vs
Side-by-side financial comparison of ADVANCED DRAINAGE SYSTEMS, INC. (WMS) and Western Union CO (WU). Click either name above to swap in a different company.
Western Union CO is the larger business by last-quarter revenue ($982.7M vs $693.4M, roughly 1.4× ADVANCED DRAINAGE SYSTEMS, INC.). ADVANCED DRAINAGE SYSTEMS, INC. runs the higher net margin — 13.5% vs 6.6%, a 6.9% gap on every dollar of revenue. On growth, ADVANCED DRAINAGE SYSTEMS, INC. posted the faster year-over-year revenue change (0.4% vs 0.0%). Over the past eight quarters, ADVANCED DRAINAGE SYSTEMS, INC.'s revenue compounded faster (3.0% CAGR vs -1.9%).
Advanced Drainage Systems, Inc. (ADS) is an American company that designs, manufactures and markets polypropylene and polyethylene pipes, plastic leach field chambers and systems, septic tanks and accessories, storm retention/detention and septic chambers, polyvinyl chloride drainage structures, fittings, and water filters and water separators. It is the largest maker of high-density polyethylene pipe in the United States. It is headquartered in Hilliard, Ohio. In 2020, 93% of the company's s...
The Western Union Company is an American multinational financial services corporation headquartered in Denver, Colorado.
WMS vs WU — Head-to-Head
Income Statement — Q3 FY2026 vs Q1 FY2026
| Metric | | |
|---|---|---|
| Revenue | $693.4M | $982.7M |
| Net Profit | $93.6M | $64.7M |
| Gross Margin | 37.4% | — |
| Operating Margin | 19.7% | 12.5% |
| Net Margin | 13.5% | 6.6% |
| Revenue YoY | 0.4% | 0.0% |
| Net Profit YoY | 15.3% | -47.6% |
| EPS (diluted) | $1.19 | $0.41 |
Green = leading value per metric. Periods may differ when fiscal calendars don't align.
8-Quarter Revenue & Profit Trend
Side-by-side quarterly history. Quarters aligned by calendar period so offset fiscal years line up.
| Q1 26 | — | $982.7M | ||
| Q4 25 | $693.4M | $972.0M | ||
| Q3 25 | $850.4M | $985.3M | ||
| Q2 25 | $829.9M | $983.6M | ||
| Q1 25 | $615.8M | $938.7M | ||
| Q4 24 | $690.5M | $1.0B | ||
| Q3 24 | $782.6M | $993.4M | ||
| Q2 24 | $815.3M | $1.0B |
| Q1 26 | — | $64.7M | ||
| Q4 25 | $93.6M | $114.4M | ||
| Q3 25 | $156.0M | $139.6M | ||
| Q2 25 | $143.9M | $122.1M | ||
| Q1 25 | $77.2M | $123.5M | ||
| Q4 24 | $81.2M | $385.7M | ||
| Q3 24 | $130.4M | $264.8M | ||
| Q2 24 | $161.4M | $141.0M |
| Q1 26 | — | — | ||
| Q4 25 | 37.4% | 33.6% | ||
| Q3 25 | 40.0% | 34.7% | ||
| Q2 25 | 39.8% | 34.6% | ||
| Q1 25 | 36.7% | 34.0% | ||
| Q4 24 | 35.0% | 35.0% | ||
| Q3 24 | 37.6% | 34.2% | ||
| Q2 24 | 40.8% | 35.0% |
| Q1 26 | — | 12.5% | ||
| Q4 25 | 19.7% | 19.1% | ||
| Q3 25 | 26.3% | 20.5% | ||
| Q2 25 | 24.8% | 19.6% | ||
| Q1 25 | 19.0% | 18.9% | ||
| Q4 24 | 18.4% | 17.5% | ||
| Q3 24 | 23.9% | 16.6% | ||
| Q2 24 | 27.7% | 18.7% |
| Q1 26 | — | 6.6% | ||
| Q4 25 | 13.5% | 11.8% | ||
| Q3 25 | 18.3% | 14.2% | ||
| Q2 25 | 17.3% | 12.4% | ||
| Q1 25 | 12.5% | 13.2% | ||
| Q4 24 | 11.8% | 37.9% | ||
| Q3 24 | 16.7% | 26.7% | ||
| Q2 24 | 19.8% | 13.8% |
| Q1 26 | — | $0.41 | ||
| Q4 25 | $1.19 | $0.36 | ||
| Q3 25 | $1.99 | $0.43 | ||
| Q2 25 | $1.84 | $0.37 | ||
| Q1 25 | $0.99 | $0.36 | ||
| Q4 24 | $1.04 | $1.14 | ||
| Q3 24 | $1.67 | $0.78 | ||
| Q2 24 | $2.06 | $0.41 |
Balance Sheet & Financial Strength
Snapshot of each company's liquidity, leverage and book value from the latest quarter.
