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The market expects Edison International (EIX) to deliver a year-over-year decline in earnings on lower revenues when it reports results for the quarter ended September 2025. This widely-known consensus outlook is important in assessing the company's earnings picture, but a powerful factor that might influence its near-term stock price is how the actual results compare to these estimates.The earnings report, which is expected to be released on October 28, might help the stock move higher if these key numbers ...

Based in New Orleans, Louisiana, Entergy Corporation (ETR) delivers electric power to roughly 3 million customers across Arkansas, Louisiana, Mississippi, and Texas through its utility subsidiaries. The company runs a mix of generating facilities, including natural gas, nuclear, coal, hydroelectric, oil, and renewables, totaling about 24,000 megawatts in capacity. With a market capitalization of $42.73 billion, Entergy operates extensive transmission and distribution networks. More News from Barchart En ...

Core Viewpoint - Ausbil Investment Management Ltd has significantly increased its investment in NextEra Energy, indicating strong confidence in the company's future potential despite its recent underperformance compared to the S&P 500 [1][7][10]. Investment Activity - Ausbil purchased approximately $4.31 million worth of NextEra Energy shares, increasing its position by 58,977 shares during the quarter, bringing the total to 140,270 shares valued at $11.04 million as of September 30, 2025 [1][2]. - Following this acquisition, NextEra Energy now constitutes 5.9% of Ausbil's reportable assets under management (AUM) [3][8]. Company Overview - NextEra Energy reported a trailing twelve months (TTM) revenue of $25.90 billion and a net income of $5.92 billion, with a dividend yield of 2.64% [4]. - The company's shares were priced at $84.04 as of October 8, 2025, reflecting a 4.4% increase over the past year, although it underperformed the S&P 500 by 10.65 percentage points during the same period [3][4]. Business Model and Operations - NextEra Energy operates in the generation, transmission, and distribution of electric power through various sources, including wind, solar, nuclear, coal, and natural gas, with a growing emphasis on renewable energy and battery storage projects [5][6]. - The company serves approximately 11 million customers through about 5.7 million accounts, primarily on the east and lower west coasts of Florida [6]. Performance Metrics - Over the past three years, NextEra Energy has achieved a total return of only 18%, translating to a compound annual growth rate (CAGR) of 5.8%, significantly lagging behind the S&P 500's total return of 90% and a CAGR of 23.8% [9][11].

Core Insights - A new substation in Morgan County, West Virginia, is enhancing power reliability for nearly 2,000 customers served by Potomac Edison, a subsidiary of FirstEnergy Corp [1] Company Impact - The project aims to reduce outages for approximately 1,900 residents and businesses in West Virginia and Maryland [1]

Juno Beach, Florida-based NextEra Energy, Inc. (NEE) generates, transmits, distributes, and sells electric power to retail and wholesale customers. Valued at a market cap of $162 billion, the company generates electricity through wind, solar, nuclear, natural gas, and other clean energy sources. It is expected to announce its fiscal Q3 earnings for 2025 on Wednesday, Oct. 22. Before this event, analysts expect this utility company to report a profit of $1.04 per share, up 1% from $1.03 per share in the ye ...

Company Overview - Edison International (EIX) is a public utility holding company based in Rosemead, California, with a market cap of $21.6 billion, focusing on electric power generation, transmission, and distribution, while emphasizing renewable energy integration and grid modernization [1] - EIX is classified as a "large-cap stock," highlighting its size and influence in the regulated electric utility industry, leveraging scale, regulatory support, and clean energy expertise to drive innovation [2] Stock Performance - EIX is currently trading 36.6% below its 52-week high of $88.65, reached on November 27, 2024, but has seen a 16.9% increase over the past three months, outperforming the S&P 500 Index's 8.9% return during the same period [3] - Over the past 52 weeks, EIX has declined 33.9%, significantly underperforming the S&P 500's 17.7% increase, and is down 29.2% year-to-date compared to the S&P 500's 12% rise [4] Financial Performance - EIX reported better-than-expected Q2 results on July 31, with operating revenue of $4.5 billion, reflecting a 4.8% year-over-year increase and exceeding analyst expectations by 8.4% [5] - The company's core EPS of $0.97 declined 21.1% year-over-year but surpassed consensus estimates by 10.2% [5] Competitive Position - EIX has underperformed its rival, PG&E Corporation (PCG), which saw a 20.8% decline over the past 52 weeks and a 22.5% drop year-to-date [6] - Analysts maintain a moderately optimistic outlook for EIX, with a consensus rating of "Moderate Buy" and a mean price target of $66.53, indicating an 18.4% potential upside from current price levels [6]

2025 SECOND QUARTER EARNINGS Delivering For Customers AND Investors July 31, 2025 1 Forward-Looking Statements This presentation and the oral remarks made in connection with it contain statements regarding PG&E Corporation's and Pacific Gas and Electric Company's (the "Utility") future performance, including expectations, objectives, and forecasts about operating results (including 2025 non-GAAP core earnings), debt and equity issuances, refinancing activity, rate base growth, capital expenditures, cash flo ...

