Expectations trend
FY2027 · fiscal year ending 2027-12-31 · fmp
York Water Co. (The) (YORW)
NASDAQUtilitiesRegulated WaterSnapshot 2026-11-04
$32.26+1.80%
Close 2026-11-04 · 1-day change
NASDAQUtilitiesRegulated WaterSnapshot 2026-11-04
The long-term thesis, the evidence coming in, and the environment around it. Thesis dated Jul 8, 2026.
Next-FY EPS estimate change · 30 days
1.77 → 1.77 EPS · FY ending Dec 31, 2027 · 1 analyst
One observable signal. This measures changing earnings expectations, not the probability of a gain or loss.
Change in the same fiscal period’s mean EPS estimate from Oct 5, 2026 to Nov 4, 2026: (new ÷ prior − 1). Contributor count changed from 1 to 1; this is not the number of analysts revising. The ±10% axis is a display range.
The EPS and P/E reference is not available for YORW yet.
| Measure / period | Management expectations | Analyst expectations |
|---|
Management figures unavailable.
Current consensus figures unavailable.
Three published thesis conditions, with dated milestones shown separately.
| Key Factor | Why It Matters | Current Status | Break Condition | Latest Evidence |
|---|---|---|---|---|
Invest $38.1 million in infrastructure in 2026 | York Water plans to invest $38.1 million in 2026 for upgrades. | Broken | CAPEX falls below $38.1 million in 2026 | Direct metric needs a verified mapping The published measure or accounting basis is not supported by an exact source binding. Date unavailableLast status assessment Nov 4, 2026Compare required operating outcomesCompare scope, accounting basis and period before treating this evidence as progress against an annual requirement. Management contextStated in 2 of 2 supplied quarters. Management reported: “The Company estimates it will invest an additional $26.8 million in 2026, excluding acquisitions, for additional main extensions, a continuing upgrade to the enterprise software system, and routine improvements to its pipes, service lines, and other facilities to ensure a safe, adequate, and reliable supply of drinking water and to maintain proper handling and disposal of wastewater for the Company’s growing customer base.” “During the first six months of 2026, the Company invested $21.1 million in capital projects for main extensions, wastewater treatment plant construction, and an upgrade to the enterprise software system, as well as various replacements and improvements to infrastructure and routine items.” |
Compare these dated observations with the operating requirements above
FY2027 · fiscal year ending 2027-12-31 · fmp
The evidence, the remaining questions, and what comes next
No recovery evidence is reported in the available driver assessments.
Nov 5, 2026
Look for updated results and guidance against the published targets, plus direct evidence for unresolved drivers.
Observed price history; separate from operating scenarios
The weekly editorial context below is a separate assessment from the dated monitor evidence above. Recovery observations do not automatically change the published thesis. Unverified outside influences are hypotheses, not measured driver evidence.
This is a regulated water utility with a steady-growth thesis, not a high-growth story. The long-term thesis is intact and the recent signal has improved from mixed to mildly favorable, but earnings quality is fragile and confidence in the evidence is medium.
The valuation evidence describes YORW as cheap versus peers, with expectations slightly below the model’s view and a justified priced-in assessment. That suggests the market is not demanding strong execution, though the evidence does not show a large expectations gap.
Near term, recent financial performance is strong: revenue rose between the first and second quarters, supported by rate increases and customer growth, and the company reported an earnings beat in August. Infrastructure spending remains a priority, but the full-year estimate has been reduced; wastewater acquisitions continue at a measured pace. A CEO transition and the risk of a guidance cut add uncertainty, while the near-term miss risk is rated quiet.
Over the next few quarters, the thesis depends on revenue growth from rates and customer additions continuing without a guidance cut. A cut would be a meaningful negative, while lower interest rates could support utilities; continued strong results and higher guidance from sector peers could also help the sector backdrop. The infrastructure investment plan and execution through the CEO transition matter to the multi-year view.
For the next one to three years, YORW’s thesis is intact, with recent operating strength balanced by fragile earnings quality and leadership uncertainty. The main evidence to watch is guidance, execution on infrastructure and growth priorities, and sector conditions. Not investment advice.
Not investment advice. Scores describe historical and current data; they are not forecasts of future returns. Consult a licensed advisor before making investment decisions.
Maintain steady quarterly dividends | The company has a long history of steady dividends. | Intact | Dividend cut or suspension | Direct metric needs a verified mapping The published measure or accounting basis is not supported by an exact source binding. Date unavailableLast status assessment Nov 4, 2026Compare required operating outcomesCompare scope, accounting basis and period before treating this evidence as progress against an annual requirement. |
Achieve about 9% revenue growth next year | Revenue is expected to grow about 9% next year. | Improving | YoY revenue growth falls below 7% in FY27 | Direct metric needs a verified mapping The published measure or accounting basis is not supported by an exact source binding. Date unavailableLast status assessment Nov 4, 2026Compare required operating outcomesCompare scope, accounting basis and period before treating this evidence as progress against an annual requirement. |
Stored thesis · Jul 8, 2026. Latest Evidence uses source-matched measurements where available, alongside the last thesis-monitor assessment. Source periods and assessment dates are shown separately. A new measurement does not automatically change the published status or verify an older target.