| Metric | | |
|---|---|---|
| Cash + ST InvestmentsLiquidity on hand | $1.0B | $909.2M |
| Total DebtLower is stronger | — | — |
| Stockholders' EquityBook value | $1.9B | $910.5M |
| Total Assets | $4.1B | $8.1B |
| Debt / EquityLower = less leverage | — | — |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | — | $909.2M | ||
| Q4 25 | $1.0B | $1.2B | ||
| Q3 25 | $812.9M | $947.8M | ||
| Q2 25 | $638.3M | $1.0B | ||
| Q1 25 | $463.3M | $1.3B | ||
| Q4 24 | $488.9M | $1.5B | ||
| Q3 24 | $613.0M | $1.1B | ||
| Q2 24 | $541.6M | $1.0B |
| Q1 26 | — | — | ||
| Q4 25 | — | $2.9B | ||
| Q3 25 | — | $2.5B | ||
| Q2 25 | — | $2.5B | ||
| Q1 25 | $1.3B | $2.5B | ||
| Q4 24 | — | $3.0B | ||
| Q3 24 | — | $2.1B | ||
| Q2 24 | — | $2.1B |
| Q1 26 | — | $910.5M | ||
| Q4 25 | $1.9B | $957.8M | ||
| Q3 25 | $1.8B | $925.4M | ||
| Q2 25 | $1.7B | $883.6M | ||
| Q1 25 | $1.5B | $939.4M | ||
| Q4 24 | $1.5B | $968.9M | ||
| Q3 24 | $1.4B | $652.7M | ||
| Q2 24 | $1.3B | $440.8M |
| Q1 26 | — | $8.1B | ||
| Q4 25 | $4.1B | $8.3B | ||
| Q3 25 | $4.1B | $7.8B | ||
| Q2 25 | $3.9B | $8.0B | ||
| Q1 25 | $3.7B | $8.3B | ||
| Q4 24 | $3.6B | $8.4B | ||
| Q3 24 | $3.5B | $7.7B | ||
| Q2 24 | $3.4B | $8.0B |
| Q1 26 | — | — | ||
| Q4 25 | — | 3.01× | ||
| Q3 25 | — | 2.70× | ||
| Q2 25 | — | 2.83× | ||
| Q1 25 | 0.83× | 2.61× | ||
| Q4 24 | — | 3.04× | ||
| Q3 24 | — | 3.29× | ||
| Q2 24 | — | 4.88× |
Cash Flow & Capital Efficiency
How much cash each business actually produces after reinvestment. Cash flow is harder to manipulate than net income.
| Metric | | |
|---|---|---|
| Operating Cash FlowLast quarter | $269.3M | $109.0M |
| Free Cash FlowOCF − Capex | $183.6M | — |
| FCF MarginFCF / Revenue | 26.5% | — |
| Capex IntensityCapex / Revenue | 12.4% | 4.8% |
| Cash ConversionOCF / Net Profit | 2.88× | 1.68× |
| TTM Free Cash FlowTrailing 4 quarters | $577.1M | — |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | — | $109.0M | ||
| Q4 25 | $269.3M | $135.4M | ||
| Q3 25 | $234.9M | $260.4M | ||
| Q2 25 | $275.0M | $-300.0K | ||
| Q1 25 | $41.2M | $148.2M | ||
| Q4 24 | $189.9M | $134.0M | ||
| Q3 24 | $166.9M | $212.1M | ||
| Q2 24 | $183.4M | $-33.8M |
| Q1 26 | — | — | ||
| Q4 25 | $183.6M | $115.5M | ||
| Q3 25 | $176.4M | $252.7M | ||
| Q2 25 | $222.4M | $-7.8M | ||
| Q1 25 | $-5.3M | $144.8M | ||
| Q4 24 | $135.7M | $119.7M | ||
| Q3 24 | $112.4M | $205.1M | ||
| Q2 24 | $125.7M | $-38.9M |
| Q1 26 | — | — | ||
| Q4 25 | 26.5% | 11.9% | ||
| Q3 25 | 20.7% | 25.6% | ||
| Q2 25 | 26.8% | -0.8% | ||
| Q1 25 | -0.9% | 15.4% | ||
| Q4 24 | 19.7% | 11.8% | ||
| Q3 24 | 14.4% | 20.6% | ||
| Q2 24 | 15.4% | -3.8% |
| Q1 26 | — | 4.8% | ||
| Q4 25 | 12.4% | 2.0% | ||
| Q3 25 | 6.9% | 0.8% | ||
| Q2 25 | 6.3% | 0.8% | ||
| Q1 25 | 7.6% | 0.4% | ||
| Q4 24 | 7.9% | 1.4% | ||
| Q3 24 | 7.0% | 0.7% | ||
| Q2 24 | 7.1% | 0.5% |
| Q1 26 | — | 1.68× | ||
| Q4 25 | 2.88× | 1.18× | ||
| Q3 25 | 1.51× | 1.87× | ||
| Q2 25 | 1.91× | -0.00× | ||
| Q1 25 | 0.53× | 1.20× | ||
| Q4 24 | 2.34× | 0.35× | ||
| Q3 24 | 1.28× | 0.80× | ||
| Q2 24 | 1.14× | -0.24× |
Financial Flow Comparison
Revenue → gross profit → operating profit → net profit for each company.
Revenue Breakdown by Segment
WMS
| Reportable Segment Aggregation Before Other Operating Segment | $557.3M | 80% |
| Other | $85.5M | 12% |
| Pipe | $35.5M | 5% |
| Allied Products And Other | $15.0M | 2% |
WU
Segment breakdown not available.
