Central Puerto (CEPU)
NYSE:CEPU
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Earnings Data
Report Date
Aug 10, 2026Before Open (Confirmed)
Period Ending
2026 (Q2)Consensus EPS Forecast
―Last Year’s EPS
0.5Same Quarter Last Year
Based on 0 Analysts Ratings
Earnings Call Summary
Q1 2026
Earnings Call Date:May 18, 2026|
% Change Since:
|
Earnings Call Sentiment|Positive
The call conveyed a broadly positive operational and commercial inflection: strong revenue and EBITDA growth (QoQ and YoY), a large rebound in generation, market-share leadership in the new contracting segments, a landmark concession renewal and strategic M&A that expands optionality. These positives are tempered by a capital-intensive quarter (notably the Piedra del Aguila payment), remaining gas transport and fuel supply constraints that increase winter risk, continued reliance on spot volumes while contracting migrates gradually, and execution/timing uncertainty around the Vaca Muerta opportunity. On balance the company showed material progress and momentum but faces identifiable execution and market risks in the near term.Company Guidance
Adjusted EBITDA Strong Growth
Adjusted EBITDA reached $120.0 million in 1Q'26, up 41.6% quarter-on-quarter (from $84.7M in 4Q'25) and up ~33.4% year-on-year (from $89.9M in 1Q'25), driven by new generation assets, commercial contracting gains and market normalization under Resolution 400/25.
Revenue Expansion
Revenues totaled $248.6 million in 1Q'26, an increase of 43.8% quarter-on-quarter and 26.7% year-on-year, reflecting higher contracted and spot revenues, contributions from Brigadier Lopez and 2025 solar acquisitions (Cafayate and San Carlos).
Large Quarter-on-Quarter Generation Recovery
Total generation was 5,420 GWh in 1Q'26, a 54%+ quarter-on-quarter increase largely due to restored combined-cycle units at Central Costanera, additions from Oxion/Bisolar/Emani and Brigadier Lopez coming online.
Commercial Market Breakthrough and Contracting
Central Puerto achieved #1 market share in MAT-P (contracted capacity) and #2 in MAT-E (contracted energy). 44% of 1Q'26 revenues were from contracted sales, demonstrating rapid commercial execution under the new market framework.
Strategic Asset Wins and M&A
Concession renewal of Piedra del Aguila extended for 30 years to January 2056 (landmark securing flagship hydro asset). Acquisition of Patagonia Energy S.A. (PESA) for ~$50M provides exposure to ~27,000 acres in Vaca Muerta with a derisking plan and potential upside (development scenario up to ~$600M).
New Capacity and Renewables Contribution
Brigadier Lopez combined cycle achieved COD in January 2026, contributing materially to incremental generation and adding new thermal capacity (company cited +140 MW for c-cyc addition and ~+229 MW q/q to installed capacity in commentary). 2025 solar acquisitions and wind farms contributed to results.
Balance Sheet and Credit Positive Signals
Net financial leverage stood at ~1.06x (net financial debt ~$390M vs LTM adjusted EBITDA $367.2M). Outstanding financial debt ~$539.2M with cash & current financial assets ~$148.4M. Moody's Argentina upgraded Central Puerto to AAA (credit positive).
BESS Progress
Battery Energy Storage System (BESS) project advancing: ~60% of site works completed, 32 concrete pads finished, Phase 1 of the 132 kV yard done. $66.0M reported in BESS construction/maintenance CAPEX for the quarter and target commercial readiness mid-2027.
CEPU 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
CEPU Earnings-Related Price Changes
Report Date | Price 1 Day Before | Price 1 Day After | Percentage Change |
|---|---|---|---|
May 18, 2026 | $13.75 | $14.32 | +4.15% |
Mar 05, 2026 | $14.99 | $14.72 | -1.80% |
Nov 11, 2025 | $14.87 | $14.98 | +0.74% |
Aug 11, 2025 | $12.60 | $12.89 | +2.30% |
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 Central Puerto (CEPU) report earnings?
Central Puerto (CEPU) is schdueled to report earning on Aug 10, 2026, Before Open (Confirmed).
What is Central Puerto (CEPU) earnings time?
Central Puerto (CEPU) earnings time is at Aug 10, 2026, Before Open (Confirmed).
Where can I see when companies are reporting earnings?
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What companies are reporting earnings today?
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What is CEPU EPS forecast?
Currently, no data Available