H2O AMERICA

Annual Trend FY 2016 FY 2017 FY 2018 FY 2019 FY 2020 FY 2021 FY 2022 FY 2023 FY 2024 FY 2025
Total Revenue $339.7m $389.2m $389.3m $447.7m $549.3m $559.6m $586.9m $678.2m $736.3m $805.6m
Operating expenses:
Operating Income (Loss) $93.1m $98.1m $73.4m $57.5m $117.7m $111.2m $131.0m $149.4m $170.5m $177.5m
Additional Financial Items
Amortization of Intangible Assets $530k $616k $647k $745k $1.4m $1.6m $3.9m $1.3m $1.4m $1.1m
Debt and Equity Securities, Gain (Loss) $75k
Equity Securities, FV-NI, Realized Gain (Loss) $0
Gains (Losses) on Sales of Investment Real Estate $927k $0
Goodwill, Impairment Loss $18.6m $15.8m $0 $0 $0 $0 $0 $0
Operating Lease, Lease Income $5.4m $5.6m $5.7m $6.1m $243k
Purchased water $73.0m $86.5m $97.4m $99.1m $100.7m $98.2m $122.3m $136.0m $158.6m $126.3m
Power $6.1m $7.3m $6.2m $7.4m $13.3m $13.5m $8.9m $9.6m $11.5m $21.8m
Groundwater extraction charges $32.1m $47.8m $46.8m $43.9m $71.4m $75.9m $56.2m $63.0m $73.1m $112.1m
Administrative and general $48.0m $55.0m $48.9m $66.3m $79.7m $87.3m $95.4m $98.7m $105.8m $126.0m
Maintenance $17.5m $17.4m $18.4m $20.5m $22.2m $26.0m $30.7m $25.7m $31.3m $32.9m
Property taxes and other non-income taxes $12.1m $13.6m $15.0m $19.1m $29.9m $31.0m $32.6m $34.5m $35.9m $37.7m
Depreciation and amortization $44.6m $48.3m $54.6m $65.6m $89.3m $94.4m $104.4m $105.9m $112.9m $115.3m
Other, net $1.4m $1.9m $2.5m $2.1m $5.9m $6.8m $4.4m $8.9m $55k $3.5m
Provision for income taxes $33.5m $35.4m $10.1m $8.5m $8.4m $8.4m $8.5m $6.0m $9.0m $12.4m
Unrealized (loss) gain on investment, net of taxes of $0 in 2025, $(163) in 2024 and $166 in 2023 $0 $117k ($310k) $185k ($511k) $530k ($442k) $0
Adjustment to pension benefit plans, net of taxes of $0 in 2025, $0 in 2024 and $80 in 2023 $0 $9k ($880k) $716k $2.2m ($216k) $611k ($493k)
Comprehensive income $52.1m $59.9m $38.8m $23.5m $60.3m $61.4m $75.5m $85.3m $94.1m $102.1m
—Basic (shares) $20.4m $20.5m $21.2m $28.4m $28.5m $29.6m $30.3m $31.6m $32.7m $35.0m
—Diluted (shares) $20.6m $20.7m $21.3m $28.6m $28.7m $29.7m $30.4m $31.7m $32.8m $35.1m
Income (Loss) from Continuing Operations before Income Taxes, Noncontrolling Interest $86.4m $96.5m $48.8m $32.1m $69.9m $68.8m $82.3m $90.9m $102.9m $114.9m
Income before income taxes $86.4m $96.5m $48.8m $32.1m $69.9m $68.8m $82.3m $90.9m $102.9m $114.9m
Net Income (Loss) Attributable to Parent $52.8m $59.2m $38.8m $23.4m $61.5m $60.5m $73.8m $85.0m $94.0m $102.6m
Net Income (Loss) Attributable to Noncontrolling Interest $1.9m $0 $224k $0 $0
Earnings Per Share, Basic $2.59 $2.89 $1.83 $0.82 $2.16 $2.04 $2.44 $2.69 $2.87 $2.93
Earnings Per Share, Diluted $2.57 $2.86 $1.82 $0.82 $2.14 $2.03 $2.43 $2.68 $2.87 $2.92
Weighted Average Number of Shares Outstanding, Basic 20.4m 20.5m 21.2m 28.4m 28.5m 29.6m 30.3m 31.6m 32.7m 35.0m
Weighted Average Number of Shares Outstanding, Diluted 20.6m 20.7m 21.3m 28.6m 28.7m 29.7m 30.4m 31.7m 32.8m 35.1m
General and Administrative Expense $48.0m $55.0m $48.9m $66.3m $79.7m $87.3m $95.4m $98.7m $105.8m $126.0m
Other Nonoperating Income (Expense) $1.4m $1.9m $2.5m $2.1m $5.9m $6.8m $4.4m $8.9m $55k $3.5m
Business Combination, Acquisition Related Costs $18.6m $15.8m $0 $0 $0 $0 $0 $0
Water Production Costs $124.3m $156.8m $168.7m $175.8m $225.8m $229.1m $232.8m $256.2m $292.0m $311.2m
Other production expenses $13.2m $15.2m $18.4m $25.3m $40.4m $41.5m $45.4m $47.6m $48.9m $51.0m
Pension non-service credit (cost) ($4.3m) ($3.8m) ($2.4m) ($3.2m) ($374k) $1.3m $5.0m ($1.2m) $3.8m $6.4m
Interest Expense $20.2m $22.6m $24.3m $31.8m $54.3m $54.3m $58.1m $66.1m $71.4m $72.6m
Interest Expense, Debt $20.2m $22.6m $24.3m $31.8m $54.3m $54.3m $58.1m $66.1m $71.4m $72.6m
Interest on long-term debt and other interest expense ($20.2m) ($22.6m) ($24.3m) ($31.8m) ($54.3m) ($54.3m) ($58.1m) ($66.1m) ($71.4m) ($72.6m)
Net Periodic Defined Benefits Expense (Reversal of Expense), Excluding Service Cost Component $2.4m $3.2m $374k ($1.3m) ($5.0m) $1.2m ($3.8m) ($6.4m)
Total production expenses $124.3m $156.8m $168.7m $175.8m $225.8m $229.1m $232.8m $256.2m $292.0m $311.2m
Total operating expense $246.6m $291.1m $324.3m $363.0m $446.9m $462.5m $489.7m $520.9m $577.9m $623.1m
Income Tax Expense (Benefit) $33.5m $35.4m $10.1m $8.5m $8.4m $8.4m $8.5m $6.0m $9.0m $12.4m