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Percentage of questions scored as challenging — where the analyst pushed back, pressed for specifics, or questioned management's assumptions.
| Analyst | Firm | Questions · challengingPercentage of questions scored as challenging — where the analyst pushed back, pressed for specifics, or questioned management's assumptions. |
|---|---|---|
| Paul Zimbardo | Jefferies | 8 questions · 0% challenging |
| Angie Storozynski | Seaport Research Partners | 7 questions · 0% challenging |
| Richard Sunderland | Truist Securities | 6 questions · 0% challenging |
| Gregg Orrill | UBS | 5 questions · 0% challenging |
| Jonathan Reeder | Wells Fargo | 4 questions · 0% challenging |
| Andrew Kadavy | Wells Fargo | 4 questions · 0% challenging |
| Spark Li | Jefferies | 3 questions · 0% challenging |
| Aidan Kelly | JPMorgan | 2 questions · 0% challenging |
| Durgesh Chopra | Evercore ISI | 2 questions · 0% challenging |
| Anthony Crowdell | Mizuho Securities | 2 questions · 0% challenging |
| Firm | Analysts | Questions · challengingPercentage of questions scored as challenging — where the analyst pushed back, pressed for specifics, or questioned management's assumptions. |
|---|---|---|
| Jefferies | 2 analysts | 11 questions · 0% challenging |
| Wells Fargo | 2 analysts | 8 questions · 0% challenging |
| Seaport Research Partners | 1 analyst | 7 questions · 0% challenging |
| Truist Securities | 1 analyst | 6 questions · 0% challenging |
| UBS | 1 analyst | 5 questions · 0% challenging |
| Mizuho Securities | 2 analysts | 4 questions · 25% challenging |
| Wolfe Research | 1 analyst | 2 questions · 50% challenging |
| JPMorgan | 1 analyst | 2 questions · 0% challenging |
No 8-K events recorded for this window.
Reporting soon: earnings call Wednesday, Oct 28
A pre-earnings brief is ready for AWK: the setup, what peers and partners said this season, and which analysts to watch.Reading it is a Tellvest Pro feature.
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 |
Calendar quarter Q1 2026Earnings call Apr 30, 2026
FY2026 Q1 in brief
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.
Newest quarter FY2026 Q2 is part of Pro · see what Pro adds →
GAAP revenue YoY +5.69% → base 6. The base score is anchored to the GAAP revenue YoY band before transcript, EPS, and guidance adjustments.
Sources. Tellvest earnings-call sentiment score for American Water Works (AWK), FY2026 Q1: 6/10. Scores: American Water Works’s public earnings-call transcripts and SEC-reported results — the base band is anchored to reported GAAP revenue growth; transcript, EPS and guidance adjustments are applied separately (documented exceptions apply to a few issuers). Price: AWK daily closing prices for the trailing year; dots mark earnings calls, colored by that quarter’s score; the newest quarter’s score is part of Tellvest Pro. How to read a company earnings-call score.
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| Quarter | Revenue | Rev YoY | EPS | EPS YoY | Op margin | Net margin | FCF |
|---|---|---|---|---|---|---|---|
| FY2024 Q4 | $1.18B | +14.1% | $1.22 | +38.6% | 34.0% | 20.3% | $-255M |
| FY2025 Q1 | $1.13B | +13.1% | $1.05 | +10.5% | 32.7% | 18.1% | $-217M |
| FY2025 Q2 | $1.27B | +11.6% | $1.48 | +4.2% | 38.4% | 22.7% | $-432M |
| FY2025 Q3 | $1.45B | +9.5% | $1.94 | +7.8% | 42.2% | 26.1% | $-33M |
| FY2025 Q4 | $1.27B | +7.5% | $1.22 | 0.0% | 32.0% | 18.8% | $-385M |
| FY2026 Q1Selected | $1.20B | +6.1% | $1.00 | -4.8% | 32.5% | 16.3% | $-354M |
| FY2026 Q2 | $1.35B | +6.1% | $1.61 | +8.8% | 40.1% | 23.3% | $-258M |
Management’s own words, often on a non-GAAP, constant-currency, or adjusted basis — so these can differ from the GAAP figures above (e.g. constant-currency revenue growth excludes currency swings).
