FirstEnergy (FE) Q4 Earnings: Taking a Look at Key Metrics Versus Estimates

Core Insights - FirstEnergy reported $3.8 billion in revenue for Q4 2025, a 19.6% year-over-year increase, and an EPS of $0.53, down from $0.67 a year ago [1] - The revenue exceeded the Zacks Consensus Estimate of $3.25 billion by 16.94%, while the EPS surpassed the consensus estimate of $0.52 by 1.92% [1] Financial Performance - Total Electric Distribution Deliveries were 36,057 MWh, exceeding the average estimate of 34,611.42 MWh [4] - Integrated revenues reached $1.42 billion, surpassing the average estimate of $1.18 billion [4] - External Revenues for FirstEnergy Consolidated were $3.8 billion, compared to the average estimate of $3.19 billion, reflecting a 19.6% year-over-year change [4] - Stand-Alone Transmission revenues were $470 million, slightly above the estimated $461.72 million [4] - External Revenues from Distribution amounted to $1.91 billion, exceeding the average estimate of $1.62 billion, with a year-over-year increase of 17.5% [4] - Distribution revenues were reported at $1.92 billion, compared to the average estimate of $1.63 billion [4] Stock Performance - FirstEnergy shares returned +4.4% over the past month, while the Zacks S&P 500 composite declined by -1.3% [3] - The stock holds a Zacks Rank 2 (Buy), indicating potential outperformance against the broader market in the near term [3]