NJR

American States Water Company (AWR) is set to report Q3 2026 earnings on Nov. 4, with expected EPS of $1.09, up 2.8% year-over-year. The company may benefit from higher water rates and infrastructure recovery, though rising operating costs could offset gains. The article also highlights Duke Energy, Southern Company, and New Jersey Resources as alternative utility stocks with better earnings beat potential.

New Jersey Resources (NJR), a utility-gas distribution company, has demonstrated a strong track record of beating earnings estimates with an average surprise of 49.87% over the last two quarters. The company currently has a positive Earnings ESP of +2.85% combined with a Zacks Rank #3 (Hold), suggesting a high probability of another earnings beat in its upcoming quarterly report.

Southwest Gas Holdings (SWX) is set to report Q3 2026 earnings on November 4, with consensus estimates predicting earnings of 17 cents per share (up 183.3% YoY) and revenues of $317.6M (up 0.2% YoY). The company benefits from regulatory rate relief, infrastructure cost recovery, customer growth across Arizona/Nevada/California, and rising data center demand. With an Earnings ESP of +8.00% and Zacks Rank #2, the stock is predicted to beat earnings expectations.