文章核心观点 - 美国水务公司(AWK)将于2024年10月30日盘后公布第三季度财报 [1] - AWK第三季度预计收益为每股1.84美元,收入为12.1亿美元,分别同比增长10.84%和3.3% [1] - AWK目前Zacks排名为2,Earnings ESP为0.00%,不太可能出现财报超预期 [1] 公司情况总结 - AWK在2024年上半年通过收购和内生方式新增43,000名客户,扩大的客户群体可能提升了第三季度收益 [2] - AWK近乎100%的净收入来自受监管的业务,2024年1月1日生效的新费率使年度收入增加2.66亿美元,这可能对第三季度收益产生积极影响 [2] - AWK在2024年上半年客户用量下降低于预期,这可能提升了第三季度收益 [2] 同行业公司表现 - AES公司(AES)第三季度业绩可能超预期,Earnings ESP为1.11%,Zacks排名为3 [3] - 预计AES第三季度收入为36.2亿美元,同比增长5.4% [3] - 南方公司(SO)第三季度业绩可能超预期,Earnings ESP为2.25%,Zacks排名为3 [3] - SO未来3-5年的长期收益增长率为6.95% [3] - 公共服务企业集团(PEG)第三季度业绩可能超预期,Earnings ESP为1.50%,Zacks排名为3 [4] - PEG过去4个季度平均业绩超预期3.23% [4]

NEWTOWN, Pa., Oct. 11, 2024 (GLOBE NEWSWIRE) -- The law firm of Edelson Lechtzin LLP is investigating claims regarding data privacy violations by American Water Works Company, Inc. (“American Water”). American Water learned of suspicious activity on or about October 7, 2024. To join this case, go HERE. About American Water Works Company, Inc. American Water is a public utility company based in Camden, New Jersey. Through its subsidiaries, American Water provides water and wastewater services across 14 state ...

American Water, the largest water utility in the U.S., disclosed that it had been hit by a cyberattack.The Camden, New Jersey-based company said in a security statement on its website that it had learned of "unauthorized activity in our computer networks and systems" last Thursday, which it determined "to be the result of a cybersecurity incident."The company said on Tuesday that it shut down its customer service portal, and as a result, its billing function "until further notice" and will not charge any la ...

U.S. public utility giant American Water says it has disconnected some of its systems after discovering that hackers breached its internal networks last week. American Water, which supplies drinking water and wastewater services to more than 14 million people across the United States, confirmed the security incident in an 8-K regulatory filing with the U.S. Securities and Exchange Commission on Monday. The New Jersey-based company said in its filing that its water and wastewater facilities are “at this time ...

Now that the most important event of the year, the Federal Reserve (the Fed) interest rate cuts, is over, investors wonder where their capital can be safely treated in the face of potential volatility in the coming months. To satisfy this need to keep a stable portfolio, a decent weight in low beta stocks, characterized by smaller average daily moves compared to the S&P 500 index, is called for.Some investors only focus on a stock's beta without considering some of the fundamentals and sentiment that the ma ...

American Water Works Company, Inc.’s (AWK) strategic capital investments to strengthen infrastructure and improve reliability are likely to boost its performance. Given its growth opportunities, rising earnings estimates make AWK a solid investment option in the utility sector.The company currently carries a Zacks Rank #2 (Buy). Let’s look at the factors that are driving the stock.Growth Projections & Surprise History The Zacks Consensus Estimate for 2024 and 2025 earnings per share (EPS) has increased 0.6% ...

On Sept. 18, the Fed reduced the benchmark interest rate by 50 basis points to the range of 4.75-5%. This marked the first rate cut since March 2020. Despite an aggressive rate cut, Wall Street ended in negative territory as market participants were concerned that the big rate cut was a move by the central bank to protect the economy from an imminent recession.In contrast, on Sept. 19, U.S. stock markets witnessed an impressive rebound following a strong labor market data. Investors seem convinced that the ...

The U.S. Federal Reserve has finally lowered the benchmark rate by 50 basis points, bringing down rates to a range of 4.75%-5% from the 5.25%-5.5% range. The rates were lowered for the first time in four years, much in line with the expectations of the financial market. Capital-intensive domestic-focused utilities will benefit from the Fed's decision to reduce interest rates. The performance of the rate-regulated utilities remains steady through different economic cycles, and it allows them to reward shareh ...

Wall Street is keenly waiting for the outcome of the Fed’s most crucial FOMC meeting scheduled Sept. 17-18. Market participants are highly enthusiastic about the beginning of the low interest rate and accommodative monetary regime. The CME FedWatch tool currently shows a 100% probability of a 25-basis-point rate cut along with a 35% chance of a 50-basis-point rate cut this month.  Under this scenario, the utility sector is in focus. Utility operations are capital-intensive, as consistent investments are req ...

文章核心观点 - 水务行业公司在过去三个月内表现优于行业,如American Water Works Company (AWK)、American States Water Company (AWR)和SJW Group (SJW)等公司 [1] - 美国水基础设施老化,需要大规模维修和升级,以确保提供可靠的服务 [2] - 水务行业高度分散,小型服务商可能缺乏资金实力进行基础设施升级,大型水务公司通过并购来拓展业务并投资改善被收购资产 [3] - 如果美联储今年降息,将有助于水务公司以更低的成本为基础设施项目或并购活动融资 [3] 公司总结 American Water Works [5] - 总部位于新泽西州卡姆登,为数百万美国人提供水和污水服务 - 计划在2024年投资31亿美元,2024-2028年投资160-170亿美元,以加强和扩展现有基础设施 - 过去3个月股价上涨12.6%,股息收益率2.13%,过去4个季度平均盈利惊喜1.11%,2024年预测盈利上调0.4%至5.26美元 American States Water [6] - 总部位于加州圣迪马斯,提供水、污水和电力服务 - 为军事基地提供长期水和污水服务,并继续争取更多军事基地的长期合同 - 计划在2025-2027年投资5.731亿美元 - 过去3个月股价上涨15.4%,股息收益率2.30%,过去4个季度平均盈利惊喜3.43%,2024年预测盈利上调0.7%至3.03美元 SJW Group [6][7][8] - 总部位于加州圣何塞,为客户提供水务服务 - 寻求水务和污水系统并购以支持其增长潜力 - 计划在未来3年内投资5.4亿美元于水务和污水基础设施,以向客户提供安全可靠的服务 - 过去3个月股价上涨13.1%,股息收益率2.72%,过去4个季度平均盈利惊喜9.3%,2024年预测盈利上调0.4%至2.76美元