Earnings GrowthHydro One's EPS growth is expected to continue outpacing its rate base through 2027.
Financial StrategyNewly appointed CFRO Harry Taylor reaffirmed the 5-7% EPS guidance through 2027, that no equity is required during that timeframe, and that the financial strategy will be unchanged.
Long-term InvestmentPositive on the shares long term given the visible long-dated capex program, high-quality asset base, and strong balance sheet.