Advanced Drainage Systems, Inc. designs, manufactures, and markets thermoplastic corrugated pipes and related water management products, and drainage solutions …
$124.31+1.37%
报价 2026-11-06
市值
$9.37B
EV
$11.26B
PE (TTM)
21.6x
预期 PE (FY2027)
19.9x
52 周区间距高点 -29.1%
$122.63$175.38
筛选结果
pipeline · 2026-11-06Keep✗ 高增长✗ Cheap✓ GARP
GARP Pool: growth 10-30%, P/FCF <= 20, MC/GP <= 11
爆发潜力
2026-11-07未命中✗ 收入线✗ EPS 线
| 财年 | 收入倍数 | EPS | PE |
|---|---|---|---|
| FY+22028-03 | 1.1x | 6.71 → 7.39（1.1x） | 16.8 |
| FY+32029-03 | 1.2x | 6.71 → 8.84（1.3x） | 14.1 |
毛利率 38% · TTM 收入 $3261M · 基数 EPS 6.71（调整后）
电话会信号
辅助标签Q2 20272026-11-05
下调/撤回指引
指引 下调
信心 4
分析师 3
“We remain confident in the long-term fundamentals of the business and believe the investments we are making today will strengthen the business.”
原文引用（1）
- 下调/撤回指引：We have adjusted our revenue guidance by 3% at the midpoint to $3.35 billion
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研究结论
还没有研究记录。先生成 L2 基本面报告（约 1–3 分钟），结论会显示在这里。
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事件
0 条 · 随区间与图例筛选该区间内无事件。
同行对比
FMP 同行列表 · 2026-05-16| 公司 | 市值 | 今日 | 预期营收增速 | 毛利率 | PE | EV/EBITDA | P/FCF | 池 |
|---|---|---|---|---|---|---|---|---|
| WMSAdvanced Drainage Systems, Inc. | $9.37B | +1.4% | +13.4% | 40.8% | 21.6x | 12.1x | 17.5x | GARP |
| SWKStanley Black & Decker, Inc. | $17.34B | -0.4% | -0.3% | 39% | 20.6x | 12.5x | 10.1x | |
| MASMasco Corporation | $15.85B | -1.5% | +2.4% | 35.4% | 15.4x | 10.9x | 18.6x | |
| CLHClean Harbors, Inc. | $14.98B | +2.3% | +12.8% | 27.9% | 38.6x | 16.0x | 86.6x | GARP |
| PACGrupo Aeroportuario del Pacífico, S.A.B. de C.V. | $12.91B | +1.1% | – | 51.8% | 27.8x | 12.3x | – | |
| BAHBooz Allen Hamilton Holding Corporation | $10.16B | -4.4% | +0.6% | 8.8% | 13.2x | 11.8x | 10.3x | |
| OCOwens Corning | $9.59B | -2.4% | -3.8% | 28.8% | – | 26.4x | 22.8x | |
| CNMCore & Main, Inc. | $8.48B | -2.1% | +2.4% | 26.8% | 21.2x | 12.5x | 14.9x | |
| AWIArmstrong World Industries, Inc. | $7.16B | +0.4% | +10.0% | 41.3% | 22.5x | 13.3x | 27.2x | |
| 同行中位数 | – | – | +2.4% | 32.1% | 21.2x | 12.5x | 18.6x |
研究全文
L2 基本面 memo
尚无基本面 memo
点击「生成基本面报告」——基于最新 filings、电话会纪要与分析师共识生成 L2 memo。
财务报表
| Metric | 2026-06-30 Q1 2027 | 2026-03-31 Q4 2026 | 2025-12-31 Q3 2026 | 2025-09-30 Q2 2026 | 2025-06-30 Q1 2026 | 2025-03-31 Q4 2025 | 2024-12-31 Q3 2025 | 2024-09-30 Q2 2025 |
|---|---|---|---|---|---|---|---|---|
| Revenue | $1B | $676.8M | $693.4M | $850.4M | $829.9M | $615.8M | $690.5M | $782.6M |
| Gross Margin | 40.8% | 32.4% | 35.4% | 40% | 39.8% | 36.7% | 35% | 37.6% |
| Operating Margin | 25.4% | 19.1% | 19.7% | 26.3% | 24.8% | 19% | 18.4% | 23.9% |
| Net Income | $168.5M | $32.9M | $93.6M | $156M | $143.9M | $77.2M | $81.2M | $130.4M |
| Diluted EPS | 2.19 | 0.42 | 1.19 | 1.99 | 1.84 | 0.99 | 1.04 | 1.67 |
| Operating Cash Flow | $260.4M | $39.9M | $269.3M | $234.9M | $275M | $41.2M | $189.9M | $166.9M |
研究材料
电话会纪要摘要
暂无纪要摘要。