Financial Data and Key Metrics Changes - For the year 2025, the company reported diluted earnings per share of $6.55, a decrease of 9% from the previous year [5][18] - The company ended 2025 with $386 million in cash, maintaining a strong balance sheet and ample liquidity [20] - The company is initiating its 2026 diluted earnings per share guidance range with a midpoint of $5.42 [6][23] Business Line Data and Key Metrics Changes - Electric segment earnings increased over 7% year-over-year, driven by recovery of increased rate base investments and higher sales volumes [18] - Manufacturing segment earnings decreased by 16% year-over-year, primarily due to lower sales volumes and higher SG&A expenses [19] - Plastic segment earnings decreased by 15% year-over-year, largely driven by lower average sales prices [21] Market Data and Key Metrics Changes - The company’s electric rates remained well below the national and regional average, with 2025 residential electric rates being 34% below the national average [13] - The end market demand for the manufacturing segment faced headwinds, particularly in lawn and garden and agriculture sectors [14][15] Company Strategy and Development Direction - The company is committed to a customer-focused growth plan, with a reaffirmed five-year capital spending plan totaling $1.9 billion [24] - The company is increasing investments in renewable generation and battery storage, including a new battery storage project expected to be operational in 2028 [10][24] - The company targets a long-term earnings per share growth rate of 7%-9%, aiming for a total shareholder return of 10%-12% [28] Management's Comments on Operating Environment and Future Outlook - Management expressed optimism about the electric segment's growth, expecting a 14% increase in earnings in 2026 due to higher returns from increased average rate base [21] - The company acknowledged challenges in the manufacturing segment but noted improvements in certain end markets [19][23] - Management highlighted the importance of strategic diversification to provide long-term benefits to customers and investors [29] Other Important Information - The company has a history of uninterrupted dividend payments for 88 consecutive years, with a recent 10% increase in dividends [5] - The company is facing competition from low-cost importers in the plastics segment, impacting pricing and sales [15][27] Q&A Session Summary - There were no questions during the Q&A session, and the call concluded without any inquiries from participants [31][32]

Meridian Funds, managed by ArrowMark Partners, released its fourth-quarter 2025 investor letter for “Meridian Hedged Equity Fund”. A copy of the letter can be downloaded here. U.S. equity markets experienced a quarter supported by optimism about potential monetary easing and caution regarding economic growth and valuations. Early gains were driven by strong AI-related earnings and the US Federal Reserve’s rate cut in October, which improved expectations for financial conditions. However, market sentiment c ...

Key Takeaways DTE reported Q4 operating EPS of $1.65, topping estimates and rising 9.3% year over year.DTE Electric and DTE Gas posted higher earnings, while Non-Utility Operations declined.DTE guided 2026 operating EPS of $7.59-$7.73, near the high end of consensus estimates.DTE Energy Company (DTE) reported fourth-quarter 2025 operating earnings per share (EPS) of $1.65, which beat the Zacks Consensus Estimate of $1.52 by 8.6%. The bottom line increased 9.3% from the year-ago reported figure of $1.51.The ...

Except for historical information contained here, the statements in this release are forward-looking and made pursuant to the safe harbor provisions of the Private Securities Litigation Reform Act of 1995. The words "anticipate," "believe," "can," "confident," "could," "estimate," "expect," "future," "goal," "intend," "likely," "may," "optimistic," "opportunity," "outlook," "plan," "possible," "position," "potential," "predict," "probable," "projected," "should," "target," "will," "would" and similar words ...

Portland General Electric Company (NYSE:POR) Q4 2025 Earnings call February 17, 2026 08:00 AM ET Company ParticipantsAndy Levi - Partner and Portfolio ManagerJoseph Trpik - SVP of Finance and CFOMaria Pope - President and CEOMatt Davis - Managing DirectorNick White - Manager of Investor RelationsShar Pourreza - Managing Director and Head of North American Power, Infrastructure, and UtilitiesConference Call ParticipantsAnthony Crowdell - Managing Director and Equity Research AnalystChris Ellinghaus - Equity ...

Portland General Electric Company (NYSE:POR) Q4 2025 Earnings call February 17, 2026 08:00 AM ET Company ParticipantsAndy Levi - Partner and Portfolio ManagerJoseph Trpik - SVP of Finance and CFOMaria Pope - President and CEOMatt Davis - Managing DirectorNick White - Manager of Investor RelationsShar Pourreza - Managing Director and Head of North American Power, Infrastructure, and UtilitiesConference Call ParticipantsAnthony Crowdell - Managing Director and Equity Research AnalystChris Ellinghaus - Equity ...

Portland General Electric Company (NYSE:POR) Q4 2025 Earnings call February 17, 2026 08:00 AM ET Speaker7Good morning, everyone, and welcome to today's conference call with Portland General Electric. Today is Tuesday, February 17, 2026. This call is being recorded, and all lines have been placed on mute to prevent background noise. After the speaker's remarks, there will be a question and answer period. If you would like to ask a question during this time, press star, then the numbers 11 on your telephone k ...

Earnings Presentation צבע טקסט כותרת 1 Legal disclaimer This presentation contains forward-looking statements within the meaning of the U.S. Private Securities Litigation Reform Act of 1995. We intend such forward-looking statements to be covered by the safe harbor provisions for forward-looking statements as contained in Section 27A of the Securities Act of 1933, as amended, and Section 21E of the Securities Exchange Act of 1934, as amended (the "Exchange Act"). All statements contained in this presentatio ...

Investor Presentation PORTLAND GENERAL ELECTRIC February 17, 2026 Cautionary statement Portland General Electric investors.portlandgeneral.com 121 SW Salmon Street Suite 1WTC0506 Portland, OR 97204 Christopher Liddle (503) 333-9677 Christopher.Liddle@pgn.com Nick White (503) 464-8073 Nicholas.White@pgn.com Information Current as of February 17, 2026 Except as expressly noted, the information in this presentation is current as of February 17, 2026 – the date on which PGE filed its Annual Report on Form 10-K ...

Vantage segment1548C—162135(25)G613323J(6)Energy Trading segment123(12)D3114125(34)D9100Non- utility operations277(4)3276260(36)9233Corporate and Other(268)14E(258)(185)——(185)16F(27)G7Net IncomeAttributable toDTE Energy Company$ 1,462$ 49$ 19$ 1,530$ 1,404$ 16$ (4)$ 1,416(1) Excluding tax related adjustments, the amount of income taxes was calculated based on a combined federal and state income tax rate, considering the applicablejurisdictions of the respective segments and deductibility of specific operat ...