Latest Thesis
York Water: a small utility where rate base discipline matters more than size
York Water reported 2025 revenue of $74.5 million and Q1 2026 revenue of $18.3 million. The thesis depends on regulated water demand, rate cases, capital investment, financing costs and dividend-quality cash flow.
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York Water: a small utility where rate base discipline matters more than sizeYork Water reported 2025 revenue of $74.5 million and Q1 2026 revenue of $18.3 million. The thesis depends on regulated water demand, rate cases, capital investment, financing costs and dividend-quality cash flow.NASDAQMay 20, 2026Research reportReadSlides