Financial Performance - The company's third quarter 2025 adjusted EPS was $1.53[6], compared to $1.50 in 3Q24[83] - The company's third quarter 2025 operating cash flow was $2.1 billion[6] - The company narrowed its adjusted EPS guidance for 2025 to $3.85-$3.95 and extended the outlook period to 2029, expecting greater than 8% CAGR[6] Growth and Strategy - The company increased its data center pipeline to 7 GW to 12 GW[6] - The company secured an additional 4.5 GW of power island equipment for large growth opportunities[6] - The company plans to invest for growth, reliability, and resilience, with strong customer growth and potential upside opportunities from industrial pipelines[18] Capital and Equity Plans - The company has a $40 billion capital plan for 2025E-2028E with a $4.7 billion equity plan[14] - The company has a $41 billion capital plan for 2026E-2029E with a $4.4 billion equity plan[14] Regulatory and Operational Overview - The company's utility operations include 3 million retail customers[24] - The company's utility operations include 24,479 MW of owned and leased generating assets[24] - The company's utility operations include 16,100 circuit miles of interconnected high-voltage transmission lines and 107,255 circuit miles of distribution lines[24]

Core Insights - Entergy Corporation (ETR) reported third-quarter 2025 earnings of $1.53 per share, exceeding the Zacks Consensus Estimate of $1.46 by 4.8% and improving 2% from the previous year's $1.50 [1][7] - The company achieved revenues of $3.81 billion, surpassing the Zacks Consensus Estimate of $3.51 billion by 8.6% and increasing 12.4% from $3.39 billion in the same quarter last year [2][7] Financial Performance - Operating expenses rose to $2.69 billion, a 19% increase from $2.26 billion in the prior-year quarter [4] - Operating income was reported at $1.12 billion, down 0.9% from $1.13 billion in the year-ago period [4] - Total interest expenses increased to $324.9 million, up 10% from $295.1 million reported in the comparable period of 2024 [4] Segment Results - Utility segment earnings were $1.79 per share, a decrease from $1.82 reported in the third quarter of 2024 [3] - The Parent & Other segment posted a loss of 26 cents per share, an improvement from a loss of 33 cents in the third quarter of 2024 [3] Cash Flow and Debt - As of September 30, 2025, Entergy had cash and cash equivalents of $1.52 billion, up from $0.86 billion as of December 31, 2024 [5] - Long-term debt totaled $27.06 billion, compared to $26.61 billion as of December 31, 2024 [5] - Cash generated from operating activities was $2.13 billion, compared to $1.56 billion in the year-ago period [5] Guidance - Entergy has narrowed its financial guidance for 2025, now expecting adjusted earnings in the range of $3.85 to $3.95 per share, compared to the previous guidance of $3.75-$3.95 [6][7] - The Zacks Consensus Estimate for ETR's earnings is currently pegged at $3.90 per share, aligning with the midpoint of its revised guidance [6] Market Position - ETR currently holds a Zacks Rank 2 (Buy), indicating a favorable outlook in the market [8]

Core Viewpoint - Entergy (ETR) reported quarterly earnings of $1.53 per share, exceeding the Zacks Consensus Estimate of $1.46 per share, and showing an increase from $1.50 per share a year ago, indicating a positive earnings surprise of +4.79% [1] Financial Performance - The company achieved revenues of $3.81 billion for the quarter ended September 2025, surpassing the Zacks Consensus Estimate by 8.64%, compared to $3.39 billion in the same quarter last year [2] - Over the last four quarters, Entergy has consistently surpassed consensus EPS estimates and topped revenue estimates twice [2] Stock Performance - Entergy shares have increased approximately 25.3% since the beginning of the year, outperforming the S&P 500's gain of 17.2% [3] Future Outlook - The company's earnings outlook will be crucial for determining future stock movements, with current consensus EPS estimates at $0.63 for the coming quarter and $3.90 for the current fiscal year [4][7] - The Zacks Rank for Entergy is currently 2 (Buy), indicating expectations for the stock to outperform the market in the near future [6] Industry Context - The Utility - Electric Power industry, to which Entergy belongs, is currently ranked in the top 21% of over 250 Zacks industries, suggesting a favorable environment for stock performance [8]

