Kelly walked through the year-over-year drivers of quarterly EPS, including a $0.41 per share increase due to higher revenue , partially offset by higher expenses and dilution from share issuance. She said about half of the revenue benefit, or $0.20 , came from rate relief tied to general rate cases and infrastructure surcharges, primarily in California, Connecticut, and Texas . She also cited $0.11 of higher revenue tied to pass-through water supply costs (offset in water production expense, with no net in ...