Eversource Energy (ES) Q2 2025 Earnings Call August 01, 2025 09:00 AM ET Company ParticipantsRima Hyder - VP - Investor RelationsJoseph Nolan - President, CEO & ChairmanJohn Moreira - Executive VP. CFO & TreasurerCarly Davenport - VP - Equity ResearchAndrew Weisel - DirectorAnthony Crowdell - Managing DirectorConference Call ParticipantsJeremy Tonet - MD & Research AnalystAngie Storozynski - Senior Equity Research AnalystRyan Levine - Equity AnalystNone - AnalystOperatorGood day, and thank you for standing ...

Linde (LIN) Q2 2025 Earnings Call August 01, 2025 09:00 AM ET Company ParticipantsJuan Pelaez - VP - IRSanjiv Lamba - CEO & Member of Board of DirectorsMatt White - EVP & CFODavid Begleiter - Managing DirectorVincent Andrews - Managing DirectorLaurent Favre - Managing DirectorMichael Sison - Managing DirectorJohn Roberts - Managing DirectorJosh Spector - Executive Director - Chemicals Equity ResearchKevin McCarthy - PartnerJames Hooper - Vice PresidentChristopher Parkinson - Managing DirectorConference Call ...

Linde (LIN) Q2 2025 Earnings Call August 01, 2025 09:00 AM ET Speaker0Ladies and gentlemen, good day and thank you for standing by. Welcome to the Linde Second Quarter twenty twenty five Earnings Call and Webcast. At this time, all participants are in a listen only mode. Please be advised that today's conference is being recorded. After the speakers' presentation, there will be a question and answer session.And I would now like to hand the conference over to Mr. Juan Palaez, Head of Investor Relations. Plea ...

Eversource Energy (ES) Q2 2025 Earnings Call August 01, 2025 09:00 AM ET Speaker0Good day, and thank you for standing by. Welcome to the Eversource Energy Q2 twenty twenty five Earnings Conference Call. At this time, all participants are in a listen only mode. After the speakers' presentation, there will be a question and answer session. To ask a question during this session, you will need to press 11 on your telephone.You will then hear an automated message advising you your hand is raised. To withdraw you ...

Forward Looking Information August 1, 2025 Greg Ebel President & CEO Pat Murray EVP & CFO Legal notice This presentation includes certain forward-looking statements and information (FLI) to provide potential investors and shareholders of Enbridge Inc. (Enbridge or the Company) with information about Enbridge and its subsidiaries and affiliates, including management's assessment of their future plans and operations, which FLI may not be appropriate for other purposes. FLI is typically identified by words suc ...

August 1, 2025 EVERSOURCE ENERGY Q2 2025 EARNINGS REPORT EVERSOURCE ENERGY Q2 2025 EARNINGS REPORT EVERSOURCE ENERGY Q2 2025 EARNINGS REPORT Safe Harbor Statement All per-share amounts in this presentation are reported on a diluted basis. The only common equity securities that are publicly traded are common shares of Eversource Energy. The first half and second quarters 2025 and 2024 earnings discussion includes a financial measure, EPS by business, that is not recognized under generally accepted accounting ...

Financial Performance & Capital Plan - YTD June Capital Expenditures reached $2.9 billion, and the company is on track with its 2025 annual capital plan of $5.2 billion[17] - The 2025-2029 Capital Plan totals $26 billion, with 23% allocated to major capital projects[17] - The company forecasts a 5-Year Rate Base CAGR of 6.5%, growing from $39 billion in 2024 to $53 billion in 2029[17] - Q2 2025 EPS was $0.76, compared to $0.67 in Q2 2024, and YTD 2025 EPS was $1.76, compared to $1.60 YTD 2024[35] Strategic Initiatives & Growth Opportunities - TEP plans to convert 793 MW of coal-fired generation at the Springerville Generating Station to natural gas generation by 2030, supporting a coal-free generation mix by 2032[21] - An agreement was reached with a data center customer for ~300 MW of power demand ramping up in 2027, with potential for a total of 600 MW at the initial site and an additional 500-700 MW at a subsequent site[27] - MISO LRTP Tranche 2.1 represents a ~US$3.7-$4.2 billion investment opportunity for projects in Michigan, Minnesota, and Iowa[30] Dividend & Sustainability - The company provides annual dividend growth guidance of 4-6% through 2029[33] - Fortis has reduced scope 1 emissions by 34% to the end of 2024 relative to 2019 levels[89] - FortisBC will invest $690 million to help customers save 3.8 million gigajoules of gas and 115 GWh of electricity by the end of 2027[89]

Key Takeaways PWR's Q2 revenue rose 21.1% to $6.77B, topping estimates and marking a new quarterly record.Earnings surged 30.5% to $2.48 per share, aided by scale, operating leverage, and acquisitions.Quanta raised its 2025 revenue and EPS guidance following robust results and recent deal activity.Quanta Services, Inc. (PWR) posted a robust second-quarter 2025 performance, highlighted by double-digit revenue growth, margin expansion, and strategic capital deployment. The results reflect strong demand for ut ...

Financial Performance & Outlook - PPL reported Q2 2025 GAAP earnings of $025 per share and ongoing earnings of $032 per share[6] - The company reaffirmed its 2025 ongoing EPS forecast range of $175 - $187 per share[7] - PPL is on track to complete approximately $43 billion in capital investments and achieve at least $150 million in cumulative O&M savings in 2025[10] - PPL issued approximately $350 million of equity via the ATM year-to-date[30] Capital Investment & Growth - PPL projects $20 billion of capital investment needs through 2028, resulting in an average annual rate base growth of 98% over the period[10] - The company anticipates 6%-8% annual EPS and dividend growth through at least 2028[10,38] - The company is targeting 16%-18% FFO/CFO to debt throughout the plan[10,40] Strategic Initiatives & Regulatory Updates - A constructive agreement was reached to advance generation needs for LG&E and KU, supporting the approval for two new 645MW NGCC units[11,13] - A base rate case was filed in Kentucky on May 30, 2025, requesting an increase in annual electricity revenues of approximately $105 million and $226 million at LG&E and KU, respectively, and an increase in annual gas revenues of approximately $60 million at LG&E[14,16] - PPL Electric is enabling speed to market for data centers with $13 billion invested in Pennsylvania Grid since 2013[18] - PPL is in a joint venture with Blackstone Infrastructure, with PPL owning 51% of the interest, to build new electric generation stations to power data centers under long-term energy services agreements[19]

S&P Global (SPGI) Q2 2025 Earnings Call July 31, 2025 08:30 AM ET Company ParticipantsMark Grant - Senior Vice President, Investor RelationsMartina Cheung - President & CEOEric Aboaf - CFOFaiza Alwy - MD - US Company ResearchScott Wurtzel - SVP - Equity ResearchOwen Lau - Executive DirectorCraig Huber - CEO & MDRussell Quelch - Managing DirectorConference Call ParticipantsToni Kaplan - Executive Director & Lead Analyst - Equity ResearchAshish Sabadra - Analyst - Information and Business ServicesAlex Kramm - ...