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Analyst
Spark Li
Period: Reporting periods mapped to calendar 2025 Q2 – 2025 Q4 (3 quarters).
- Questions
- 6on tracked calls
- Challenge rate
- 0%none of 6 questionsLimited sample
- Companies
- 3questioned at least once
- Reporting periods
- 3with questions
These figures cover the whole profile: every tracked question, all reporting periods.
How to read these numbers
Challenge rate is the share of questions that pushed back, pressed for specifics or questioned management’s assumptions. It describes how questions were asked on the calls tracked here; it does not measure whether any view turned out to be right.
Rounding. Rates are rounded to whole percentages, so a small share can show as 0% even when some questions were challenging. The count beside each rate is exact; “none of N questions” means no question was challenging.
No questions recorded. “—” means there is nothing to calculate: no questions were recorded for that period on the calls tracked here. It does not mean there was no activity.
Fewer than 3 questions. A company-level rate is withheld when fewer than 3 questions were recorded for that company; the questions are still counted everywhere else.
Small samples. Profiles with fewer than 10 questions are marked Limited sample.
Reporting periods. Questions are grouped by the calendar quarter each company’s fiscal reporting period maps to, not by the date of the call. Periods without a calendar mapping are listed separately under their fiscal label.
Questions asked
Grouped by company, most questions first. Open a company to read its questions, newest reporting period first.
Showing 6 of 6 questions from 3 companies
AWKAmerican Water Works3 questions · 1 reporting period · 0 of 3 challenging
Calendar 2025 Q4
What is your latest expectations or plans for the Peoples Gas business use of proceeds to the extent that you opt for a sale
Show response
John Griffith deferred Peoples Gas decisions to post-close, noting proceeds would go to debt repayment and continued rate base investment.
What was your 2025 realized FFO to debt? And how do you forecast that over the period pro forma for the Essential Utilities transactions
Show response
David Bowler declined to share FFO-to-debt specifics, pointing analysts to public financial statements for approximation.
do you expect to reach settlements in Pennsylvania New Jersey and Illinois rate cases pending
Show response
David Bowler confirmed openness to settlements but only on constructive terms that provide fair returns.
ATOAtmos Energy2 questions · 1 reporting period · 0 of 2 challenging
Calendar 2025 Q3
I believe you mentioned 60 -- roughly 60% for distribution, 40% for APT. I'm just thinking, would that 60-40 split change meaningfully year-over-year just given potentially different CapEx cadence ...
Show response
CEO confirmed the 60-40 distribution/APT split for HB4384 benefits is expected to remain stable throughout the 5-year plan given consistent capital planning cadence.
Just given the durability of the HB 4384 uplift, is it fair to view this dividend guide up as a long-term guide up here?
Show response
CFO confirmed the 15% dividend increase is a permanent rebasing aligned with the rebased EPS guidance, with 6-8% annual dividend growth planned over the 5-year period.
PWRQuanta Services1 question · 1 reporting period · 0 of 1 challenging
Calendar 2025 Q2
is there really opportunity to increase near-term targets just by pulling forward renewable projects?
Show response
Duke confirmed growth in renewables for 2026-2028 and beyond. Highlighted Texas battery curves as underappreciated proof of renewables grid value.
Challenge rate by company
Every company this analyst questioned, most questions first. A company-level rate is shown from 3 questions; below that it is withheld.
| Company | Questions | Challenge rate |
|---|---|---|
| AWK American Water Works | 3 | 0%none of 3 questions |
| ATO Atmos Energy | 2 | —Rate withheld: fewer than 3 questions |
| PWR Quanta Services | 1 | —Rate withheld: fewer than 3 questions |
Activity by reporting period
Questions recorded for each calendar quarter that companies’ reporting periods map to (not the call date), with the challenge rate for that period. Periods inside the range with no questions are shown as “No questions recorded”.
| Calendar period | Questions | Challenge rate | Companies |
|---|---|---|---|
| 2025 Q2 | 1 | 0%none of 1 question | 1 |
| 2025 Q3 | 2 | 0%none of 2 questions | 1 |
| 2025 Q4 | 3 | 0%none of 3 questions | 1 |
- 2025 Q21 question · challenge rate 0% (none of 1 question) · 1 company
- 2025 Q32 questions · challenge rate 0% (none of 2 questions) · 1 company
- 2025 Q43 questions · challenge rate 0% (none of 3 questions) · 1 company
Topics
Topics tagged on this analyst’s questions.
- Regulation Policy3
- Capital Allocation3
- M&A1
- Demand1