H2O America (HTO)

H2O America, through its subsidiaries, provides water utility and other related services in the United States. The company engages in production, purchase, storage, purification, distribution, wholesale, and retail sale of water and wastewater services; and supplies groundwater from wells, surface water from watershed run-off and diversion, reclaimed water, and imported water purchased from Valley Water District. It also offers non-tariffed services, including water system operations, maintenance agreements, and antenna site leases; contracted services, sewer operations, and other water related services; and a Linebacker protection plan for public drinking water customers in Connecticut and Maine. In addition, the company provides water services; owns undeveloped land in California; and commercial properties and parcels of land in Connecticut. The company was formerly known as SJW Group and changed its name to H2O America in May 2025. H2O America was incorporated in 1985 and is headquartered in San Jose, California.

Symbol
HTO
Exchange
Nasdaq
Sector
Utilities
Industry
Utilities - Regulated Water
Market cap
$2.59B
52 week range
43.75 - 67.09

Valuation

Share price
$62.20 (close of 2026-09-23)
P/E (TTM)
21.06x
Price to book
1.41x
Price to free cash flow
10.56x
Enterprise value
$4.31B
Book value per share
$43.84

Price performance

PeriodChange
1 day-0.65%
5 days-0.43%
1 month-2.02%
3 months+8.10%
6 months+10.07%
Year to date+26.96%
1 year+27.51%
3 years+0.35%
5 years-5.57%
10 years+37.73%
All time+4280.28%

Profitability and growth

Return on equity
6.66%
Return on invested capital
4.72%
Return on assets
1.99%
Return on capital employed
3.64%
Gross margin
37.68%
Net margin
12.73%
EBITDA margin
36.99%
Revenue growth
9.41%
Net income growth
9.16%
Free cash flow growth
25.20%

Cash flow and balance sheet

Free cash flow yield (TTM)
9.47%
Current ratio
2.02x
Net debt to EBITDA
6.13x

Latest reported year

Period end
2025-12-31
Fiscal year
2025
Revenue
$805.59M
Cost of revenue
$502.07M
Gross profit
$303.52M
EBITDA
$298.02M
Net income
$102.58M
Earnings per share
$2.93
Shares outstanding
35.00M

Income statement by year

Period endRevenueGross profitNet incomeEPS
2025-12-31$805.59M$303.52M$102.58M$2.93
2024-12-31$736.33M$276.33M$93.97M$2.87
2023-12-31$678.17M$248.09M$84.99M$2.69
2022-12-31$586.92M$226.38M$73.83M$2.44
2021-12-31$559.57M$198.49M$60.48M$2.04
2020-12-31$549.27M$197.41M$61.52M$2.16
2019-12-31$447.72M$123.78M$23.40M$0.82
2018-12-31$389.30M$122.37M$38.77M$1.83
2017-12-31$381.78M$150.79M$59.20M$2.89
2016-12-31$328.25M$138.97M$52.84M$2.59

Margins and returns by year

Period endGross marginNet marginReturn on equityReturn on capital
2025-12-3137.68%12.73%6.66%4.72%
2024-12-3137.53%12.76%6.87%5.07%
2023-12-3136.58%12.53%6.89%4.83%
2022-12-3138.57%12.58%6.65%4.45%
2021-12-3135.47%10.81%5.85%4.02%
2020-12-3135.94%11.20%6.71%4.80%
2019-12-3127.65%5.23%2.63%2.25%
2018-12-3131.43%9.96%4.36%7.04%
2017-12-3139.50%15.51%12.78%7.50%
2016-12-3142.34%16.10%12.53%7.53%

Cash and debt by year

Period endCashDebt
2025-12-31$20.69M$1.87B
2024-12-31$11.11M$1.71B
2023-12-31$9.72M$1.53B
2022-12-31$12.34M$1.49B
2021-12-31$10.91M$1.49B
2020-12-31$5.27M$1.29B
2019-12-31$12.94M$1.28B
2018-12-31$420.72M$431.42M
2017-12-31$7.80M$431.09M
2016-12-31$6.35M$433.33M

Free cash flow by year

Period endFree cash flowStock-based compensation
2025-12-31$244.80M$6.44M
2024-12-31$195.53M$5.62M
2023-12-31$190.83M$4.65M
2022-12-31$166.20M$4.79M
2021-12-31$130.04M$4.25M
2020-12-31$104.05M$3.55M
2019-12-31$130.00M$3.41M
2018-12-31$91.34M$2.12M
2017-12-31$101.11M$2.64M
2016-12-31$114.57M$1.69M

Dividend history

Most recent payment
2026-08-10
Paid in the last twelve months
$1.74
Payment dateDividend per share
2026-08-10$0.44
2026-05-11$0.44
2026-02-09$0.44
2025-11-10$0.42
2025-08-11$0.42
2025-05-12$0.42
2025-02-10$0.42
2024-11-04$0.40

Investor relations

Next earnings report

Next confirmed report
2026-10-26

Past earnings dates

ReportedFiscal periodEPS estimate
2026-07-27Jun/2026$0.70
2026-04-28--
2026-02-25--
2025-10-27--
2025-07-28--
2025-04-28--
2025-02-26--
2024-10-28--

Filings and sources

Company website
h2o-america.com
SEC filings
10-K, 10-Q and 8-K on EDGAR
Earnings calendar
All upcoming reports

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