$1.70 → $1.77 · observed estimates
$0.09B → $0.09B · observed estimates
One fiscal period and provider throughout. At least five contributors are required for each plotted metric; missing coverage stays a gap. Axes show the observed range. Counts measure coverage, not revisions.
| Snapshot | EPS | Revenue | EPS / revenue analysts |
|---|---|---|---|
| 2026-07-24 | $1.70 | $92,991,500 | 1 / 1 |
| 2026-07-25 | $1.70 | $92,991,500 | 1 / 1 |
| 2026-07-26 | $1.70 | $92,991,500 | 1 / 1 |
| 2026-07-27 | $1.70 | $92,991,500 | 1 / 1 |
| 2026-07-28 | $1.70 | $92,991,500 | 1 / 1 |
| 2026-07-29 | $1.70 | $92,991,500 | 1 / 1 |
| 2026-07-30 | $1.75 | $90,420,000 | 1 / 1 |
| 2026-07-31 | $1.70 | $92,991,500 | 1 / 1 |
| 2026-08-01 | $1.70 | $92,991,500 | 1 / 1 |
| 2026-08-02 | $1.70 | $92,991,500 | 1 / 1 |
| 2026-08-03 | $1.75 | $90,420,000 | 1 / 1 |
| 2026-08-04 | $1.75 | $90,420,000 | 1 / 1 |
| 2026-08-05 | $1.70 | $92,991,500 | 1 / 1 |
| 2026-08-06 | $1.70 | $92,991,500 | 1 / 1 |
| 2026-08-08 | $1.70 | $92,991,500 | 1 / 1 |
| 2026-08-09 | $1.70 | $92,991,500 | 1 / 1 |
| 2026-08-10 | $1.75 | $90,420,000 | 1 / 1 |
| 2026-08-12 | $1.89 | $92,700,000 | 1 / 1 |
| 2026-08-13 | $1.89 | $92,700,000 | 1 / 1 |
| 2026-08-14 | $1.70 | $92,991,500 | 1 / 1 |
| 2026-08-15 | $1.70 | $92,991,500 | 1 / 1 |
| 2026-08-16 | $1.70 | $92,991,500 | 1 / 1 |
| 2026-08-17 | $1.70 | $92,991,500 | 1 / 1 |
| 2026-08-18 | $1.70 | $92,991,500 | 1 / 1 |
| 2026-08-19 | $1.70 | $92,991,500 | 1 / 1 |
| 2026-08-20 | $1.77 | $94,350,000 | 1 / 1 |
| 2026-08-21 | $1.77 | $94,350,000 | 1 / 1 |
| 2026-08-22 | $1.77 | $94,350,000 | 1 / 1 |
| 2026-08-23 | $1.77 | $94,350,000 | 1 / 1 |
| 2026-08-24 | $1.77 | $94,350,000 | 1 / 1 |
| 2026-08-25 | $1.77 | $94,350,000 | 1 / 1 |
| 2026-08-26 | $1.77 | $94,350,000 | 1 / 1 |
| 2026-08-27 | $1.77 | $94,350,000 | 1 / 1 |
| 2026-08-28 | $1.77 | $94,350,000 | 1 / 1 |
| 2026-08-29 | $1.77 | $94,350,000 | 1 / 1 |
| 2026-08-30 | $1.77 | $94,350,000 | 1 / 1 |
| 2026-08-31 | $1.77 | $94,350,000 | 1 / 1 |
| 2026-09-01 | $1.77 | $94,350,000 | 1 / 1 |
| 2026-09-02 | $1.77 | $94,350,000 | 1 / 1 |
| 2026-09-03 | $1.77 | $94,350,000 | 1 / 1 |
| 2026-09-04 | $1.77 | $94,350,000 | 1 / 1 |
| 2026-09-05 | $1.77 | $94,350,000 | 1 / 1 |
| 2026-09-06 | $1.77 | $94,350,000 | 1 / 1 |
| 2026-09-07 | $1.77 | $94,350,000 | 1 / 1 |
| 2026-09-08 | $1.77 | $94,350,000 | 1 / 1 |
| 2026-09-09 | $1.77 | $94,350,000 | 1 / 1 |
| 2026-09-10 | $1.77 | $94,350,000 | 1 / 1 |
| 2026-09-11 | $1.77 | $94,350,000 | 1 / 1 |
| 2026-09-12 | $1.77 | $94,350,000 | 1 / 1 |
| 2026-09-13 | $1.77 | $94,350,000 | 1 / 1 |
| 2026-09-14 | $1.77 | $94,350,000 | 1 / 1 |
| 2026-09-15 | $1.77 | $94,350,000 | 1 / 1 |
| 2026-09-16 | $1.77 | $94,350,000 | 1 / 1 |
| 2026-09-17 | $1.77 | $94,350,000 | 1 / 1 |
| 2026-09-18 | $1.77 | $94,350,000 | 1 / 1 |
| 2026-09-19 | $1.77 | $94,350,000 | 1 / 1 |
