CWT CALIFORNIA WATER SERVICE GROUP

MIXED Impact: 7/10 8-K
Horizon days Filed Apr 30, 2026 Processed 1mo ago SEC 0001104659-26-051949
8-K Item 2.02: Earnings release
Latest settled — T+20d ⚠ clustered
CWT ▲ +7.60% at T+20d
NEUTRAL call ✓ call won +7.60% · α vs SPY +2.37% · entry $41.91 → $45.10
Next anchor: T+60d in 6w
Last close $45.57 (close Jun 12) · +8.72% from $41.91 entry
Entry anchored
Apr 30, 2026
via day open
T+1d
+0.28%
call +0.28% · α +0.06%
$42.03
settled 6w ago
T+5d
+3.27%
call +3.27% · α +1.54%
$43.28
settled 6w ago
T+20d
+7.60%
call +7.60% · α +2.37%
$45.10
settled 17d ago
T+60d
call — · α —
in 6w

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Executive Summary

CWT reported Q1 2026 EPS of $0.07, a 68% decline from $0.22 in Q1 2025, and net income fell 70% to $4.0M. Revenue rose 5.2% to $214.6M, but operating expenses grew 8.1%, compressing margins. The critical event is the receipt of a revised Proposed Decision in the 2024 California GRC authorizing $90.5M in additional 2026 revenue (10.9% rate increase), with a final CPUC decision expected imminently, which will retroactively boost earnings from January 1, 2026.

Actionable Insight

The Q1 earnings miss is largely backward-looking and explained by the delayed GRC — the stock will trade on the GRC final decision expected April 30. If approved as proposed, the retroactive rate increase should add ~$0.38/share in catch-up EPS for Q1, transforming the reported loss into a beat. Monitor the CPUC vote; any material deviation from the revised PD would be negative. The Nexus acquisition adds long-term rate base growth but is subject to regulatory approvals.

Key Facts

  • Q1 2026 EPS $0.07 vs $0.22 YoY, a 68% decline; net income $4.0M vs $13.3M YoY
  • Q1 2026 revenue $214.6M, up 5.2% from $204.0M YoY, driven by rate changes and accrued unbilled revenue
  • Operating expenses rose 8.1% to $196.4M, led by higher water production costs (+$8.3M) and depreciation (+$4.0M)
  • Revised Proposed Decision in 2024 CA GRC authorizes $90.5M revenue increase in 2026 (10.9%), $43.2M in 2027, $48.9M in 2028
  • Final CPUC decision expected April 30, 2026; rate increases retroactive to January 1, 2026
  • Q1 2026 infrastructure investment $129.4M, up 17.5% YoY; full-year 2026 CapEx guided to $627M
  • Agreement to acquire Nexus Water Group's Nevada and Oregon systems for ~$218M, adding ~36,000 customer equivalents
  • Annual dividend increased 8% to $1.34/share, marking 59th consecutive annual increase
  • S&P credit rating A+/stable; $370M available on bank lines of credit

Financial Impact

Q1 2026 EPS miss of $0.16 vs consensus ($0.07 actual vs $0.23 est) represents a ~70% shortfall; the GRC decision authorizes $90.5M in additional 2026 revenue, which would have added ~$0.38/share if recognized in Q1 (retroactive to Jan 1)

revenueepsnet incomeoperating expensesrate base

Risk Factors

  • CPUC final decision could deviate materially from the revised PD, reducing authorized revenue increases
  • Q1 2026 operating expense growth (8.1%) outpaced revenue growth (5.2%), pressuring margins even before GRC impact
  • Short-term borrowings increased to $230M from $130M at year-end 2025, indicating higher working capital needs
  • Nexus acquisition subject to regulatory approvals in Nevada and Oregon; integration risks
  • California snowpack at 19% of normal could impact water supply and consumption patterns

Market Snapshot

Exchange
NYSE
Sector
Water Supply
Analyst Consensus
86% bullish (7 analysts)

Documents Analyzed

This report is based on 7 SEC documents filed with EDGAR.

DocumentAccession Number
8-K Filing (Primary)0001104659-26-051949
Document: tm2613168d1_ex99-2.htm0001104659-26-051949
Document: tm2613168d1_8k.htm0001104659-26-051949
Document: 0001104659-26-051949-index-headers.html0001104659-26-051949
Document: 0001104659-26-051949-index.html0001104659-26-051949
Document: 0001104659-26-051949.txt0001104659-26-051949
8-K Data (Synthetic)0001104659-26-051949
10 reports for CWT
Performance horizon

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Type Now
May 27, 2026
18d ago
Insider Cluster
NEUTRAL ★ 2/10
$43.82 $45.24▲ +3.24%▲ +2.92%$45.57 (+3.99%)
May 20, 2026
25d ago
8-K
NEUTRAL ★ 2/10
$43.21 $45.10▲ +4.37%▲ +2.53%$45.57 (+5.46%)
May 1, 2026
6w ago
424B5
NEUTRAL ★ 2/10
$42.72 $42.88▲ +0.38%▼ −2.56%$45.57 (+6.68%)
May 1, 2026
6w ago
8-K
BULLISH ★ 6/10
$42.03 $43.62▲ +3.77%▲ +1.43%$45.57 (+8.41%)
Apr 30, 2026
6w ago
8-K
MIXED ★ 7/10
$41.91 $43.28▲ +3.27%▲ +1.54%$45.57 (+8.72%)
Apr 30, 2026
6w ago
Press Release
MIXED ★ 6/10
$41.91 $43.28▲ +3.27%▲ +1.54%$45.57 (+8.72%)
Mar 20, 2026
12w ago
Insider Cluster
NEUTRAL ★ 3/10
$43.57 $45.01▲ +3.30%▲ +5.45%$45.57 (+4.59%)
Mar 18, 2026
12w ago
8-K
NEUTRAL ★ 3/10
$42.94 $43.94▲ +2.34%▲ +3.05%$45.57 (+6.13%)
Mar 5, 2026
14w ago
8-K
NEUTRAL ★ 3/10
$45.43 $44.37▼ −2.33%▼ −0.09%$45.57 (+0.31%)
Feb 25, 2026
15w ago
8-K
MIXED ★ 6/10
$44.25 $45.78▲ +3.47%▲ +4.59%$45.57 (+2.99%)
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