What AWK said about other companies on its FY2026 Q1 call, and what other companies said about AWK on their calls covering the same calendar quarter (Q1 2026). Each company's own fiscal quarter is shown next to its name. Extracted verbatim from public transcripts. Mentions from the newest quarter are a Pro feature.
“we continue to have strong investment-grade credit ratings at S&P and Moody's. Both agencies note our trend of credit supportive regulatory outcomes and expect to sustain FFO-to-debt ratios that are well within the current ratings thresholds.”
Moody's maintains American Water's strong investment-grade rating, noting credit-supportive regulatory outcomes.
“we continue to have strong investment-grade credit ratings at S&P and Moody's. Both agencies note our trend of credit supportive regulatory outcomes and expect to sustain FFO-to-debt ratios that are well within the current ratings thresholds.”
S&P maintains American Water's strong investment-grade rating, noting credit-supportive regulatory outcomes.
“In March, we completed the acquisition of the Nitro wastewater system in West Virginia for $20 million.”
American Water acquired the Nitro wastewater system in West Virginia for $20 million and plans over $40 million of capital upgrades.
“the regulatory approval process for the Nexus Water Group Systems is progressing very well. We've received approval from the regulatory commissions in 7 of the 8 required states.”
American Water's acquisition of Nexus Water Group Systems has cleared 7 of 8 required state approvals, with closing expected by June 30.
“we've achieved another milestone on the path to closing our proposed merger with the Essential Utilities.”
American Water's proposed merger with Essential Utilities is advancing through state approvals, with a targeted close by end of Q1 2027.
| Company | Score | Trend | Rev YoY | Headline |
|---|---|---|---|---|
| AWKAmerican Water Works | 6 | +5.7% | Q1 Adjusted EPS of $1.01 On Track for Full Year | |
| AEEAmeren | 7 | +3.8% | Ameren delivered Q1 EPS of $1.28, up 20% from $1.07 a year earlier, supported by more than $1.5 billion of infrastructure investments during the quarter as the data center large-load growth pipeline continued expanding | |
| AEPAmerican Electric Power | 5 | +6.8% | Data center load growth accelerates to 63 GW | |
| AESAES Corporation | Newest quarter — available with Pro | Newest quarter — available with Pro | Newest quarter — available with Pro | |
| ATOAtmos Energy | 7 | +0.6% | Texas Rule 7.7102 regulatory tailwind accelerating | |
| CEGConstellation Energy | 8 | +63.9% | Constellation delivered Q1 adjusted operating earnings of $2.74 per share, $0.60 better than the prior year, driven by Calpine integration and strong commercial execution | |
| CMSCMS Energy | 6 | +11.6% | Electric Rate Case Approves 65% of Ask with 9.9% ROE Maintained | |
| CNPCenterPoint Energy | 5 | +1.9% | Firmly Committed Load Surges to 12.2 GW | |
| DDominion Energy | 7 | +26.2% | Dominion reported Q1 operating earnings of $0.95 per share and GAAP results of $0.69 per share, with all financial guidance affirmed including the 2026 $3.50 operating EPS midpoint | |
| DTEDTE Energy | 7 | +15.8% | Google 1 GW Data Center Agreement Executed | |
| DUKDuke Energy | 8 | +11.3% | Q1 adjusted EPS of $1.93 vs $1.76 prior year | |
