The York Water Company (NASDAQ:YORW) last week reported its latest quarterly results, which makes it a good time for investors to dive in and see if the business is performing in line with expectations. York Water reported US$20m in revenue, roughly in line with analyst forecasts, although statutory earnings per share (EPS) of US$0.33 beat expectations, being 6.5% higher than what the analyst expected. Following the result, the analyst has updated their earnings model, and it would be good to know whether they think there's been a strong change in the company's prospects, or if it's business as usual. We thought readers would find it interesting to see the analyst latest (statutory) post-earnings forecasts for next year.

Taking into account the latest results, the current consensus from York Water's single analyst is for revenues of US$85.0m in 2026. This would reflect a credible 7.4% increase on its revenue over the past 12 months. Per-share earnings are expected to shoot up 22% to US$1.60. Before this earnings report, the analyst had been forecasting revenues of US$84.9m and earnings per share (EPS) of US$1.62 in 2026. The consensus analyst doesn't seem to have seen anything in these results that would have changed their view on the business, given there's been no major change to their estimates.

With no major changes to earnings forecasts, the consensus price target fell 12% to US$30.00, suggesting that the analyst might have previously been hoping for an earnings upgrade.

Of course, another way to look at these forecasts is to place them into context against the industry itself. The period to the end of 2026 brings more of the same, according to the analyst, with revenue forecast to display 10.0% growth on an annualised basis. That is in line with its 8.7% annual growth over the past five years. Compare this with the broader industry, which analyst estimates (in aggregate) suggest will see revenues grow 6.6% annually. So it's pretty clear that York Water is forecast to grow substantially faster than its industry.

The Bottom Line

The most important thing to take away is that there's been no major change in sentiment, with the analyst reconfirming that the business is performing in line with their previous earnings per share estimates. Fortunately, they also reconfirmed their revenue numbers, suggesting that it's tracking in line with expectations. Additionally, our data suggests that revenue is expected to grow faster than the wider industry. Furthermore, the analyst also cut their price targets, suggesting that the latest news has led to greater pessimism about the intrinsic value of the business.

With that said, the long-term trajectory of the company's earnings is a lot more important than next year. At least one analyst has provided forecasts out to 2028, which can be seen for free on our platform here.

This article by Simply Wall St is general in nature. We provide commentary based on historical data and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your financial situation. We aim to bring you long-term focused analysis driven by fundamental data. Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material. Simply Wall St has no position in any stocks mentioned.