Workflow
Duke Energy(DUK) - 2025 Q1 - Earnings Call Presentation

Financial Performance - Q1 2025 reported/adjusted EPS was $1.76, a 22% increase compared to $1.44 in Q1 2024[27] - The company reaffirmed its 2025 adjusted EPS guidance range of $6.17 - $6.42[8] - The company reaffirmed a growth rate of 5% - 7% through 2029 off the midpoint of the 2025 guidance range ($6.30)[8] - Electric Utilities & Infrastructure segment results increased by $255 million (+$0.33 per share) compared to the prior year quarter[28] - Gas Utilities & Infrastructure segment results increased by $65 million (+$0.08 per share) compared to the prior year quarter[29] Load Growth and Economic Development - Q1 2025 retail electric volumes increased by 1.8% overall, with residential up 3.4% and commercial & industrial up 0.7%[33] - The company anticipates accelerated load growth beginning in 2027, driven by economic development, with Carolinas load growth at 3%-4% and enterprise load growth at 4%-5%[32, 34] - The company signed new letter agreements for approximately 1 GW of data centers in April[35] Capital Investments and Financing - The company plans for total equity issuances of $6.5 billion over a 5-year plan via DRIP/ATM, including $1 billion in 2025[38] - The company executed agreements to monetize over $500 million of nuclear production tax credits in 2025[38] - The company raised $3.2 billion of long-term debt at an average rate of 5.0%[38] - The company issued $531 million of equity at an average price of $117/share[38]