Xcel Energy has moved to lock in supply and development capacity for what could become 6 GW of data center load through separate strategic agreements with GE Vernova and NextEra Energy, announced this week, that reserve five F-class gas turbines, multiple gigawatts of wind capacity, and joint development resources to support generation buildout into the 2030s. The Minneapolis-headquartered electric and natural gas utility serving eight states on Feb. 3 announced a strategic alliance with GE Vernova covering ...

Core Insights - Xcel Energy Inc. (XEL) reported fourth-quarter 2025 operating earnings of 96 cents per share, slightly missing the Zacks Consensus Estimate of 97 cents, but showing an 18.5% increase from the previous year [1] - Total revenues for XEL were $3.56 billion, falling short of the Zacks Consensus Estimate of $3.72 billion by 4.4%, yet representing a 14.1% increase from $3.12 billion in the year-ago quarter [2] Financial Performance - The electric segment generated revenues of $2.8 billion, up 16.6% from $2.41 billion in the prior year [3] - Natural gas segment revenues increased by 6% to $737 million from $695 million year-over-year [3] - Total operating expenses rose by 7.5% year-over-year to $2.98 billion, driven by higher costs of natural gas sold, operating and maintenance expenses, and taxes [4] - Operating income surged by 67.1% year-over-year to $580 million [4] - Interest charges and financing costs increased by 26.3% from $319 million to $403 million [4] Customer Metrics - In 2025, Xcel Energy experienced a 0.7% growth in electric customer volume and a 0.8% increase in natural gas customer volume [5] - Natural gas sales volume decreased by 1.2%, while electric sales volume increased by 2.2% [5] - Xcel Energy's residential bills for electric and natural gas are 28% and 12% lower than the national average, respectively [5] Future Guidance - Xcel Energy reaffirmed its 2026 earnings per share guidance in the range of $4.04-$4.16, with the Zacks Consensus Estimate at $4.12 [6] - The company anticipates a 3% increase in retail electric sales and a 1% increase in natural gas sales volumes for 2026 [6] Long-term Strategy - Xcel Energy aims for long-term annual earnings per share growth of 6-8% and dividend growth of 4-6% [8] - The company plans to invest $60 billion from 2026 to 2030 to enhance its infrastructure, including adding 7,500 megawatts of renewable generation, 3,000 megawatts of natural gas generation, and 1,900 megawatts of energy storage [8]

Xcel Energy (NasdaqGS:XEL) Q4 2025 Earnings call February 05, 2026 10:00 AM ET Company ParticipantsBob Frenzel - Chairman, President, and CEOBrian Van Abel - EVP and CFODiana Niles - Vice President in Equity Research Product ManagementRoopesh Aggarwal - VP of Investor RelationsSteven Lewis - SVP and Financial AdvisorConference Call ParticipantsBrian Rusel - AnalystCarly Davenport - VP and Equity Research AnalystNicholas Campanella - AnalystPaul Patterson - AnalystTravis Miller - Senior Equity Analyst , Ener ...

Xcel Energy (NasdaqGS:XEL) Q4 2025 Earnings call February 05, 2026 10:00 AM ET Company ParticipantsBob Frenzel - Chairman, President, and CEOBrian Van Abel - EVP and CFODiana Niles - Vice President in Equity Research Product ManagementRoopesh Aggarwal - VP of Investor RelationsConference Call ParticipantsBrian Rusel - AnalystCarly Davenport - VP and Equity Research AnalystNicholas Campanella - AnalystPaul Patterson - AnalystTravis Miller - Senior Equity Analyst , Energy and Utilities StrategistOperatorHello ...

Xcel Energy (NasdaqGS:XEL) Q4 2025 Earnings call February 05, 2026 10:00 AM ET Speaker2Hello and welcome to Xcel Energy 2025 year-end earnings conference call. My name is Jordan, and I'll be your coordinator for today's event. Please note this conference is being recorded, and for the duration of the call, your lines will be in listen-only mode. A question-and-answer session will follow the prepared remarks, and questions will only be taken from institutional investors and analysts. Reporters can contact me ...

EARNINGS REPORT PRESENTATION 2025 YEAR END February 5, 2026 © 2026 Xcel Energy Inc. 1 SAFE HARBOR Except for the historical statements contained in this presentation, the matters discussed herein are forward-looking statements that are subject to certain risks, uncertainties and assumptions. Such forward-looking statements, including those relating to 2026 EPS guidance, long-term EPS and dividend growth rate objectives, future sales, future expenses, future tax rates, future operating performance, estimated ...

Xcel Energy Inc. (XEL), headquartered in Minneapolis, Minnesota, generates, purchases, transmits, distributes, and sells electricity. With a market cap of $44.9 billion, the company also purchases, transports, distributes, and sells natural gas to retail customers, as well as transports customer-owned natural gas. Shares of this electricity and natural gas company have underperformed the broader market over the past year. XEL has gained 13.2% over this time frame, while the broader S&P 500 Index ($SPX) h ...

分组1 - Xcel Energy reported quarterly earnings of $0.96 per share, missing the Zacks Consensus Estimate of $0.97 per share, but showing an increase from $0.81 per share a year ago, representing an earnings surprise of -1.37% [1] - The company posted revenues of $3.56 billion for the quarter ended December 2025, missing the Zacks Consensus Estimate by 4.44%, compared to $3.12 billion in the same quarter last year [2] - Over the last four quarters, Xcel has surpassed consensus EPS estimates only once and has not beaten consensus revenue estimates during this period [2] 分组2 - The stock's immediate price movement will depend on management's commentary during the earnings call and the sustainability of earnings expectations [3][4] - Xcel shares have increased by approximately 3.2% since the beginning of the year, outperforming the S&P 500's gain of 0.5% [3] - The current consensus EPS estimate for the upcoming quarter is $0.92 on revenues of $4.17 billion, and for the current fiscal year, it is $4.12 on revenues of $15.88 billion [7] 分组3 - The Zacks Industry Rank for Utility - Electric Power is currently in the top 35% of over 250 Zacks industries, indicating a favorable outlook for the industry [8] - Empirical research shows a strong correlation between near-term stock movements and trends in earnings estimate revisions, which can be tracked by investors [5] - The current estimate revisions trend for Xcel is mixed, resulting in a Zacks Rank 3 (Hold), suggesting the stock is expected to perform in line with the market in the near future [6]

Core Insights - U.S. utility Xcel Energy reported a 22% increase in fourth-quarter profit, driven by higher electricity demand from data centers, which helped to offset rising expenses [1] Company Summary - Xcel Energy's fourth-quarter profit rose by 22%, indicating strong financial performance [1] - The increase in profit was primarily attributed to heightened demand for electricity from data centers [1] - Rising expenses were noted, but the demand from data centers effectively mitigated their impact on profitability [1]

MINNEAPOLIS--(BUSINESS WIRE)--Xcel Energy Inc. (NASDAQ: XEL) today reported 2025 GAAP diluted earnings of $2.02 billion, or $3.42 per share, compared with $1.94 billion, or $3.44 per share in the same period in 2024 and ongoing earnings of $2.24 billion, or $3.80 per share, compared with $1.97 billion, or $3.50 per share in the same period in 2024. See Note 6 for reconciliation from GAAP to ongoing earnings. The change in ongoing earnings reflect increased recovery of infrastructure investments. ...