Financial Performance - Entergy reported third quarter 2025 earnings of $694 million, or $1.53 per share, compared to $645 million, or $1.50 per share in the same quarter of 2024, reflecting a year-over-year increase of 7.6% in earnings[7]. - The company narrowed its 2025 adjusted EPS guidance range to $3.85 to $3.95, indicating a focus on maintaining financial performance[4][15]. - Consolidated earnings for Q3 2025 were $694 million, an increase of 7.6% from $645 million in Q3 2024[38]. - Adjusted earnings for Q3 2025 were $694 million, up 36.6% from $1,286 million year-to-date in 2024[38]. - Year-to-date adjusted earnings per share for 2025 was $2.99, compared to $1.79 in 2024, reflecting a 67% increase[48]. - Consolidated net income for the three months ended September 30, 2025, was $698,424,000, compared to $645,754,000 for the same period in 2024, representing an increase of approximately 8.2%[68][69]. - Basic earnings per share for the three months ended September 30, 2025, were $1.55, compared to $1.51 for the same period in 2024, marking an increase of about 2.6%[68][69]. - Consolidated net income attributable to Entergy Corporation for the nine months ended September 30, 2025, was $1,522,490, compared to $769,143 for the same period in 2024, reflecting a significant increase of approximately 97.6%[71]. - Basic earnings per share for the nine months ended September 30, 2025, were $3.47, up from $1.80 in the same period in 2024, indicating an increase of approximately 92.2%[71]. Revenue and Sales - The Utility business segment reported earnings of $810 million, or $1.79 per share, for the third quarter 2025, compared to $787 million, or $1.82 per share in the same quarter of 2024[9]. - Total operating revenues for the three months ended September 30, 2025, totaled $3,812,019,000, up from $3,389,100,000 in the same period of 2024, reflecting a growth of about 12.4%[68][69]. - Total operating revenues for the nine months ended September 30, 2025, were $9,987,742, an increase from $9,137,348 in the same period of 2024, representing a growth of approximately 9.3%[70]. - Total operating revenues for the twelve months ended September 30, 2025, were $12,730,047, compared to $11,500,000 for the twelve months ended September 30, 2024, representing an increase of approximately 10.7%[72]. - The company reported an increase in electric operating revenues to $12,507,347 for the twelve months ended September 30, 2025, compared to $11,000,000 for the same period in 2024, reflecting a growth of approximately 13.7%[72]. - Total retail sales increased by 3.9% in Q3 2025, with industrial sales rising by 7.3% and residential sales increasing by 2.7%[54]. Expenses and Costs - The company reported operating expenses of $2,692,978,000 for the three months ended September 30, 2025, compared to $2,263,238,000 in 2024, an increase of approximately 19%[68][69]. - Interest expense for the three months ended September 30, 2025, was $346,992,000, compared to $308,502,000 in 2024, reflecting an increase of about 12.5%[68][69]. - Total operating expenses for the nine months ended September 30, 2025, were $7,331,172, compared to $7,155,873 for the same period in 2024, showing an increase of approximately 2.5%[71]. - Interest expense for the nine months ended September 30, 2025, was $1,038,443, compared to $887,508 for the same period in 2024, reflecting an increase of approximately 17%[71]. Cash Flow and Liquidity - Year-to-date consolidated operating cash flow increased to $3,933 million in 2025, up 26.5% from $3,109 million in 2024[45]. - Net cash flow provided by operating activities rose significantly to $2,134,795,000, an increase of 36.6% compared to $1,562,372,000 in the prior year[74]. - Cash and cash equivalents rose by $105 million to $1.517 billion as of September 30, 2025[56]. - Cash and cash equivalents at the end of the period increased to $1,516,969, up from $1,411,812 in 2024, reflecting a growth of 7%[78]. - The company reported a net increase in cash and cash equivalents of $341,338,000 for the three months ended September 30, 2025, compared to an increase of $56,648,000 in the same period of 2024[74]. Debt and Capitalization - Total debt increased by $1.463 billion to $30.563 billion in 2025, with total debt to total capital ratio decreasing to 64%[56]. - Total capitalization increased to $47,539 million in Q3 2025 from $44,461 million in Q3 2024[63]. - Long-term debt is reported at $27,058,119,000, an increase from $23,398,852,000 as of December 31, 2024[66]. - Adjusted debt for Q3 2025 was $29,733 million, compared to $28,251 million in Q3 2024[63]. - The company executed a two-for-one forward stock split effective December 13, 2024, restating per-share information accordingly[50]. Investments and Growth Initiatives - Entergy Texas received a $200 million grant from the Texas Energy Fund for resiliency projects, supporting future growth and infrastructure improvements[4]. - Entergy Arkansas submitted applications for the approval of a 754-megawatt CCCT facility and a solar project with battery storage, indicating ongoing investment in renewable energy[4]. - The company secured an additional 4.5 gigawatts of power island equipment to support its expanding data center customer base, highlighting strategic growth initiatives[2]. - The company plans to continue focusing on operational efficiency and strategic investments to support future growth and market expansion[70]. Community and Environmental Commitment - Entergy received its 51st EEI Emergency Response Award for assistance provided after hurricanes, showcasing its commitment to community support and resilience[4]. - Entergy's overall financial strategy includes investments in cleaner energy generation and infrastructure improvements to enhance reliability and resilience[19].

