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]

Save money, water, time and stay informed in 2026 LEXINGTON, Ky., Jan. 12, 2026 /PRNewswire/ -- Kentucky American Water celebrates the new year and offers tips to save customers money, water and time, from their kitchen to their backyard, and ways to stay informed about their water service all year long. "The new year is the perfect time to start new habits like saving water around the home," said Rob Burton, president of Kentucky American Water. "Wise water use is not just about preserving our most preciou ...

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]

"The American Water Charitable Foundation is proud to support organizations that are making an impact in communities across Iowa," said Carrie Williams, President, American Water Charitable Foundation. "Through our State Strategic Impact Grants, we aim to strengthen programs that provide essential resources and services where they are needed most." Since 2012, the Foundation has invested more than $20 million in funding through grants and matching gifts to support eligible organizations in communities serve ...

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]

Core Viewpoint - California Water Service Group has agreed to purchase the remaining membership interests of BVRT Utility Holding Company, becoming the sole owner of its water and wastewater utilities in the Austin-San Antonio corridor [1] Group 1: Acquisition Details - The acquisition is subject to customary terms and conditions, including approval from the Public Utilities Commission of Texas and the Group Board [2] - The acquisition will enhance California Water Service Group's investment and operations in Texas, allowing for better integration of the BVRT team [5] Group 2: Expansion and Infrastructure - BVRT has been expanding its Texas footprint by building and enhancing water and wastewater infrastructure [1] - Camino Real Utility Company, a BVRT subsidiary, has received a water certificate to serve future customer connections in a 230-acre area in Caldwell County [3] - Camino Real currently provides wastewater service to 270 customers and has plans to extend its sewer main to serve a new development expected to include up to 5,000 dwelling units by 2036 [4] Group 3: Company Overview - California Water Service Group operates regulated utilities across multiple states, providing water and wastewater services to over 2.1 million people [6]

Pure Cycle reiterated its fiscal 2026 guidance range of $26 million to $30 million in revenue and $0.43 to $0.52 in earnings per share. In the Q&A, Harding and his team said the breadth of the guidance range is largely driven by variability in industrial water sales to oil and gas operators, which management characterized as high-margin but timing-dependent.Management said the results put the company ahead of its internal forecast: Harding noted that through the first quarter, Pure Cycle achieved about a th ...

Financial Data and Key Metrics Changes - The company reported a record-setting first quarter with revenues exceeding $9 million and gross profits of approximately $6.2 million, achieving about a third of its fiscal year forecast [6][25]. - Net income and earnings per share saw significant increases, with year-to-date results ahead of guidance, achieving about 37% of the full-year guidance [6][25]. Business Segment Data and Key Metrics Changes - The land development segment showed strong performance, particularly with the completion of Phase 2C and ongoing work on Phase 2D, which is about 80% complete and ahead of schedule [5][14]. - The water utility segment experienced strong customer growth with a 22% compound annual growth rate (CAGR) in recurring revenue, although it was softer than normal due to timing issues with building permits and oil and gas deliveries [9][10]. - The single-family rental segment has 19 homes completed and rented, with another 40 units under contract, indicating a steady growth in recurring revenues [21][22]. Market Data and Key Metrics Changes - The company operates in a growing area of the Denver metropolitan region, with significant development occurring around the Lowry Ranch, which is expected to enhance the company's asset value [20][61]. - Home prices in the Sky Ranch area have appreciated by 30%-40% since the initial phases, indicating strong demand and market performance despite broader market challenges [42][43]. Company Strategy and Development Direction - The company aims to continue diversifying its activities across land development, water utilities, and single-family rentals, focusing on building a recurring revenue base and fortifying its balance sheet [4][24]. - Future growth is anticipated to come from the completion of the interchange project, which is expected to unlock additional commercial opportunities and enhance overall revenue streams [27][63]. Management's Comments on Operating Environment and Future Outlook - Management expressed optimism about the ongoing construction projects and the potential for increased oil and gas revenues as operators begin fracking later in the year [10][11]. - The company is cautious about water acquisitions, preferring strategic opportunities that complement its existing portfolio, while being more aggressive in land acquisitions [35][36]. Other Important Information - The company has a strong balance sheet and continues to invest in its business lines to create shareholder value [4][24]. - The company is exploring opportunities for data centers in the Sky Ranch area, leveraging its water availability to attract high water-use customers [40][41]. Q&A Session Summary Question: What should be the estimated earnings range for fiscal 2027? - Management indicated that fiscal 2027 will be influenced by Phase 2E and the interchange construction, suggesting it may not be a breakout year but will set the stage for future growth [31][32]. Question: What are the opportunities for water acquisition? - Management stated that while they have a strong water portfolio, any acquisitions would need to be strategic and adjacent to existing assets [35][36]. Question: What is the outlook for land acquisitions? - Management expressed optimism about land acquisition opportunities, noting more active conversations with landowners compared to previous years [37]. Question: What is the potential for data centers in the area? - Management highlighted the advantages of Sky Ranch for data centers due to water availability and proximity to infrastructure, indicating ongoing discussions with potential users [40][41]. Question: What is the current trend in home price appreciation in the Denver market? - Management reported strong appreciation in home values in Sky Ranch, with average increases of 30%-40% for earlier phases, driven by demand and community amenities [42][43].

