American Water Works (AWK)

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American Water Works (AWK) — Tellvest

Top Analysts & Firms

Most Active Analysts

Analyst	Firm	Questions	ChallengePercentage of questions scored as challenging — where the analyst pushed back, pressed for specifics, or questioned management's assumptions.
Paul Zimbardo	Jefferies	6	0%
Rick Sunderland	Truist Securities	6	0%
Gregg Orrill	UBS	5	0%
Angie Storozynski	Seaport Research Partners	5	0%
Jon Reeder	Wells Fargo	4	0%
Spark Li	Jefferies	3	0%
Tony Crowdell	Mizuho Securities	2	0%
Andy Kadavy	Wells Fargo	2	0%
Unknown Analyst	Mizuho Securities	2	50%
Durgesh Chopra	Evercore ISI	2	0%

Most Active Firms

Firm	Analysts	Questions	ChallengePercentage of questions scored as challenging — where the analyst pushed back, pressed for specifics, or questioned management's assumptions.
Jefferies	2	9	0%
Wells Fargo	2	6	0%
Truist Securities	1	6	0%
UBS	1

Latest Quarter Insights

2026 Q1

Sentiment

6/10

How this score was built

Base6Transcript0EPS0Guidance0Final6

How this score was built

Base6Transcript0

Macro Signals

→Credit↑Regulation Policy↑CAPEX

American Water Works posted Q1 2026 adjusted EPS of $1.01, down 3.8% year-over-year in GAAP terms but on track for full-year guidance. Revenue grew 5.7% and operating income expanded 5.4%, with the GAAP EPS decline driven by merger transaction costs and higher depreciation and financing from investment growth. The Essential Utilities merger progressed with Kentucky approval, active rate cases were underway in five jurisdictions, and 105,000 customer connections remained under agreement. Legislative wins in Iowa and Indiana reduced regulatory lag.

Key Themes7

positive📊 company

Q1 Adjusted EPS Of $1.01 On Track For Full Year

Adjusted earnings of $1.01 per share with majority of EPS growth expected in second half as revenue increases in key states go into effect in Q3.

Revenue Growth

positive📊 company

Essential Utilities Merger Progress With Kentucky Approval

Received first state merger approval in Kentucky. Virginia decision expected in June. Pennsylvania and New Jersey cases proceeding with schedules through summer and early fall.

M&A

mixed📊 company

Pennsylvania Rate Case Briefs Filed Without Settlement

Settlement was not reached before the April 6 procedural deadline. Briefs filed from all parties, ALJ recommended decision expected in May, final order and new rates in July-August.

Q&A Topicsfrequency by quarter

	Regulation Policy	M&A	Capital Allocation	Capex Investment	Demand	Margin	Guidance Reliability	Revenue Growth
2024Q4	5	2	2	3	2		2	1
2025Q1	3	1	1	1		1
2025Q2	3	3	1		1	1		1
2025Q4	4	2	2
2026Q1	4	2	3			1

	'24Q4	'25Q1	'25Q2	'25Q4	'26Q1
Regulation Policy	5	3	3	4	4
M&A	2	1	3	2	2
Capital Allocation	2	1	1	2	3
Capex Investment	3	1
Demand	2		1
Margin		1	1		1
Guidance Reliability	2
Revenue Growth	1		1

Analyst Q&A4 analysts · 8 questions · 13% challenge

Aditya GandhiWolfe Research

When you do refresh your plan this year with Q3, will you incorporate that benefit into your plan? And could we see some sort of reduction in your equity needs

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can you maybe just speak to sort of your approach to this case, just given the fact that historically, you've been able to settle in Pennsylvania except this one

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Aidan KellyJPMorgan

will be curious if you could provide any more insight on if you assume ROE increases, especially in PA

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