earnings
confidence high
sentiment positive
materiality 0.80
H2O America reports 2025 adj. EPS $2.99, raises dividend 4.8%, increases long-term growth target to 6-8% CAGR
H2O AMERICA
2025-FY EPS reported
$2.92
revenue$800,590,000
- 2025 adjusted diluted EPS $2.99 (top of raised $2.95-3.00 range), up from $2.95 in 2024.
- Dividend increased 4.8% to $0.44/share; 2026 standalone adj. EPS guidance $3.08-$3.18.
- Long-term adjusted EPS CAGR target raised to 6-8%; expects non-linear CAGR at or above top end over 2026-30.
- Quadvest acquisition ($483.6M rate base) on track for mid-2026 close; active connections up 16% to 54,400.
- 2026-30 capex $2.7B (31% increase over prior plan); $400M allocated for PFAS remediation.
item 2.02item 9.01