| AWK |
Report |
Adjusted EPS |
IN-LINE |
pred ~$1.58 vs. cons $1.59 |
MEDIUM |
| AWK |
Report |
Total Revenue |
IN-LINE |
pred ~$1.265B vs. cons $1.28B |
MEDIUM |
| AWK |
Report |
O&M Expense / Operating Margin |
MISS |
pred ~34.5% O&M ratio (higher cost) vs. cons ~33.5% implied |
LOW |
| AWK |
Guide |
FY2026 Adjusted EPS Guidance |
UNCHANGED |
guide ~$6.02-$6.12 (reaffirmed) vs. cons $6.07 (FY2026) |
HIGH |
| AWK |
Guide |
Long-term EPS/Dividend Growth Algorithm |
UNCHANGED |
guide ~7-9% vs. cons 7-9% (multi-year, through 2030) |
HIGH |
| AWK |
Guide |
Equity Issuance Need (post-CAMT refresh signal) |
BETTER |
guide ~reduced/smaller forward equity plan vs. cons prior ~$1B+ annual equity assumption (FY2026-2027) |
LOW |
| AWK |
Return |
Day-1 residual (stock − beta × S&P 500) |
-0.6% |
— |
MEDIUM |
| AWK |
Return |
5-day cumulative residual |
-0.3% (STABILIZE) |
Q2 is a known back-half-loaded setup (PA rates effective Aug, NJ fall) so an in-line/slight-miss Q2 with reaffirmed full-year guidance shouldn't trigger material estimate cuts; the PA rate order and Nexus deal are already known positives, capping downside, while O&M cost pressure and no explicit beat limit upside, so initial modest weakness likely stabilizes rather than compounds as investors wait for H2 rate recovery and CAMT/equity update at Q3. |
MEDIUM |