BWE - Conservative 2025 guidance, potential delay in water tariff - Analyst Meeting Note
  • 11 Feb 2025
  • Company Research
We attended BWE’s analyst meeting on February 10. Overall, we see downside risk to our 2025 earnings forecast due to a potential six month delay in the water tariff hike, pending a fuller review. In contrast to TDM, which guides for 2025 volume growth of