from $183.Aggiornamento della narrazione • Mar 21
WMS: Buyback Expansion And Earnings Outlook Will Support Higher Future P E Framework
Advanced Drainage Systems' analyst price target has been updated to $197, with recent Street research citing revised views on the discount rate, long-term revenue growth, profit margin, and future P/E assumptions as key reasons for the change. Analyst Commentary Recent Street research around Advanced Drainage Systems focuses on how updated assumptions on discount rates, long term revenue growth, profit margins, and future P/E levels feed into higher valuation frameworks, with several bullish price target revisions supporting the new US$197 target.Aggiornamento della narrazione • Mar 06
WMS: Buyback Expansion And Earnings Outlook Will Support Future Premium P E Profile
Our Analyst Price Target for Advanced Drainage Systems has been trimmed slightly by $0.80 to $197.20, even as analysts broadly lift their Street targets on the stock, supported by refreshed assumptions around discount rates, revenue growth, margins and future P/E multiples. Analyst Commentary Recent Street research has tilted more constructive on Advanced Drainage Systems, with several bullish analysts lifting their price targets by a wide range of dollar amounts while refining their assumptions for discount rates, revenue growth, margins and future P/E multiples.Aggiornamento della narrazione • Feb 20
WMS: Buybacks And Revenue Outlook Will Support Future Premium P E Profile
The analyst price target for Advanced Drainage Systems has moved from $179.22 to $198.00 as analysts factor in higher modeled revenue growth, an updated long term P/E of 29.23, and recent Street research that has reset price targets upward across several firms. Analyst Commentary Recent Street research on Advanced Drainage Systems has centered on higher price targets and an updated long term P/E framework, with several firms adjusting their models in a relatively tight time window.Aggiornamento della narrazione • Feb 06
WMS: Margin Execution And Buybacks Will Support Future Premium P E Profile
Our updated analyst price target for Advanced Drainage Systems moves to US$179.22 from US$174.90, reflecting analysts' recent target increases and their supporting views on the company's margin profile and P/E assumptions. Analyst Commentary Recent Street research has been clustered around higher price targets for Advanced Drainage Systems, with analysts focusing on valuation inputs like P/E assumptions and expectations for the company’s margin profile.Aggiornamento della narrazione • Jan 23
WMS: End Market Outperformance And Price Cost Discipline Will Support Future Premium P E
Analysts have nudged their fair value estimate for Advanced Drainage Systems higher to $174.90 from $173, reflecting updated views on margins, discount rate, and future P/E after a series of recent price target increases across the Street. Analyst Commentary Recent Street research has clustered around higher price targets for Advanced Drainage Systems, with several bullish analysts pointing to execution on earnings, margin structure, and end market exposure as key drivers behind their updated views.Aggiornamento della narrazione • Jan 08
WMS: End Market Outperformance And Price Cost Discipline Will Sustain Margin Resilience
Narrative Update on Advanced Drainage Systems We are lifting our analyst price target on Advanced Drainage Systems by about $1 to $173, reflecting incremental adjustments to our fair value and P/E assumptions in line with recent analyst research that cites stronger end market performance, solid FY26 EBITDA results, and upward price target revisions from multiple firms. Analyst Commentary Recent Street research on Advanced Drainage Systems has tilted constructive, with several bullish analysts lifting their price targets after reviewing the latest earnings and outlook.Articolo di analisi • Dec 31
Returns At Advanced Drainage Systems (NYSE:WMS) Are On The Way Up
What are the early trends we should look for to identify a stock that could multiply in value over the long term...Aggiornamento della narrazione • Dec 15
WMS: End Market Outperformance Will Sustain Future Margin Resilience
