Advanced Drainage Systems Inkomsten in het verleden
Verleden criteriumcontroles 4/6
Advanced Drainage Systems heeft de winst zien groeien met een gemiddeld jaarlijks percentage van 11.4%, terwijl de Building-industrie de winst zag groeien met 8.1% per jaar. De inkomsten zijn gegroeid met een gemiddeld jaarlijks percentage van 3.5%. Het rendement op eigen vermogen van Advanced Drainage Systems is 25.4%, en het heeft een nettomarge van 14.2%.
Belangrijke informatie
11.37%
Groei van de winst
10.68%
Groei van de winst per aandeel
| Building Groei van de industrie | 13.32% |
| Inkomstengroei | 3.50% |
| Rendement op eigen vermogen | 25.43% |
| Nettomarge | 14.21% |
| Laatste winstupdate | 30 Jun 2026 |
Recente prestatie-updates uit het verleden
Recent updates
Seeking Alpha • Sep 08
Advanced Drainage Systems: Structural Share Gains And NDS Synergies Support A Buy
Summary Advanced Drainage Systems is rated Buy, supported by secular growth, business mix improvement, and acquisition synergies. WMS outperforms construction markets via thermoplastic pipe share gains and specification-driven selling, driving sustained revenue growth. Transitioning toward higher-margin allied and wastewater products, now 48% of revenue, enhances profitability and reduces resin dependency. NDS acquisition expands channel reach and offers $50M cross-selling and $25M cost synergy potential, supporting margin and revenue upside. Read the full article on Seeking Alpha
Narratiefupdate • Jun 24
WMS: Margin Resilience And Investor Day Outlook Will Drive Future Re Rating
Analysts have nudged the fair value estimate for Advanced Drainage Systems slightly higher to $181.20 from $180. This reflects modestly adjusted assumptions for revenue growth, profit margins, discount rate, and future P/E that line up with recent Street commentary around resilient margins, pricing support, and upcoming growth discussions at Investor Day.Analyse-artikel • Jun 20
Advanced Drainage Systems (WMS) Stock Could Be 18% Undervalued After Investor Day
Advanced Drainage Systems (WMS) recently used its 2026 Investor Day to outline a fiscal 2030 outlook, realign operations around Stormwater and Wastewater segments, and explain how data center demand is shaping its water infrastructure focus. See our latest analysis for Advanced Drainage Systems. Advanced Drainage Systems’ recent Investor Day and the earlier acquisition of National Diversified Sales have coincided with a 1-year total shareholder return of 29.31%. The 30-day share price return...Narratiefupdate • Jun 07
WMS: Conservative Volume Guidance And Margin Discipline Will Support Future Re Rating
Narrative Update on Advanced Drainage Systems The updated analyst framework trims the implied fair value for Advanced Drainage Systems from $185.75 to $180.00. This reflects lower revenue growth assumptions, a slightly adjusted discount rate, and a modestly lower future P/E multiple, even as analysts point to conservative volume guidance, pricing resilience, and disciplined margin management as key supports.Narratiefupdate • May 24
WMS: Margin Discipline And Buybacks Will Support Higher Future P/E Multiple
The analyst price target for Advanced Drainage Systems has been adjusted from $190.30 to $185.75, reflecting recent Street revisions that balance lower estimates with ongoing confidence in margin management and long-term opportunities. Analyst Commentary Recent research updates show that Street targets for Advanced Drainage Systems have been trimmed, but most covering analysts remain constructive on the long-term story and execution, even as they factor in more cautious assumptions.Narratiefupdate • 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.Narratiefupdate • 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.Narratiefupdate • 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.Narratiefupdate • 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.Narratiefupdate • 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.Narratiefupdate • 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.Narratiefupdate • 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.Narratiefupdate • 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.Narratiefupdate • 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.Analyse-artikel • 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...Narratiefupdate • 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.Narratiefupdate • 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.Narratiefupdate • 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.Narratiefupdate • 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.Analyse-artikel • 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...Narratiefupdate • 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.Narratiefupdate • 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.Narratiefupdate • 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.Narratiefupdate • 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.Opbrengsten en kosten
Opbrengsten en kosten
Hoe Advanced Drainage Systems geld verdient en uitgeeft. Gebaseerd op laatst gerapporteerde winst, op LTM-basis.
