Core Viewpoint - New Jersey American Water and The Watershed Institute emphasize the environmental risks associated with excessive winter salt use, urging responsible practices to protect waterways and wildlife [1][2][3]. Environmental Impact - Excessive road salt use leads to increased sodium and chloride levels in drinking water sources, which can disrupt aquatic ecosystems and pose challenges for water treatment systems [2][3]. - High salt levels can persist year-round, especially under drought conditions, harming aquatic life and promoting harmful algal blooms during summer months [3]. Awareness Initiatives - Winter Salt Week 2026, scheduled for January 26-30, aims to promote responsible salt use through education and community engagement, highlighting that safety and sustainability can coexist [4]. - The initiative is supported by Wisconsin Salt Wise in collaboration with utilities, regulators, and environmental organizations [4]. Practical Steps for Salt Use - Residents and municipalities are encouraged to adopt simple, cost-effective practices to minimize environmental impacts while ensuring safety, such as: - Clearing snow before it turns to ice to reduce de-icing needs [7]. - Using only the necessary amount of salt, with a 12-ounce coffee mug holding enough for a 20-foot driveway [7]. - Efficiently spreading salt and sweeping up excess to prevent runoff [7]. - Switching to liquid brine, which can reduce salt application by 30-50% [7]. - Reevaluating snow-removal contracts to focus on area cleared rather than salt applied [7]. Company Information - New Jersey American Water is the largest regulated water utility in New Jersey, serving approximately 2.9 million people with safe and reliable water and wastewater services [6]. - The Watershed Institute is dedicated to protecting and restoring water quality in New Jersey through conservation and advocacy efforts [8].

Core Insights - Iowa American Water emphasizes the importance of water conservation and offers practical tips for customers to save money, water, and time in 2026 [2][3] - The company invested over $50 million in system upgrades in 2025 to enhance water and wastewater infrastructure, reducing leaks and improving efficiency [2] Company Overview - American Water is the largest regulated water and wastewater utility company in the United States, serving over 14 million people across 14 states and 18 military installations [5] - Iowa American Water, a subsidiary of American Water, is the largest regulated water utility in Iowa, providing services to approximately 227,000 people [8] Customer Engagement - Customers are encouraged to enroll in Auto Pay and paperless billing to save time and manage their accounts more efficiently [3][6] - The MyWater account allows customers to access an interactive Customer Advisory Map for alerts and to update their contact information for emergency notifications [3][4] Water Conservation Tips - Recommendations include running dishwashers and clothes washers only when full, using low-flow fixtures, and checking for leaks [6] - Outdoor water conservation strategies involve using drip irrigation, watering during cooler times, and disconnecting hoses when not in use [6]

Core Insights - American Water emphasizes the importance of water conservation and offers tips for customers to save money, water, and time while staying informed about their services [1][2]. Investment and Infrastructure - Over the next decade, American Water plans to invest between $46 billion and $48 billion in system upgrades to enhance water and wastewater infrastructure, aiming to reduce leaks and improve efficiency and resiliency [2]. Water Conservation Tips - The company provides various household tips for conserving water, including using water wisely indoors, protecting pipes, and conserving water outdoors during the watering season [3][6]. - Technologies such as acoustic leak monitoring, drones, and smart metering are employed to detect leaks and monitor water usage, showcasing the value of infrastructure investments [3]. Customer Engagement and Services - Customers can save time by enrolling in Auto Pay and paperless billing through their MyWater account, which also allows them to stay informed via an interactive Customer Advisory Map for alerts [4][7]. - Non-account holders can access alerts and report emergencies through the company's website [5]. Company Overview - American Water is the largest regulated water and wastewater utility company in the U.S., serving over 14 million people across 14 states and 18 military installations, with a history dating back to 1886 [8].

