FirstEnergy (FE) Q4 Earnings and Revenues Surpass Estimates

Core Viewpoint - FirstEnergy reported quarterly earnings of $0.53 per share, exceeding the Zacks Consensus Estimate of $0.52 per share, but down from $0.67 per share a year ago, indicating an earnings surprise of +1.92% [1] Financial Performance - The company posted revenues of $3.8 billion for the quarter ended December 2025, surpassing the Zacks Consensus Estimate by 16.94%, compared to $3.18 billion in the same quarter last year [2] - Over the last four quarters, FirstEnergy has exceeded consensus EPS estimates four times and topped revenue estimates three times [2] Stock Performance - FirstEnergy shares have increased by approximately 11.9% since the beginning of the year, while the S&P 500 has declined by 0.1% [3] - The stock currently holds a Zacks Rank 2 (Buy), indicating expectations of outperforming the market in the near future [6] Earnings Outlook - The current consensus EPS estimate for the upcoming quarter is $0.71 on revenues of $3.87 billion, and for the current fiscal year, it is $2.71 on revenues of $14.99 billion [7] - The trend of estimate revisions for FirstEnergy was favorable ahead of the earnings release, which may influence future stock movements [5][6] Industry Context - The Utility - Electric Power industry, to which FirstEnergy belongs, is currently ranked in the top 36% of over 250 Zacks industries, suggesting a positive outlook for stocks within this sector [8]