- Consolidated Water Co. Ltd. has reported full-year 2025 results, with sales of US$132.07 million versus US$133.97 million a year earlier and net income of US$18.34 million versus US$28.24 million, reflecting softer overall profitability.
- Despite lower total net income and earnings per share, the company’s earnings per share from continuing operations edged higher, highlighting a relatively stronger performance in its ongoing core businesses.
- We’ll now examine how the lower full-year net income but higher continuing-operations earnings per share affects Consolidated Water’s existing investment narrative.
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Consolidated Water Investment Narrative Recap
For someone considering Consolidated Water, the core belief is that regulated, essential water infrastructure and services can justify the company’s concentrated geography and contract exposure. The 2025 results show softer overall net income but slightly better earnings from continuing operations, which does not materially change the near term focus on execution in large projects and on managing customer and permitting risks.
Against this backdrop, the recent series of quarterly dividend affirmations at US$0.14 per share stands out, as it came alongside the reset in earnings levels. For investors tracking catalysts, the willingness to maintain that payout sits alongside expectations for projects such as Hawaii and U.S. design build contracts to support future cash flows, while still leaving questions about how resilient profits will be if key permits or renewals are delayed.
But investors should also be aware that the company’s heavy reliance on a handful of government and utility customers means...
Read the full narrative on Consolidated Water (it's free!)
Consolidated Water's narrative projects $321.6 million revenue and $38.3 million earnings by 2028. This requires 35.6% yearly revenue growth and a $21.5 million earnings increase from $16.8 million today.
Uncover how Consolidated Water's forecasts yield a $43.00 fair value, a 40% upside to its current price.
Exploring Other Perspectives
Nine Simply Wall St Community fair value estimates for Consolidated Water span roughly US$21 to US$81, underscoring how far apart individual views can be. When you set those against permitting and project timing risks on major developments like the Hawaii desalination plant, it becomes clear why exploring several perspectives on future earnings resilience matters.
Explore 9 other fair value estimates on Consolidated Water - why the stock might be worth 30% less than the current price!
Form Your Own Verdict
Disagree with existing narratives? Extraordinary investment returns rarely come from following the herd, so go with your instincts.
- A great starting point for your Consolidated Water research is our analysis highlighting 4 key rewards that could impact your investment decision.
- Our free Consolidated Water research report provides a comprehensive fundamental analysis summarized in a single visual - the Snowflake - making it easy to evaluate Consolidated Water's overall financial health at a glance.
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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.
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