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Investor Relations14 Oct 2025
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H2O America (SJW) investor relations material
H2O America Q2 2025 earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Q2 2025 earnings summary29 Jul, 2025
Executive summary
Rebranded as H2O America with a new NASDAQ ticker, reflecting a national water utility platform and focus on water/wastewater services.
Leadership transition with new CEO, President/COO, and CFO; new Chief Accounting Officer appointed.
Announced agreement to acquire QuadVest in Houston, expected to expand Texas operations and customer base from 7% to 26% by 2029, pending regulatory approval.
Q2 2025 net income was $24.7 million, up 19% year-over-year; diluted EPS was $0.71 (GAAP), $0.75 (adjusted), with strong revenue growth driven by rate increases and higher usage.
Strong financial and strategic performance in the first half of 2025, with key legislative and regulatory wins.
Financial highlights
Q2 2025 diluted EPS was $0.71 (GAAP), $0.75 (adjusted), up 14% year-over-year; YTD diluted EPS was $1.20 (GAAP), $1.25 (adjusted), up 20% and 23% respectively.
Q2 2025 operating revenue was $198.3 million, up 13% year-over-year; YTD revenue was $365.9 million, up 12%.
Water production expenses rose 15% in Q2 and 14% YTD due to higher wholesaler costs and increased production volume.
Customer credit losses increased $4.6 million year-over-year, with prior year benefiting from a nonrecurring arrearage payment.
Dividends per share increased to $0.42 in Q2 2025, with 57 consecutive years of annual increases.
Outlook and guidance
Reaffirmed 2025 adjusted diluted EPS guidance of $2.90–$3.00, expecting to be in the top half of the range.
Maintains 5%–7% long-term EPS growth rate guidance through 2029, based on 2022 baseline.
QuadVest acquisition expected to be dilutive in 2026–2027, accretive in 2028, and meaningfully accretive long-term.
Estimated 2025 utility capital expenditures are $451 million, with $204.4 million (45%) invested as of June 30, 2025.
Guidance subject to risks including regulatory, integration of QuadVest, and market conditions.
When will Quadvest accretion be quantified?
What is the financial impact of CT PFAS law?
How do Texas conservation measures impact 2025 revenue?
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Next H2O America earnings date
Q3 202527 Oct, 2025
Next H2O America earnings date
Q3 202527 Oct, 2025
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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.
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