Essential Utilities(US:WTRG)2025-11-05 14:00Financial Performance - The company reported Q3 2025 operating revenues of $477 million, a 9.6% increase compared to $435.3 million in Q3 2024[27] - Net income for Q3 2025 was $92.1 million, a 32.7% increase from $69.4 million in Q3 2024[27] - Q3 2025 net income per share was $0.33, a 32% increase from $0.25 in Q3 2024[27] - Year-to-date 2025 operating revenues reached $1.7755 billion, a 19.8% increase compared to $1.4817 billion in YTD 2024[56] - Year-to-date 2025 net income was $483.7 million, a 17.8% increase from $410.6 million in YTD 2024[56] - Year-to-date 2025 net income per share was $1.73, a 15.3% increase from $1.50 in YTD 2024[56] Growth and Investment - The company reaffirms its long-term EPS and capital expenditure guidance[15] - The company expects to achieve GAAP earnings per share above the guidance range of $2.07-$2.11 for 2025 due to non-recurring benefits[39] - Infrastructure investments are projected to be approximately $7.8 billion from 2025-2029[24] - The company is investing $26 million in a data center in Western Pennsylvania, with revenues expected to commence in FY 2029[15, 19] Regulatory and Acquisition - Completed regulatory recoveries in 2025 are expected to increase annualized revenue by $101.526 million[41, 67] - Pending regulatory recoveries could further increase annualized revenue by $99.374 million[41, 69] - Since 2015, the company has acquired over 135,000 water and wastewater customers and approximately $550 million in rate base through M&A[44]