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Sentiment · FY2026 Q1
| 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% |
| 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 |
| 5 |
| 0% |
| Seaport Research Partners | 1 | 5 | 0% |
| Mizuho Securities | 2 | 4 | 25% |
| Wolfe Research | 1 | 2 | 50% |
| JPMorgan | 1 | 2 | 0% |
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.
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 |