Analysts have nudged up their price target on Advanced Drainage Systems by about $0.50 per share to reflect stronger than expected EBITDA growth, resilient pricing, and consistent outperformance compared with building products peers. Analyst Commentary Bullish analysts are framing the modest price target increase as a validation of Advanced Drainage Systems' ability to consistently outperform both internal plans and broader building products peers.Aggiornamento della narrazione • Nov 30
WMS: End Market Outperformance And Segment Strength Will Sustain Future Upside
Analysts have slightly revised their price target for Advanced Drainage Systems, lowering it from $171.78 to $171.10, citing continued end-market strength and robust segment performance, even as there is some moderation in residential-exposed businesses. Analyst Commentary Recent price target adjustments and research updates reflect a nuanced view of Advanced Drainage Systems’ performance and outlook, with analysts highlighting several areas of strength and caution.Aggiornamento della narrazione • Nov 16
WMS: Margin Expansion Will Drive Outperformance Versus Building Products Peers
Analysts have raised their price target for Advanced Drainage Systems to approximately $172 from $161. They cite the company’s strong margin expansion and robust revenue growth in recent results.Aggiornamento della narrazione • Nov 01
WMS: Strong Q1 Delivery And Buyback Momentum Will Support Future Upside
Analysts have increased the price target for Advanced Drainage Systems from $146 to $167, citing solid first quarter results and the company's steadfast fiscal 2026 outlook as key factors behind the upward revision. Analyst Commentary Bullish Takeaways Bullish analysts highlight the company's solid first quarter performance, viewing this as evidence of strong operational execution.Articolo di analisi • Oct 31
These 4 Measures Indicate That Advanced Drainage Systems (NYSE:WMS) Is Using Debt Reasonably Well
Some say volatility, rather than debt, is the best way to think about risk as an investor, but Warren Buffett famously...Aggiornamento della narrazione • Oct 18
Resilient Stormwater Management Will Unlock Future Market Potential
Analysts have slightly increased their price target for Advanced Drainage Systems to $167 from $146, citing solid quarterly results and the company's reaffirmed fiscal 2026 outlook. Analyst Commentary Bullish Takeaways Bullish analysts highlight the company's solid first quarter results, reinforcing confidence in management's execution abilities and operational discipline.Aggiornamento della narrazione • Oct 04
Resilient Stormwater Management Will Unlock Future Market Potential
Analysts have raised their price target for Advanced Drainage Systems to approximately $161.33 from $157, citing stronger-than-expected quarterly results and a maintained long-term outlook. Analyst Commentary Recent updates from the analyst community reflect both optimism and caution regarding Advanced Drainage Systems following the company’s latest quarterly report and maintained long-term guidance.Aggiornamento della narrazione • Sep 19
Resilient Stormwater Management Will Unlock Future Market Potential
Analysts have modestly raised their price target for Advanced Drainage Systems to $157.00, citing stronger-than-expected Q1 results, resilient execution, and enhanced visibility into future growth. Analyst Commentary Solid Q1 financial results surpassed expectations.Articolo di analisi • Aug 31
Advanced Drainage Systems, Inc.'s (NYSE:WMS) 27% Price Boost Is Out Of Tune With Earnings
Advanced Drainage Systems, Inc. ( NYSE:WMS ) shares have continued their recent momentum with a 27% gain in the last...Articolo di analisi • Aug 10
Advanced Drainage Systems, Inc. Just Beat EPS By 5.7%: Here's What Analysts Think Will Happen Next
NYSE:WMS 1 Year Share Price vs Fair Value Explore Advanced Drainage Systems's Fair Values from the Community and select...Aggiornamento della narrazione • Aug 08
Resilient Stormwater Management Will Unlock Future Market Potential
Driven by higher revenue growth forecasts and improved net profit margin expectations, the consensus analyst price target for Advanced Drainage Systems has been raised from $138.89 to $155.12. What's in the News Advanced Drainage Systems confirmed fiscal 2026 net sales guidance at $2.825 billion to $2.975 billion.Articolo di analisi • Aug 05
Is It Too Late To Consider Buying Advanced Drainage Systems, Inc. (NYSE:WMS)?