| EDConsolidated Edison | 6 | +6.2% | Con Edison reported Q1 2026 revenue growth of 6.2% with GAAP EPS surging to $2.55 on the $357.5 million MVP sale gain, though adjusted EPS dipped 3.5% to $2.18 reflecting equity dilution and rate plan timing | |
| EIXEdison International | 6 | +7.7% | Q1 Core EPS of $1.42 Reflects Solid Execution | |
| ESEversource Energy | 6 | +9.4% | Eversource posted Q1 2026 non-GAAP EPS of $1.73, up 15.3% from $1.50 a year ago, though FY2026 EPS guidance was lowered to $4.57-$4.72 from $4.80-$4.95, a 4.7% midpoint reduction driven by the FERC ROE decision and Aquarion sale timing | |
| ETREntergy | 8 | +12.0% | Meta Data Center Deal Accelerates Growth | |
| EVRGEvergy | 7 | +5.5% | Strong Q1 EPS growth with 5th ESA signed | |
| EXCExelon | 6 | +7.9% | Exelon posted Q1 2026 adjusted operating earnings of $0.91 per share, exceeding expectations, with transmission rate base growth accelerating to 16% | |
| FEFirstEnergy | 7 | +11.6% | FirstEnergy opened 2026 with core earnings of $0.72 per share, up 7.5% from $0.67 a year earlier, with each regulated business posting year-over-year gains and GAAP earnings of $0.70 versus $0.62 | |
| LNTAlliant Energy | 5 | +5.0% | Fifth ESA Signed at 370 MW, Contracted Demand Reaches 3.4 GW | |
| NEENextEra Energy | 6 | +7.3% | Record renewables and storage origination at 4 GW | |
| NINiSource | 8 | +8.2% | Alphabet partnership and Amazon expansion accelerate data center strategy | |
| NRGNRG Energy | 7 | +20.0% | NRG Energy reported Q1 adjusted EPS of $1.49 with the LS Power acquisition integration underway, as mild Texas weather and Winter Storm Fern supply costs weighed on quarterly results | |
| OKLOOklo Inc. | 5 | n/a | Oklo remains a pre-revenue, development-stage nuclear company and reported a first-quarter net loss of $33.1 million, including a $51.2 million loss from operations, a wider loss year-over-year as it scales investment across power, fuel and isotopes | |
| PCGPG&E Corporation | 8 | +15.0% | Strong Q1 core EPS $0.43, on track for fifth year of double-digit growth | |
| PEGPublic Service Enterprise Group | 9 | +19.4% | Strong regulated capital investment program | |
| PNWPinnacle West | 8 | +11.4% | Q1 EPS of $0.27 versus loss of $0.04 in prior year | |
| PPLPPL Corporation | 7 | +10.8% | Strong Q1 ongoing earnings of $0.63 per share | |
| SOSouthern Company | 6 | +8.0% | Southern Company reported Q1 2026 adjusted EPS of $1.32, up 9 cents from 2025 and 12 cents above its estimate, as data center demand accelerated sharply with large load contracting momentum intensifying | |
| SRESempra | 5 | -3.8% | Q1 adjusted EPS of $1.51 grew 5% year-over-year on $3 billion of investment capital deployed, though revenue declined 3.8% as the quarter's mix shifted | |
| VSTVistra Corp. | 8 | +9.1% | Record Q1 Adjusted EBITDA of $1.494 Billion | |
| WECWEC Energy Group | 7 | +9.0% | Data center demand driving load growth | |
| XELXcel Energy | 6 | +2.9% | Xcel Energy delivered Q1 ongoing earnings of $0.91 per share up from $0.84, reaffirming 2026 guidance of $4.04-$4.16 and the 6-8%+ long-term growth rate with a 9% CAGR through 2030 |
Q1 Adjusted EPS of $1.01 On Track for Full Year
Ameren delivered Q1 EPS of $1.28, up 20% from $1.07 a year earlier, supported by more than $1.5 billion of infrastructure investments during the quarter as the data center large-load growth pipeline continued expanding
Newest-quarter details for 1 peer (score, revenue, headline, themes and macro signals) are available with Pro.
