ADS Q1 FY2027: Revenue Tops $1B, Adjusted EBITDA Jumps 29%, Aggressive Buybacks Continue
WMS sits 31% above its 52-week low of $113.65.
Summary
ADS posted a blowout Q1 FY2027 with revenue up 21% to $1 billion and Adjusted EBITDA up 29% to $358 million, while aggressively buying back stock.
Key Events · Earnings and Guidance · WMS
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Revenue Surges Past $1B
Net sales increased 20.6% to $1,001.1 million, with Stormwater up 24.2% (including $94.7M from NDS) and Wastewater up 7.5%.
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Adjusted EBITDA Jumps 29%
Adjusted EBITDA reached $358.3 million, a 28.8% increase, with margins expanding to 35.8% from 33.5% a year ago.
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Aggressive Share Repurchases
The company bought back 1.6 million shares for $228.5 million during the quarter, with an additional $53.1 million repurchased after quarter-end under the $1.0 billion authorization.
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Dividend Maintained
A quarterly cash dividend of $0.20 per share was declared, payable September 15, 2026.
Analysis · WMS · Industrial Applications And Services
Advanced Drainage Systems delivered a standout fiscal first quarter, with revenue crossing $1 billion for the first time on a 21% surge, driven by the NDS acquisition and broad volume growth. Adjusted EBITDA expanded nearly 29% to $358 million, and margins improved to 35.8%. The company also deployed $228 million on share repurchases during the quarter, with another $53 million bought back after quarter-end, signaling strong confidence in its cash generation and valuation. The results reinforce the bullish narrative from May's Investor Day, where management laid out a path to $4 billion in revenue by fiscal 2030.
How filings like this one have moved
In the 30 days to Sep 30, 2026, 34.9% of the 1009 measured filings Wiseek scored 8 moved their stock by 5% or more by the next session's close. The median move was -0.52%. These are measured outcomes after filings of this importance, not a forecast for this one.
Measured one observation per ticker per day, after exclusions. Current figures: Filing Impact Tracker · open dataset
At the time of this filing, WMS was trading at $148.45 on NYSE in the Industrial Applications And Services sector, with a market capitalization of approximately $11.4B. The 52-week trading range was $113.65 to $179.32. This filing was assessed with positive market sentiment and an importance score of 8 out of 10.