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Constellation Energy Corporation (CEG)
:CEG
RESEARCH TOOLSreports
Earnings Data
Report Date
Jul 31, 2025TBA Not Confirmed
Period Ending
2025 (Q2)Consensus EPS Forecast
1.91Last Year’s EPS
1.68Same Quarter Last Year
Moderate Buy
Based on 14 Analysts Ratings
Earnings Call Summary
Earnings Call Date:May 06, 2025
|% Change Since: 22.99%
|Next Earnings Date:Jul 31, 2025
Earnings Call Sentiment|Positive
The earnings call reflects a strong financial and operational performance with strategic advancements in acquisitions and demand growth from data centers. However, challenges remain in regulatory clarity and market overestimation, accompanied by stock price volatility.Company Guidance
During the Constellation Energy Corporation's first quarter earnings call for fiscal year 2025, the company provided guidance indicating a strong operational and financial start. They reported GAAP earnings of $0.38 per share and adjusted operating earnings of $2.14 per share. Constellation reaffirmed their full-year operating EPS guidance range of $8.90 to $9.60 per share. The company highlighted its strategic focus on supporting data center developments by leveraging its clean and reliable energy assets, emphasizing the economic advantage of nuclear energy in the current market environment. Additionally, Constellation discussed the favorable market conditions and its ongoing progress with customer agreements, while addressing the cost dynamics of new energy entry and the importance of the Calpine acquisition. The company also noted the inflation-adjusted benefits of the nuclear PTC in their business model, projecting an incremental $500 million in revenues to base earnings for 2028.Strong Financial Performance
GAAP earnings of $0.38 per share and adjusted operating earnings of $2.14 per share, $0.32 higher than last year. Reaffirmed full-year operating EPS guidance range of $8.90 to $9.60 per share.
Operational Excellence
Nuclear capacity factor of 94.1%, renewable energy capture of 96.2%, and power dispatch match of 99.2%.
Calpine Acquisition
The acquisition is expected to add at least $2 in EPS and $2 billion of free cash flow before growth starting next year.
Demand for Data Centers
Increased demand for power from data centers driven by AI technology, reinforcing the strategic plan and importance of nuclear energy.
Advancements in Interconnection
Over 1,150 new nuclear megawatts, including Crane Clean Energy Center, were chosen for the accelerated interconnection process by PJM.
CEG Earnings History
The table shows recent earnings report dates and whether the forecast was beat or missed. See the change in forecast and EPS from the previous year.
Beat
Missed
CEG Earnings-Related Price Changes
Report Date | Price 1 Day Before | Price 1 Day After | Percentage Change |
|---|---|---|---|
May 06, 2025 | $247.93 | $273.45 | +10.29% |
Feb 18, 2025 | $316.28 | $324.55 | +2.61% |
Nov 04, 2024 | $256.86 | $224.87 | -12.45% |
Aug 06, 2024 | $168.84 | $179.84 | +6.52% |
Earnings announcements can affect a stock’s price. This table shows the stock's price the day before and the day after recent earnings reports, including the percentage change.
FAQ
When does Constellation Energy Corporation (CEG) report earnings?
Constellation Energy Corporation (CEG) is schdueled to report earning on Jul 31, 2025, TBA Not Confirmed.
What is Constellation Energy Corporation (CEG) earnings time?
Constellation Energy Corporation (CEG) earnings time is at Jul 31, 2025, TBA Not Confirmed.
Where can I see when companies are reporting earnings?
You can see which companies are reporting today on our designated earnings calendar.
What companies are reporting earnings today?
You can see a list of the companies which are reporting today on TipRanks earnings calendar.
What is CEG EPS forecast?
CEG EPS forecast for the fiscal quarter 2025 (Q2) is 1.91.