First quarter 2025 earnings call 0 April 29, 2025 Caution regarding forward-looking statements and Regulation G compliance In this presentation, and from time to time, Entergy Corporation makes certain "forward-looking statements" within the meaning of the Private Securities Litigation Reform Act of 1995. Such forward-looking statements include, among other things, statements regarding Entergy's 2025 earnings guidance; financial and operational outlooks; industrial load growth outlooks; statements regarding ...

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]

The upcoming report from Ameren (AEE) is expected to reveal quarterly earnings of $1.08 per share, indicating an increase of 10.2% compared to the year-ago period. Analysts forecast revenues of $1.98 billion, representing an increase of 9.2% year over year.The consensus EPS estimate for the quarter has been revised 15.8% higher over the last 30 days to the current level. This reflects how the analysts covering the stock have collectively reevaluated their initial estimates during this timeframe.Prior to a c ...

COLUMBUS, Ohio, April 29, 2025 /PRNewswire/ -- Joseph G. Sauvage, retired vice chairman and chairman of Global Power, Utilities and Renewables of Citigroup, today was elected to the American Electric Power (Nasdaq: AEP) Board of Directors. Sauvage led Citigroup's Global Power, Utilities and Renewables practice for more than 16 years. Prior to joining Citigroup, he held various investment banking roles at Lehman Brothers, including vice chairman and global head of Power, Utilities and Renewables. Sauvage ser ...

Core Insights - Entergy Corporation reported first quarter 2025 earnings per share of 82 cents, significantly up from 18 cents in the same period of 2024, reflecting a productive start to the year and confidence in future opportunities [1][3][10] Financial Performance - The company achieved consolidated earnings of $361 million in Q1 2025, compared to $75 million in Q1 2024, marking a substantial increase of $285 million [2][3][28] - Adjusted earnings for Q1 2025 were $361 million, or 82 cents per share, up from $230 million, or 54 cents per share, in Q1 2024, indicating a year-over-year increase of $131 million [2][3][28] - The estimated weather impact on earnings was positive at $22 million in Q1 2025, compared to a negative impact of $26 million in Q1 2024, resulting in a net change of $48 million [2][28] Business Segments - The Utility segment reported earnings of $490 million, or $1.11 per share, in Q1 2025, compared to $195 million, or 46 cents per share, in Q1 2024, driven by higher retail sales volume and regulatory actions [5][28] - The Parent & Other segment reported a loss of $129 million, or 29 cents per share, in Q1 2025, slightly worse than the loss of $120 million, or 28 cents per share, in Q1 2024 [9][28] Regulatory and Investment Highlights - Entergy Texas received approval for $137 million in transmission investments, while Entergy Louisiana secured approvals for significant transmission projects [6] - The company completed a $1.5 billion common stock offering, enhancing its financial flexibility [6] Guidance and Outlook - Entergy affirmed its 2025 adjusted earnings per share guidance range of $3.75 to $3.95, indicating a positive outlook for the year [10][11]

Group 1 - The financial statements of AB Kauno Energija for the year 2024 have been prepared in accordance with International Financial Reporting Standards recognized in the European Union [1] - The Consolidated Annual Report and the Conclusion of the Independent Auditor have been approved by the General Meeting of Shareholders [1] - The mentioned documents are available on the company's official website [1] Group 2 - Loreta Miliauskienė is the Head of the Economic Department, and her contact number is provided for inquiries [2] - Attachments include the financial report and the independent auditor's report for the year 2024 [2]

（图片来源：路透） 周一，欧洲南部遭遇严重的大规模停电事件，西班牙政府宣布紧急状态，交通瘫痪、通信中断，数万人被困，随着夜幕降临整个国家陷入黑暗。 当地时间周一中午12:35左右，西班牙和葡萄牙大部分地区突然大面积停电，这次停电事件波及整个伊比利亚半岛，甚至影响到了法国部分地区。 据西班牙电网运营商Red Eléctrica报告，在短短5秒钟内，约15吉瓦的发电能力突然消失，相当于当时全国电力需求的60%。 （图片来源：路透） 在电网瘫痪超过11小时后，西班牙总理佩德罗·桑切斯在当地时间晚上11点的宣布，电力仅恢复了全国的一半地区，并宣布进入紧急状态。 Red Eléctrica表示，截至当地时间晚上10:30，电网仅满足了近一半的需求，部分依靠来自法国的电力供应。约三分之二的变电站恢复了运行，电力公司承诺 将"逐步增加"供电直至恢复正常水平。 葡萄牙电网运营商REN则警告， 整个系统的完全恢复可能需要长达一周的时间。 如此大规模的停电在欧洲并不常见。2003年，意大利和瑞士之间的一条水力发电站线路出现故障，导致整个意大利半岛停电约12小时。2006年，德国电网超 负荷，导致欧洲部分地区乃至远至摩洛哥的电力中 ...

【导读】沪深两市成交额突破5000亿元，机器人概念股再度走强，多股直线拉升涨停 中国基金报记者 王建蔷 4月29日早盘，A股小幅低开，沪指低开0.21%，深证成指低开0.27%，创业板指低开0.27%。开盘后沪指震荡上涨，一度拉升翻红。截至发稿，沪指下跌 0.07%，深证成指上涨0.03%，创业板指微跌0.02%，沪深两市成交额突破5000亿元。 | 中证1000 | 中证2000 | 中证红利 | | --- | --- | --- | | 5905.00 | 2414.04 | 5376.56 | | +27.94 +0.48% +26.02 +1.09% -14.82 -0.27% | | | A50指数期货一度直线下跌，截至发稿，跌幅收窄。 | < w | | ■时中国A50期货 | | | | | --- | --- | --- | --- | --- | --- | | | CN.SG | | | | | | 13135 | 昨结 | | 13185 | 커플 | 13186 | | -50 | -0.38% | 总手 | 9.42万 | 现手 | 1 | | 最高价 | 13220 | 持 仓 ...

西班牙电网运营商REE：停电的原因是经过法国的欧洲互联系统断开。 ...

葡萄牙电力分销商REN运营总监：要恢复电力正常仍需数小时。 ...