NYSE:WMS 1 Year Share Price vs Fair Value Explore Advanced Drainage Systems's Fair Values from the Community and select...Articolo di analisi • Jul 23
Advanced Drainage Systems (NYSE:WMS) Has A Pretty Healthy Balance Sheet
Legendary fund manager Li Lu (who Charlie Munger backed) once said, 'The biggest investment risk is not the volatility...Articolo di analisi • Jul 10
What Advanced Drainage Systems, Inc.'s (NYSE:WMS) P/E Is Not Telling You
There wouldn't be many who think Advanced Drainage Systems, Inc.'s ( NYSE:WMS ) price-to-earnings (or "P/E") ratio of...Seeking Alpha • Mar 16
Advanced Drainage Systems: Do Not Get Wet Feet
Summary Advanced Drainage Systems has experienced a significant stock correction after a substantial run-up, driven by post-pandemic margin gains that are now reversing. Despite the pullback, current margins remain above long-term averages, making the stock less attractive at present levels. The company's growth is in part driven by pricing, with historical operating margins peaking in the twenties, now facing potential declines. Shares trade at 18 times earnings, with further margin declines likely, suggesting current valuation levels are still too demanding. Read the full article on Seeking AlphaSeeking Alpha • Dec 21
Advanced Drainage Systems: Short-Term Hold, Longer-Term More Promising (Rating Downgrade)
Summary Advanced Drainage Systems, Inc. receives a Sell rating from Seeking Alpha’s Quant system, but I believe this is overly negative, particularly for the long-term. The company shows strong profitability metrics and future earnings growth, suggesting it is fairly valued despite short-term challenges. Growth prospects are promising beyond 2025, with expected EPS increases of 9.32% in fiscal 2026 and 14.15% in fiscal 2027. I rate ADS a Hold due to current downtrend but anticipate upgrading as earnings growth resumes. Read the full article on Seeking AlphaAnalisi delle retribuzioni degli amministratori delegati
| Data | Compenso totale | Stipendio | Utili della società |
|---|---|---|---|
| Dec 31 2025 | n/a | n/a | US$471m |
| Sep 30 2025 | n/a | n/a | US$458m |
| Jun 30 2025 | n/a | n/a | US$433m |
| Mar 31 2025 | US$7m | US$1m | US$450m |
| Dec 31 2024 | n/a | n/a | US$468m |
| Sep 30 2024 | n/a | n/a | US$492m |
| Jun 30 2024 | n/a | n/a | US$498m |
| Mar 31 2024 | US$8m | US$975k | US$510m |
| Dec 31 2023 | n/a | n/a | US$501m |
| Sep 30 2023 | n/a | n/a | US$477m |
| Jun 30 2023 | n/a | n/a | US$494m |
| Mar 31 2023 | US$7m | US$930k | US$507m |
| Dec 31 2022 | n/a | n/a | US$461m |
| Sep 30 2022 | n/a | n/a | US$442m |
| Jun 30 2022 | n/a | n/a | US$353m |
| Mar 31 2022 | US$6m | US$900k | US$230m |
| Dec 31 2021 | n/a | n/a | US$206m |
| Sep 30 2021 | n/a | n/a | US$188m |
| Jun 30 2021 | n/a | n/a | US$191m |
| Mar 31 2021 | US$6m | US$870k | US$185m |
| Dec 31 2020 | n/a | n/a | US$169m |
| Sep 30 2020 | n/a | n/a | US$144m |
| Jun 30 2020 | n/a | n/a | US$87m |
| Mar 31 2020 | US$6m | US$870k | -US$205m |
Compensazione vs Mercato: La retribuzione totale di Donald ($USD 7.40M ) è inferiore alla media delle aziende di dimensioni simili nel mercato US ($USD 14.80M ).
Compensazione vs guadagni: La retribuzione di Donald è stata coerente con le performance aziendali dell'ultimo anno.
AMMINISTRATORE DELEGATO
Donald Barbour (63 yo)
8.7yrs
Mandato
US$7,398,322
Compensazione
Mr. Donald Scott Barbour has been Chief Executive Officer and President of Advanced Drainage Systems, Inc. since September 1, 2017. He serves as Independent Director at Allison Transmission Holdings, Inc....
Gruppo dirigente
| Nome | Posizione | Mandato | Compensazione | Proprietà |
|---|---|---|---|---|
| CEO, President & Director | 8.7yrs | US$7.40m | 0.46% $ 48.9m | |
| Executive VP | 10.5yrs | US$2.66m | 0.15% $ 16.0m | |
| Executive VP & Chief Administrative Officer | 9.8yrs | US$1.67m | 0.10% $ 10.7m | |
| Executive Vice President of Infiltrator Water Technologies | 3yrs | US$1.86m | 0.013% $ 1.3m | |
| Chief Accounting Officer | no data | Nessun dato | 0.026% $ 2.7m | |
| Vice President of Corporate Strategy & Investor Relations | no data | Nessun dato | Nessun dato | |
| Executive Vice President of Product Management & Marketing | 5.5yrs | Nessun dato | 0.024% $ 2.5m | |
| Executive Vice President of Sales | 1.2yrs | Nessun dato | 0.0025% $ 266.5k | |
| Executive Vice President of Supply Chain | 1.3yrs | Nessun dato | 0.013% $ 1.4m | |
| Executive Vice President of International | 5.9yrs | Nessun dato | 0.018% $ 2.0m |
5.7yrs
Durata media
55yo
Età media
Gestione esperta: Il team dirigenziale di WMS è esperto e expertise (durata media dell'incarico 5.7 anni).
