WTRG: Essential Utilities Inc. filed SEC Form 8-K: Results of Operations and Financial Condition, Financial Statements and Exhibits
Q3 2026 GAAP EPS $0.36 vs $0.33 y/y, adj. EPS $0.38; revenue $508.3M, up 6.6%; merger with American Water closing Q1 2027.
What this filing says
Essential Utilities reported third-quarter 2026 GAAP net income of $103.8 million, or $0.36 per share, up from $0.33 a year earlier, and revenue rose 6.6% to $508.3 million. Adjusted earnings excluded merger-related costs, and the company says it expects to close its merger with American Water in Q1 2027. The release also declared a quarterly dividend of $0.3606 per share.
Key figures
- Q3 2026 GAAP net income
- $103.8 million
- Q3 2026 GAAP EPS
- $0.36
- Q3 2026 adjusted EPS
- $0.38
- Q3 2026 revenue
- $508.3 million
- Quarterly dividend declared
- $0.3606 per share
- 2026 infrastructure investment plan
- $1.7 billion
Positive for shareholders
- Quarterly revenue grew 6.6%, driven by regulatory recoveries and purchased gas costs.
- Company has paid consecutive quarterly dividends for over 80 years and raised the dividend 36 times in the last 35 years.
Negative for shareholders
- Nine-month net income fell to $434.0 million from $483.7 million, or $1.53 per share versus $1.73.
- Merger-related expenses weighed on results, with $22.5 million incurred through 3Q 2026.
Written by Quantisnow AI from this filing. Not financial advice.
Form 8-K cover page
Key terms
- Adjusted EPS:
- Earnings per share with certain items, such as merger costs, removed to show ongoing business results; it is a non-GAAP measure.
- GAAP:
- Generally accepted accounting principles, the standard set of rules used to prepare official financial statements.
- Rate case:
- A regulatory proceeding in which a utility asks a state commission to approve higher customer rates.
FAQ
How did Essential Utilities perform in the third quarter of 2026?
The release reports GAAP net income of $103.8 million, or $0.36 per share, versus $0.33 a year earlier, on revenue of $508.3 million.
When does Essential Utilities expect its merger with American Water to close?
Chief Executive Christopher Franklin said the company is working toward closing the merger in Q1 2027.
Historical context for WTRG
Across the 30 sessions after earlier WTRG headlines, the stock closed higher 14 times and lower 16 times, with a median move of 0.6% in either direction. This shows timing only: many things move a stock in a session, and these figures do not show that any headline caused a move.
| Session | Earlier headline | WTRG | SPY |
|---|---|---|---|
| Nov 4, 2026 | Essential Utilities Reports Solid Q3 2026 Results | +2.5% | +1.7% |
| Oct 21, 2026 | Essential Utilities Declares December 2026 Dividend | -0.6% | +0.5% |
| Oct 16, 2026 | Aqua Illinois Advances Nearly $40 Million in Statewide Water and Wastewater Infrastructure Projects | +1.3% | -1.1% |
| Oct 15, 2026 | Essential Utilities to Report Financial Results for Q3 2026 | +1.1% | +0.3% |
| Oct 14, 2026 | Aqua New Jersey Acquires Lake Tamarack Water System in Sussex County | +1.4% | -1.1% |
| Oct 5, 2026 | Essential Utilities Recognizes Fire Prevention Week by Highlighting Partnership and Support for Local Departments | -1.8% | +0.7% |
Keep researching WTRG
- What is Form 8-K?The SEC "current report" a public company files to disclose material events, generally within four business days of the event.
- Form 8-K explainedWhat a Form 8-K is, when it is due, and what each key item number means, from 1.01 material agreements and 2.02 earnings to 4.02 restatements and 5.02 executive changes.
- WTRG insider tradesEvery buy and sale reported by Essential Utilities Inc. officers, directors and large holders.
- WTRG earnings historyPast Essential Utilities Inc. earnings releases, newest first.
- WTRG financial statementsRevenue, profit, cash flow and balance sheet from Essential Utilities Inc.'s SEC filings.
- WTRG dividend historyDividends Essential Utilities Inc. has declared, with ex-dates and payment dates.
- Market cap
- 30-day
- Sector
- Utilities
- Industry
- Water Supply
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