| 2026-09-20 | $1.77 | $94,350,000 | 1 / 1 |
| 2026-09-21 | $1.77 | $94,350,000 | 1 / 1 |
| 2026-09-22 | $1.77 | $94,350,000 | 1 / 1 |
| 2026-09-23 | $1.77 | $94,350,000 | 1 / 1 |
| 2026-09-24 | $1.77 | $94,350,000 | 1 / 1 |
| 2026-09-25 | $1.77 | $94,350,000 | 1 / 1 |
| 2026-09-26 | $1.77 | $94,350,000 | 1 / 1 |
| 2026-09-27 | $1.77 | $94,350,000 | 1 / 1 |
| 2026-09-28 | $1.77 | $94,350,000 | 1 / 1 |
| 2026-09-29 | $1.77 | $94,350,000 | 1 / 1 |
| 2026-09-30 | $1.77 | $94,350,000 | 1 / 1 |
| 2026-10-01 | $1.77 | $94,350,000 | 1 / 1 |
| 2026-10-02 | $1.77 | $94,350,000 | 1 / 1 |
| 2026-10-03 | $1.77 | $94,350,000 | 1 / 1 |
| 2026-10-04 | $1.77 | $94,350,000 | 1 / 1 |
| 2026-10-05 | $1.77 | $94,350,000 | 1 / 1 |
| 2026-10-06 | $1.77 | $94,350,000 | 1 / 1 |
| 2026-10-07 | $1.77 | $94,350,000 | 1 / 1 |
| 2026-10-08 | $1.77 | $94,350,000 | 1 / 1 |
| 2026-10-09 | $1.77 | $94,350,000 | 1 / 1 |
| 2026-10-10 | $1.77 | $94,350,000 | 1 / 1 |
| 2026-10-11 | $1.77 | $94,350,000 | 1 / 1 |
| 2026-10-12 | $1.77 | $94,350,000 | 1 / 1 |
| 2026-10-13 | $1.77 | $94,350,000 | 1 / 1 |
| 2026-10-14 | $1.77 | $94,350,000 | 1 / 1 |
| 2026-10-15 | $1.77 | $94,350,000 | 1 / 1 |
| 2026-10-16 | $1.77 | $94,350,000 | 1 / 1 |
| 2026-10-17 | $1.77 | $94,350,000 | 1 / 1 |
| 2026-10-18 | $1.77 | $94,350,000 | 1 / 1 |
| 2026-10-19 | $1.77 | $94,350,000 | 1 / 1 |
| 2026-10-20 | $1.77 | $94,350,000 | 1 / 1 |
| 2026-10-21 | $1.77 | $94,350,000 | 1 / 1 |
| 2026-10-22 | $1.77 | $94,350,000 | 1 / 1 |
| 2026-10-23 | $1.77 | $94,350,000 | 1 / 1 |
| 2026-10-24 | $1.77 | $94,350,000 | 1 / 1 |
| 2026-10-25 | $1.77 | $94,350,000 | 1 / 1 |
| 2026-10-26 | $1.77 | $94,350,000 | 1 / 1 |
| 2026-10-27 | $1.77 | $94,350,000 | 1 / 1 |
| 2026-10-28 | $1.77 | $94,350,000 | 1 / 1 |
| 2026-10-29 | $1.77 | $94,350,000 | 1 / 1 |
| 2026-10-30 | $1.77 | $94,350,000 | 1 / 1 |
| 2026-10-31 | $1.77 | $94,350,000 | 1 / 1 |
| 2026-11-01 | $1.77 | $94,350,000 | 1 / 1 |
| 2026-11-02 | $1.77 | $94,350,000 | 1 / 1 |
| 2026-11-03 | $1.77 | $94,350,000 | 1 / 1 |
| 2026-11-04 | $1.77 | $94,350,000 | 1 / 1 |
Revenue and EPS estimates track expectations. They are not delivered results or like-for-like proof of a required annual path.
Latest: 0 Buy / Strong Buy · 1 Hold · 0 Sell / Strong Sell
Recent actions · Oct 6–Nov 4 · 0 recorded
Individual price-target observations are unavailable.
0 raises · 0 cuts · 0 unchanged · 0 without a comparable prior
Oct 6, 2026–Nov 4, 2026. Each firm's latest positive target is paired only with its immediately prior positive target from the same provider, at most 180 days earlier. Unmatched observations have one dot; conflicting observations are not compared.
3 of 3 published conditions remain under pressure or need verification. The next results need to address those conditions.
The dated weekly assessment and its assumptions are available in Read detailed Outlook.