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York Water: a small utility where rate base discipline matters more than size

YORWResearch reportPosted by Goglides ResearchMay 20, 2026
NASDAQYORWCoverage BootstrapThe York Water Company

Thesis summary

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 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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