H2O America
HTO
Jodie situation report
H2O America's move is spreading beyond its market group.
HTO accounts for 17.8% of the group's measured movement across 4.6 effective names. all 5 measured members are falling in raw terms, but 5 of 5 session-normalized paths align to the downside. Capital-flow agreement is 35%, so confirmation is not yet clean. No verified headline preceded the measured group move.
Is this move genuinely shared?
WTRG, AWK moved materially before HTO. HTO crossed its material path threshold at 12:55 ET, 1260 minutes after the first measured mover. AWR, CWT followed.
- Revenue increased 8.8% versus the comparable filing period.
- Operating margin fell 0.9 percentage points.
5 of 5 members in Regulated Water Utilities are active. 0 of 3 disclosed connections are confirming.
- At least 4 of 5 members remain active in the next snapshot.
- Capital-flow agreement rises above 55%.
- MSEX remains aligned with the group in the next market snapshot.
Invalidation: The live read weakens if participation falls to 1 of 5 members or fewer.
Who this business touches
The relationships behind HTO
Customers, suppliers, partners and competitors named in company filings—not inferred from headlines.
Depends on
AUSTFiling-linked namecustomerFeb 26, 2026 ▾
“TWC also has treated water supply agreements with the LCRA and WTCPUA expiring in 2059 and 2046, respectively, for 350 acre-feet of water per each agreement per year from Lake Austin and the Colorado River, respectively, at prices that may be adjusted periodi…”
AUSTFiling-linked namepartnerApr 29, 2026 ▾
“TWC also has treated water supply agreements with the Lower Colorado River Authority (“LCRA”) and West Travis County Public Utility Agency (“WTCPUA”) expiring in 2059 and 2046, respectively, to provide for 350 acre-feet of water per year from Lake Austin and…”
JPMJP Morgan Chase & Co.lenderFeb 26, 2026 ▾
“On September 12, 2025, H2O America and its subsidiaries, SJWC, SJWTX, CWC and MWC, entered into an Amended and Restated Credit Agreement to extend and increase the revolving credit facility with JPMorgan Chase Bank and Wells Fargo Securities, LLC.”
Filing peers
Companies whose filings use similar operating language.
Open the three relationships above to see Jodie’s filing proof. Pro unlocks 1 more links, every receipt, and alerts when connected names begin moving. Unlock the full network →
What is moving around it
Live connections
HTO is currently a Leader in the organic co-movement group Regulated Water Utilities. This group is discovered from market behaviour rather than assigned from an industry taxonomy. 3 filing-linked names are in the relationship map; none is currently confirmed as moving with the group.