Financial Data and Key Metrics Changes - The company reported a record-setting Q1 with revenues exceeding $9 million and gross profits of approximately $6.2 million, achieving about a third of its fiscal year forecast [6][28] - Net income and earnings per share saw significant increases, attributed to progress on Phase 2D, with year-to-date results ahead of guidance [5][6] Business Segment Data and Key Metrics Changes - The company operates in three segments: land development, water utilities, and single-family rentals, all performing well [4] - The water utility segment experienced strong customer growth with a 22% compound annual growth rate (CAGR) in recurring revenue, although it was softer than normal due to timing issues with building permits and oil and gas deliveries [10][11] - The land development segment showed strength from Phase 2D, with ongoing lot production and completion of Phase 2C [15][16] - The single-family rental segment has 19 homes completed and rented, with another 40 units under contract, aiming to phase in new units to the market [24][25] Market Data and Key Metrics Changes - The company noted strong appreciation in home values within the Sky Ranch area, with some homes appreciating by 30%-40% since their construction [52][56] - The overall housing market is experiencing affordability challenges, but the company is positioned to meet demand with entry-level products [25][56] Company Strategy and Development Direction - The company aims to continue developing its recurring revenue base while fortifying its balance sheet and investing in business lines [4][26] - There is a focus on expanding operations at Lowry Ranch and exploring commercial development opportunities, particularly in relation to the new interchange [22][30][72] - The company is cautious about water acquisitions but is more aggressive in land acquisitions to vertically integrate value [44][45] Management's Comments on Operating Environment and Future Outlook - Management expressed optimism about the potential for land acquisitions and the overall growth trajectory of the company, despite a slowing home building market [46][47] - The company anticipates a breakout year post-interchange completion, with significant revenue potential from both residential and commercial lots [35][37][67] Other Important Information - The company is actively exploring data center opportunities, leveraging its water availability to attract high water-use customers [50][88] - The company has a strong water portfolio and is seeing appreciation in tap fees, indicating a robust market for water assets [65] Q&A Session Summary Question: What should be the estimated earnings range for fiscal 2027? - Management indicated that fiscal 2027 will not be a breakout year, with expectations for continued growth primarily after the interchange is completed [35][36] Question: What are the opportunities for water acquisition? - Management stated that they are content with their current water portfolio and will pursue strategic acquisitions that are adjacent to existing assets [44][45] Question: What is the outlook for land acquisitions? - Management expressed optimism about land acquisition opportunities, noting increased interest from landowners [46][47] Question: What is the potential for data centers in the area? - Management highlighted the advantages of Sky Ranch for data centers due to water availability and proximity to power, indicating ongoing discussions with potential users [50][88] Question: What is the current trend in home price appreciation in the Denver market? - Management reported strong appreciation in home values at Sky Ranch, with average increases of 30%-40% for some homes [52][56]

Financial Performance - Q1 2026 net income increased approximately 16% to $46 million, and EPS increased approximately 19% to $019, reflecting higher profitability year over year[19] - As of Q1 2026, approximately 31% of the full-year revenue forecast and 32% of the gross profit forecast have been achieved[26] - As of Q1 2026, approximately 37% of the full-year net income and EPS forecasts have been achieved[30] Water & Wastewater Utilities - Recurring water and wastewater revenue increased approximately 26% from Q1 2024 to Q1 2026[38] - The company estimates its portfolio can serve approximately 60000 connections, generating approximately $23 billion in revenues based on current rates[50] - To date, the company has added around 1695 connections, representing 28% of its overall capacity[50] Land Development - Phase 2C is 89% complete by Q1 2026, with all $173 million revenue payments received[54] - Phase 2D is 65% complete by Q1 2026, with $45 million milestone payments received and $145 million remaining for FY26[55] - Quarter-over-quarter land development revenue increased to $65 million in Q1 2026[57] Single-Family Rentals - Single-family rental revenue increased approximately 20% from Q1 2024 to Q1 2026[85] - The company has completed 19 rental units at Sky Ranch, which are now fully leased[83] - The company has 40 additional homes under contract, with occupancy expected through FY2026[83] Capital Position - As of Q1 '26, the company has $239 million in cash and restricted cash and a $518 million Note Receivable[13] - The company's water rights portfolio supports up to 60000 connections[100]