Entergy Earnings Call Transcripts
Fiscal Year 2026
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Significant sales and capital growth are driven by customer-centric strategy, transformative partnerships, and robust investments in clean energy and infrastructure. The financial plan projects >8% EPS growth through 2035, with strong risk management and a pipeline supporting further expansion.
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The meeting highlighted strong financial performance, increased dividends, and major investments in grid resilience and data center growth. All director nominees and proposals were approved, and strategic initiatives focused on customer affordability, AI adoption, and community impact.
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Strong Q1 results with adjusted EPS of $0.86, driven by robust industrial growth and major new agreements, notably with Meta, which adds $14B in capital and boosts long-term outlooks. Retail sales growth is projected at 8.5% CAGR through 2029, with significant customer and community benefits.
Fiscal Year 2025
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Adjusted EPS reached $3.91 in 2025, driven by 4% retail and 7% industrial sales growth, with data centers as a key driver. A $43B capital plan supports >8% EPS CAGR through 2029, while regulatory and legislative support remains strong for continued expansion.
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Adjusted EPS reached $1.53, driven by strong sales and industrial growth, with a robust pipeline of data center and industrial projects. The capital plan was raised to $41 billion through 2029, and long-term EPS growth is projected above 8%.
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Q2 adjusted EPS was $1.05, with strong industrial sales and a raised four-year capital plan to $40B supporting robust growth in renewables and grid resilience. Liquidity remains strong, guidance is affirmed, and regulatory and legislative support underpins continued expansion and risk mitigation.
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The meeting highlighted strong 2024 financial results, a 6% dividend increase, and major growth from industrial and data center customers. All director nominees and proposals passed, and strategic investments in renewables, resilience, and AI were emphasized.
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Adjusted EPS of $0.82 in Q1 was driven by strong industrial and retail sales growth, with major new customer projects and a robust data center pipeline supporting long-term outlooks. Capital projects and regulatory approvals are on track, and tariff impacts are expected to be manageable.
Fiscal Year 2024
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2024 saw strong financial results with adjusted EPS of $3.65 and robust industrial and data center growth. The four-year capital plan increased to $37 billion, supporting major customer projects and resilience investments, with long-term EPS growth now above 8%.
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Strong Q3 results with adjusted EPS of $2.99 and a raised guidance floor, driven by a major new industrial customer and robust renewables demand. The capital plan increased by $7 billion, with long-term EPS growth outlook now 8%-9% annually. Dividend growth and a 2:1 stock split were announced.
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Strong Q2 2024 adjusted EPS of $1.92 was driven by retail and industrial sales growth, regulatory settlements, and robust liquidity. Major settlements in Louisiana and at FERC resolve key uncertainties, while clean energy and resilience investments advance.
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Four macro trends—onshoring, clean energy, electrification, and technology—drive a $36B capital plan and 6%-8% EPS growth, with data centers and industry expected to double electric sales by the mid-2030s. Strong stakeholder engagement, regulatory innovation, and partnerships accelerate approvals and reduce risk for sustained, diversified growth.