Financial Data and Key Metrics Changes - The company reported adjusted earnings per share (EPS) of $0.82 for Q1 2025, maintaining guidance for a greater than 8% adjusted EPS compound annual growth rate [5][32] - Weather-adjusted retail sales growth was strong at 5.2%, with industrial sales increasing by 9.3% [33] Business Line Data and Key Metrics Changes - Industrial sales growth was driven by new customer additions and increased usage, reflecting a robust demand environment [33] - The company is executing a capital plan to support strong customer growth and improve reliability and resilience [9][10] Market Data and Key Metrics Changes - The Gulf South region remains attractive for industrial investments due to low power costs and robust infrastructure [8] - The company is in discussions for potential data center projects, with a pipeline in the five to 10 gigawatt range [9] Company Strategy and Development Direction - The company aims to create value for stakeholders, focusing on customer growth through new customer announcements and regulatory outcomes [5][6] - The company is exploring capacity upgrades at existing facilities and has plans for new nuclear facilities, indicating a long-term commitment to energy diversification [12][104] Management's Comments on Operating Environment and Future Outlook - Management expressed confidence in meeting 2025 guidance, citing strong customer interest and ongoing discussions with hyperscale developers [5][31] - The company believes tariff impacts are manageable, estimating a 1% impact on its $37 billion four-year capital plan [22][24] Other Important Information - The company is progressing on major projects, including the Orange County Advanced Power Station, which is 70% complete and on schedule [10] - Recent legislative changes in Arkansas and Texas are expected to facilitate faster recovery of costs and support economic development [19][20][108] Q&A Session Summary Question: Is Arkansas competitive for data centers? - Management believes Arkansas is now fully competitive and is engaging with potential customers [43][44] Question: Update on financing and equity needs? - There hasn't been a substantial change in equity timing, and credit metrics remain strong [45][46] Question: Drivers behind residential sales growth? - Residential sales are expected to grow about 1% for the full year, with overall sales projected at 5.5% [53] Question: Impact of macroeconomic uncertainty on industrial activity? - The company has seen over 5% growth in industrial sales for over 15 years, indicating resilience despite economic fluctuations [55] Question: Update on large load customer service timelines? - The company has positions in queues to provide generation to potential customers, with opportunities expected to ramp up in 2028 and 2029 [66] Question: Financial impacts of recent legislative changes? - Arkansas legislation allows for earlier recovery of costs, which will benefit customers, while Texas legislation focuses on risk management [108][109] Question: Changes in contracting strategy with large customers? - The company has not significantly changed its contracting strategy, leveraging existing frameworks to adapt to current market conditions [138]

Entergy Corporation (ETR) reported first-quarter 2025 earnings of 82 cents per share, which beat the Zacks Consensus Estimate of 62 cents by 32.3%. The bottom line also improved a massive 355.6% from the year-ago quarter’s figure of 18 cents. (Find the latest EPS estimates and surprises on Zacks Earnings Calendar.)The year-over-year bottom-line improvement can be attributed to higher retail sales volume and lower other Operation and Maintenance (O&M) expenses.ETR’s Q1 RevenuesEntergy reported revenues of $2 ...

First quarter 2025 earnings call 0 April 29, 2025 Caution regarding forward-looking statements and Regulation G compliance In this presentation, and from time to time, Entergy Corporation makes certain "forward-looking statements" within the meaning of the Private Securities Litigation Reform Act of 1995. Such forward-looking statements include, among other things, statements regarding Entergy's 2025 earnings guidance; financial and operational outlooks; industrial load growth outlooks; statements regarding ...

Entergy (ETR) came out with quarterly earnings of $0.82 per share, beating the Zacks Consensus Estimate of $0.62 per share. This compares to earnings of $0.54 per share a year ago. These figures are adjusted for non-recurring items.This quarterly report represents an earnings surprise of 32.26%. A quarter ago, it was expected that this power company would post earnings of $0.63 per share when it actually produced earnings of $0.66, delivering a surprise of 4.76%.Over the last four quarters, the company has ...

Company affirms guidance and outlooksNEW ORLEANS, April 29, 2025 /PRNewswire/ -- Entergy Corporation (NYSE: ETR) reported first quarter 2025 earnings per share of 82 cents on an as-reported and an adjusted (non-GAAP) basis."We had a productive start to the year with progress on our key objectives," said Drew Marsh, Entergy Chair and Chief Executive Officer. "We are confident in the opportunity ahead as well as our ability to execute and deliver value on behalf of our customers and all stakeholders."Business ...

