The upcoming report from Entergy (ETR) is expected to reveal quarterly earnings of $0.85 per share, indicating a decline of 11.5% compared to the year-ago period. Analysts forecast revenues of $3.13 billion, representing an increase of 6% year over year.The consensus EPS estimate for the quarter has undergone a downward revision of 1.8% in the past 30 days, bringing it to its present level. This represents how the covering analysts, as a whole, have reassessed their initial estimates during this timeframe.P ...

Core Viewpoint - The market anticipates Entergy (ETR) will report a year-over-year decline in earnings despite an increase in revenues for the quarter ended June 2025, with actual results being crucial for stock price movement [1][2]. Earnings Expectations - Entergy is expected to post quarterly earnings of $0.85 per share, reflecting an 11.5% decrease year-over-year, while revenues are projected to reach $3.13 billion, marking a 6% increase from the previous year [3]. Estimate Revisions - The consensus EPS estimate has been revised down by 1.04% over the last 30 days, indicating a reassessment by analysts [4]. Earnings Surprise Prediction - The Zacks Earnings ESP model shows a positive Earnings ESP of +7.06% for Entergy, suggesting analysts have recently become more optimistic about the company's earnings prospects [12]. Historical Performance - Entergy has consistently beaten consensus EPS estimates, achieving a surprise of +32.26% in the last reported quarter and surpassing estimates in all of the last four quarters [13][14]. Investment Considerations - While Entergy appears to be a strong candidate for an earnings beat, investors should consider other factors that may influence stock performance beyond earnings results [15][17].

NEW ORLEANS, July 23, 2025 /PRNewswire/ -- Entergy will report its second quarter 2025 financial results before the market opens Wednesday, July 30.Drew Marsh, chair and chief executive officer, and Kimberly Fontan, executive vice president and chief financial officer, invite you to listen to a live webcast discussion of Entergy's quarterly business update and financial results at 10 a.m. Central time that day. The webcast may be accessed by visiting Entergy's website at investors.entergy.com or by dialing ...

Investors interested in Utilities stocks should always be looking to find the best-performing companies in the group. Has ENGIE - Sponsored ADR (ENGIY) been one of those stocks this year? A quick glance at the company's year-to-date performance in comparison to the rest of the Utilities sector should help us answer this question.ENGIE - Sponsored ADR is a member of our Utilities group, which includes 109 different companies and currently sits at #1 in the Zacks Sector Rank. The Zacks Sector Rank considers 1 ...

Core Insights - Entergy has successfully completed the sale of its natural gas distribution business to Delta Utilities, allowing the company to focus on its growing electric utility operations [1][3] - The transaction includes approximately 3,700 miles of natural gas pipelines and 2,200 miles of service lines, serving around 204,000 homes and businesses in Baton Rouge and New Orleans [2] - The sale received all necessary regulatory approvals, indicating a smooth transition process for gas customers [3] Company Focus - The sale enables Entergy to sharpen its focus on electric operations and invest in a more resilient energy future [3] - Entergy Louisiana and Entergy New Orleans provide electric service to over 1.1 million and 209,000 customers respectively, highlighting the company's significant presence in the region [5] - Entergy is committed to investing in cleaner energy generation, including modern natural gas, nuclear, and renewable energy sources [5]

Industry Overview - Nuclear energy is increasingly recognized as a vital solution for meeting the rising global electricity demand while facilitating the transition to cleaner energy sources, providing a reliable supply of clean energy unlike solar and wind [1] - The U.S. aims to expand its nuclear energy capacity from nearly 100 gigawatts (GW) in 2024 to 400 GW by 2050, supported by executive orders to modernize regulations and accelerate reactor approvals [2] - The International Energy Agency (IEA) projects annual investment in nuclear energy to exceed $150 billion by 2030, up from $65 billion, with installed nuclear capacity potentially surpassing 1,000 GW by 2050 [4] Investment Opportunities - Nuclear energy-related stocks, such as Entergy Corporation, Dominion Energy, and Constellation Energy Corporation, are becoming attractive investment options due to their stable output and growth potential [3] - Entergy Corporation's nuclear plants generate nearly 8 GW, accounting for about 27% of its total capacity, and the company plans to invest $37 billion from 2025 to 2029 to enhance its generation fleet and expand its zero-carbon portfolio [9][12] - Dominion Energy operates four nuclear power stations that produce nearly 40% of its total energy output, focusing on next-generation technologies like small modular reactors (SMRs) to meet future electricity demand [13][14] Company Strategies - Entergy is exploring next-generation nuclear technologies and has secured a permit for a new reactor site, aiming to partner with tech firms to address financial and regulatory challenges [10][11] - Dominion Energy is committed to achieving a net-zero carbon target by 2050, leveraging nuclear power to provide a consistent, emission-free energy foundation [15] - Constellation Energy, the largest nuclear power plant operator in the U.S., accounts for around 10% of the nation's clean energy production and is investing in expanding its nuclear capacity to meet rising demand [16][18] Market Demand - The demand for clean electricity is driven by industrial expansion, urbanization, rising temperatures, AI-powered data centers, and the adoption of electric vehicles, with nuclear power requiring significantly less land compared to other clean energy sources [5] - Tech companies like Meta and Amazon are increasingly turning to nuclear energy as a reliable, low-emission power source, entering long-term agreements with Entergy [11] - Constellation Energy has secured uranium supply contracts extending through the 2030s to ensure long-term fuel security amid geopolitical uncertainties [17]

Key Takeaways ETR plans to invest $37B by 2028 to upgrade grid infrastructure and expand renewable energy. Entergy's 2025 sales are expected to grow 5.6% year over year, with 9.5% long-term earnings growth. ETR shares have gained 52.3% in the past year, far outpacing the utility industry's 16.6% growth.Entergy Corporation (ETR) focuses on consistent investments in infrastructure upgrades to better serve its customers. The company is also steadily expanding its renewable generation portfolio. Given its str ...

Core Insights - Entergy Corporation and Ameren are experiencing a surge in demand for the first time in years, driven by factors such as reshoring, AI-driven data center plans, and supportive legislation [1] Company Analysis - Entergy Corporation (NYSE: ETR) and Ameren (NYSE: AEE) are both regulated electric utilities [1] - Both companies are accelerating their investments in response to the increased demand [1] Market Trends - The surge in demand is attributed to reshoring initiatives and advancements in AI technology, particularly in data centers [1] - Legislative support is also contributing to the favorable market conditions for these utilities [1]

Investment Rating - The report suggests a positive outlook for the aerospace and defense sectors, highlighting specific companies for investment opportunities [6]. Core Insights - The report indicates that technology giants may increase capital expenditures for data centers due to tariff pressures and uncertainties [2]. - The U.S. plans to modernize its national air traffic control system, which may benefit companies involved in aerospace and defense [22]. - The report notes a steady increase in the demand for industrial robots, particularly in the automotive sector, despite a slight decline in overall installations [35]. Summary by Sections Global Market Review - The S&P 500 and Dow Jones Industrial Average showed strong upward momentum, followed by some profit-taking, indicating a mixed market sentiment [9][10]. Infrastructure - The New England Independent System Operator expects an 11% increase in annual electricity consumption due to the electrification of heating systems and the adoption of electric vehicles [20]. - PJM is accelerating the construction of 11.8 GW of power projects to enhance electricity supply [20]. Energy - U.S. natural gas spot prices have adjusted, while futures prices are trending upward, with overall consumption remaining stable [5]. - International oil prices have decreased, and commercial crude oil and gasoline inventories have declined [5]. Aerospace - The U.S. aircraft engine and parts manufacturing price index remained stable, with a year-on-year increase of 2% [3][24]. - Global revenue passenger kilometers (RPK) increased by 3.3% year-on-year in March 2025, indicating a recovery in air travel demand [30]. Defense - NATO continues to strengthen its eastern flank defense capabilities, with significant military exercises planned in Estonia and Lithuania [33]. - The U.S. government approved a potential sale of AIM-9X Block II tactical missiles to Norway, supporting NATO allies [33]. Robotics - The report highlights that 541,302 industrial robots were installed in 2023, a slight decrease from the previous year, with the automotive sector regaining its position as the largest customer [35]. - The U.S. mechanical manufacturing price index showed a minor increase of 0.2% month-on-month [39]. Investment Recommendations - Companies such as Howmet Aerospace, Loar Holdings, and Safran are recommended for their potential benefits from the recovery in aerospace and defense spending [6]. - The report suggests monitoring companies like WMB and KMI, which are expected to benefit from the growing demand for natural gas infrastructure [6].

Core Viewpoint - Entergy experienced significant growth in 2024 and anticipates further opportunities for expansion in the upcoming year, focusing on cleaner and more resilient energy solutions for stakeholders [1][2]. Business Achievements - Entergy reported strong industrial customer growth, particularly with hyperscale data center agreements in Mississippi and Louisiana, contributing to job creation and infrastructure improvements [5]. - The company added over 700 megawatts of solar resources in 2024, reflecting its commitment to renewable energy and clean technology [5]. - Entergy's corporate social responsibility efforts resulted in an economic impact exceeding $153 million for communities, with employees contributing over 122,000 hours of volunteer service valued at more than $4 million [5]. - The company launched the "Impact 59 Powered by Entergy" program, awarding over $3.5 million in grants to local nonprofits, enhancing community engagement [5]. - Entergy executed a 2-for-1 stock split and achieved strong adjusted earnings per share growth, with a quarterly dividend increase of approximately 6% [5]. Strategic Focus - The company is prioritizing initiatives to enhance customer growth, regulatory resolutions, employee opportunities, energy grid resilience, and renewable energy advancements [3]. - Entergy's leadership emphasized the integration of artificial intelligence into operations and the importance of hardening the energy grid against severe weather events [6]. Shareholder Engagement - All 10 director nominees were elected to the board, and management proposals regarding independent public accountants and executive compensation were approved [6].