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业绩承压不改舜禹股份构筑长期价值护城河
Zheng Quan Ri Bao Zhi Sheng· 2025-04-29 09:44
例如,公司自主构建的私有云系统,并在合肥供水集团、杭州余杭水务控股集团等供水企业的指导和支 持下,选择合肥市北城区、杭州市余杭等地区作为示范应用区域,以解决区域用水高峰期供水能力不 足,城市整体供水系统的精准调控在二次供水泵房层面的缺失,以及智能化区域停水突发事件预警和缓 冲保障机制尚未建立等痛点问题。同时,借助节能错峰智慧供水系统先进计算能力,大幅削减了该区域 高峰期总流量,降低管网压力波动,有效改善水质,减少水厂能耗支出。 本报讯 (记者徐一鸣)4月28日,安徽舜禹水务股份有限公司(以下简称"舜禹股份")发布2024年年度 报告。报告期内,公司实现营业收入约6.52亿元,同比下降7.36%。归属于上市公司股东的净利润为 1364.98万元,同比下降79.84%。 对于业绩变动原因,年报显示,公司根据市场环境变化,更加注重客户偿付能力、提高客户筛选标准, 把控项目订单质量,公司新增取得污水处理项目订单有所放缓,导致公司污水处理业务收入有所下降 等。 虽然舜禹股份去年业绩呈现下滑态势,但其在智慧水务领域的技术积累与低碳环保战略布局,正为未来 增长积蓄势能并构筑长期价值护城河。 据权威机构研究分析,到2025年 ...
SJW Group Announces First Quarter 2025 Financial Results
GlobeNewswire News Room· 2025-04-28 21:10
Core Insights - SJW Group reported strong financial results for Q1 2025, highlighting the effectiveness of its business strategy and local water operations [2][3][5] Financial Performance - Net income for Q1 2025 was $16.6 million, a 41% increase from $11.7 million in Q1 2024 [3] - Diluted EPS rose to $0.49, a 36% increase compared to $0.36 in the prior year [3][8] - Adjusted net income (non-GAAP) was $16.7 million, up 43% from the previous year, with adjusted diluted EPS at $0.50, a 39% increase [3][4] Revenue and Expenses - Operating revenue for Q1 2025 was $167.6 million, a 12% increase from $149.4 million in Q1 2024, driven by rate increases and higher customer usage [5] - Operating expenses increased by 8% to $131.7 million, primarily due to higher water production expenses and administrative costs [5][9] Capital Expenditures - The company invested $78.2 million in infrastructure during Q1 2025, representing approximately 17% of the planned $473 million capital expenditures for the year [6][8] Rate Activity and Regulatory Updates - New rates for San Jose Water took effect on January 1, 2025, resulting in an authorized revenue increase of $53.1 million over three years [10] - The Connecticut Public Utilities Regulatory Authority approved a $1.6 million revenue increase for Connecticut Water effective April 1, 2025 [14] Dividend Declaration - SJW Group declared a quarterly cash dividend of $0.42 per share, payable on June 2, 2025, with an expected annualized dividend of $1.68 per share for 2025 [23][24] Guidance - The company affirmed its 2025 adjusted diluted EPS guidance of $2.90 to $3.00, anticipating growth in the top half of the range through 2029 [21]
Mueller Water Products (MWA) Reports Next Week: Wall Street Expects Earnings Growth
ZACKS· 2025-04-28 15:06
Core Viewpoint - Mueller Water Products (MWA) is anticipated to report a year-over-year increase in earnings despite a decline in revenues for the quarter ending March 2025, with the actual results being crucial for its near-term stock price movement [1][2]. Earnings Expectations - The upcoming earnings report is expected to be released on May 5, with a consensus estimate of quarterly earnings at $0.32 per share, reflecting a year-over-year increase of 6.7%. Revenues are projected to be $348.05 million, down 1.5% from the previous year [3][4]. Estimate Revisions - Over the last 30 days, the consensus EPS estimate has been revised down by 1.39%, indicating a reassessment by analysts regarding the company's earnings prospects [4][10]. Earnings Surprise Prediction - The Zacks Earnings ESP model indicates a negative Earnings ESP of -2.11% for Mueller Water Products, suggesting that analysts have recently become more bearish on the company's earnings outlook [10][11]. Historical Performance - In the last reported quarter, Mueller Water Products exceeded the expected earnings of $0.19 per share by delivering $0.25, resulting in a surprise of 31.58%. Over the past four quarters, the company has beaten consensus EPS estimates three times [12][13]. Investment Considerations - Despite the potential for an earnings beat, the combination of a negative Earnings ESP and a Zacks Rank of 3 makes it challenging to predict a positive outcome for the upcoming earnings report [11][16].
Recession-Resistant Stocks: What Stocks Should Hold Up Best During a Recession?
The Motley Fool· 2025-04-28 13:23
Economic Outlook - The risk of a U.S. recession has increased, with estimates for a recession in 2025 or within the next year ranging from 40% to 60% according to various Wall Street firms and economists [3][4][21] - Goldman Sachs raised its one-year recession-risk probability to 45% from 35%, while JPMorgan set the odds at 60% [3][4] Stock Performance During Recessions - Defensive stocks, which typically pay dividends, are expected to perform better during economic downturns [5] - Categories of stocks that tend to hold up well include consumer staples, utilities, healthcare, and discount retailers [7][8] Historical Context - The Great Recession lasted from December 2007 to May 2009, with the S&P 500 index dropping 35.6% during this period [10] - Stocks that performed well during the Great Recession include Netflix, iShares Gold Trust ETF, J&J Snack Foods, Walmart, and McDonald's, with Netflix showing a return of 70.7% [12][15] Specific Stock Insights - Gold mining stocks and ETFs, such as Newmont and iShares Gold Trust, are seen as potential safe havens during recessions [17] - "Small indulgence stocks," like Netflix and Hershey, may see continued consumer spending even in downturns [18] - Utility stocks, such as American Water Works and NextEra Energy, have shown strong long-term performance, challenging the notion that they are merely "widow and orphan stocks" [19] Investment Strategy - Investors are advised to review their stock portfolios to enhance recession resistance while remaining invested in the market [21][22] - Long-term investors should avoid drastic changes to their portfolios, as timing the market can be challenging [23]
American Water Works to Release Q1 Earnings: Here's What to Expect
ZACKS· 2025-04-25 15:20
American Water Works (AWK) is scheduled to release first-quarter 2025 results on April 30, after market close. The company delivered an earnings surprise of 7.96% in the last reported quarter. (See the Zacks Earnings Calendar to stay ahead of market-making news.)Let’s discuss the factors that are likely to be reflected in the upcoming quarterly results.Major Factors That Might Have Impacted AWK's Q1 PerformanceAmerican Water Works’ first-quarter earnings are expected to have benefited from infrastructure im ...
武汉控股(600168) - 武汉三镇实业控股股份有限公司2025年第一季度主要经营数据公告
2025-04-24 12:15
证券代码:600168 证券简称:武汉控股 公告编号:临 2025—026 号 武汉三镇实业控股股份有限公司 2025 年第一季度主要经营数据公告 本公司董事会及全体董事保证本公告内容不存在任何虚假记载、误导性陈 述或者重大遗漏,并对其内容的真实性、准确性和完整性承担个别及连带责任。 根据上海证券交易所信息披露相关规定,公司 2025 年第一季度主要经营数 据(未经审计)如下: | 地区 | 污水处 理服务 | | 处理量(万 m3) | | 结算量(万 | | m3) | | --- | --- | --- | --- | --- | --- | --- | --- | | | 综合单 价(元/ | 2025 年 | 2024 年 | 同比变化 | 2025 年 | 2024 年 | 同比变化 | | | m3) | 月 1-3 | 月 1-3 | (%) | 月 1-3 | 月 1-3 | (%) | | 武汉市 | 1.96 | 24,016.24 | 24,504.69 | -1.99 | 24,016.24 | 24,504.69 | -1.99 | | 湖北省 其他地区 | 3.17 | 528. ...
Artesian Water Company Announces the Hiring of Deirdre S. Smith, P.E.
GlobeNewswire News Room· 2025-04-23 20:10
Core Insights - Artesian Water Company has appointed Deirdre S. Smith as the new Director of Planning, responsible for various planning initiatives including water main renewals and wastewater system projects [1][3] - Ms. Smith brings over 35 years of experience from the engineering consulting industry, previously serving as Vice-President at Verdantas and COO at Duffield Associates [4] - The company emphasizes the importance of Ms. Smith's engineering background and local business experience in enhancing reliable water and wastewater services in the Delmarva region [5] Company Overview - Artesian Resources Corporation operates as a holding company for subsidiaries providing water and wastewater services on the Delmarva Peninsula [6] - Artesian Water Company is the oldest and largest regulated water utility in the region, supplying 9.5 billion gallons of water annually through 1,491 miles of water main to over a third of Delaware residents [6]
Artesian Water Company Announces the Hiring of Deirdre S. Smith, P.E., as Director of Planning
Newsfilter· 2025-04-23 20:10
Core Insights - Artesian Water Company has appointed Deirdre S. Smith as the new Director of Planning, responsible for various planning initiatives including water main renewals and subdivision planning for water and wastewater systems [1][3] - Deirdre S. Smith brings over 35 years of experience in the engineering consulting industry, having previously served as Vice-President at Verdantas and COO at Duffield Associates [4] - Artesian Resources Corporation operates as a holding company providing water and wastewater services on the Delmarva Peninsula, supplying 9.5 billion gallons of water annually to over a third of Delaware residents [6] Company Overview - Artesian Water Company is the oldest and largest regulated water utility on the Delmarva Peninsula, providing water service since 1905 [6] - The company operates a network of 1,491 miles of water main [6] Leadership and Community Engagement - Nicki Taylor, President and CEO of Artesian, expressed confidence that Smith's engineering background and local experience will enhance the reliability of water and wastewater services in the region [5] - Deirdre S. Smith is actively involved in the Delaware business community, serving as President of the Committee of 100 and on the Board of Family Promise of Northern New Castle County [5]
Global Water Resources Granted Rate Increase for GW-Farmers Utility
Newsfilter· 2025-04-23 12:31
Core Viewpoint - Global Water Resources, Inc. has received approval for new water rates for its GW-Farmers utility, expected to increase annual revenue by approximately $1.1 million based on 2023 service connections [1][2]. Rate Increase Details - The rate increase will be implemented in three stages: 50% on May 1, 2025, 25% on November 1, 2025, and the remaining 25% on May 1, 2026 [2]. - The Arizona Corporation Commission also approved a deferral of the recovery of an acquisition premium of approximately $3 million related to the acquisition of GW-Farmers, which will be addressed in a future rate case [2]. Company Operations and Community Impact - The additional revenue from the new rates will support improvements at GW-Farmers, benefiting customers and the Sahuarita community [3]. - GW-Farmers serves the Town of Sahuarita and surrounding unincorporated areas, covering approximately 21.0 square miles with 3,494 active water connections as of the end of 2024 [4]. Company Overview - Global Water Resources operates 32 systems providing water, wastewater, and recycled water services, primarily in growth corridors around metropolitan Phoenix and Tucson [5]. - The company recycles over 1 billion gallons of water annually, totaling 17.7 billion gallons since 2004 [5]. Total Water Management Approach - The company employs Total Water Management (TWM), an integrated approach to managing the entire water cycle, enhancing the beneficial use of recycled water and promoting conservation [6]. - TWM includes advanced technologies and smart water management programs, crucial for water-scarce areas experiencing population growth [6]. Industry Recognition - Global Water has received multiple awards, including national recognition as a 'Utility of the Future Today' for its water reuse practices [7]. - The company was also awarded Cityworks' Excellence in Departmental Practice Award for its leadership in public asset management strategies [7].
California Water Service Group Earns Spot on USA Today's 2025 List of America's Climate Leaders
Newsfilter· 2025-04-22 20:15
SAN JOSE, Calif., April 22, 2025 (GLOBE NEWSWIRE) -- As California Water Service Group (Group) (NYSE:CWT) joins others around the world in celebrating Earth Day, it is pleased to announce that is has been named one of "America's Climate Leaders" by USA Today and Statista Inc. The ranking honors organizations that drive real, positive environmental impact, according to Statista, a world-leading statistics portal and industry ranking provider. This ranking recognizes companies in the United States with more t ...