| Company | Q4 2024 | Q1 2025 | Q2 2025 | Q3 2025 | Q4 2025 | Q1 2026 |
|---|---|---|---|---|---|---|
| AWK | 9 | 7 | 8 | 8 | 6 | 6 |
| AEE | 8 | 8 | 7 | 9 | 4 | 7 |
| AEP | 5 | 8 | 8 | 8 | 5 | 5 |
| AES | 5 | 3 | 5 | 6 | 6 | Newest quarter — available with Pro |
| ATO | 6 | 9 | 8 | 9 | 7 | 7 |
| CEG | 6 | 8 | 7 | 7 | 7 | 8 |
| CMS | 6 | 8 | 7 | 9 | 7 | 6 |
| CNP | 7 | 6 | 4 | 8 | 7 | 5 |
| D | 4 | 8 | 8 | 7 | 9 | 7 |
| DTE | 5 | 7 | 7 | 9 | 7 | 7 |
| DUK | 7 | 7 | 6 | 6 | 6 | 8 |
| ED | 8 | 7 | 7 | 8 | 7 | 6 |
| EIX | 7 | 4 | 5 | 8 | 9 | 6 |
| ES | 9 | 7 | 7 | 8 | 8 |
Newest quarter — available with Pro
Constellation delivered Q1 adjusted operating earnings of $2.74 per share, $0.60 better than the prior year, driven by Calpine integration and strong commercial execution
Electric Rate Case Approves 65% of Ask with 9.9% ROE Maintained
Dominion reported Q1 operating earnings of $0.95 per share and GAAP results of $0.69 per share, with all financial guidance affirmed including the 2026 $3.50 operating EPS midpoint
Con Edison reported Q1 2026 revenue growth of 6.2% with GAAP EPS surging to $2.55 on the $357.5 million MVP sale gain, though adjusted EPS dipped 3.5% to $2.18 reflecting equity dilution and rate plan timing
Eversource posted Q1 2026 non-GAAP EPS of $1.73, up 15.3% from $1.50 a year ago, though FY2026 EPS guidance was lowered to $4.57-$4.72 from $4.80-$4.95, a 4.7% midpoint reduction driven by the FERC ROE decision and Aquarion sale timing
Exelon posted Q1 2026 adjusted operating earnings of $0.91 per share, exceeding expectations, with transmission rate base growth accelerating to 16%
FirstEnergy opened 2026 with core earnings of $0.72 per share, up 7.5% from $0.67 a year earlier, with each regulated business posting year-over-year gains and GAAP earnings of $0.70 versus $0.62
Fifth ESA Signed at 370 MW, Contracted Demand Reaches 3.4 GW
Alphabet partnership and Amazon expansion accelerate data center strategy
NRG Energy reported Q1 adjusted EPS of $1.49 with the LS Power acquisition integration underway, as mild Texas weather and Winter Storm Fern supply costs weighed on quarterly results
Oklo remains a pre-revenue, development-stage nuclear company and reported a first-quarter net loss of $33.1 million, including a $51.2 million loss from operations, a wider loss year-over-year as it scales investment across power, fuel and isotopes
Strong Q1 core EPS $0.43, on track for fifth year of double-digit growth
Strong regulated capital investment program
Southern Company reported Q1 2026 adjusted EPS of $1.32, up 9 cents from 2025 and 12 cents above its estimate, as data center demand accelerated sharply with large load contracting momentum intensifying
Q1 adjusted EPS of $1.51 grew 5% year-over-year on $3 billion of investment capital deployed, though revenue declined 3.8% as the quarter's mix shifted
Xcel Energy delivered Q1 ongoing earnings of $0.91 per share up from $0.84, reaffirming 2026 guidance of $4.04-$4.16 and the 6-8%+ long-term growth rate with a 9% CAGR through 2030
| 6 |
| ETR | 6 | 6 | 9 | 7 | 5 | 8 |
|---|
| EVRG | 5 | 6 | 3 | 3 | 9 | 7 |
|---|
| EXC | 6 | 8 | 5 | 8 | 6 | 6 |
|---|
| FE | 7 | 8 | 7 | 8 | 8 | 7 |
|---|
| LNT | 6 | 8 | 7 | 8 | 6 | 5 |
|---|
| NEE | 5 | 7 | 7 | 6 | 5 | 6 |
|---|
| NI | 8 | 8 | 8 | 10 | 8 | 8 |
|---|
| NRG | 6 | 9 | 6 | 8 | 6 | 7 |
|---|
| OKLO | 5 | 5 | 5 | 5 | 5 | 5 |
|---|
| PCG | 3 | 5 | 4 | 7 | 7 | 8 |
|---|
| PEG | 3 | 8 | 9 | 9 | 9 | 9 |
|---|
| PNW | 7 | 6 | 5 | 8 | 6 | 8 |
|---|
| PPL | 7 | 8 | 6 | 8 | 7 | 7 |
|---|
| SO | 6 | 8 | 5 | 6 | 7 | 6 |
|---|
| SRE | 6 | 6 | 5 | 9 | 6 | 5 |
|---|
| VST | 8 | 8 | 8 | 6 | 4 | 8 |
|---|
| WEC | 7 | 8 | 7 | 8 | 8 | 7 |
|---|
| XEL | 3 | 5 | 8 | 8 | 8 | 6 |
|---|