The earnings call presented a mixed picture with notable achievements in regulatory approvals and increased earnings guidance, but also faced challenges with declining earnings and soft market conditions in key segments.
Company Guidance -
Q3 2025
During the second quarter 2025 earnings call, Otter Tail Corporation provided updated financial guidance, increasing the midpoint of their 2025 earnings per share (EPS) guidance to $6.26 from $5.88, driven by stronger-than-anticipated performance in the Plastics segment. The company reported diluted EPS of $1.85 for Q2 2025, down from $2.07 the previous year, but still exceeding expectations. The Electric segment saw a $0.02 increase in earnings per share due to favorable weather and higher rider revenues, despite increased operating and maintenance expenses. The Plastics segment experienced a decrease in EPS by $0.18, attributed to a 15% decline in sales prices, although sales volumes rose by 11% due to robust demand and enhanced production capabilities. The company reaffirmed its Electric segment capital investment plan, projecting a 9% compound annual growth rate in earnings per share through 2029, focusing on customer-focused investments totaling $1.4 billion. Additionally, Otter Tail highlighted legislative impacts such as the phase-out of renewable energy credits, and the EPA's reconsideration of environmental regulations, emphasizing their potential to extend coal facility availability.
Increased 2025 Earnings Guidance
The company increased the midpoint of its 2025 earnings guidance to $6.26 from $5.88 due to better-than-anticipated performance in the Plastics segment.
Regulatory Approvals for Solar Projects
Secured regulatory approval from Minnesota and South Dakota Commissions for two solar projects under development, expected to receive full production tax credits.
Strong Cash Position
Maintained over $300 million in cash on hand, supporting a strong balance sheet and customer-focused growth strategy.
Electric Segment Growth
Projected a 9% compound annual growth rate in earnings per share for the Electric segment from 2024 to 2029, driven by a $1.4 billion capital investment plan.
Otter Tail (OTTR) 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
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
OTTR Earnings-Related Price Changes
Report Date
Price 1 Day Before
Price 1 Day After
Percentage Change
Aug 04, 2025
$75.73
$80.42
+6.19%
May 05, 2025
$79.95
$74.51
-6.80%
Nov 04, 2024
$76.54
$79.49
+3.85%
Aug 05, 2024
$89.36
$87.48
-2.10%
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 Otter Tail Corp. (OTTR) report earnings?
Otter Tail Corp. (OTTR) is schdueled to report earning on Nov 03, 2025, After Close (Confirmed).
What is Otter Tail Corp. (OTTR) earnings time?
Otter Tail Corp. (OTTR) earnings time is at Nov 03, 2025, After Close (Confirmed).
Where can I see when companies are reporting earnings?
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