A utility, by its very nature, is fueled by customer relationships. At UIL,
were no longer just a regional utility. Yet, even as weve changed
with deregulation, establishing emerging growth businesses outside of the
electrical utility domain, the fact remains customer relationships
are still the building block of our success.
This fact stands out against a backdrop of economic uncertainty, as do the
numbers weve highlighted for you in these pages. Despite the stock markets
decline, UIL held strong, with a consistent dividend yield (5.7% at this writing
at the stock price of $52.50) supported
by solid earnings and strong cash flow. The growth strategy in our non-utility
businesses hasnt veered from our strong and steady path. Weve
become leaders in service niches that demand sophisticated products and services
where few companies possess the determination, knowledge and technical
acumen to venture. In all, weve proven ourselves as long-term players.
We continue to strive for a strong connection with our customers by remaining
committed to their needs and continuing to upgrade our services. And we are
focused on goals that our managers are empowered to fulfill. At the same time,
we are resilient, willing to learn and adjust as change affects our business.
Steady as we grow.
As a small cap service company, UILs performance has been steady and
predictable. For investors looking for a way to avoid the rocks under the
waves, we hold the advantage of being a known player that has
already established a consistent pattern through years of economic fluctuation
and uncertainty.
While the tragedies that our nation suffered last year had a deep personal
impact on everyone here at UIL, the effect on our financial performance has
been minimal. Even though growth rates in our utilitys service territory
have not been high, our earnings come out of a return on an equity base, and
that continues to be strong. A year of reduced manufacturing and economic
activity has been felt throughout the country, but it has not significantly
affected our financial performance.
If your criterion is value, UIL stock was well worth holding in 2001, a fact
that remains true in 2002. UIL beat the mid-year earnings guidance numbers
we provided in 2001, with year-end earnings per share of $4.21. Though our
utility earnings were down compared with the previous year, they have been
offset in part by our non-utility businesses and investments, and we expect
to see earnings from our non-utility businesses more than make up for waning
utility earnings.