Consolidated Water Co. Ltd. — Form 8-K
Filed August 10, 2026 · analyzed by the 8-K Agent
8-K
— Neutral
significance 48/100
What the filing says
Consolidated Water reported Q2 2026 revenue of $32.9 million (down 2% YoY) with net income attributable to stockholders of $3.9 million ($0.24/diluted share), down from $5.1 million ($0.32/share) in Q2 2025. Manufacturing revenue collapsed 49% to $2.7M due to lower purchase orders, while bulk revenue grew 20% to $9.9M driven by energy pass-throughs and two new Cat Island desalination plants. Key development: received limited notice to proceed for a $204 million, 20-year seawater desalination project in Kalaeloa, Hawaii (~$6M initial procurement authorization); also received 25-year exclusive water concession for Seven Mile Beach/West Bay in Grand Cayman. Cash position strengthened to $132.6M.
Why this rating
Manufacturing decline and revenue contraction are headwinds. $204M Hawaii project is material (45% of market cap) but only $6M near-term impact and contingent on permits. Modest operational significance for near-term; depends heavily on manufacturing recovery and project execution.
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