The EPS beat is modest and the revenue miss keeps the stock range-bound. With no guidance and thin analyst coverage, the stock is likely to trade on utility sector flows and interest rate expectations rather than this quarter's results. Monitor for any rate case filings or DSIC reinstatement in coming quarters.
Price Chart
Executive Summary
York Water reported Q1 2026 EPS of $0.33, beating the $0.31 consensus by 6.5%, on revenue of $20.1M, slightly below the $20.3M estimate. The beat was driven by a rate increase effective March 1, 2026, partially offset by a reset of the DSIC charge and higher operating expenses. The company continues to invest heavily in infrastructure and small acquisitions, but no guidance was provided, and the revenue miss tempers the headline EPS beat.
Key Financial Metrics
Key Facts
- Q1 2026 EPS $0.33 vs consensus $0.31 (beat by 6.5%)
- Revenue $20.07M vs consensus $20.3M (miss by ~1.1%)
- Revenue up 8.8% YoY from $18.46M; net income up 32.3% YoY to $4.81M
- Rate increase effective March 1, 2026 drove revenue growth; DSIC reset to zero partially offset
- Capital spending $9.8M in Q1; expects additional $38.1M in 2026
- Acquired two small wastewater systems for $470K
- No guidance provided; no analyst coverage beyond 1 estimate
Financial Impact
EPS beat of ~$0.02 vs consensus; revenue slightly below estimate; no material financial impact beyond quarter
Risk Factors
- DSIC reset to zero reduces a key revenue mechanism; reinstatement uncertain
- Higher operating expenses and interest costs may pressure margins
- Heavy capex ($38M+ remaining) could pressure free cash flow and leverage
Market Snapshot
Investment Themes
Documents Analyzed
This report is based on 1 press release from GlobeNewswire.
| Document | Accession Number |
|---|---|
| PRESS-RELEASE Data (Synthetic) | press-3287873 |
Filters
| Type | Now | ||||
|---|---|---|---|---|---|
Aug 21, 2026 6w ago | Insider Cluster | $34.03 $32.69 | ▼ −3.94% | ▼ −3.66% | $30.63 (−10.01%) |
Aug 18, 2026 6w ago | 8-K | $33.36 $33.07 | ▼ −0.87% | ▲ +0.12% | $30.63 (−8.20%) |
Aug 6, 2026 8w ago | 8-K | $31.61 $34.34 | ▲ +8.64% | ▲ +8.04% | $30.63 (−3.12%) |
Aug 6, 2026 8w ago | Press Release | $31.61 $34.34 | ▲ +8.64% | ▲ +8.04% | $30.63 (−3.12%) |
May 5, 2026 21w ago | 8-K | $29.11 $29.93 | ▲ +2.82% | ▼ −2.14% | $30.63 (+5.21%) |
May 5, 2026 21w ago | Press Release | $29.11 $29.93 | ▲ +2.82% | ▼ −2.14% | $30.63 (+5.21%) |
Apr 22, 2026 23w ago | Press Release | $30.18 $29.48 | ▼ −2.32% | ▼ −6.95% | $30.63 (+1.48%) |
Apr 17, 2026 24w ago | Press Release | $30.08 $29.31 | ▼ −2.56% | ▼ −7.93% | $30.63 (+1.81%) |
Apr 17, 2026 24w ago | 8-K | $30.08 $29.31 | ▼ −2.56% | ▼ −7.93% | $30.63 (+1.81%) |
Apr 16, 2026 24w ago | 424B5 | $30.08 $29.31 | ▼ −2.56% | ▼ −7.93% | $30.63 (+1.81%) |
US Market Status
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