Core Viewpoint - The Maine Public Utilities Commission approved a stipulation agreement for The Maine Water Company to unify its ten rate districts into a single rate structure, aimed at improving efficiency and addressing water infrastructure needs without increasing overall revenues [1][2]. Group 1: Rate Unification and Customer Impact - The unification of rates will provide a more efficient regulatory structure, allowing for necessary investments in aging water infrastructure across communities served by the company [2]. - A transition rate will be implemented starting February 1, 2026, with adjustments made over time until a uniform target rate is achieved, impacting typical residential customers' bills with changes ranging from a reduction of $3.23 to an increase of $4.94 per month based on current division rates [4]. - The agreement includes a needs-based financial assistance program, the Water Residential Assistance Program (WRAP), which offers a 22% discount on water bills for qualifying low-income residential customers [3][4]. Group 2: Company Background and Commitment - The Maine Water Company operates 12 public water systems, providing services to over 32,000 customers in 21 towns, and is a subsidiary of H2O America [6]. - The company has maintained high customer satisfaction ratings, averaging nearly 90% in independent surveys since 2012, reflecting its commitment to reliable service and operational excellence [5].

Core Viewpoint - Pure Cycle Corporation has appointed Daniel J. Roller as an independent director, expanding its Board from 7 to 8 members, which aims to enhance the Board's capabilities and strategic direction [1][2] Group 1: Board Appointment - Daniel J. Roller, President of Maran Capital Management, has been appointed to the Board of Directors effective January 14, 2026 [1] - The appointment was made in collaboration with Maran Capital Management, which owns approximately 14.7% of Pure Cycle's common shares [1][2] - A new Strategy and Capital Allocation Committee will be formed, chaired by Mr. Roller, to optimize the company's strategy and capital allocation [1][2] Group 2: Company Overview - Pure Cycle operates as a vertically integrated wholesale water and wastewater service provider, with three distinct business segments that complement each other [4] - The company launched its land development segment in 2017, focusing on developing master-planned communities while providing water and wastewater services [4] - In 2021, Pure Cycle introduced a rental business for single-family homes at Sky Ranch, which generates long-term recurring revenues and supports its land development operations [4] Group 3: Mr. Roller’s Background - Mr. Roller is the Founder, President, and Chief Investment Officer of Maran Capital Management, which focuses on long-term investments in small-cap companies [3] - He has over 20 years of experience in investment research and management, advising on M&A, capital allocation, corporate governance, and strategy [3] - Mr. Roller holds a B.S.E. in Electrical Engineering and Computer Science from Duke University [3]

Core Insights - Grupo Rotoplas has received an "A" rating in CDP's 2025 Climate Change Questionnaire, placing it on the "A-List" which includes only 4% of assessed companies globally and just two companies in Mexico this year [1][2] - The company also achieved an "A-" rating in the Water Security Questionnaire, marking its highest scores to date [2] Company Overview - Grupo Rotoplas S.A.B. de C.V. is a leading provider of water solutions in the Americas, offering products and services for storing, piping, improving, treating, and recycling water [3] - The company has over 45 years of industry experience, operates 18 plants across the Americas, and is present in 14 countries with a portfolio of 27 product lines and an e-commerce business [3] - Grupo Rotoplas has been listed on the Mexican Stock Exchange (BMV) under the ticker "AGUA" since December 10, 2014 [3]

Core Insights - Kentucky American Water emphasizes the importance of water conservation for both environmental sustainability and cost savings for customers [2] - The company invested approximately $70 million in system upgrades in 2025 to enhance water infrastructure, reduce leaks, and improve efficiency [2] Water Conservation Tips - Customers are encouraged to use water wisely inside their homes by running dishwashers and clothes washers only when full and installing water-efficient appliances [6] - Outdoor water conservation tips include using drip irrigation, watering plants during cooler times of the day, and checking irrigation systems for leaks [6] Customer Engagement and Services - Kentucky American Water offers auto pay and paperless billing options to help customers save time and manage their bills effectively [3][6] - The MyWater account provides customers with an interactive advisory map to stay informed about water service alerts and emergencies [3][4] Company Overview - American Water, the parent company of Kentucky American Water, is the largest regulated water and wastewater utility in the U.S., serving over 14 million people across 14 states [5] - Kentucky American Water serves approximately 527,000 people, providing safe and reliable water and wastewater services [7]

