Geopolitics Alpha

Essential Utilities (WTRG) Beats Q3 Earnings and Revenue Estimates

Published . Updated .

Key takeaways

  • Essential Utilities (WTRG) delivered earnings and revenue surprises of +8.57% and +1.84%, respectively, for the quarter ended September 2026.
  • Exposed: XLU, NEE, DUK, SO, AEP
  • Market reaction: price tracking starts with the next trading session.

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Essential Utilities (WTRG) Beats Q3 Earnings and Revenue Estimates

Essential Utilities (WTRG) delivered earnings and revenue surprises of +8.57% and +1.84%, respectively, for the quarter ended September 2026. Do the numbers hold clues to what lies ahead for the stock?

Directly affected

  • WTRG Essential Utilities

    Named in this report.

Indirectly affected

  • XLU Utilities Select Sector SPDR+3.0% 30d

    Utilities Select Sector SPDR: it holds power utilities. Linked by “utilities” (power and utilities) in this story.

  • NEE NextEra Energy+11.5% 30d

    NextEra Energy (electric services): power demand and prices drive utility earnings. Linked by “utilities” (power and utilities) in this story.

  • DUK Duke Energy+7.5% 30d

    Duke Energy (electric and other services combined): power demand and prices drive utility earnings. Linked by “utilities” (power and utilities) in this story.

  • SO The Southern+10.8% 30d

    The Southern (electric services): power demand and prices drive utility earnings. Linked by “utilities” (power and utilities) in this story.

  • AEP American Electric Power+8.0% 30d

    American Electric Power (electric services): power demand and prices drive utility earnings. Linked by “utilities” (power and utilities) in this story.

Price reaction, T-5 to T+3

TickerT-5T-3T-1T0T+1T+2T+3
WTRG-4.21%-1.38%baseafter closeafter closeafter closeafter close
XLU-2.14%+0.05%baseafter closeafter closeafter closeafter close
NEE-3.87%-0.66%baseafter closeafter closeafter closeafter close
DUK-2.27%+0.74%baseafter closeafter closeafter closeafter close
SO-2.34%-0.06%baseafter closeafter closeafter closeafter close
AEP-1.27%+0.25%baseafter closeafter closeafter closeafter close

Closing-price change versus T-1, the last close before the story. T0 to T+3 fill in after each market close. Prices: Alpaca IEX.

Essential Utilities (WTRG) Beats Q3 Earnings and Revenue Estimates Yahoo Finance

Source: Yahoo Finance

The price since 4 Nov 2026: Select Sector Spdr Tr (XLU) versus the S&P 500

CompanyWhenMoveStatus
American Electric Power (AEP)three days earlier+0.25%final price
American Electric Power (AEP)five days earlier-1.27%final price
Duke Energy (DUK)three days earlier+0.74%final price
Duke Energy (DUK)five days earlier-2.27%final price
Nextera Energy (NEE)three days earlier-0.66%final price
Nextera Energy (NEE)five days earlier-3.87%final price
Southern (SO)three days earlier-0.06%final price
Southern (SO)five days earlier-2.34%final price
WTRGthree days earlier-1.38%final price
WTRGfive days earlier-4.21%final price
Select Sector Spdr Tr (XLU)three days earlier+0.05%final price
Select Sector Spdr Tr (XLU)five days earlier-2.14%final price

Trades by members of Congress and officials in the stocks in this story

Public disclosure filings, not a recommendation. The filing link is the source document. News use of these reports still sits under 5 U.S.C. § 13107(c).

Who gains and who loses around Select Sector Spdr Tr (XLU)

Companies carried with this story

  • XLU Select Sector Spdr Tr

    For “Essential Utilities (WTRG) Beats Q3 Earnings and Revenue Estimates,” Select Sector Spdr Tr (XLU) is linked, with no stored direction, medium confidence. Reason on file: Utilities Select Sector SPDR: it holds power utilities. Linked by “utilities” (power and utilities) in this story

  • NEE Nextera Energy

    For “Essential Utilities (WTRG) Beats Q3 Earnings and Revenue Estimates,” Nextera Energy (NEE) is linked, with no stored direction, medium confidence. Reason on file: NextEra Energy (electric services): power demand and prices drive utility earnings. Linked by “utilities” (power and utilities) in this story

  • DUK Duke Energy

    Duke Energy (DUK) is linked, with no stored direction, medium confidence in the 4 Nov 2026 story “Essential Utilities (WTRG) Beats Q3 Earnings and Revenue Estimates.” Reason on file: Duke Energy (electric and other services combined): power demand and prices drive utility earnings. Linked by “utilities” (power and utilities) in this story

  • SO Southern

    Southern (SO) is linked, with no stored direction, medium confidence in the 4 Nov 2026 story “Essential Utilities (WTRG) Beats Q3 Earnings and Revenue Estimates.” Reason on file: The Southern (electric services): power demand and prices drive utility earnings. Linked by “utilities” (power and utilities) in this story

  • AEP American Electric Power

    For “Essential Utilities (WTRG) Beats Q3 Earnings and Revenue Estimates,” American Electric Power (AEP) is linked, with no stored direction, medium confidence. Reason on file: American Electric Power (electric services): power demand and prices drive utility earnings. Linked by “utilities” (power and utilities) in this story

Select Sector Spdr Tr (XLU)

The 4 Nov 2026 story “Essential Utilities (WTRG) Beats Q3 Earnings and Revenue Estimates” names Select Sector Spdr Tr (XLU) because of this story.

For Select Sector Spdr Tr (XLU), the reason on file says Utilities Select Sector SPDR: it holds power utilities. Linked by “utilities” (power and utilities) in this story

Nextera Energy (NEE) is here too. Its reason reads: NextEra Energy (electric services): power demand and prices drive utility earnings. Linked by “utilities” (power and utilities) in this story

Dates and price levels for Select Sector Spdr Tr (XLU)

DUK traded between 112.45 and 125.85 across 20 sessions. The latest close on file is 124.98. NEE traded between 76.34 and 85.57 across 20 sessions. The latest close on file is 85.04. XLU traded between 39.05 and 42.88 across 20 sessions. The latest close on file is 42.56.

How strong the case is around Select Sector Spdr Tr (XLU)

40 out of 100

“Essential Utilities (WTRG) Beats Q3 Earnings and Revenue Estimates” scores 40 out of 100. The score uses 1 sources, and 5 linked companies.