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CenterPoint Energy(CNP) - 2023 Q1 - Earnings Call Transcript
2023-04-27 23:12
This morning, we announced first quarter non-GAAP EPS of $0.50 per share. In addition, we are also reaffirming our 2023 non-GAAP EPS guidance target of $1.48 per share to $1.50 per share, which represents an 8% growth over last yearÂ's actual non-GAAP EPS. As a reminder, we grew non-GAAP EPS 9% in both 2021 and 2022. Additionally, we aim to grow at 8% in 2024 and at the mid- to high-end of 6% to 8% annually thereafter through 2030. This has resulted in an increase in investments to further the safety, relia ...
CenterPoint Energy(CNP) - 2023 Q1 - Quarterly Report
2023-04-27 00:00
(Mark One) ☑ QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the quarterly period ended March 31, 2023 OR ☐ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 FOR THE TRANSITION PERIOD FROM __________________ TO __________________ CenterPoint Energy, Inc. (Exact name of registrant as specified in its charter) Houston 77002 (ZipCode) Commission file number 1-3187 Commission file number 1-13265 Houston | --- | --- | --- | --- | ...
CenterPoint Energy(CNP) - 2022 Q4 - Earnings Call Presentation
2023-02-18 01:56
Note: Refer to slide 2 for information on forward-looking statements and slide 22 for information on non-GAAP Utility EPS and non-GAAP EPS assumptions and non-GAAP measures. (1) Refer to slide 16 and slide 18 for reconciliation of non-GAAP measures to GAAP measures. (2) Refer to slide 18 and 19 of the non-GAAP to GAAP reconciliation tables for Midstream related earnings which includes the effect of share dilution and associated allocation of Corporate & Other based upon relative earnings contribution. Repor ...
CenterPoint Energy(CNP) - 2022 Q4 - Earnings Call Transcript
2023-02-18 01:54
财务数据和关键指标变化 - 第四季度非GAAP每股收益(EPS)为$0.28,全年非GAAP EPS为$1.38,同比增长9% [11] - 第四季度GAAP EPS为$0.19,全年GAAP EPS为$1.59 [40] - 第四季度非GAAP EPS同比增长1%,全年非GAAP EPS同比增长9% [42] 各条业务线数据和关键指标变化 - 第四季度收入增长主要来自电价上涨和用电量增加,分别贡献$0.06和$0.02 [43][44] - 第四季度运营费用同比增加$0.02,主要由于天气原因导致部分费用提前确认 [45] 各个市场数据和关键指标变化 - 德克萨斯州新增就业岗位近110万,休斯顿地区新增就业岗位17.9万,人口增加近30万 [24] - 休斯顿和达拉斯地区2022年新增住房许可15.3万套,超过加州同期新增住房许可 [25] 公司战略和发展方向和行业竞争 - 公司专注于成为纯受监管的公用事业公司,95%以上的收益来自受监管的公用事业业务 [13] - 公司计划在未来5年向德克萨斯医疗中心投资超过2亿美元,以支持其扩张 [22] - 公司计划在2030年前投资430亿美元用于电网现代化和可靠性提升 [16] - 公司正在推进印第安纳州的综合资源计划,包括建设460兆瓦的天然气发电厂和首个风电项目 [15] - 公司预计2023年非GAAP EPS增长8%,2024年增长8%,之后每年增长6%-8% [19] 管理层对经营环境和未来前景的评论 - 管理层认为公司拥有行业领先的长期增长计划,并有能力执行该计划 [10][12][17] - 管理层预计未来几年客户电费年均涨幅将低于2%,远低于当前通胀率 [30] - 管理层认为公司处于有利地位,能够应对高利率、通胀等挑战 [27] - 管理层对德克萨斯州的经济增长和就业市场持乐观态度 [23] 其他重要信息 - 公司正在寻找新的首席财务官,预计将在下一季度宣布人选 [33] - 公司完成了对长期养老金风险的剥离,减少了约三分之一的养老金负债 [68] 问答环节所有提问和回答 问题: 资本市场的环境和对债务指标的考虑 - 管理层预计将通过资产出售和再融资来管理利率上升的影响 [77][78][79] 问题: 德克萨斯州即将进行的费率案件 - 管理层预计不会大幅提高费率要求,并希望通过降低运营费用来抵消其他成本 [85][86] 问题: 首席财务官的搜索进展 - 管理层预计将在下一季度宣布新的首席财务官人选 [89][90] 问题: 养老金剥离的影响 - 管理层认为养老金剥离有助于降低未来的收益波动性 [94][95] 问题: 德克萨斯州的政治和监管环境 - 管理层认为德克萨斯州的政治和监管环境对公司有利,特别是在电网可靠性方面 [98][99][100][101][102][103][104] 问题: 资产出售的考虑 - 管理层认为当前市场对公用事业资产仍有浓厚兴趣,但公司目前不需要出售资产 [106][107][108][109] 问题: 天然气价格下跌对客户账单的影响 - 管理层预计客户将在2023年4月开始感受到天然气价格下跌带来的账单减少 [113][114] 问题: 印第安纳州风电项目的进展 - 管理层预计该项目将在2023年底获得批准,并表示公司正在按计划推进综合资源计划 [116][117][118][119]
CenterPoint Energy(CNP) - 2022 Q4 - Annual Report
2023-02-17 00:00
Substantially all of CenterPoint Energy's and CERC's Natural Gas is subject to cost-of-service rate regulation by the relevant state public utility commissions and, in Texas, by those municipalities that have retained original jurisdiction. In certain of the jurisdictions in which they operate, CenterPoint Energy's and CERC's Natural Gas has annual rate adjustment mechanisms that provide for changes in rates dependent upon certain changes in invested capital, earned returns on equity or actual margins reali ...
CenterPoint Energy(CNP) - 2022 Q3 - Earnings Call Transcript
2022-11-02 02:02
CenterPoint Energy, