Core Insights - Select Water Solutions achieved significant milestones in sustainability and operational growth in 2024, focusing on water recycling and environmental responsibility [1][2][3] Sustainability Achievements - In 2024, Select treated or recycled 20.0 billion gallons (477 million barrels) of produced water, marking a 9% increase from 2023 [1][4] - The company increased environmentally-responsible wastewater disposal volumes by 41% compared to 2023 [1][4] - Select reduced total Scope 1 and Scope 2 emissions by 8% year-over-year, supported by investments in infrastructure and fleet upgrades [1][4] Performance Against Targets - Select exceeded its annual water recycling target by 324% and employee safety target by 49% as part of its sustainability-linked credit facility [1][4] - The company achieved a total recordable incident rate (TRIR) of 0.54 and a lost time incident rate of 0.25 in 2024 [4] Future Goals - For 2025, Select established a target to increase recycled produced water volumes by 14% at fixed facilities, with an annual increase of 17.5% until reaching a target of 403 million barrels per year by 2029 [8] - The company aims to reduce TRIR by approximately 1.5% each year, outperforming the industry average by 35% by 2029 [8] Commitment to Stakeholders - Select's 2024 Sustainability Report emphasizes its dedication to environmental stewardship and sustainable development within its operational communities [4][5] - The company plans to continue regular reporting on its ESG policies and performance through its website and annual reports [5]

Financial Performance - Ecolab's reported diluted EPS was $1.84, with adjusted diluted EPS at $1.89, a 13% increase[7, 12] - The company anticipates full-year 2025 adjusted diluted earnings per share to be in the range of $7.42 to $7.62, representing a 12% to 15% increase compared to 2024[8, 15] - Ecolab projects third-quarter 2025 adjusted diluted earnings per share to be between $2.02 and $2.12, a 10% to 16% rise from the previous year[8, 15] - Reported sales increased by 1%, which includes an unfavorable impact of 2% from the sale of the global surgical solutions business[8] - Organic sales grew by 3%, driven by Institutional & Specialty and Water segments[8] - Reported operating income (OI) increased by 8%, with organic OI rising by 14%[8] - Organic operating income margin expanded by 170 bps to 18.3%, attributed to value pricing and improved productivity[8] Segment Performance - Global Water segment sales increased by 2%[16] - Global Institutional & Specialty segment sales increased by 4%[16] - Global Pest Elimination segment sales increased by 6%[16] - Global Life Sciences segment sales increased by 4%[16] Strategic Outlook - Ecolab expects to achieve a 20% operating income margin by 2027[7] - The company is focused on capitalizing on long-term growth opportunities, maximizing service effectiveness, and leveraging investments in digital technology[37] - Ecolab is well-prepared to manage the dynamic international trade environment through its world-class supply chain, 'local for local' production model, and recently implemented trade surcharge[15]

Second quarter 2025 reported diluted EPS of $0.71, an 11% increase in diluted EPS over the prior year, and adjusted diluted EPS (non-GAAP)1 of $0.75, a 14% increase in adjusted diluted EPS over the prior year2025 year-to-date reported diluted EPS of $1.20, a 20% increase in diluted EPS over the prior year, and adjusted diluted EPS (non-GAAP) of $1.25, a 23% increase in adjusted diluted EPS over the prior year2025 year-to-date infrastructure investment was $207.2 million2, on track for full-year capital expe ...

