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Engie (ENGIY)
OTHER OTC:ENGIY
US Market

ENGIE SA (ENGIY) Earnings Dates, Call Summary & Reports

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Earnings Data

Report Date
May 07, 2026
Before Open (Confirmed)
Period Ending
2026 (Q1)
Consensus EPS Forecast
Last Year’s EPS
1
Same Quarter Last Year
Based on 1 Analysts Ratings

Earnings Call Summary

Q4 2025
Earnings Call Date:Feb 26, 2026|
% Change Since:
|
Earnings Call Sentiment|Positive
The call presented a broadly positive strategic and financial picture: strong cash generation, record renewables additions, a major strategic acquisition (UK Power Networks) that materially increases predictable regulated earnings, and a sizable performance program that improved profitability. Offsetting items include a decline in net recurring income versus 2024 driven by market normalization, weather/volume headwinds in renewables, FX and scope headwinds, Belgian nuclear provisioning uncertainty, and near-term financing and integration requirements related to the UKPN acquisition. Management outlined concrete funding and disposal plans and reiterated dividend and credit-rating commitments, supporting confidence in the medium-term outlook.
Company Guidance
ENGIE reiterated a confident medium‑term outlook: EBIT excluding nuclear is targeted to grow at ~7% CAGR from EUR 8.8bn in 2025 to EUR 10.3–11.3bn in 2028 (with 2026 guidance EUR 8.7–9.7bn), net recurring income is seen at EUR 4.6–5.2bn in 2026 and EUR 5.2–5.8bn in 2028, and the Board will propose a EUR 1.35/share dividend (EUR 1.35 = 67% payout on current shares) within an unchanged 65–75% payout policy; the group plans EUR 34–38bn CapEx for 2026–28 (vs ~EUR 31bn prior plan), funded by expected CFFO of EUR 37–41bn, a EUR 6bn disposal program (EUR 4bn tied to the UKPN deal), up to EUR 3bn equity via accelerated bookbuild, and ~EUR 5bn of new debt/hybrid issuance, while retaining an economic net debt/EBITDA ceiling of 4x (3.1x at end‑2025, may exceed 4x in 2026 then fall below in 2027); performance savings are expected to contribute EUR 0.8–1.0bn over 2026–28, renewables & BESS EBIT is guided to EUR 2.8–3.2bn by 2028, power networks EBIT to EUR 1.6–1.8bn, group capital employed to rise from ~EUR 69bn (end‑2025) to ~EUR 100bn in 2028 with networks capital employed ~EUR 45bn, recurring net financial costs rising to ~EUR 2.4bn in 2026 and EUR 2.6–2.9bn in 2028, and a lower recurring effective tax rate targeted at 20–23% (vs 25.5% in 2025); the UK Power Networks acquisition (EV GBP 15.8bn, ~1.5x Mar‑26 RAV, RAV to GBP 10.5bn by Mar‑28, UKPN CFFO GBP 1.4bn, CapEx GBP 1.3bn, ~GBP 0.8bn EBIT y/e Mar‑26) is assumed consolidated from 1 July and expected to be earnings‑accretive from year one.
Strong cash generation and balance-sheet resilience
Cash flow from operations of EUR 13.6 billion in 2025 (up EUR 0.6 billion YoY) and EUR 40 billion generated over the last 3 years; economic net debt decreased by EUR 2.7 billion and economic net debt-to-EBITDA at 3.1x (below the 4.0x threshold). Net financial debt-to-EBITDA at 2.6x. Substantial free cash flow from networks and downstream activities.
EBIT (ex. nuclear) stability and medium-term growth target
EBIT excluding nuclear of EUR 8.8 billion in 2025 (described as virtually flat / ~2% organic growth) with a management target to grow EBIT excluding nuclear at a 7% CAGR over 2025–2028 and reach EUR 10.3–11.3 billion by 2028.
Record renewables & BESS additions and pipeline
Added over 6 GW of new renewables and BESS in 2025 (including 2.4 GW commissioned in the U.S. led by batteries); total renewable & BESS portfolio increased to 57 GW by end-2025 with almost 8 GW under construction. Signed 4.8 GW of PPAs in 2025 (3.6 GW corporate PPAs).
Infrastructure (networks) outperformance
Infrastructure delivered strong organic growth of 24% in 2025, driven by networks (new tariffs in France/Europe, execution and development). Networks RAV expected to grow >1/3 over 2025–2028 and power's share of Networks EBIT to rise to ~35% by 2028.
UK Power Networks acquisition—strategic and earnings accretive
Agreement to acquire UK Power Networks for an enterprise value of GBP 15.8 billion (~1.5x estimated RAV at March 2026). Transaction expected to be earnings accretive from year one, will materially increase regulated exposure, and grows group capital employed and Networks RAV (UKPN RAV to GBP 10.5 billion by March 2028).
Material performance program and commissioning contribution
Performance program delivered EUR 823 million of EBIT in 2025; commissioning of new assets contributed EUR 507 million — demonstrating execution and operational improvement (fixed legacy underperformers contributing EUR 368 million of the performance number).
Dividend policy maintained and shareholder returns
Proposed 2026 dividend of EUR 1.35 per share (payout ~67% on current share count), signaling commitment to shareholder returns and alignment with the 65–75% payout framework while keeping investment-grade rating ambition.

ENGIE SA (ENGIY) Earnings, Revenues Date & History

The upcoming earnings date is based on a company’s previous reporting, and may be updated when the actual date is announced

ENGIY Earnings History

Report Date
Fiscal Quarter
Forecast / EPS
Last Year's EPS
EPS YoY Change
Press Release
Slides
Play Transcript
May 07, 2026
2026 (Q1)
- / -
1.002
Feb 26, 2026
2025 (Q4)
0.62 / 0.62
0.52218.20% (+0.09)
Nov 06, 2025
2025 (Q3)
0.38 / 0.31
0.417-24.70% (-0.10)
Aug 01, 2025
2025 (Q2)
0.43 / 0.35
0.634-44.95% (-0.29)
May 15, 2025
2025 (Q1)
0.85 / 1.00
0.86415.97% (+0.14)
Feb 27, 2025
2024 (Q4)
0.43 / 0.52
0.40130.17% (+0.12)
Nov 07, 2024
2024 (Q3)
0.38 / 0.42
0.33524.48% (+0.08)
Aug 02, 2024
2024 (Q2)
0.57 / 0.63
0.39759.70% (+0.24)
May 17, 2024
2024 (Q1)
0.74 / 0.86
1.112-22.30% (-0.25)
Feb 22, 2024
2023 (Q4)
0.49 / 0.40
0.521-23.03% (-0.12)
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

ENGIY Earnings-Related Price Changes

Report Date
Price 1 Day Before
Price 1 Day After
Percentage Change
Feb 26, 2026
$32.50$34.84+7.20%
Nov 06, 2025
$24.05$24.64+2.45%
Aug 01, 2025
$22.46$22.11-1.52%
May 15, 2025
$19.81$20.47+3.32%
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 Engie (ENGIY) report earnings?
Engie (ENGIY) is schdueled to report earning on May 07, 2026, Before Open (Confirmed).
    What is Engie (ENGIY) earnings time?
    Engie (ENGIY) earnings time is at May 07, 2026, Before Open (Confirmed).
      Where can I see when companies are reporting earnings?
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          What is ENGIY EPS forecast?
          Currently, no data Available