Advanced Drainage Systems, Inc. · WMS · Next earnings

Advanced Drainage Systems, Inc. reports Thursday, Feb 4, 2027

WMS reports before market open with consensus EPS at $1.17 and revenue at $782.8M. Last quarter: Advanced Drainage Systems lowers revenue outlook as growth moderates

Reports Before market open90 days awayDate estimated Basic Materials

What the street expects

Consensus for the coming report
Consensus EPS $1.17 Calendar consensus
Consensus revenue $782.8M Calendar consensus
Report date Feb 4, 2027 Thursday, date estimated
Session Before market open 90 days away

Where WMS left off: FY2027 Q2

Full report

Advanced Drainage Systems lowers revenue outlook as growth moderates

EPS surprise +3.9% Reported $1.88 vs $1.81
Revenue surprise -3.5% Reported $889.4M vs $921.8M
Stock move -14.9% Event window
Subsequent drift 0.0% Up to 20 sessions

FY2027 revenue guidance was lowered to $3.35 billion; adjusted EBITDA guidance was lifted slightly. The supplied analysis attributes the EBITDA change to less raw-material inflation than expected and continued price-cost favorability.

What to watch on the call

Carried forward from the last transcript

Risks management flagged

  • Resin, diesel and third-party logistics inflation could pressure margins, while higher rates may weigh on residential land development.
  • Pre-buy pull-forward may make quarterly volumes uneven, complicating assessment of underlying demand.
  • StormTrap integration and the sustainability of NDS synergies remain execution considerations; material conversion could face competitive response.

Questions analysts left open

  • How much the revenue outlook reduction reflects weaker underlying demand versus timing and pull-forward effects.
  • Whether NDS synergies can continue to improve revenue and profitability, and whether StormTrap integration proceeds as planned.
  • How resilient residential demand will be amid higher rates and whether material conversion can sustain competitive gains.

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Recent WMS quarters

All WMS earnings
-14.9%FY2027 Q2

Sources

  1. FN2 corporate events calendar, resolved from the earnings calendar feed
  2. FN2 earnings calendar analyst consensus
  3. Earnings call transcript analysis, FY2027 Q2

Methodology

The report date comes from FN2's resolved corporate-events calendar and is marked estimated until the company confirms it. Consensus figures are the calendar's latest analyst estimates for the fiscal period and are not an FN2 forecast.

Risks and open questions are carried forward verbatim from FN2's structured analysis of the previous earnings call. Missing values stay missing and are never estimated.

By FN2 Research · Updated . For educational purposes only; not investment advice.