Consolidated Water 2025 Q3 Earnings Beats Revenue Estimates, Net Income Rises 23.8%

Consolidated Water (CWCO) delivered a revenue beat and robust earnings growth in Q3 2025. The company reported $35.12 million in revenue, surpassing the $32.9 million consensus estimate, and net income rose 23.8% year-over-year. Management highlighted strategic projects and operational efficiency as key drivers, though no explicit 2026 guidance was provided.

Revenue

Consolidated Water’s Q3 revenue rose 5.2% to $35.12 million, driven by strong performance across its services and manufacturing segments. , . , supported by expanded customer connections on Grand Cayman, . Bulk water sales, however, .

Earnings/Net Income

The company’s EPS surged 25.0% to $0.35, with net income growing 23.8% to $5.71 million. , underscoring operational resilience. The earnings performance reflects improved gross, operating, and net margins, .

Post-Earnings Price Action Review

The strategy of buying CWCO upon a revenue beat and holding for 30 days has shown favorable performance. Recent results, including a $35.12 million revenue beat and a 3.6% stock surge over the past month, highlight investor confidence. Financial metrics such as a 10% EPS increase and expanding margins reinforce profitability, . Insider selling of 4,755 shares over three months remains neutral, with no clear bearish signal. Long-term growth drivers, including the Hawaii desalination project and California contracts, position CWCO for 2026/2027 revenue expansion.

CEO Commentary

, driven by retail, services, and manufacturing segments. , led by construction, . Strategic projects, , were highlighted as growth catalysts. The CEO expressed optimism about operational excellence and governance enhancements.

Guidance

, ; ; and a new manufacturing facility to boost efficiency. , though explicit 2026 financial guidance was not provided.

Additional News

1. $15.6M Colorado/California Projects: Consolidated Water secured two construction contracts, with revenue expected in 2026.

2. $11.7M San Francisco Bay Wastewater Recycling Plant.

3. Hawaii Desalination Plant Design Completion, awaiting permits for 2026 construction.