Inkomsten en omzetgeschiedenis
| Datum | Inkomsten | Inkomsten | G+A Uitgaven | R&D-uitgaven |
|---|---|---|---|---|
| 30 Jun 26 | 3,222 | 458 | 440 | 0 |
| 31 Mar 26 | 3,050 | 428 | 417 | 0 |
| 31 Dec 25 | 2,989 | 471 | 397 | 0 |
| 30 Sep 25 | 2,987 | 458 | 398 | 0 |
| 30 Jun 25 | 2,919 | 433 | 378 | 0 |
| 31 Mar 25 | 2,904 | 450 | 371 | 0 |
| 31 Dec 24 | 2,942 | 468 | 390 | 0 |
| 30 Sep 24 | 2,914 | 492 | 381 | 0 |
| 30 Jun 24 | 2,912 | 498 | 378 | 0 |
| 31 Mar 24 | 2,874 | 510 | 371 | 0 |
| 31 Dec 23 | 2,838 | 501 | 346 | 0 |
| 30 Sep 23 | 2,831 | 477 | 341 | 0 |
| 30 Jun 23 | 2,935 | 494 | 338 | 0 |
| 31 Mar 23 | 3,071 | 507 | 338 | 0 |
| 31 Dec 22 | 3,132 | 461 | 338 | 0 |
| 30 Sep 22 | 3,192 | 442 | 332 | 0 |
| 30 Jun 22 | 3,014 | 353 | 318 | 0 |
| 31 Mar 22 | 2,769 | 230 | 310 | 0 |
| 31 Dec 21 | 2,535 | 206 | 305 | 0 |
| 30 Sep 21 | 2,306 | 188 | 290 | 0 |
| 30 Jun 21 | 2,143 | 191 | 282 | 0 |
| 31 Mar 21 | 1,983 | 185 | 268 | 0 |
| 31 Dec 20 | 1,910 | 169 | 261 | 0 |
| 30 Sep 20 | 1,817 | 144 | 261 | 0 |
| 30 Jun 20 | 1,769 | 87 | 252 | 0 |
| 31 Mar 20 | 1,674 | -205 | 271 | 0 |
| 31 Dec 19 | 1,575 | -204 | 228 | 0 |
| 30 Sep 19 | 1,500 | -209 | 208 | 0 |
| 30 Jun 19 | 1,411 | -192 | 197 | 0 |
| 31 Mar 19 | 1,385 | 70 | 188 | 0 |
| 31 Dec 18 | 1,363 | 64 | 182 | 0 |
| 30 Sep 18 | 1,365 | 79 | 182 | 0 |
| 30 Jun 18 | 1,360 | 69 | 183 | 0 |
| 31 Mar 18 | 1,330 | 56 | 188 | 0 |
| 31 Dec 17 | 1,324 | 44 | 198 | 0 |
| 30 Sep 17 | 1,298 | 23 | 197 | 0 |
| 30 Jun 17 | 1,258 | 28 | 193 | 0 |
| 31 Mar 17 | 1,257 | 28 | 201 | 0 |
| 31 Dec 16 | 1,258 | 33 | 198 | 0 |
| 30 Sep 16 | 1,277 | 37 | 196 | 0 |
| 30 Jun 16 | 1,299 | 27 | 200 | 0 |
| 31 Mar 16 | 1,291 | 21 | 181 | 0 |
| 31 Dec 15 | 1,252 | 8 | 174 | 0 |
| 30 Sep 15 | 1,219 | -8 | 169 | 0 |
Kwaliteitswinsten: WMS heeft hoge kwaliteitsinkomsten.
Groeiende winstmarge: De huidige netto winstmarges (14.2%) WMS } zijn lager dan vorig jaar (14.8%).
Analyse vrije kasstroom versus winst
Analyse van de winstgroei in het verleden
Winsttrend: De winst van WMS is de afgelopen 5 jaar met 11.4% per jaar gegroeid.
Versnelling van de groei: De winstgroei van WMS over het afgelopen jaar ( 5.8% ) ligt onder het 5-jarig gemiddelde ( 11.4% per jaar).
Winst versus industrie: De winstgroei WMS over het afgelopen jaar ( 5.8% ) overtrof de Building -sector -3.5%.
Rendement op eigen vermogen
Hoge ROE: Het Rendement op eigen vermogen ( 25.4% ) van WMS wordt als hoog beschouwd.
Rendement op activa
Rendement op geïnvesteerd vermogen
Ontdek sterk presterende bedrijven uit het verleden
Bedrijfsanalyse en status van financiële gegevens
| Gegevens | Laatst bijgewerkt (UTC-tijd) |
|---|---|
| Bedrijfsanalyse | 2026/09/13 10:01 |
| Aandelenkoers aan het einde van de dag | 2026/09/11 00:00 |
| Inkomsten | 2026/06/30 |
| Jaarlijkse inkomsten | 2026/03/31 |
Gegevensbronnen
De gegevens die gebruikt zijn in onze bedrijfsanalyse zijn afkomstig van S&P Global Market Intelligence LLC. De volgende gegevens worden gebruikt in ons analysemodel om dit rapport te genereren. De gegevens zijn genormaliseerd, waardoor er een vertraging kan optreden voordat de bron beschikbaar is.
| Pakket | Gegevens | Tijdframe | Voorbeeld Amerikaanse bron * |
|---|---|---|---|
| Financiële gegevens bedrijf | 10 jaar |
| |
| Consensus schattingen analisten | +3 jaar |
|
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| Marktprijzen | 30 jaar |
| |
| Eigendom | 10 jaar |
| |
| Beheer | 10 jaar |
| |
| Belangrijkste ontwikkelingen | 10 jaar |
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* Voorbeeld voor effecten uit de VS, voor niet-Amerikaanse effecten worden gelijkwaardige formulieren en bronnen gebruikt.
Tenzij anders vermeld zijn alle financiële gegevens gebaseerd op een jaarperiode, maar worden ze elk kwartaal bijgewerkt. Dit staat bekend als Trailing Twelve Month (TTM) of Last Twelve Month (LTM) gegevens. Meer informatie.
Analysemodel en Snowflake
Details van het analysamodel dat is gebruikt om dit rapport te genereren zijn beschikbaar op onze Github-pagina, we hebben ook handleidingen over hoe u onze rapporten kunt gebruiken en tutorials op YouTube.
Leer meer over het dat het Simply Wall St-analysemodel heeft ontworpen en gebouwd.
Industrie en sector
Onze industrie- en sectormetrics worden elke 6 uur berekend door Simply Wall St, details van ons proces zijn beschikbaar op Github.
Bronnen van analisten
Advanced Drainage Systems, Inc. wordt gevolgd door 14 analisten. 11 van deze analisten hebben de schattingen van de omzet of winst ingediend die zijn gebruikt als input voor ons rapport. Inzendingen van analisten worden de hele dag door bijgewerkt.
| Analist | Instelling |
|---|---|
| Michael Halloran | Baird |
| Stephen Kim | Barclays |
| Matthew Bouley | Barclays |