)
Visual
test
H2O America
H2O America (SJW) investor relations material
H2O America Q3 2025 earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Q3 2025 earnings summary28 Oct, 2025
Executive summary
Q3 2025 delivered strong results with adjusted EPS of $1.27, up 8% year-over-year, and net income of $45.1M, up 17%; year-to-date adjusted EPS reached $2.53, a 14% increase.
Revenue grew 7% in Q3 and 10% year-to-date, driven by rate increases, higher usage, and customer growth.
Advanced Texas expansion with Quadvest and Cibolo Valley acquisitions, both expected to close by mid-to-late 2026, pending regulatory approvals.
Recognized as one of America's Greenest Companies for the second year, achieving a 43% reduction in Scope 1 and 2 emissions since 2019.
Significant infrastructure investment and regulatory engagement continued, supporting long-term growth.
Financial highlights
Q3 2025 adjusted diluted EPS: $1.27 (up 8%); year-to-date adjusted EPS: $2.53 (up 14%).
Q3 2025 revenue: $240.6M, up from $225.1M in Q3 2024; year-to-date revenue: $606.4M, up from $550.6M.
Water production expenses rose 3% in Q3 and 9% YTD; other operating expenses increased 9% in both periods.
Operating income for Q3 was $64.6M; year-to-date operating income was $144.4M.
Raised $108M in equity YTD; $126M drawn on $370M credit lines; new long-term notes issued at 6.08%-6.68% rates.
Outlook and guidance
2025 adjusted EPS guidance narrowed to $2.95–$3.00, targeting the upper half of the original range.
Reaffirmed 5%-7% EPS CAGR through 2029, expecting to deliver at the top half of the range, excluding Quadvest impact.
CapEx plan for 2025 increased to $486M, with $1.9B planned over five years, including $300M for PFAS treatment.
Management expects to meet customer demand for water supply in all service areas for the remainder of 2025.
Quadvest backlog: timeline for active connections?
Total annualized revenue impact from rate activity?
Quantify Quadvest's accretion to long-term EPS growth.
Does FMV capture Quadvest connection growth?
Aquarion: What financing options remain?
What factors weigh on Q4 2025 earnings outlook?
Partial view of Summaries dataset, powered by Quartr API
Research faster. Power your platform.
Latest summaries
- TimeTickerHeadlineOpen
- PRIC
Record Q4 order intake, new contracts, and improved cash flow despite lower sales and profits. - ENSI
Record revenue growth, positive EBITDA, and strong outlook with cash flow positivity expected by end-2026. - DWNI
Stable rental growth, Care segment sale, and positive 2025 outlook despite lower EBT. - JUBLINGREA
Volume growth in specialty and nutrition offset pricing headwinds; net debt down 20% YoY. - TRI
Strong organic growth, margin expansion, and capital returns set the stage for 2026 targets. - RUG
Record Q4 growth, higher margins, and a SEK 5.00 dividend highlight strong performance. - HSY
2026 outlook targets 4%-5% sales growth, margin recovery, and strong EPS rebound. - CMI
Strong 2025 results, $458M Accelera charges, and 2026 guidance targets growth and margin stability. - BLACKBUCK
Q3 FY26 delivered 53% YoY revenue growth and a return to profit, led by core and new segments. - KKR
Record earnings, AUM growth, and new sports investing platform drive strong 2025 results.
Next H2O America earnings date
Q4 202523 Feb, 2026
H2O America
Next H2O America earnings date
Q4 202523 Feb, 2026
The essential earnings season companion
The #1 app for qualitative research. Live earnings calls, AI chat, transcripts, and more. All for free.
Live calls and transcripts
Listen to earnings calls, CMDs, investor conferences, and more – with a podcast-like experience.
Find what you need faster
Search for any keyword across all transcripts simultaneously.
Easily store key findings
Capturing important takeaways is as simple as it gets. Even during your lunch run or commute.
Your watchlist. Your dashboard.
Follow the companies that matter to you. Get a personalized feed with real-time updates.
Be the first to know
Set keyword alerts for any company, product, or competitor. Get notified the moment they're mentioned.
Consensus estimates
Access analyst consensus estimates, valuation multiples, and revenue segments splits.
All IR material in one place
The easiest way to stay updated during earnings season.
Global coverage
All events from public companies. Live and recorded.
Just click and listen
No webcast links. No manual registrations.
excellent app, it gives me free access to company earnings calls and annual reports. I also love the convenience of calls being available offline so I can listen in whilst doing other things and even when internet or WiFi isn't available.
)
Leroy DaleyApp Store
One of the very few apps you could call perfect. If something was to add to it, maybe the share price of the company when you search for it, but it's already excellent.
)
Eferix Drawings Google Play
This is genuinely one of the cleanest and fastest finance apps out there to track the market.
anuj283App Store
excellent app, it gives me free access to company earnings calls and annual reports. I also love the convenience of calls being available offline so I can listen in whilst doing other things and even when internet or WiFi isn't available.
Leroy DaleyApp Store
One of the very few apps you could call perfect. If something was to add to it, maybe the share price of the company when you search for it, but it's already excellent.
Eferix Drawings Google Play
This is genuinely one of the cleanest and fastest finance apps out there to track the market.
anuj283App Store
I can't remember the last time an app had such a positive impact on my investment process.
)
@ankurshah47_ x.com
Love the app! Quartr makes it really easy to keep track of earnings calls. It also includes the reports and slides to make it easier to follow along.
Amina0781App Store
Quartr is amazing, no way around it. It is the best right now for earnings calls, presentations, and the like.
@theshortbearx.com
I can't remember the last time an app had such a positive impact on my investment process.
@ankurshah47_ x.com
Love the app! Quartr makes it really easy to keep track of earnings calls. It also includes the reports and slides to make it easier to follow along.
Amina0781App Store
Quartr is amazing, no way around it. It is the best right now for earnings calls, presentations, and the like.
@theshortbearx.com
)
)
Frequently asked questions
SJW Group is a water utility company engaged in the production, purchase, storage, and distribution of water. It operates regulated water systems in California, Texas, Connecticut, and Maine, serving residential, commercial, and industrial customers. The company also manages wastewater systems and invests in infrastructure to support water quality and service reliability. It is headquartered in San Jose, California, and its shares are listed on the NYSE.
Quartr provides global coverage of all investor relation material from public companies.
Mobile app: Research anytime, anywhere with the #1 app for live earnings calls, transcripts, analyst estimates, and more. All for free.
Desktop (Quartr Pro): The leading platform for qualitative research, used daily by top firms and financial institutions.
Quartr API: Build custom solutions powered by live earnings calls, live transcripts, filings and reports, slide presentations, and more.
Yes, the Quartr mobile app is free on both iOS and Android.
Yes. Quartr provides global, industry-leading live coverage of company events such as regular earnings calls, capital markets days, M&A announcements, and investor conferences. Live with zero delays. Just click and listen.
Yes, capturing important takeaways is as simple as it gets. Even during your lunch run or commute.
Yes. Follow the companies that matter to you. Get a personalized feed with real-time updates, a tailored earnings calendar, and instant alerts when earnings calls go live.
Yes. Set keyword alerts for any company, product, or competitor. Get notified the moment they're mentioned, regardless of who's talking.
Explore our global coverage