| AWK |
Report |
Q2 adjusted EPS |
BEAT |
pred ~$1.62 vs. cons $1.59 |
MEDIUM |
| AWK |
Report |
Q2 revenue |
IN-LINE |
pred ~$1.35B vs. cons $1.34B |
MEDIUM |
| AWK |
Report |
Q2 EBITDA |
IN-LINE |
pred ~$722M vs. cons $719M |
LOW |
| AWK |
Guide |
FY2026 adjusted EPS |
LOWER |
guide ~$6.02-$6.12 (midpoint $6.07) vs. cons $6.09 (FY2026) |
MEDIUM |
| AWK |
Guide |
FY2026 capital investment |
UNCHANGED |
guide ~$3.70B vs. cons $3.70B (FY2026) |
HIGH |
| AWK |
Guide |
Long-term adjusted EPS growth |
UNCHANGED |
guide ~8.0% midpoint vs. cons 8.0% (2026-2030) |
HIGH |
| AWK |
Return |
Day-1 residual (stock − beta × S&P 500) |
-1.8% |
— |
MEDIUM |
| AWK |
Return |
5-day cumulative residual |
-2.8% (FOLLOW-THROUGH) |
A modest Q2 beat is likely outweighed by FY2026 guidance midpoint ~$6.07 vs. consensus $6.09 and approximately $74.9M of authorized Pennsylvania revenue vs. the updated ~$159.6M request; the out-period math should produce incremental FY2026-FY2027 estimate cuts as analysts incorporate lower Pennsylvania revenue and continued New Jersey timing risk. |
MEDIUM |