Core Viewpoint - Entergy is set to report its first quarter 2025 financial results on April 29, 2025, before the market opens [1] Group 1: Financial Results Announcement - The financial results will be discussed in a live webcast at 10 a.m. Central time on the same day [2] - Presentation materials will be available on Entergy's website prior to the market opening on the day of the call [3] - An archived replay of the webcast will be accessible on Entergy's Investor Relations website [3] Group 2: Company Overview - Entergy produces, transmits, and distributes electricity to approximately 3 million customers across Arkansas, Louisiana, Mississippi, and Texas [4] - The company is focused on growth, reliability, and resilience of its energy system while maintaining affordable energy rates [4] - Entergy is investing in cleaner energy generation, including modern natural gas, nuclear, and renewable energy sources [4] - The company contributes over $100 million annually in economic benefits to the communities it serves through various initiatives [4] - Entergy is a Fortune 500 company headquartered in New Orleans, Louisiana, employing around 12,000 individuals [4]

Entergy (ETR) is expected to deliver a year-over-year increase in earnings on higher revenues when it reports results for the quarter ended March 2025. This widely-known consensus outlook gives a good sense of the company's earnings picture, but how the actual results compare to these estimates is a powerful factor that could impact its near-term stock price.The stock might move higher if these key numbers top expectations in the upcoming earnings report, which is expected to be released on April 29. On the ...

Core Insights - Entergy's 2024 Performance Report highlights the company's achievements, future plans, and strategies aimed at benefiting stakeholders [1] - The company is focused on growth, sustainability, and affordability while maintaining a strong financial position [2][4] Group 1: Growth and Investment - Entergy plans to invest $37 billion through 2028 to support anticipated growth in the Gulf South region, driven by new operations and expansions [2] - The company is strategically positioned to leverage its access to international markets via the Mississippi River and Gulf Coast ports [2] Group 2: Clean Energy Transition - Entergy operates one of the cleanest large-scale power generation fleets in the U.S. and is committed to achieving net-zero emissions by 2050 [3] - The company is expanding its generation portfolio with cleaner technologies to meet the needs of new large customers, including data centers [3] Group 3: Customer Affordability - Entergy is dedicated to keeping energy bills low, particularly for financially struggling customers, through energy efficiency initiatives and resources like the Bill Toolkit [4] - The company promotes energy audits, incentives, and rebates to help customers reduce their energy usage [4] Group 4: Community Impact - In 2024, Entergy's corporate social responsibility efforts resulted in an economic impact of $153.52 million across its service area [5] - Employees contributed over 122,000 hours of volunteer service, valued at more than $4 million, demonstrating the company's commitment to community empowerment [5] Group 5: Financial Performance - Entergy reported adjusted earnings per share of $3.65 for 2024, reflecting strong financial results and value creation for stakeholders [6] - The company is investing in its power delivery system to enhance reliability and support the growing industrial load [6]

Chief Operating Officer Pete Norgeot to retire May 1 Kimberly Cook-Nelson succeeds Norgeot and John Dinelli named chief nuclear officer NEW ORLEANS, March 27, 2025 /PRNewswire/ -- Entergy's board of directors today announced the retirement of Pete Norgeot, executive vice president and chief operating officer, effective May 1. "Pete's contributions over the last four decades have powered not just the business and communities we serve, but also the careers and lives of those who have had the privilege to wor ...

Core Viewpoint - Entergy Corporation announced a registered underwritten offering of 15,568,863 shares of its common stock at a public price of $83.50 per share, with the offering expected to close around March 19, 2025 [1][2]. Group 1: Offering Details - The offering includes a 30-day option for underwriters to purchase an additional 2,335,328 shares to cover over-allotments [2]. - Settlement of the forward sale agreements is anticipated to occur on or before September 30, 2026, with Entergy having the option for cash or net share settlement [3]. - If physical settlement is chosen, Entergy plans to use the net proceeds for general corporate purposes, including repayment of commercial paper and outstanding loans [4]. Group 2: Company Overview - Entergy Corporation is an integrated energy company involved in electric power production, transmission, and retail distribution, with a generating capacity of approximately 24,000 megawatts [7]. - The company serves around 3 million utility customers across Arkansas, Louisiana, Mississippi, and Texas, and is listed on the New York Stock Exchange under the symbol ETR [7].