Company / Return on Equity (ROE)
H2O America Return on Equity (ROE) History
FY2016-FY2025 · Annual data · Source: SEC filings
At a glance
Latest annual filing availableLatest Return on Equity (ROE)
6.7%
FY2025
5-year range
5.9% / 6.9%
FY2021-FY2025
Trend
-3.1%
vs FY2024
Sector context
#55 of 68
Utilities
What the data says
H2O America's return on equity (roe) of 6.7% is lower than 81% of companies in the Utilities sector (FY2025). Return on Equity (ROE) has fluctuated over the past 10 years, ranging from 4.4% in FY2020 to 12.8% in FY2019.
Based on SEC 10-K filings.
6.7% in FY2025 with a 5-year CAGR of +2.3%.
Declined from 6.9% to 6.7% over the past 2 years.
Utilities sector context is included.
Return on Equity (ROE) over time
Growth rates
- 3-Year Change
- +0.0pp
- 5-Year Change
- +2.3pp
- 10-Year Change
- -
Sector benchmark
Bottom 19% in UtilitiesTop 81% of 68This company 6.7% Sector average 3.5%
▼
+88.0% above sector average
Key checks
Key Insights
- In FY2025, return on equity (roe) decreased 3.1% year-over-year.
- Currently 3.1pp above the Utilities sector average.
- Peak return on equity (roe) was recorded in FY2019.
- Lowest return on equity (roe) in the period was in FY2020.
Company context
Key Data Points
- Altman Z-Score 0.53 (distress zone, below 1.8 threshold)
Data sourced from SEC EDGAR filings. Not investment advice.
Annual data
| Year | Return on Equity (ROE)Value | YoY GrowthYoY |
|---|---|---|
| FY2025 | 6.7% | -3.1% |
| FY2024 | 6.9% | -0.3% |
| FY2023 | 6.9% | +3.6% |
| FY2022 | 6.7% | +13.7% |
| FY2021 | 5.9% | +34.2% |
| FY2020 | 4.4% | -65.9% |
| FY2019 | 12.8% | +193.1% |
| FY2018 | 4.4% | -65.9% |
| FY2017 | 12.8% | +2.0% |
| FY2016 | 12.5% | +27.0% |
As of FY2025 · SEC 10-K · Updated Jun 30, 2026