York Water Co. (The) (YORW)
NASDAQUtilitiesRegulated WaterSnapshot 2026-09-04
$34.05-0.84%
Close 2026-09-04 · 1-day change
NASDAQUtilitiesRegulated WaterSnapshot 2026-09-04
QuarterlyIQ Insights · YORW
How strong the business is — where it ranks within its sector on capital efficiency and cash generation, and how well management has been executing.
How management runs the business: capital, margins, balance sheet, and how reliably they guide and deliver.
A guidance track record builds as the company issues and delivers on guidance.
Priorities management has stated in recent disclosures, with status and evidence drawn from earnings calls, filings, and press releases.
Continue capital investments in main extensions, enterprise software upgrades, and routine improvements to pipes, service lines, and facilities.
Stated as a priority in 3 of last 3 quarters. The Company invested $21.1 million in capital projects in the first six months of 2026 and estimates additional investments of $26.8 million for the full year, down from prior estimates of $38.1 million and $48 million. The trajectory shows ongoing capital allocation focus with some moderation in expected spend.
Each factor is a parallel diagnostic with a clear read of what it shows and how names like it have historically fared. Never aggregated into a single score.
Operating income rose in 1 of the last 3 quarter-over-quarter moves. Historically, Utilities names rated strong grew net income 70% of the time over the next year (vs 63% for the rest of the cohort, n=1106).
Not investment advice. Scores describe historical and current data; they are not forecasts of future returns. Consult a licensed advisor before making investment decisions.
“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 i…”
“The Company estimates it will invest an additional $38.1 million in 2026, excluding acquisitions, for additional main extensions, a continuing upgrade to the enterprise software system, and routine i…”
“York Water anticipates investments for 2026 and 2027 of approximately $48 million in each year, excluding acquisitions.”
Increase operating revenues by implementing rate increases and expanding the customer base to support financial growth.
Stated as a priority in 2 of last 2 quarters. Operating revenues increased from $20.07 million in 2026-Q1 to $23.52 million in 2026-Q2, driven by rate increases effective March 1, 2026, and customer base growth. The trajectory is delivering revenue growth consistent with management's stated drivers.
“Increased revenues were primarily due to increase in rates effective March 1, 2026 partially offset by a reset to zero of the DSIC. Growth in the customer base also added to revenues.”
“Increased revenues were primarily due to increase in rates effective March 1, 2026 partially offset by a reset to zero of the DSIC. Growth in the customer base also added to revenues.”
Pursue acquisitions of wastewater systems to grow the customer base and service area.
Stated as a priority in 2 of last 2 quarters. The Company invested $470,000 in acquisitions of two wastewater systems in both 2026-Q1 and 2026-Q2. The trajectory shows consistent execution on acquisition strategy to expand service footprint.
“The Company invested $470,000 in the acquisition of two wastewater systems, including the CMV Sewage Co. in York County and the Pine Run Retirement Community in Adams County.”
“The Company invested $470,000 in the acquisition of two wastewater systems, including the CMV Sewage Co. in York County and the Pine Run Retirement Community in Adams County.”
York Water is committed to ongoing routine improvements to its pipes, service lines, and other facilities.
York Water is upgrading its enterprise software system as part of its capital investment plan.
Over the trailing year it converted 1.38x of net income into operating cash flow. Historically, Utilities names rated fragile grew net income 55% of the time over the next year (vs 70% for the rest of the cohort, n=929).
Most sensitive to long-term interest rates.
Not enough signal to read sensitivity to the US dollar, the broad stock market, real (inflation-adjusted) rates, Fed net liquidity (low R² over the window).
11 material management or governance events in the past 24 months, led by executive changes. Historically, Utilities names rated stable grew net income 60% of the time over the next year (vs 69% for the rest of the cohort, n=176).
Not investment advice. As of 2026-09-04.