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Top Companies in Water: Financial Signals and Market Trends, Q3 2024 

In Q2 2024, 34 of the 50 top public companies reported quarterly earnings growth compared to Q2 2023. Bluefield supports clients with ongoing quarterly analysis of identifiable trends and market signals in the financial reports and presentations of publicly traded companies holding positions in municipal and industrial water sectors.

U.S. & Canada Digital Water Market to Surge 107% by 2033 as Utilities Accelerate Their Own Transformations 

12 September 2024, Boston, Massachusetts: Water utilities of all sizes are increasingly adopting digital water solutions to tackle myriad of challenges, from regulatory shifts and retiring workforces ...

Water for High Tech: Growth Opportunities in North America’s Scaling Semiconductor and Data Center Industries 

High capital investments and growth in both semiconductor manufacturing and data centers highlight opportunities for water management. In this client presentation, Bluefield water experts present on how companies are positioning themselves to capitalize on the growth of these high-profile sectors.

ADS Boosts U.S. Wastewater Position via Orenco 

On 20 August 2024, Infiltrator, a subsidiary of Advanced Drainage Systems (ADS), announced the acquisition of family-owned Orenco Systems. Sutherlin, Oregon-based Orenco manufactures decentralized, on-site wastewater treatment products. The deal, expected to close in Q3 2025, has been presented as an expansion of ADS’s Infiltrator business offerings, mainly providing on-site septic solutions to residential end users.

Private Equity Adds Water Treatment Chemicals to Their Playbook 

In this episode, host Reese Tisdale is joined by Bluefield Research’s Senior Analyst, Ethan Edwards, for a deep dive into the recent US$2 billion acquisition of USALCO by private equity firm TJC...

Water Utility M&A Approval Times Point to Consolidation Hurdles 

Through the first half of 2024, Bluefield’s quarterly analyses have revealed a significant spike in utility acquisition approval times in the U.S.—from the initial application to the final approval by a utility commission. The national average acquisition approval time has jumped to a record high of 382 days, increasing each year since 2021.

Atlanta Woman Says Water Bill Jumped from $13 to $20,000 a Month 

U.S. Water Pipe Vendor Strategies: Manufacturing Facilities, Market Share & Company Rankings 

Across the U.S., a vast network of underground infrastructure—comprising 2.2 million miles of drinking water distribution pipes and 1.8 million miles of wastewater collection pipes pipes—serves the connected population. Yet, as these systems age, the burden on utilities intensifies, with approximately 237,000 water line breaks reported annually. These failures highlight the urgent need for a comprehensive approach to replacing and rehabilitating our aging infrastructure.

U.K.-based M Group AMP-ed for Growth with New Investor 

On 27 June 2024, private equity group CVC Capital Partners announced the acquisition of U.K.–based M Group Services from PAI Partners through its Fund IX for an undisclosed amount—likely well over £1 billion. The deal marks CVC’s first venture into water and signals long-term confidence in the U.K. water market.

Mandating Water Conservation: California Takes Leading Role in Long-Term U.S. Water Strategy 

Earlier this summer, California’s State Water Board set in motion a significant precedent by adopting urban water conservation regulations designed to make water conservation “a Cal...