Alliant Energy (LNT) Q1 2025 Earnings Call May 09, 2025 10:00 AM ET Company Participants Susan Gille - Manager of Investor RelationsLisa Barton - Director, President & CEORobert Durian - EVP and CFOJames Kennedy - Vice PresidentNicholas Campanella - DirectorPaul Fremont - Managing DirectorAndrew Weisel - DirectorPaul Zimbardo - Managing Director Conference Call Participants Rinny Singh - Equity Research Analyst Operator Thank you for holding, and welcome to Alliant Energy Energy's First Quarter twenty twent ...

Financial Data and Key Metrics Changes - The company reported first quarter earnings of $0.83 per share, an increase from $0.62 per share in the same quarter of the previous year, reflecting a strong start to 2025 [17] - Earnings for the quarter accounted for more than 25% of the company's earnings guidance midpoint for 2025, reaffirming the guidance range of $3.15 to $3.25 per share [5][19] - The increase in earnings was driven by higher revenue requirements from capital investments, despite negative temperature impacts on electric and gas sales [17][18] Business Line Data and Key Metrics Changes - The company has secured energy supply agreements (ESAs) totaling 2.1 gigawatts of demand from three major data center developments, representing a greater than 30% increase in peak demand [8][9] - The capital expenditure (CapEx) plan has been updated to reflect a nearly 26% increase from 18 months ago, translating to a forecasted investment compound annual growth rate (CAGR) of nearly 11% from 2024 to 2028 [9][10] Market Data and Key Metrics Changes - The company is experiencing strong interest in economic development within its service areas in Iowa and Wisconsin, with ongoing efforts to support growth through new energy supply agreements [9][12] - The company has successfully sold existing capacity into the recent MISO capacity auction, which is expected to benefit customer bills [20][76] Company Strategy and Development Direction - The company is focused on an "all of the above" approach to new generation resources, including a mix of wind, batteries, and natural gas, to maintain a balanced energy resource mix [15] - The updated capital plan includes significant investments in natural gas generation to meet the growing demand from data centers, with a focus on enhancing reliability and affordability [10][72] Management's Comments on Operating Environment and Future Outlook - Management expressed confidence in achieving 2025 earnings objectives while advancing key strategic priorities, emphasizing the importance of supporting economic development [5][6] - The company is proactively managing risks related to potential changes in tax credits and tariffs, with a focus on maintaining a strong balance sheet and investment-grade credit ratings [24][52] Other Important Information - The company has completed nearly all planned safe harbor activities to preserve tax credits for future energy storage and renewable projects expected to be placed into service through 2028 [20] - The company is committed to ensuring that all individual customer rates achieve a win-win for existing customers, new customers, and shareholders [11] Q&A Session Summary Question: Timeline for converting mature opportunities to contracts and breakdown of serving those opportunities - Management indicated that they have high confidence in converting mature opportunities into contracts and are using existing resources to accelerate load growth [34][35] Question: Impact of safe harboring on the ability to go back for a rate case in Iowa - Management clarified that they are focused on activities to avoid the need to go back for a rate case and are advocating for beneficial legislative provisions [38][39] Question: Long-term EPS CAGR outlook - Management reaffirmed a long-term EPS CAGR of 5% to 7%, with current plans indicating potential for growth towards the top end of that range starting in 2027 [45][46] Question: Details on the CapEx increase - The increase in CapEx was primarily associated with natural gas generation to meet the peak demand from data center opportunities [72] Question: Impact of MISO capacity auction on consumer bills - Management stated that they are well positioned to utilize proceeds from the auction to help customer bills, contrasting with other entities that may face challenges [76] Question: Regulatory initiatives and filings in Iowa and Wisconsin - Management discussed ongoing regulatory filings for new generation resources and the potential for maintaining flat base rates through growth and cost reduction [60][61]

Aemetis (AMTX) Q1 2025 Earnings Call May 08, 2025 02:00 PM ET Company Participants Todd Waltz - Executive VP & CFOEric McAfee - Founder, Chairman and Chief Executive OfficerSaumya Jain - Equity Research AssociateMatthew Blair - Managing DirectorDerrick Whitfield - Managing DirectorAndy Foster - EVP - North AmericaDave Storms - Director of Equity Research Conference Call Participants Sameer Joshi - Senior Equity Research AnalystEdward Woo - Director of Research & Senior Analyst Operator Day, everyone. Welcom ...

Century Aluminum Company (CENX) Q1 2025 Earnings Call May 07, 2025 05:00 PM ET Company Participants Ryan Crawford - Financial Planning & Analysis and IR ManagerJesse Gary - President, Chief Executive Officer & DirectorPeter Trpkovski - EVP, CFO & TreasurerJohn Tumazos - Owner and CEO Conference Call Participants Katja Jancic - AnalystNick Giles - Senior Research Analyst Operator Good afternoon. Thank you for attending today's Century Aluminum Company First Quarter twenty twenty five Earnings Conference Call ...

