Financial Performance - Third quarter 2025 GAAP earnings per share (EPS) was $2.03, and adjusted EPS was also $2.03[18] - Year-to-date 2025 GAAP EPS was $3.31, while adjusted EPS was $3.41[67] - The company is narrowing its 2025 adjusted EPS guidance to $3.92 - $4.02, compared to the original guidance of $3.92 - $4.12, primarily due to a $0.13 impact from weather[18] - The company anticipates approximately ($0.02) of incremental convertible-related dilution compared to plan and identified mitigation measures of $0.10[41] Economic Development and Load Growth - The company has a transformative 10-year roadmap to serve up to 4-6 GWs of new large load customers[22] - The company's actively building customer pipeline is approximately 1.2 GW, up from approximately 1.1 GW in the previous quarter[23] - Customers finalizing agreements represent a potential 1.5-2.0 GW of peak demand, up from 1.0-1.5 GW, potentially increasing overall company load growth forecast to a 4-5% compound annual growth rate (CAGR) through 2029[23] - Weather-normalized total retail sales grew by 2.0% in the third quarter of 2025, driven by residential (2.4%) and commercial (3.0%) growth, while industrial sales decreased by 0.9%[37] Capital Investments and Financing - The company has a $17.5 billion five-year capital investment plan for 2025-2029[58] - The company plans to issue $2.8 billion in equity from 2026E-2029E[42] - The company entered forward sales agreements for $125 million of common shares via at-the-market program to address future equity needs[59]