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Core Insights - Entergy Corporation reported third quarter 2025 earnings per share of $1.53, an increase from $1.50 in the same quarter of 2024, reflecting a solid performance in both as-reported and adjusted earnings [3][10][26] - The company narrowed its 2025 adjusted EPS guidance range to $3.85 to $3.95, indicating a positive outlook for the remainder of the year [5][10] Financial Performance - For Q3 2025, Entergy's consolidated earnings were $694 million, up from $645 million in Q3 2024, marking a $49 million increase [3][26] - Adjusted earnings for the year-to-date 2025 reached $1,522 million, compared to $1,286 million in the same period of 2024, reflecting a $236 million increase [3][26] - The estimated weather impact on earnings was $28 million for Q3 2025, down from $41 million in Q3 2024 [3][26] Business Segments - The Utility segment reported earnings of $810 million for Q3 2025, compared to $787 million in Q3 2024, with earnings per share of $1.79, slightly down from $1.82 [6][28] - The Parent & Other segment reported a loss of $(117) million for Q3 2025, an improvement from a loss of $(142) million in Q3 2024 [8][28] Operational Highlights - Entergy's pipeline for potential data center customers is expanding, with an increase in agreements for power island equipment by an additional 4.5 gigawatts [2] - The company received regulatory approvals for various projects, including a $200 million grant from the Texas Energy Fund for resiliency projects and applications for new power stations in Arkansas [5][6] Shareholder Information - The diluted average number of common shares outstanding increased to 454 million in Q3 2025 from 431 million in Q3 2024, impacting earnings per share calculations [8][28] - Entergy executed a two-for-one forward stock split effective December 13, 2024, which has been reflected in the per-share information [28][36]

Core Insights - Entergy Corporation (NYSE:ETR) is a significant player in the Utilities sector, providing electricity to millions in the southern United States and competing with other utility giants [1] Financial Performance - RBC Capital set a price target of $115 for Entergy, indicating a potential upside of 18.12% from its current price of $97.36, supported by a strong performance this year with a price change of 27.38% [2][6] - The stock's trading range today was between $95.73 and $97.38, remaining close to its 52-week high of $98.58, with a market capitalization of approximately $43.46 billion [4][6] Dividend Appeal - Entergy's dividend of $0.60 per share is a key attraction for income-focused investors, contributing significantly to total returns and making it appealing for those seeking steady income [3][6] Market Sentiment - The stock's recent price movement, increasing by 0.81% in the last session, indicates positive investor sentiment, while RBC Capital's "Outperform" rating reflects confidence in Entergy's ability to deliver value to shareholders [2][5]

