---
schema_version: "secwatch.filing_event.v1"
accession: "0001628280-26-049836"
form_type: "8-K"
ticker: "HTO"
cik: "0000766829"
company_name: "H2O AMERICA"
filed_at: "2026-07-27T20:45:45+00:00"
generated_at: "2026-07-27T20:47:18.805741+00:00"
event_type: "earnings"
sentiment: "neutral"
materiality_score: 0.7
calibrated_materiality_score: 0.7
confidence: "high"
source: SEC EDGAR
---

# H2O America Q2 GAAP EPS $0.62 vs $0.71 YoY; reaffirms FY guidance; Quadvest closing expected Q3/Q4 2026

## Summary
- Q2 GAAP diluted EPS $0.62 (down from $0.71); adjusted diluted EPS $0.72 (down from $0.75); net income $26.6M (+8% YoY).
- Revenue $210.5M (+6% YoY); operating expenses $167.7M (+9% YoY); effective tax rate 13% vs 16%.
- Reaffirms FY 2026 standalone adjusted diluted EPS guidance $3.08-$3.18; long-term CAGR target 6-8% anchored off 2025 adjusted EPS $2.99.
- Quadvest acquisition ($540M) PUCT staff recommended approval; closing expected end of Q3/early Q4 2026; active connections up 10% to 59,800.
- Declared $0.44 cash dividend per share; H1 2026 capex $206.9M; filed rate cases in CT and ME seeking >$180M recovery.

## SEC filing metadata
- accession: 0001628280-26-049836
- form_type: 8-K
- ticker: HTO
- cik: 0000766829
- company_name: H2O AMERICA
- filed_at: 2026-07-27T20:45:45+00:00
- event_type: earnings
- sentiment: neutral
- materiality_score: 0.7
- calibrated_materiality_score: 0.7
- confidence: high
- sec_items: 2.02, 9.01
- EDGAR index: https://www.sec.gov/Archives/edgar/data/766829/000162828026049836/0001628280-26-049836-index.htm
- EDGAR primary document: https://www.sec.gov/Archives/edgar/data/766829/000162828026049836/sjw-20260727.htm

## Machine-readable alternates
- HTML: https://secwatch.observer/filing/0001628280-26-049836
- JSON: https://secwatch.observer/filing/0001628280-26-049836.json
- Plain text: https://secwatch.observer/filing/0001628280-26-049836.txt

This AI-assisted summary is a reading aid. Review the linked SEC EDGAR filing before relying on any specific claim.