Membri del Consiglio di amministrazione
| Nome | Posizione | Mandato | Compensazione | Proprietà |
|---|---|---|---|---|
| CEO, President & Director | 8.7yrs | US$7.40m | 0.46% $ 48.9m | |
| Chairman Emeritus | 8.7yrs | US$9.23m | Nessun dato | |
| Independent Director | 6.8yrs | US$272.32k | 0.030% $ 3.2m | |
| Independent Director | 4.8yrs | US$247.63k | 0.020% $ 2.1m | |
| Independent Director | 13.3yrs | US$242.32k | 0.038% $ 4.0m | |
| Independent Chairman of Board | 18.3yrs | US$395.37k | 0.066% $ 7.0m | |
| Independent Director | 1.8yrs | US$208.99k | 0.0025% $ 269.7k | |
| Independent Director | 5.8yrs | US$255.66k | 0.0097% $ 1.0m | |
| Independent Director | 12.3yrs | US$242.32k | 0.011% $ 1.1m | |
| Independent Director | 8yrs | US$262.32k | 0.015% $ 1.6m | |
| Independent Director | 12.3yrs | US$262.32k | 0.021% $ 2.3m | |
| Independent Director | 3.8yrs | US$247.63k | 0.010% $ 1.1m |
8.3yrs
Durata media
63yo
Età media
Consiglio di amministrazione esperto: I membri del consiglio di amministrazione di WMS sono considerati esperti (durata media dell'incarico 8.3 anni).
Analisi aziendale e situazione dei dati finanziari
| Dati | Ultimo aggiornamento (ora UTC) |
|---|---|
| Analisi dell'azienda | 2026/05/21 00:22 |
| Prezzo dell'azione a fine giornata | 2026/05/21 00:00 |
| Utili | 2026/03/31 |
| Utili annuali | 2026/03/31 |
Fonti dei dati
I dati utilizzati nella nostra analisi aziendale provengono da S&P Global Market Intelligence LLC. I seguenti dati sono utilizzati nel nostro modello di analisi per generare questo report. I dati sono normalizzati, il che può comportare un ritardo nella disponibilità della fonte.
| Pacchetto | Dati | Tempistica | Esempio Fonte USA * |
|---|---|---|---|
| Dati finanziari della società | 10 anni |
| |
| Stime di consenso degli analisti | +3 anni |
|
|
| Prezzi di mercato | 30 anni |
| |
| Proprietà | 10 anni |
| |
| Gestione | 10 anni |
| |
| Sviluppi principali | 10 anni |
|
* Esempio per i titoli statunitensi, per i titoli non statunitensi si utilizzano forme e fonti normative equivalenti.
Se non specificato, tutti i dati finanziari si basano su un periodo annuale ma vengono aggiornati trimestralmente. Si tratta dei cosiddetti dati TTM (Trailing Twelve Month) o LTM (Last Twelve Month). Per saperne di più.
Modello di analisi e Snowflake
I dettagli del modello di analisi utilizzato per generare questo report sono disponibili sulla nostra pagina Github; abbiamo anche guide su come utilizzare i nostri report e tutorial su Youtube.
Scoprite il team di livello mondiale che ha progettato e realizzato il modello di analisi Simply Wall St.
Metriche di settore e industriali
Le nostre metriche di settore e di sezione sono calcolate ogni 6 ore da Simply Wall St; i dettagli del nostro processo sono disponibili su Github.
Fonti analitiche
Advanced Drainage Systems, Inc. è coperta da 13 analisti. 7 di questi analisti ha fornito le stime di fatturato o di utile utilizzate come input per il nostro report. Le stime degli analisti vengono aggiornate nel corso della giornata.
| Analista | Istituzione |
|---|---|
| Michael Halloran | Baird |
| Stephen Kim | Barclays |
| Matthew Bouley | Barclays |