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Entergy Corp. (ETR)
NYSE:ETR
Earnings Data
Report Date
Apr 29, 2026Before Open (Confirmed)
Period Ending
2026 (Q1)Consensus EPS Forecast
0.86Last Year’s EPS
0.82Same Quarter Last Year
Strong Buy
Based on 14 Analysts Ratings
Earnings Call Summary
Earnings Call Sentiment|Positive
The call emphasized strong growth momentum and execution: robust sales growth (4% retail, 7% industrial in 2025), a large and active data center pipeline (3.5 GW signed in 2025 and 7–12 GW in the pipeline), a $43B customer-centric capital plan with secured equipment to serve incremental load, solid credit metrics (Moody's >17%, S&P ~16%), and regulatory progress to support economic development. Notable challenges include significant Winter Storm Fern restoration costs (preliminary up to ~$560M), higher other O&M, share-count dilution pressures, elevated capital intensity with pending regulatory approvals (e.g., Cottonwood), and execution/timing risk tied to large customer ramps. Overall, positives (growth, pipeline, credit strength, regulatory momentum, reliability investments) outweigh the near-term headwinds (storm costs, O&M, dilution, approval/timing risks).Company Guidance
Adjusted EPS and Long-Term EPS Growth
Reported 2025 adjusted EPS of $3.91 (top half of guidance) and reiterated expectation of greater than 8% adjusted EPS annual growth through 2029.
Strong Sales Growth Driven by Industrials
Retail sales grew ~4% in 2025 (weather-adjusted) with industrial sales up ~7%; management expects 8% retail sales CAGR through 2029 driven by 15% industrial growth (data centers and traditional Gulf South industries).
Data Center and Large-Customer Pipeline
Signed electric service agreements totaling ~3.5 GW in 2025; maintained a pipeline of 7–12 GW of data center opportunities and 3–5 GW of other industrial opportunities; management has line of sight on equipment to serve ~8 GW incremental load above current plan.
Capital Investment and Resource Build-Out
Customer-centric capital plan of $43 billion through 2029 (up $2 billion vs preliminary plan), with $11.6 billion planned for 2026 (≈$3.6 billion higher than 2025); invested $8 billion in 2025 with about half in generation and nearly 9 GW approved/under construction toward a planned 13 GW of new capacity over the next 4 years.
Operational and Reliability Investments
Invested ≈$3.5 billion in energy delivery in 2025, including ~$800 million of approved accelerated resilience work (17 substation upgrades, 59 line hardening projects, >15,800 structures upgraded); 4-year $17 billion delivery plan includes major transmission buildout (570 miles of 500 kV lines and 175 miles of other transmission).
Strong Credit Metrics and Liquidity Actions
Estimated 2025 Moody's cash flow from operations FWC-to-debt >17% and S&P FFO-to-debt ≈16%, both above agency thresholds; monetized nuclear PTCs (~$550M included in Moody's metric) and expect to monetize additional nuclear PTC proceeds (~$215M) in 2026; about 45% of 2026–2029 equity need already contracted.
Customer Satisfaction and Community Benefits
Utility ranked in first quartile for Net Promoter Score for residential and business customers (J.D. Power); Entergy Texas ranked #1 for business electric service in the South among midsized utilities; employees delivered >$100 million in community economic benefits and ~170,000 volunteer hours in 2025.
Nuclear Performance and Clean Capacity Additions
Nuclear fleet achieved a 90% unit capability factor in 2025; completed outages on schedule and delivered >35 MW of additional clean capacity from plant upgrades with a planned 45-MW upgrade at Waterford 3 later this year.
ETR 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
ETR Earnings-Related Price Changes
Report Date | Price 1 Day Before | Price 1 Day After | Percentage Change |
|---|---|---|---|
Feb 12, 2026 | $100.20 | $101.96 | +1.76% |
Oct 29, 2025 | $93.77 | $94.21 | +0.46% |
Jul 30, 2025 | $86.51 | $87.54 | +1.19% |
Apr 29, 2025 | $82.82 | $81.30 | -1.83% |
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 Entergy Corp. (ETR) report earnings?
Entergy Corp. (ETR) is schdueled to report earning on Apr 29, 2026, Before Open (Confirmed).
What is Entergy Corp. (ETR) earnings time?
Entergy Corp. (ETR) earnings time is at Apr 29, 2026, Before Open (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 ETR EPS forecast?
ETR EPS forecast for the fiscal quarter 2026 (Q1) is 0.86.