Core Viewpoint - Wall Street anticipates a year-over-year increase in earnings for Middlesex Water (MSEX) due to higher revenues, with a focus on how actual results compare to estimates impacting stock price [1][2]. Earnings Expectations - The upcoming earnings report is expected to show quarterly earnings of $0.68 per share, reflecting a +15.3% year-over-year change, with revenues projected at $52 million, up 5.8% from the previous year [3]. Estimate Revisions - The consensus EPS estimate has remained unchanged over the last 30 days, indicating a stable outlook from covering analysts [4]. Earnings Surprise Prediction - The Zacks Earnings ESP model suggests that a positive or negative Earnings ESP reading indicates the likely deviation of actual earnings from the consensus estimate, with a positive reading being a strong predictor of an earnings beat [9][10]. Current Earnings ESP and Zacks Rank - For Middlesex Water, the Most Accurate Estimate is lower than the Zacks Consensus Estimate, resulting in an Earnings ESP of -2.94%, combined with a Zacks Rank of 4, making it challenging to predict an earnings beat [12]. Historical Performance - In the last reported quarter, Middlesex Water was expected to post earnings of $0.55 per share but delivered $0.53, resulting in a surprise of -3.64%. Over the last four quarters, the company has beaten consensus EPS estimates two times [13][14]. Conclusion - Middlesex Water does not appear to be a compelling earnings-beat candidate, and investors should consider other factors when making decisions regarding the stock ahead of its earnings release [17].

Core Insights - Quest Water Global, Inc. has entered into a strategic partnership with the National Office for Rural Hydraulics in the Democratic Republic of Congo to provide clean water to underserved communities [1][2] - The partnership is a 10-year public-private initiative aimed at serving 1.5 to 1.8 million people [2] - Quest plans to manufacture and install 300 AQUAtap Community Water Centers over the next five years in various provinces of DRC [3] Financial Contributions and Revenue Sharing - The company will contribute US$30 million to fund the project over its duration [5] - Revenue sharing is structured with ONHR receiving 40% and Quest receiving 60% of the generated revenue [5] Project Implementation and Community Impact - The project will follow a Design-Build-Finance-Operate-Transfer model and is expected to create job opportunities in DRC [3][4] - Quest will also provide Water, Sanitation, and Hygiene (WASH) education in collaboration with CLEAN International [4] Operational Support and Compliance - ONHR will provide necessary permits, administrative support, and security for the installations [5] - The partnership includes conducting water quality tests to ensure compliance with local health standards [5]

Group 1 - Middlesex Water (NASDAQ: MSEX) shares have declined approximately 55% from their peak price since the end of 2021, reaching a favorable valuation [1] - The company's business is described as well-functioning and stable, making it an attractive investment opportunity [1] Group 2 - The author expresses a primary interest in dividend and value stocks, indicating a broader investment strategy that includes other types of stocks [1]

Core Insights - Grupo Rotoplas reported stable financial results for Q2 2025 despite a challenging comparative base due to the 2024 drought in Mexico, with net sales nearly in line with the previous year and notable growth in the United States [3][7][26] Financial Performance - Net sales for Q2 2025 reached 2,945 million Mexican pesos, a decrease of 0.9% compared to Q2 2024, with a cumulative net sales of 5,580 million Mexican pesos, down 1.0% year-over-year [6][8] - Adjusted EBITDA for Q2 2025 was 369 million Mexican pesos, reflecting an 18.1% decline from the previous year, with a margin of 12.5% [6][8] - Net income for Q2 2025 was 42 million Mexican pesos, a decrease of 30.9% year-over-year, with a cumulative net income of 65 million Mexican pesos, down 82.1% [6][8] Segment Performance - The services segment experienced significant growth, with sales increasing by 16.7% in Q2 2025, driven by the strong performance of the bebbia platform, which had over 155,000 active subscribers by the end of June [8][9][21] - Product sales declined by 2.5% in Q2 2025, primarily due to a high comparative base from the previous year's drought and challenging macroeconomic conditions [7][21] Geographic Performance - Sales in Mexico decreased by 6.5% in Q2 2025, while the United States saw a 20.6% increase in sales, indicating a strong performance in that market [11][21] - Cumulative sales in Argentina remained stable, with a slight decrease of 0.7% in Q2 2025, reflecting a challenging economic environment [11][21] Operational Efficiency - The company focused on disciplined expense management, resulting in a reduction of expenses as a percentage of sales and an improvement in cash flow [5][6] - Net financial debt increased by 2.3% to 3,753 million Mexican pesos, with a leverage ratio of 3.2x [6][8] Digitalization and Innovation - Continued advancements in digitalization were noted, particularly in the e-commerce channel in Mexico and the expansion of IoT solutions [5][6] - The company completed the nationwide rollout of the Tinaco Plus+ product and launched a new vertical water tank, contributing to its growth strategy [21][26]

