H2O America首席执行官H2O America在声明中表示："将 Quadvest 公司并入 TWC 公司，为 H2O America提供了绝佳的机遇，使其能够从战略角度实现业务的多元化、强化和拓展，同时还能在全美发 展最为迅速的地区拓展业务。" 在竞争激烈的美国水务公司市场中，各企业正纷纷合并，以寻求规模效应，从而为大规模改造老化基础 设施所需的巨额投资提供资金支持。数据显示，2025 年宣布的水务公司交易价值现已上涨约 20%，达 到 70 亿美元。这些交易包括Eversource Energy以 24 亿美元(包括债务)的价格将Aquarion Water Co.出售 给Aquarion Water Authority。 Quadvest是得克萨斯州最大的供水和污水处理公司之一，拥有超过 50 座供水厂和 27 座污水处理厂。其 资产将助力H2O America从圣安东尼奥和奥斯汀向大休斯顿地区扩张。根据声明，H2O America计划在 未来五年内在得克萨斯州投入超过 5 亿美元的资金。 H2O America在康涅狄格州、缅因州和加利福尼亚州经营着其他水务业务。该公司在 5 月进行了品牌重 ...

Core Viewpoint - Xylem reported quarterly earnings of $1.03 per share, exceeding the Zacks Consensus Estimate of $0.95 per share, and showing an increase from $0.90 per share a year ago, indicating a positive earnings surprise of 8.42% [1][2] Financial Performance - The company achieved revenues of $2.07 billion for the quarter ended March 2025, surpassing the Zacks Consensus Estimate by 1.26% and showing a year-over-year increase from $2.03 billion [2] - Over the last four quarters, Xylem has exceeded consensus EPS estimates three times and has also topped consensus revenue estimates three times [2] Stock Performance and Outlook - Xylem shares have experienced a slight decline of about 0.1% since the beginning of the year, contrasting with the S&P 500's decline of 6% [3] - The company's future stock performance will largely depend on management's commentary during the earnings call and the trends in earnings estimate revisions [3][4] Earnings Estimates - The current consensus EPS estimate for the upcoming quarter is $1.14 on revenues of $2.21 billion, while the estimate for the current fiscal year is $4.64 on revenues of $8.75 billion [7] - The estimate revisions trend for Xylem is currently mixed, resulting in a Zacks Rank 3 (Hold), indicating expected performance in line with the market [6] Industry Context - The Waste Removal Services industry, to which Xylem belongs, is currently ranked in the bottom 23% of over 250 Zacks industries, suggesting potential challenges ahead [8] - The performance of Xylem's stock may be influenced by the overall outlook for the industry, as research indicates that the top 50% of Zacks-ranked industries outperform the bottom 50% by more than 2 to 1 [8]