Duke Energy(US:DUK)2025-11-07 15:00Financial Performance & Guidance - Q3 2025 reported/adjusted EPS was $181[8] - The company is narrowing its 2025 adjusted EPS guidance range to $625-$635[8] - The company reaffirms a growth rate of 5%-7% through 2029, expecting to earn in the top half of the range beginning in 2028[9] Capital Plan & Growth - The company expects to announce a $95 billion capital plan for 2026-2030, with a potential additional upside opportunity of $10 billion[14] - The expected earnings base growth is ~85%+ for 2025-2030, compared to ~8% for 2024-2029[17] - The company has signed agreements for ~3 GW of data center projects[36] Regulatory & Financial Strategy - The company issued ~$1 billion of North Carolina storm securitization bonds in September and expects to issue ~$600 million of South Carolina storm securitization bonds by year-end[40] - The company is on target for 14%+ FFO/Debt by the end of 2025 and is targeting 15% FFO/Debt over the long term[40] - The company is targeting a 60%-70% dividend payout ratio[40] Carolinas Energy Transition - The Carolinas resource plan filed in North Carolina in October 2025 includes 5 CC units (6,825 MW) and 7 CT units (2,825 MW) by 2033, 5,600 MW of battery storage by 2034, and 4,000 MW of new solar by 2034[47]