Core Insights - California Water Service (Cal Water) has signed a 20-year power purchase agreement with EDPR NA Distributed Generation LLC for a solar photovoltaic array to be installed at its Northeast Bakersfield Treatment Plant, aimed at reducing environmental impact and energy costs [1][2][3] Group 1: Partnership Details - The solar array will have a capacity of 2.35 MWdc / 1.75 MWac and is expected to generate approximately 3,800 megawatt-hours of renewable energy annually [1][2] - The partnership is projected to save about $1.7 million in grid energy costs over the agreement's term, based on current electric rates in the Bakersfield District [2] Group 2: Company Commitments - Cal Water emphasizes its commitment to environmental stewardship and aims to meet greenhouse gas emissions reduction targets through this partnership [3] - The company has been recognized as one of "America's Most Responsible Companies" and "World's Most Trustworthy Companies" by Newsweek, highlighting its dedication to sustainability and community well-being [4] Group 3: EDPR NA DG Overview - EDPR NA Distributed Generation focuses on accelerating the adoption of distributed generation and has an operating capacity of 337 MW across 545 active sites [5] - The company provides a comprehensive range of renewable energy services, including financing, development, construction, and operation of energy and storage assets [5]

Core Insights - California Water Service (Cal Water) has signed a 20-year power purchase agreement with EDPR NA Distributed Generation LLC for a solar photovoltaic array to be installed at the Northeast Bakersfield Treatment Plant [1][2] - The solar array is expected to generate approximately 3,800 megawatt-hours of renewable energy annually, which will help reduce grid energy costs by about $1.7 million over the agreement's term [2][3] Company Overview: California Water Service - Cal Water provides water utility services to over 2.1 million people in California through 499,400 service connections, focusing on enhancing quality of life and sustainability [4] - The company has been recognized as one of "America's Most Responsible Companies" and "World's Most Trustworthy Companies" by Newsweek, highlighting its commitment to integrity and environmental stewardship [4] Company Overview: EDPR NA Distributed Generation - EDPR NA DG focuses on accelerating the adoption of distributed generation and offers a range of renewable energy services across North America [5] - The company has an operating capacity of 337 megawatts across 545 active sites, showcasing its extensive involvement in renewable energy infrastructure [5]

Core Viewpoint - American Water Works (AWK) is expected to report a year-over-year increase in earnings and revenues for the quarter ended June 2025, with a consensus outlook indicating potential stock price movements based on actual results compared to estimates [1][2]. Earnings Expectations - The consensus estimate for quarterly earnings is $1.49 per share, reflecting a year-over-year increase of +4.9% [3]. - Expected revenues are projected at $1.15 billion, which is an increase of 0.5% from the previous year [3]. Estimate Revisions - The consensus EPS estimate has been revised 0.13% lower in the last 30 days, indicating a reassessment by analysts [4]. - The direction of estimate revisions may not always align with the aggregate change, suggesting variability in analyst sentiment [4]. Earnings Surprise Prediction - The Zacks Earnings ESP model indicates that the Most Accurate Estimate for American Water Works is higher than the Zacks Consensus Estimate, resulting in a positive Earnings ESP of +0.67% [11]. - The company holds a Zacks Rank of 2, suggesting a strong likelihood of beating the consensus EPS estimate [11]. Historical Performance - In the last reported quarter, American Water Works had an earnings surprise of +0.96%, reporting $1.05 per share against an expectation of $1.04 [12]. - Over the past four quarters, the company has beaten consensus EPS estimates two times [13]. Conclusion - American Water Works is positioned as a compelling candidate for an earnings beat, but investors should consider additional factors influencing stock performance beyond earnings results [16].