Century Aluminum Company (CENX) Q1 2025 Earnings Call May 07, 2025 05:00 PM ET Speaker0 Good afternoon. Thank you for attending today's Century Aluminum Company First Quarter twenty twenty five Earnings Conference Call. My name is Micaiah, and I'll be the moderator for today's call. All lines will be muted during the presentation portion of the call with an opportunity for your questions and answers at the end. At this time, I would like to pass the call over to our host, Ryan Crawford, Investor Relations. ...

Sunrun (RUN) Q1 2025 Earnings Call May 07, 2025 04:30 PM ET Speaker0 Good afternoon, and welcome to Sunrun's First Quarter Earnings Conference Call. Please note that this call is being recorded and that one hour has been allocated for the call, including the Q and A session. I will now turn the call over to Patrick Jobin, Sunrun's Investor Relations Officer. Speaker1 Thank you, Alicia. Before we begin, please note that certain remarks we will make on this call constitute forward looking statements. Although ...

Entergy (ETR) Q1 2025 Earnings Call April 29, 2025 04:16 PM ET Speaker0 Good morning. My name is Greg, and I will be your conference operator today. At this time, I would like to welcome everyone to the Entergy Corporation First Quarter Earnings Conference Call. All lines have been placed on mute to prevent any background noise. After the speakers' remarks, there will be a question and answer session. Thank you. I will now turn the call over to Liz Hunter, Vice President of Investor Relations for Entergy Co ...

Financial Data and Key Metrics Changes - The company reported adjusted earnings per share (EPS) of $0.82 for Q1 2025, maintaining guidance for a greater than 8% adjusted EPS compound annual growth rate [5][32] - Weather-adjusted retail sales growth was strong at 5.2%, with industrial sales increasing by 9.3% [33] Business Line Data and Key Metrics Changes - Industrial sales growth was driven by new customer additions and increased usage, reflecting a robust demand environment [33] - The company is executing a capital plan to support strong customer growth and improve reliability and resilience [9][10] Market Data and Key Metrics Changes - The Gulf South region remains attractive for industrial investments due to low power costs and robust infrastructure [8] - The company is in discussions for potential data center projects, with a pipeline in the five to 10 gigawatt range [9] Company Strategy and Development Direction - The company aims to create value for stakeholders, focusing on customer growth through new customer announcements and regulatory outcomes [5][6] - The company is exploring capacity upgrades at existing facilities and has plans for new nuclear facilities, indicating a long-term commitment to energy diversification [12][104] Management's Comments on Operating Environment and Future Outlook - Management expressed confidence in meeting 2025 guidance, citing strong customer interest and ongoing discussions with hyperscale developers [5][31] - The company believes tariff impacts are manageable, estimating a 1% impact on its $37 billion four-year capital plan [22][24] Other Important Information - The company is progressing on major projects, including the Orange County Advanced Power Station, which is 70% complete and on schedule [10] - Recent legislative changes in Arkansas and Texas are expected to facilitate faster recovery of costs and support economic development [19][20][108] Q&A Session Summary Question: Is Arkansas competitive for data centers? - Management believes Arkansas is now fully competitive and is engaging with potential customers [43][44] Question: Update on financing and equity needs? - There hasn't been a substantial change in equity timing, and credit metrics remain strong [45][46] Question: Drivers behind residential sales growth? - Residential sales are expected to grow about 1% for the full year, with overall sales projected at 5.5% [53] Question: Impact of macroeconomic uncertainty on industrial activity? - The company has seen over 5% growth in industrial sales for over 15 years, indicating resilience despite economic fluctuations [55] Question: Update on large load customer service timelines? - The company has positions in queues to provide generation to potential customers, with opportunities expected to ramp up in 2028 and 2029 [66] Question: Financial impacts of recent legislative changes? - Arkansas legislation allows for earlier recovery of costs, which will benefit customers, while Texas legislation focuses on risk management [108][109] Question: Changes in contracting strategy with large customers? - The company has not significantly changed its contracting strategy, leveraging existing frameworks to adapt to current market conditions [138]

Array Technologies, Inc. (NASDAQ:ARRY) Q4 2024 Earnings Conference Call February 27, 2025 5:00 PM ET Company Participants Gina Gunning - Chief Legal Officer & Corporate Secretary Kevin Hostetler - Chief Executive Officer Neil Manning - President & Chief Operating Officer Keith Jennings - Chief Financial Officer Conference Call Participants Mark Strouse - JPMorgan Vikram Bagri - Citigroup Brian Lee - Goldman Sachs Joe Osha - Guggenheim Partners Maheep Mandloi - Mizuho Securities Colin Rusch - Oppenheimer Phi ...

Ameresco, Inc. (NYSE:AMRC) Q4 2024 Earnings Call February 27, 2025 4:30 PM ET Company Participants Leila Dillon - Senior Vice President, Marketing and Communications George Sakellaris - Chairman and Chief Executive Officer Mark Chiplock - Chief Financial Officer Nicole Bulgarino - President, Federal and Utility Infrastructure Mike Bakas - President, Renewable Fuels Conference Call Participants Stephen Gengaro - Stifel Noah Kaye - Oppenheimer Craig Irwin - ROTH Capital Eric Stine - Craig-Hallum William Gripp ...