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US Utilities Sector: The End of the Goldilocks Era

How rising utility bills are reshaping the US economy

For over a decade, favorable market conditions contributed to stabilized utility costs and robust earnings growth for both companies and shareholders. Key findings include a sector trading at an 11% premium to fair value estimates, with most utilities unlikely to meet earnings growth expectations. Investors may ask, is this premium sustainable? How will the rise in utility costs impact US investors and customers?

As utility bills continue to rise sharply due to higher energy costs and increased infrastructure investments, customers face unprecedented financial strain. Regulators and policy-makers grapple with balancing revenue requirements with customer affordability. Lastly, investors need to identify utilities with regulatory adaptability to weather volatile market trends. 

Download the report now to access actionable strategies, regional breakdowns, and detailed performance metrics to guide your investment decisions for this evolving sector. 

What's Inside

  • Top picks for US utilities companies poised for stable earnings despite sector pressures
  • Analysis of regulatory ranking updates using state-by-state data, showcasing favorable market jurisdictions
  • Review of consumer cost impacts, including a breakdown of state-specific customer inflation rates.