{"schema_version":"secwatch.filing_event.v1","accession":"0000766829-24-000020","form_type":"8-K","ticker":"HTO","cik":"0000766829","company_name":"H2O AMERICA","filed_at":"2024-02-22T23:59:59+00:00","discovered_at":"2026-05-14T18:03:26.890998+00:00","generated_at":"2026-06-05T21:21:39.738765+00:00","sec_items":["2.02","9.01"],"event_type":"earnings","sentiment":"positive","materiality_score":0.75,"calibrated_materiality_score":0.75,"confidence":"high","headline":"SJW Group FY2023 EPS $2.68 beats initial guide; Q4 EPS down 43%; 2024 guide $2.68-$2.78","bullets":["Net income $85.0M ($2.68/diluted), up 15% from $73.8M ($2.43) in 2022; revenue $670.4M (+8%).","Q4 net income $18.9M ($0.59/diluted), down 43% due to delayed GRC revenue and higher production costs.","Infrastructure capex $272M in 2023, exceeding $255M guidance; 2024 plan ~$332M.","Regulatory: CA ROE 10.01% WCCM-adjusted; Maine rate hike $2.6M; Texas acquisitions closed.","2024 EPS guidance $2.68-$2.78; long-term 5%-7% EPS growth target reaffirmed."],"urls":{"canonical":"https://secwatch.observer/filing/0000766829-24-000020","json":"https://secwatch.observer/filing/0000766829-24-000020.json","markdown":"https://secwatch.observer/filing/0000766829-24-000020.md","text":"https://secwatch.observer/filing/0000766829-24-000020.txt","edgar_index":"https://www.sec.gov/Archives/edgar/data/766829/000076682924000020/0000766829-24-000020-index.htm","edgar_primary_document":"https://www.sec.gov/Archives/edgar/data/766829/000076682924000020/sjw-20240221.htm"},"model":{"generated_by":"deepseek-v4-flash:cloud@v2","generated_at":"2026-06-05T21:21:39.738765+00:00"},"review":{"review_status":"machine_generated","human_reviewed":false,"corrected":false,"correction_note":null,"correction_timestamp":null,"superseded_by":null,"related_filings":[]},"source_grounded_claims":[{"claim_id":"7406c93d946676d89bac79720778db3884e44548","claim":"H2O AMERICA reported 2023 results: revenue $670.4 million, net income $85.0 million, EPS $2.68 per diluted share.","evidence_excerpt":"by higher water production costs and increased interest expense from higher cost of borrowings for our short-term debt and new long-term debt. Operating revenue for 2023 was $670.4 million, up 8% compared to $620.7 million for 2022. The increase was primarily driven by $46.6 million in rate filings, $5.7 million due to regulatory mechanism adjustments, and customer","evidence_source":"SEC 8-K Item 2.02","evidence_url":"https://www.sec.gov/Archives/edgar/data/766829/000076682924000020/0000766829-24-000020-index.htm","confidence":0.95,"family_label":"Earnings Releases","details":[{"label":"Period","value":"2023"},{"label":"Revenue","value":"$670.4 million"},{"label":"Net income","value":"$85.0 million"},{"label":"EPS","value":"$2.68 per diluted share"},{"label":"Result","value":"reported results"}],"fact_type":"earnings_release"}],"license":"Source filings: public domain (SEC EDGAR). Summaries (headline + bullets): CC-BY-4.0; attribute https://secwatch.observer"}