CWTMEDIUM SIGNALFINANCIAL10-K

CWT experienced a significant 33% decline in net income despite growing its customer base and debt financing, while strengthening its balance sheet position.

The substantial drop in profitability alongside increased debt levels suggests either higher operational costs, regulatory pressures, or strategic investments that are currently weighing on earnings. However, the company's growing customer base and stronger equity position indicate underlying business stability with potential for future recovery.

Comparing 2026-02-27 vs 2025-02-27View on EDGAR →
FINANCIAL ANALYSIS

CWT's financial profile shows mixed signals with net income declining 33% to $128.2M and operating income falling 24% to $170.4M, indicating significant pressure on profitability. The company substantially increased its debt load by 25% to $1.5B while simultaneously strengthening stockholders' equity by 18% to $921.3M and reducing current liabilities by 22%. This combination suggests strategic debt financing to fund growth or infrastructure investments, with the stronger equity base and improved short-term liquidity providing financial flexibility despite near-term earnings headwinds.

FINANCIAL STATEMENT CHANGES
Net Income
P&L
-32.8%
$190.8M$128.2M

Net income declined 32.8% — review whether driven by operations, interest costs, or non-recurring items.

Total Debt
Balance Sheet
+25.3%
$1.2B$1.5B

Debt rose 25.3% — additional borrowing for investment or operations; monitor coverage ratios.

Operating Income
P&L
-24.3%
$225.1M$170.4M

Operating profitability softening — costs rising faster than revenue, watch for margin recovery plan.

Current Liabilities
Balance Sheet
-22.3%
$538.4M$418.2M

Current liabilities reduced — improved short-term financial position and working capital health.

Stockholders Equity
Balance Sheet
+18.1%
$779.9M$921.3M

Equity base grew 18.1% — retained earnings accumulation or equity issuance strengthening the balance sheet.

LANGUAGE CHANGES
NEW — 2026-02-27
PRIOR — 2025-02-27
ADDED
The common stock outstanding at February 9, 2026 was 59,642,844 shares.
political environment and changes effected, proposed or threatened by the U.S.
federal government that has led to, in some cases, legal challenges and uncertainty around the funding, functioning and policy priorities of U.S.
5 Table of Content s Overview California Water Service Group (Company) is a holding company with seven operating subsidiaries: Cal Water, Washington Water Service Company (Washington Water), New Mexico Water Service Company (New Mexico Water), Hawaii Water Service Company, Inc.
Regulated Business California water operations are conducted by Cal Water, which provides service to approximately 500,000 customer connections in 20 separate districts, which are subject to regulation by the California Public Utilities Commission (CPUC).
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REMOVED
The Common stock outstanding at February 10, 2025 was 59,488,444 shares.
political environment, including, as a result of the change in U.S.
federal administration, leadership and policy changes or threatened changes at U.S.
federal regulatory agencies that have led to, in some cases, legal challenges and uncertainty around the funding, functioning and policy priorities of U.S.
Regulated Business California water operations are conducted by Cal Water, which provides service to approximately 499,400 customer connections in approximately 100 California communities through 20 separate districts, which are subject to regulation by the CPUC.
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