Entergy Earnings Call Transcripts
Fiscal Year 2026
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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, with 4% retail sales growth and robust industrial and data center demand. The $43B capital plan supports >8% EPS CAGR through 2029, while regulatory and customer initiatives drive reliability, affordability, and resilience.
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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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Adjusted EPS reached $1.05 for Q2, driven by strong industrial sales and higher retail volume, supporting a $40 billion four-year capital plan. Equity needs remain unchanged, with robust liquidity and new infrastructure riders offsetting higher investment. Industrial growth, resilience investments, and regulatory progress underpin a positive outlook.
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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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Q3 2024 saw strong results with adjusted EPS of $2.99, a raised guidance floor, and a $7B capital plan increase driven by a major new customer and robust industrial sales. The company is expanding renewables, launching resilience programs, and increasing its dividend and long-term EPS outlook.
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Q2 2024 adjusted EPS was $1.92, with strong retail and industrial sales growth and major regulatory settlements in Louisiana and at FERC clearing key hurdles. Affirmed 2024 guidance, advanced clean energy and resiliency plans, and maintained robust liquidity and credit metrics.
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A robust, customer-centric growth strategy is driving record industrial sales, a $33–36 billion capital plan, and 6%-8% EPS growth through 2028, with significant upside from data centers, renewables, and regulatory innovation. Stakeholder engagement and risk management underpin a strong financial and operational outlook.