Growing Opportunities and Financial Overview slide image

Growing Opportunities and Financial Overview

Reconciliation Table: Regulated Segment O&M Efficiency Ratio Regulated Segment O&M Efficiency Ratio FY 2010 FY 2012 FY 2014 FY 2016 FY FY 2018 2019 FY 2020 (A Non-GAAP Unaudited Number) ($ in millions) Total operations and maintenance expense $1,291 $1,330 $1,350 $1,504 $1,479 $1,544 $1,622 Less: Operations and maintenance expense - Market-Based Operations Operations and maintenance expense - Other 257 256 289 372 362 393 389 (61) (56) (51) (44) (42) (31) (25) Total operations and maintenance expense - Regulated Businesses Less: $1,095 $1,130 $1,112 $1,176 $1,159 $1,182 $1,258 Regulated purchased water expense 100 110 122 122 133 135 149 Allocation of non-operation and maintenance expenses 29 35 39 30 31 31 41 Impact of Freedom Industries activities - - 10 65 (20) (4) 0 Estimated impact of weather 5 (2) 0 0 Adjusted operations and maintenance expense - Regulated Businesses (a) $966 $980 $943 $959 $1,015 $1,020 $1,068 Total operating revenues $2,555 $2,854 $3,011 $3,302 $3,440 $3,610 $3,777 Less: Operating Revenues - Market-Based Operations 295 307 355 451 476 539 540 Operating Revenues - Other (26) (17) (18) (20) (20) (23) (18) Total pro forma operating revenues - Regulated Businesses $2,286 $2,564 $2,674 $2,871 $2,984 $3,094 $3,255 Less: Regulated Purchased Water expense* Other revenue 100 110 122 122 133 135 149 (7) Plus: Freedom Industries chemical spill in West Virginia 1 Estimated impact of weather Adjusted pro forma operating revenues-Regulated Businesses (b) $2,186 (47) $2,407 17 $2,570 $2,749 $2,851 $2,959 $3,113 Adjusted O&M efficiency ratio-Regulated Businesses (a)/(b) 44.2% 40.7% 36.7% 34.9% 35.6% 34.5% 34.3% Adjusted operations and maintenance expense - Regulated Businesses Less: $966 $980 $943 $959 Impact of adoption of ASU 2017-07** 39 (8) Adjusted operations and maintenance expense - Regulated Businesses (c) $966 $941 $951 12 $947 Adjusted operating revenues-Regulated Businesses $2,186 $2,407 $2,570 $2,749 Less pro forma adjustment: Pro forma adjustment for impact of the TCJA*** 89 Adjusted pro forma operating revenues-Regulated Businesses (d) $2,097 112 $2,294 137 $2,433 161 $2,588 * Calculation assumes purchased water revenues approximate purchased water expenses **Includes the impact of the Company's adoption of ASU 2017-07, Compensation - Retirement Benefits (Topic 715): Improving the Presentation of Net Periodic Pension Cost and Net Periodic Post-retirement Benefit, on January 1, 2018 ***Calculation of Estimated tax reform = Revenue Requirement with new Effective Tax Rate (taxes grossed up) - Revenue Requirement with old Effective Tax Rate Adjusted O&M efficiency ratio-Regulated Businesses (c)/(d) 46.1% 41.0% 39.1% 36.6% AMERICAN WATER 57
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