The strong Q2 beat and raised dividend signal robust operational momentum from the new rate structure. Monitor upcoming quarterly results for sustained revenue growth and margin expansion as the DSIC reset normalizes.
Price Chart
Executive Summary
York Water Co reported Q2 2026 operating revenue of $23.5M and EPS of $0.49, significantly exceeding the consensus estimate of $0.40 EPS on $21.3M revenue. The beat was driven by a rate increase effective March 1, 2026, partially offset by a reset of the Distribution System Improvement Charge (DSIC). The company also increased its quarterly dividend to $0.2280 per share, up from $0.2192 in Q2 2025, and continues to invest heavily in infrastructure.
Key Financial Metrics
Key Facts
- Q2 2026 operating revenue of $23.5M, up 22.5% YoY from $19.2M
- Q2 2026 EPS of $0.49, up 40% YoY from $0.35
- EPS of $0.49 beat the $0.40 consensus estimate by 22.5%
- Revenue of $23.5M beat the $21.3M consensus estimate by 10.3%
- Quarterly dividend increased to $0.2280 per share from $0.2192
- Capital investments of $21.1M in H1 2026 for infrastructure and acquisitions
- Company estimates an additional $26.8M in capital investments for the remainder of 2026
Financial Impact
Q2 revenue beat consensus by $2.2M (10.3%); EPS beat by $0.09 (22.5%)
Risk Factors
- Higher operation and maintenance expenses and depreciation partially offset revenue gains
- Future rate case outcomes and regulatory decisions on DSIC could impact revenue growth
- Execution risk on the $26.8M remaining 2026 capital investment plan
Market Snapshot
Investment Themes
Documents Analyzed
This report is based on 6 SEC documents filed with EDGAR.
| Document | Accession Number |
|---|---|
| 8-K Filing (Primary) | 0000108985-26-000070 |
| Exhibit: exhibit99-1.htm | 0000108985-26-000070 |
| Document: 0000108985-26-000070-index-headers.html | 0000108985-26-000070 |
| Document: 0000108985-26-000070-index.html | 0000108985-26-000070 |
| Document: 0000108985-26-000070.txt | 0000108985-26-000070 |
| 8-K Data (Synthetic) | 0000108985-26-000070 |
Filters
| Type | Now | ||||
|---|---|---|---|---|---|
Aug 21, 2026 6w ago | Insider Cluster | $34.03 $32.69 | ▼ −3.94% | ▼ −3.66% | $30.50 (−10.36%) |
Aug 18, 2026 6w ago | 8-K | $33.36 $33.07 | ▼ −0.87% | ▲ +0.12% | $30.50 (−8.56%) |
Aug 6, 2026 8w ago | 8-K | $31.61 $34.34 | ▲ +8.64% | ▲ +8.04% | $30.50 (−3.50%) |
Aug 6, 2026 8w ago | Press Release | $31.61 $34.34 | ▲ +8.64% | ▲ +8.04% | $30.50 (−3.50%) |
May 5, 2026 21w ago | 8-K | $29.11 $29.93 | ▲ +2.82% | ▼ −2.14% | $30.50 (+4.79%) |
May 5, 2026 21w ago | Press Release | $29.11 $29.93 | ▲ +2.82% | ▼ −2.14% | $30.50 (+4.79%) |
Apr 22, 2026 23w ago | Press Release | $30.18 $29.48 | ▼ −2.32% | ▼ −6.95% | $30.50 (+1.08%) |
Apr 17, 2026 24w ago | Press Release | $30.08 $29.31 | ▼ −2.56% | ▼ −7.93% | $30.50 (+1.41%) |
Apr 17, 2026 24w ago | 8-K | $30.08 $29.31 | ▼ −2.56% | ▼ −7.93% | $30.50 (+1.41%) |
Apr 16, 2026 24w ago | 424B5 | $30.08 $29.31 | ▼ −2.56% | ▼ −7.93% | $30.50 (+1.41%) |
US Market Status
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