earnings
confidence high
sentiment positive
materiality 0.85
American Water Q3 EPS $1.94 beats; initiates 2026 guidance at $6.02-$6.12, merger with Essential Utilities
American Water Works Company, Inc.
2025-Q3 EPS reported
$4.47
revenue$3,855,000,000
- Q3 2025 EPS $1.94 vs $1.80 YoY; YTD EPS $4.47 vs $4.17.
- Affirmed 2025 weather-normalized EPS guidance $5.70-$5.75; initiated 2026 EPS guidance $6.02-$6.12 (8% growth).
- Announced merger with Essential Utilities, expected close Q1 2027, subject to regulatory approvals.
- Entered equity forward sale agreements for ~$1.15B net proceeds, expected draw in mid-2026.
- Announced 2026-2030 capital plan of $19-$20B and 2026-2035 plan of $46-$48B.
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