HEHIGH SIGNALFINANCIAL10-K

HE achieved a remarkable turnaround from massive losses to profitability with a $1.7 billion swing in operating income and elimination of $1.4 billion in net losses year-over-year.

This dramatic financial recovery suggests HE has moved past what appears to have been a significant one-time event or crisis in the prior period, returning to operational profitability. The company's adoption of reduced disclosure format indicates it now meets specific regulatory conditions, potentially signaling improved compliance or financial standing.

Comparing 2026-02-27 vs 2025-02-24View on EDGAR →
FINANCIAL ANALYSIS

HE demonstrated an extraordinary financial turnaround, swinging from $1.7 billion in operating losses to $235 million in operating income, while net income recovered from negative $1.4 billion to positive $126 million. The company strengthened its balance sheet by reducing total debt 15% and improved credit quality with provision for credit losses swinging from $51 million expense to $26 million recovery, though operating cash flow declined 20% and cash reserves dropped 33%. Despite some liquidity concerns, the overall picture signals a dramatic operational recovery from what appears to have been a crisis period, with the company returning to core profitability and financial stability.

FINANCIAL STATEMENT CHANGES
Provision for Credit Losses
P&L
-150.8%
$50.8M-$25.8M

Provisions reduced 150.8% — improving credit quality or reserve release boosting reported earnings.

Operating Income
P&L
+113.8%
-$1.7B$235.3M

Operating leverage kicking in — revenue growth outpacing cost growth, a hallmark of scaling businesses.

Net Income
P&L
+108.9%
-$1.4B$126.3M

Net income grew 108.9% — bottom-line growth signals improving overall business health.

Interest Expense
P&L
+78.5%
$116.7M$208.3M

Interest expense surged 78.5% — significant debt increase or rising rates materially impacting earnings.

Cash & Equivalents
Balance Sheet
-33.1%
$750.5M$501.8M

Cash declined 33.1% — significant cash burn or deployment; verify adequacy of remaining liquidity runway.

Operating Cash Flow
Cash Flow
-19.8%
$487.5M$391.1M

Operating cash flow softened — monitor whether temporary working capital timing or structural deterioration.

Total Debt
Balance Sheet
-15.1%
$2.7B$2.3B

Debt reduced 15.1% — deleveraging strengthens balance sheet and reduces financial risk.

Current Assets
Balance Sheet
-11.7%
$2.1B$1.9B

Current assets declined 11.7% — monitor working capital adequacy and short-term liquidity.

LANGUAGE CHANGES
NEW — 2026-02-27
PRIOR — 2025-02-24
ADDED
(Without Par Value) $ 1,834,863,997 172,611,853 172,620,476 Hawaiian Electric Company, Inc.
($6-2/3 Par Value) None 17,854,278 17,854,278 HAWAIIAN ELECTRIC COMPANY, INC.
MEETS THE CONDITIONS SET FORTH IN GENERAL INSTRUCTIONS (I)(1)(a) AND (b) OF FORM 10-K AND IS THEREFORE FILING THIS FORM WITH THE REDUCED DISCLOSURE FORMAT.
ASB Hawaii ASB Hawaii, Inc., a wholly owned subsidiary of Hawaiian Electric Industries, Inc.
ASC Accounting Standards Codification ASU Accounting Standards Update ATR Affiliate transaction requirements BESS Battery Energy Storage System Btu British thermal unit CBRE Community-based renewable energy CERCLA Comprehensive Environmental Response, Compensation and Liability Act Company When used in Hawaiian Electric Industries, Inc.
+7 more — sign up free →
REMOVED
(Without Par Value) $ 994,937,083 110,303,446 172,465,608 Hawaiian Electric Company, Inc.
ASB Hawaii ASB Hawaii, Inc., a wholly-owned subsidiary of Hawaiian Electric Industries, Inc.
ASC Accounting Standards Codification ASU Accounting Standards Update ATF Bureau of Alcohol, Tobacco, Firearms and Explosives ATM At-the-market BESS Battery Energy Storage System Btu British thermal unit CAT Climate Advisory Team CBRE Community-based renewable energy CERCLA Comprehensive Environmental Response, Compensation and Liability Act Company When used in Hawaiian Electric Industries, Inc.
Government FERC Federal Energy Regulatory Commission ii GLOSSARY OF TERMS (continued) Terms Definitions Fitch Fitch Ratings, Inc.
GAAP Accounting principles generally accepted in the United States of America GCOD Guaranteed commercial operation date GHG Greenhouse gas GLST1 GLST1, LLC, a wholly-owned subsidiary of Hawaiian Electric Industries, Inc.
+7 more — sign up free →
MORE FINANCIAL SIGNALS
PNRGHIGHPNRG achieved exceptional profitability improvement with net income surging 2,21...
2026-04-16
BNAIHIGHBNAI underwent a dramatic reverse stock split that reduced share count by 86% wh...
2026-04-16
LAKEHIGHLAKE's financial performance deteriorated significantly with operating losses wo...
2026-04-16
NXXTHIGHNextNRG experienced massive financial deterioration with operating losses explod...
2026-04-16
ANALYZE ANY FILING FREE

See what changed in your portfolio's filings

500+ US-listed companies analyzed. Language delta, financial analysis, instant signal scoring.

Try Tracenotes free →