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Consolidated Water Co Ltd

Consolidated Water Co. Ltd. and its subsidiaries supply potable water, treat wastewater and water for reuse, and provide water-related products and services in the Cayman Islands, the Bahamas, the United States, and the British Virgin Islands. It operates through Retail, Bulk, Services, and Manufacturing segments. The company produces potable water from seawater using reverse osmosis technology and serves residential, commercial, and government customers, as well as government-owned utilities. It also designs, constructs, and sells water production and treatment plants, manages and operates water production plants and treatment and reuse infrastructure for third parties, offers water-related consulting services, and produces and supplies bulk water. In addition, it manufactures and services specialized and custom water-related products and systems, including reverse osmosis desalination, membrane separation, and filtration equipment, as well as piping systems, vessels, and custom-fabricated components. Incorporated in 1973, the company is headquartered in Grand Cayman, the Cayman Islands.

Price · split & dividend adjusted
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United States
CWCO▼

Consolidated Water Falls 1.75% as Analysts Trim Estimates Ahead of Earnings

Consolidated Water closed at $28.09, down 1.75% on the day, a steeper decline than the S&P 500's 0.76% loss. The desalination plant developer and operator has dropped 5.11% over the past month, trailing the Utilities sector's 4.18% decline and the S&P 500's 1.26% gain. For its upcoming earnings disclosure, the company's earnings per share are projected at $0.24, a 29.41% decrease from the same quarter last year, while revenue is expected to come in at $32.62 million, down 7.12% year over year. For the full year, the Zacks Consensus Estimates call for earnings of $0.95 per share and revenue of $128.36 million, changes of -18.1% and -2.81% respectively from last year. Over the past month the Zacks Consensus EPS estimate has shifted 1.04% downward, and Consolidated Water currently carries a Zacks Rank of #3 (Hold) and a Forward P/E of 30.09, a premium to its industry's average of 21.99.
CWCO · Capital · Negative Analysts trimmed EPS estimates ahead of earnings, with projected EPS down 29.41% and revenue down 7.12% year over year.
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Zacks Investment Research·12dRead more →
Cayman IslandsBahamas
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Consolidated Water Q2 Earnings Beat Estimates but Revenue Misses on Manufacturing Weakness

Consolidated Water Company reported second-quarter 2026 earnings of 25 cents per share, beating the Zacks Consensus Estimate of 22 cents by 13.64 percent but declining 21.9 percent from 32 cents a year ago. Total revenues of 32.9 million dollars missed the consensus estimate of 35 million dollars by 6.07 percent and fell 2.1 percent from 33.6 million dollars in the prior-year quarter, as a 48.6 percent plunge in manufacturing revenues to 2.69 million dollars weighed on the top line. Bulk revenues rose 20.1 percent to 9.93 million dollars, driven by higher energy-related revenues in the Bahamas and contributions from two new seawater desalination plants on Cat Island commissioned in 2026. The company also secured a 25-year exclusive concession and water utility license to supply two of Grand Cayman's most populated areas. Cash and cash equivalents stood at 132.6 million dollars as of June 30, 2026, with total debt of just 16 thousand dollars.
CWCO · Capital · Negative Revenue miss due to manufacturing weakness, though EPS beat
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CWCO

Consolidated Water Stock Rises but Trails Market Ahead of Earnings

Consolidated Water shares closed at $29.55, a 1.2% gain that lagged the S&P 500's 1.48% advance. The stock has slipped 0.82% over the past month, outperforming the Utilities sector's 2.52% decline but falling short of the S&P 500's 0.19% rise. The company is scheduled to report earnings on August 10, 2026, with analysts projecting earnings per share of $0.22, a 31.25% drop from the prior-year quarter, on revenue of $35 million, up 4.18%. Full-year consensus estimates stand at $0.95 per share and $133.59 million in revenue, representing declines of 18.1% and 1.14%, respectively. Consolidated Water currently carries a Zacks Rank of #4, or Sell, and trades at a forward price-to-earnings ratio of 30.9, a premium to the water supply industry average of 22.05.
CWCO · Capital · Neutral Earnings report upcoming with projected EPS decline, but stock performance mixed relative to market and sector.
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Climate Adaptation & Water▲

