Plastics Foam Products · SIC 3086

ADVANCED DRAINAGE SYSTEMS, INC.

WMS

Watch

Latest revenue

$693.4M

as of 2025-12-31

Latest net income

$93.6M

as of 2025-12-31

Net margin

13.5%

as of 2025-12-31

Price · 5Y

+3.7% / yr 10.1 pts / yr vs S&P 500 19.8% total
Compare:

Live market

delayed ≤15 min
$133.00
1.59%
Market cap
$10.19B
Enterprise value
$10.19B
P/E (trailing)
22.6×
Forward P/E
P/B
Dividend yield
0.5%
52-wk high
$179.31
52-wk low
$105.14
Beta
Shares out
76.6M

5-year trend

dashed bar = fiscal Q4 derived from 10-K annual − Q1 − Q2 − Q3 (SEC requires only three 10-Qs per year).

What this company does

AI

Item 1. Business COMPANY OVERVIEW Unless the context otherwise indicates or requires, as used in this Annual Report on Form 10-K, the terms “we,” “our,” “us,” “ADS” and the “Company” refer to Advanced Drainage Systems, Inc. and its directly- and indirectly-owned subsidiaries as a combined entity, except where it is clear that the terms mean only Advanced Drainage Systems, Inc. exclusive of its subsidiaries. The term “Infiltrator” refers to Infiltrator Water Technologies, LLC, our wholly-owned subsidiary. ADS is the leading manufacturer of innovative water management solutions in the stormwater and onsite septic wastewater industries, providing superior drainage solutions for use in the…

AI summary unavailable — showing raw filing excerpt

Generated from WMS's filing dated 2025-05-15

Key risks

AI

Item 1A. Risk Factors Please carefully consider the risks described below, together with all other information included or incorporated by reference in this Annual Report on Form 10-K. If any of the following risks actually occur, our business, financial condition, results of operations and cash flows could be materially adversely affected. In these circumstances, the market price of our common stock could decline significantly. Risks Relating to Our Business Fluctuations in the price and availability of resins, our principal raw materials, new tariff policies and our inability to obtain adequate supplies of resins from suppliers and pass on resin price increases to customers could…

AI summary unavailable — showing raw filing excerpt

Generated from WMS's filing dated 2025-05-15

Profitability

Gross margin

37.7%

5.5%

Operating margin

22.6%

11.1%

Net margin

15.5%

12.6%

Return on equity

29.5%

33.3%

Return on assets

12.2%

21.8%

Leverage

Debt / equity

1.42×

22.6%

Long-term debt / equity

0.82×

24.9%

Debt / assets

58.7%

9.4%

Earnings tracker

QuarterRevenueYoYNet incomeYoYNet margin

Q4 2025

2025-12-31

$693.4M+0.4%$93.6M+15.3%13.5%

Q3 2025

2025-09-30

$850.4M+8.7%$156.0M+19.7%18.3%

Q2 2025

2025-06-30

$829.9M+1.8%$143.9M-10.8%17.3%

Q1 2025

2025-03-31

$615.8M-5.8%$77.2M-18.6%12.5%

Q4 2024

2024-12-31

$690.5M+4.3%$81.2M-23.1%11.8%

Q3 2024

2024-09-30

$782.6M+0.3%$130.4M-4.0%16.7%

Q2 2024

2024-06-30

$815.3M+4.8%$161.4M-7.1%19.8%

Q1 2024

2024-03-31

$653.8M$94.8M14.5%

Year-over-year change vs the same fiscal quarter one year prior. Revenue + net income sourced from SEC 10-Q / 10-K filings — no analyst-consensus dependency.

Industry trend

Plastics Foam Products · SIC 3086

No data yet for industry average

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Insider activity

Insider buying

$0

Insider selling

$15.4M

Net activity

−$15.4M

Distinct insiders

5

Open-market trades over the last 365 days.

Recent transactions

DateInsiderTypeSharesPriceValue
2025-12-03

Robert M Eversole

Director

Sale10,569$152.82$1.6M
2025-11-26

Thomas J. Waun SR.

EVP, International

Sale1,500$155.00$232.5K
2025-11-12

Thomas J. Waun SR.

EVP, International

Sale1,000$150.00$150.0K
2025-11-12

Scott D. Barbour

President & Chief Executive Officer

Sale4,538$148.01$671.7K
2025-11-12

Scott D. Barbour

President & Chief Executive Officer

Sale73,462$148.96$10.9M
2025-11-12

Scott D. Barbour

President & Chief Executive Officer

Sale2,030$150.66$305.8K
2025-11-12

Tim A Makowski

Vice President, Controller and Chief Accounting Officer

Sale4,800$149.21$716.2K
2025-11-12

Tim A Makowski

Vice President, Controller and Chief Accounting Officer

Sale101$149.19$15.1K
2025-11-11

Thomas J. Waun SR.

EVP, International

Sale1,272$148.30$188.7K

Source: SEC Form 4 filings. Officers, directors, and 10%+ owners must disclose share transactions within two business days. RSU grants and tax-withholding rows are excluded by default — compensation activity is not a trading signal.

Who owns WMS

Institutional value

$5.68B

Total shares held

43.0M

Distinct holders

379

As of

2026-03-31

Filers with $100M+ AUM disclose holdings 45 days after quarter end.

Top institutional holders

#ManagerSharesValueQoQ changeAction
1BlackRock, Inc.7.4M$1.02BNew
2VANGUARD PORTFOLIO MANAGEMENT LLC3.6M$495.8MNew
3VANGUARD CAPITAL MANAGEMENT LLC3.4M$469.5MNew
4UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC2.5M$336.0MNew
5Pictet Asset Management Holding SA2.2M$302.3MNew
6BAILLIE GIFFORD & CO2.0M$280.8MNew
7FIRST TRUST ADVISORS LP2.0M$280.3MNew
8Impax Asset Management Group plc1.9M$264.3MNew
9DIMENSIONAL FUND ADVISORS LP1.2M$163.4MNew
10Invesco Ltd.982.5K$134.7MNew
11WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC655.7K$89.9MNew
12Capital International Investors639.0K$87.6MNew
13Mirova US LLC628.8K$86.2MNew
14Liontrust Investment Partners LLP573.6K$83.1MNew
15Triodos Investment Management BV536.7K$73.6MNew
16Bank of New York Mellon Corp519.2K$71.2MNew
17VANGUARD FIDUCIARY TRUST CO449.6K$61.7MNew
18Allianz Asset Management GmbH381.4K$52.3MNew
19STIFEL FINANCIAL CORP318.7K$43.7MNew
20Robeco Schweiz AG308.4K$42.3MNew

Source: SEC Form 13F-HR. Positions aggregated across sub-managers within each firm. Options (puts/calls) excluded — common stock only.

Top questions investors are asking

Coming once WMS's latest filing finishes processing.