Financial Data and Key Metrics Changes - American Electric Power (AEP) reported the strongest second quarter operating earnings in its 100-year history, with operating earnings of $1.43 per share or $766 million, representing a 14% increase year-over-year from $1.25 per share in 2024 [9][27][28] - The company is guiding to the upper half of its 2025 operating earnings range of $5.75 to $5.95 per share, reflecting strong year-to-date results and confidence in future execution [10][40] Business Line Data and Key Metrics Changes - Operating earnings for vertically integrated utilities increased to $0.56 per share, up $0.10 from the previous year, driven by rate changes and increased load from data centers [29] - The transmission and distribution utility segment earned $0.42 per share, up $0.01 from last year, supported by rate changes and retail sales gains [29] - Generation and Marketing produced $0.17 per share, up $0.05 from last year, with favorable energy margins offset by lower distributed generation margins due to the sale of the On-site Partners business [31] Market Data and Key Metrics Changes - AEP is experiencing transformative load growth across its 11-state footprint, with an increase in firm customer commitments to 24 gigawatts of incremental load by the end of the decade, up from 21 gigawatts previously reported [12][34] - The company has a significant interconnection queue of approximately 190 gigawatts of additional load seeking to connect to its system, indicating strong demand for its services [12][35] Company Strategy and Development Direction - AEP is executing a $54 billion capital plan and expects to announce a new five-year capital plan of approximately $70 billion, with allocations of 50% to transmission, 40% to generation, and 10% to distribution [11][37] - The company is focused on aligning its business with regulatory goals and has secured large load tariffs in multiple states to support economic development and infrastructure needs [14][15] Management's Comments on Operating Environment and Future Outlook - Management expressed confidence in the company's ability to execute its growth strategy, emphasizing a culture of accountability and performance [10][26] - The company is committed to maintaining safety, service, reliability, and constructive regulatory outcomes, with significant progress made in legislative efforts and regulatory approvals [18][21] Other Important Information - AEP Texas was granted an ERCOT Permian Basin 765 kV transmission project, and several system resiliency plans received approval, reflecting collaborative efforts with regulators [19][20] - The company is exploring innovative energy solutions, including small modular reactors (SMRs) and Bloom fuel cells, to meet growing power demands [17][58] Q&A Session Summary Question: CapEx increase and financing needs - Management indicated that they have proactively financed the existing capital plan and do not foresee immediate equity needs, providing flexibility for future financing strategies [45][46][49] Question: ROE trajectory and impact of regulatory changes - Management expects an increase in ROE due to the implementation of the Unified Tracker Mechanism in Texas, which could raise ROEs by 50 to 100 basis points [52] Question: Plans for small modular reactors (SMRs) - The focus is currently on early site permit work in Virginia and Indiana, with strong regulatory support for investments [58][59] Question: Update on West Virginia case - The West Virginia case is awaiting an order expected in late August or early September, with positive engagement from stakeholders [64] Question: Future CapEx opportunities - Management sees continued opportunities for investment driven by significant load growth and economic activity across its service territory [71][72]

Group 1 - American Electric Power (AEP) reported quarterly earnings of $1.43 per share, exceeding the Zacks Consensus Estimate of $1.28 per share, and up from $1.25 per share a year ago, representing an earnings surprise of +11.72% [1] - AEP's revenues for the quarter ended June 2025 were $5.09 billion, surpassing the Zacks Consensus Estimate by 2.92%, and an increase from $4.58 billion year-over-year [2] - AEP has outperformed the S&P 500 with an 18.4% increase in shares since the beginning of the year, compared to the S&P 500's gain of 8.3% [3] Group 2 - The current consensus EPS estimate for AEP is $1.88 on revenues of $5.84 billion for the coming quarter, and $5.85 on revenues of $21.11 billion for the current fiscal year [7] - The Utility - Electric Power industry, to which AEP belongs, is currently ranked in the top 30% of over 250 Zacks industries, indicating a favorable outlook for the sector [8] Group 3 - AEP has surpassed consensus EPS estimates three times over the last four quarters, indicating a strong performance trend [2] - The estimate revisions trend for AEP was mixed ahead of the earnings release, resulting in a Zacks Rank 3 (Hold) for the stock, suggesting it is expected to perform in line with the market in the near future [6]