Consolidated Water gets limited notice to proceed on Hawaii project and record $10.1 million Florida equipment order

Consolidated Water has received a Limited Notice to Proceed from the Honolulu Board of Water Supply for its Kalaeloa seawater desalination project in Hawaii, releasing approximately $6 million in project funds for long-lead equipment procurement. The company also secured purchase orders totaling approximately $10.1 million from a Florida east coast municipality for nanofiltration membrane water treatment equipment and horizontal cartridge filters, marking the largest orders in its history for municipal membrane-based equipment and horizontal cartridge filters. The Kalaeloa facility is designed to produce 1.7 million gallons of potable water per day, with Consolidated Water contracted to operate and maintain it for 20 years plus two five-year extension options, though construction start remains pending due to permitting delays outside both parties' control. Delivery of the Florida equipment is scheduled for November 2027.
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Climate Adaptation & Water › Water Treatment & Flow Technology ▲Demand
Climate Adaptation & Water › Regulated Water & Wastewater Utilities Competition
CWCO · Demand · Positive Company received a $10.1 million equipment order from a Florida municipality, its largest ever for such products, and a $6 million limited notice to proceed on a Hawaii desalination project.
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Consolidated Water to trade ex-dividend July 1 for $0.14 quarterly payout

Consolidated Water Co Ltd will trade ex-dividend on July 1, 2026, for its quarterly dividend of $0.14 per share, payable on July 31, 2026. The dividend represents approximately 0.48% of the stock's recent price of $29.46, with an annualized yield of about 1.90%. CWCO shares have a 52-week range of $28.17 to $39.12 and last traded at $29.26, down about 0.1% on Monday.
CWCO · Capital · Neutral The article reports a routine quarterly dividend ex-date and yield, which is a capital event but has no material impact on the company's value or operations.
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Consolidated Water Secures 25-Year Exclusive Retail Water License for Grand Cayman Operations

Consolidated Water has received a new 25-year exclusive retail water license for its Grand Cayman operations through its subsidiary Cayman Water Company Limited. The license, granted by the Utility Regulation and Competition Office of the Cayman Islands, takes effect August 1, 2026, and preserves Cayman Water's exclusive right to produce, distribute, and sell potable water in its licensed service area, which includes Seven Mile Beach and West Bay. Under the new terms, customers will see an approximately 6.5% reduction in the cost of water per gallon due to lower base water rates and energy cost recovery charges. The company estimates that if the new rates had been applied historically, revenues would have been lower by about $2.1 million in 2024, $1.9 million in 2025, and $0.6 million in the first quarter of 2026. The license arrives as Grand Cayman experiences strong tourism momentum, with March 2026 setting an all-time monthly record of 64,213 stayover visitors and total visitation reaching 221,731, up 12.6% year over year.
CWCO · Regulation · Positive Secured a new 25-year exclusive retail water license, ensuring long-term operational certainty and market exclusivity in Grand Cayman.
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Zacks Adds Three Stocks to Strong Sell List on June 24

Zacks Investment Research added three stocks to its Zacks Rank #5 (Strong Sell) list on June 24. Consolidated Water Co. Ltd. saw its current-year earnings consensus estimate revised 9.4% downward over the last 60 days. Global Ship Lease, Inc. had its estimate cut by 1.9%, and Meritage Homes Corporation experienced a 6.7% downward revision over the same period.
CWCO · Capital · Negative Current-year earnings consensus estimate revised 9.4% downward over the last 60 days.
GSL · Capital · Negative Added to Zacks Strong Sell list after its earnings estimate was cut 1.9%.
MTH · Capital · Negative Current-year earnings consensus estimate revised 6.7% downward over the last 60 days.
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