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Axia Energia Sa (AXIA)
NYSE:AXIA
Earnings Data
Report Date
May 05, 2026TBA (Confirmed)
Period Ending
2026 (Q1)Consensus EPS Forecast
0.23Last Year’s EPS
0.02Same Quarter Last Year
Moderate Buy
Based on 1 Analysts Ratings
Earnings Call Summary
Earnings Call Sentiment|Positive
The call conveyed a positive operational and financial inflection: management declared the turnaround complete, reported record dividends (BRL 8.3 billion), materially ramped investments (BRL 9.6 billion in 2025; quarterly investments ~BRL 4 billion, +~30% YoY), and showed strong adjusted income (+141% YoY) and robust EBITDA adjusted for one‑offs. Strategic de‑risking (asset sales, transmission auction wins) and governance/ESG progress (Novo Mercado proposal, CDP A‑List) were emphasized. Noted challenges include transient revenue impacts (wind reimbursements ~BRL 250 million; transmission volatility ~BRL 225 million), higher incentive and rebranding costs (~BRL 168 million combined), hydrology‑driven price volatility, and early‑stage uncertainty around battery/storage economics. Overall, the positive financial momentum, increased investment pipeline, and corporate governance improvements outweigh the manageable/partly transitory lowlights.Company Guidance
Conclusion of Turnaround and Improved Controls
Management stated the traditional turnaround is concluded, with the 2026 budget reflecting this; improved timeliness in reporting (annual results published in February for the first time) evidences stronger controls and processes.
Record Dividend Distribution
Paid record dividends of BRL 8.3 billion related to 2025 results (management highlighted this as a landmark capital allocation outcome).
Significant Increase in Investments
Investments reached BRL 9.6 billion in 2025, with quarterly investments nearly BRL 4 billion (≈30% year‑on‑year growth). Guidance for 2026–27 targets annual investments of BRL 12–14 billion.
Strong Adjusted Income and EBITDA Performance
Adjusted income reached BRL 1.2 billion, up 141% versus Q4 2024. Reported EBITDA was BRL 5.70 billion; excluding certain one‑off/transient items management indicates a regulatory EBITDA of ~BRL 6.4 billion.
Tax Asset Recognition Boost
Recognition of deferred tax asset of approximately BRL 2.0 billion this period (management also noted a BRL 12 million activation of tax assets in the quarter), supporting higher reported income.
Successful Asset Sales and Risk Reduction
Completed sale of the thermal power plant and sale of stake in Eletronuclear; management emphasized these moves and liability reductions as lowering investor‑perceived risk.
Transmission Auction Wins and Pipeline Growth
Won multiple transmission lots; announced transmission investments of BRL 1.6 billion tied to auctions with expected RAP of BRL 140 million/year. Since 2023 the group participated in 34 lots and won 9, demonstrating competitive auction execution.
Employee Ownership and Governance Progress
Launched first employee share purchase plan: 1,644 employees (22% of workforce) became shareholders; ~54% of participants hold only AXIA shares and ~40% were first‑time buyers. Proposal to migrate to Novo Mercado announced (shareholder meeting planned for April 1).
ESG Recognition
Achieved CDP A‑List status and inclusion in the S&P Global Sustainability Yearbook 2026; launched a GHG emissions calculator and reinforced net‑zero 2030 trajectory.
AXIA 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
AXIA Earnings-Related Price Changes
Report Date | Price 1 Day Before | Price 1 Day After | Percentage Change |
|---|---|---|---|
Feb 26, 2026 | $12.28 | $12.08 | -1.63% |
Nov 05, 2025 | $8.45 | $8.62 | +1.96% |
Aug 06, 2025 | $5.39 | $5.97 | +10.68% |
May 14, 2025 | $5.81 | $5.56 | -4.30% |
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 Axia Energia Sa (AXIA) report earnings?
Axia Energia Sa (AXIA) is schdueled to report earning on May 05, 2026, TBA (Confirmed).
What is Axia Energia Sa (AXIA) earnings time?
Axia Energia Sa (AXIA) earnings time is at May 05, 2026, TBA (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 AXIA EPS forecast?
AXIA EPS forecast for the fiscal quarter 2026 (Q1) is 0.23.