Core Insights - Veralto Corporation (VLTO) is a global provider of water analytics, treatment, marking and coding, packaging, and color solutions, with a market capitalization of approximately $25.5 billion [1] Financial Performance - Analysts project diluted EPS of $0.98 for fiscal 2025 Q4, reflecting a 3.2% increase from $0.95 in the previous year, with Veralto having exceeded EPS estimates in the last four quarters [2] - For fiscal 2025, Wall Street forecasts diluted EPS of $3.84, indicating an 8.5% year-over-year growth, with expectations for EPS to reach $4.20 in fiscal 2026, a 9.4% increase from the prior year [3] Stock Performance - VLTO stock has shown marginal gains over the past 52 weeks, up nearly 3% year-to-date, while the S&P 500 Index has increased by 17.7% over the same period [4] - The First Trust Water ETF (FIW) has gained nearly 12% over the past 52 weeks, further highlighting the relative underperformance of Veralto [4] Strategic Developments - On November 25, 2025, Veralto's shares rose 5.9% intraday following the announcement of its acquisition of In-Situ for $435 million, expected to close in Q1 2026 [5] - The acquisition is anticipated to add scale and profitability, with In-Situ projected to generate about $80 million in revenue for 2025, alongside gross margins near 50% and mid-teens EBITDA margins [6] - Veralto expects approximately $11 million in pre-tax run-rate cost synergies by year three from the acquisition, along with significant commercial and operational benefits [6] Capital Return Strategy - Veralto has authorized a share repurchase program of up to $750 million, allowing for flexibility in executing buybacks over time [7]

Core Insights - The American Water Charitable Foundation awarded a total of $75,000 in State Strategic Impact grants to 13 organizations in Iowa service areas in 2025 [1] Group 1: Grant Details - The State Strategic Impact grant is part of the Foundation's Keep Communities Flowing Grant Program, which focuses on three pillars: Water, People, and Communities [2] - The Foundation has invested over $20 million in funding through grants and matching gifts since 2012 to support eligible organizations in communities served by American Water [4][10] Group 2: Community Impact - The River Bend Food Bank received a $20,000 grant, which enabled the purchase of nutritious food and inspired employee volunteers to assemble 600 meal boxes and deliver over 7,500 meals [2] - Iowa American Water emphasizes its commitment to community support, stating that giving back is central to its mission [3] Group 3: Company Overview - American Water is the largest regulated water and wastewater utility company in the U.S., serving over 14 million people across 14 states and 18 military installations [6] - Iowa American Water, a subsidiary of American Water, provides services to approximately 227,000 people in Iowa [9]

Core Insights - Xylem Inc. (XYL) is experiencing strong momentum across its business segments, particularly in Measurement & Control Solutions and Water Infrastructure, driven by robust demand and infrastructure projects in the U.S. [1][8] - The Applied Water segment is recovering due to increased demand for commercial building solutions, while the Water Solutions and Services segment benefits from a strong pipeline of capital projects [2][8] - Xylem has enhanced its product portfolio through strategic acquisitions, including Vacom Systems and a majority stake in Idrica, which are expected to provide growth opportunities and enable market penetration [3][8] - The company is committed to returning value to shareholders, having paid $293 million in dividends (up 11.4% year-over-year) and repurchased $14 million in shares in the first nine months of 2025 [4][8] - Despite these positive developments, Xylem faces challenges from rising costs, with a 3.6% increase in the cost of revenues and a 2.4% rise in selling, general, and administrative expenses in the first nine months of 2025 [6][8] Performance Overview - Xylem's stock has increased by 7.1% over the past six months, contrasting with a 7.9% decline in the industry [5] - The company’s financial performance is influenced by various risks, including foreign currency exchange rates and inflation in international markets [9]