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Industry Overview - The AI-powered data center industry is experiencing significant growth, with global infrastructure capex projected to reach approximately $7 trillion by 2030 [1] - The demand for electricity from data centers is driving interest in nuclear energy as a cleaner energy source to meet rising global electricity needs [2] Nuclear Energy Sector - President Trump's executive orders aim to modernize the nuclear sector, targeting an increase in U.S. nuclear capacity from about 100 gigawatts (GW) in 2024 to 400 GW by 2050 [3] - The demand for electric utilities with access to nuclear power is increasing due to the electricity requirements of data centers [4] Company Highlights Dominion Energy Inc. (D) - Dominion Energy is enhancing its electric and natural gas infrastructure, aiming for carbon neutrality by 2050 and working on Small Modular Reactors (SMR) [7][8] - The company has an expected revenue growth rate of 7.6% and earnings growth rate of 22.7% for the current year [9] Duke Energy Corp. (DUK) - Duke Energy plans to invest $87 billion from 2025 to 2029 to strengthen its grid and expand its renewable energy portfolio [10] - The company serves approximately 8.4 million customers and operates 1,500 MW of solar energy in Florida [11][12] - Expected revenue growth rate is 4.6% and earnings growth rate is 7.3% for the current year [12] Ameren Corp. (AEE) - Ameren is investing up to $26.3 billion from 2025 to 2029 to enhance its operations and aims to add 3,200 MW of renewables by 2030 [13][15] - The company has an expected revenue growth rate of 16.2% and earnings growth rate of 7.3% for the current year [16] Entergy Corp. (ETR) - Entergy plans to invest $40 billion from 2025 to 2028 to upgrade infrastructure and support renewable expansion, targeting an earnings CAGR of over 8% [17] - The company generates 27% of its power from nuclear sources and aims to add 275 MW of nuclear power through upgrades [18][19] - Expected revenue growth rate is 5.4% and earnings growth rate is 6.9% for the current year [20] PG&E Corp. (PCG) - PG&E operates California's only nuclear power plant, Diablo Canyon, and is integrating AI technology to enhance operational efficiency [21][23] - The company has an expected revenue growth rate of 6.7% and earnings growth rate of 10.3% for the current year [24]

Core Insights - The demand for electricity from data centers is expected to drive significant growth in global electricity usage for decades, with data centers consuming an estimated 415 terawatt-hours of electricity in 2024, accounting for about 1.5% of global electricity consumption [4][5]. Utility Stocks - The S&P 500 utilities sector has gained nearly 16% from its low in mid-February, outperforming the S&P 500, indicating a strong performance in the utility sector amidst market fluctuations [7]. - High-yielding utility stocks are identified as potential beneficiaries of the increasing electricity demand from data centers, providing stable and dependable passive income [6][5]. Company Profiles - **Canadian Utilities Ltd. (CDUAF)**: Operates in electricity, natural gas, renewables, and pipelines with assets of $22 billion and a dividend yield of 4.60% [8]. - **Dominion Energy Inc. (NYSE: D)**: An integrated energy utility with a strong dividend yield of 4.34%, well-positioned geographically to serve data centers [10]. - **Duke Energy Corp. (NYSE: DUK)**: Located near major data centers, this company offers a solid dividend yield of 3.28% and operates extensive electric and gas distribution networks [14][16]. - **Entergy Corp. (NYSE: ETR)**: Engaged in electric power production and retail distribution, with a dividend yield of 2.48% and serving approximately 3 million customers [19][20]. - **Exelon Corp. (NYSE: EXC)**: The largest electric parent company in the U.S. by revenue, offering a dependable dividend yield of 3.29% and engaged in energy distribution and transmission [21].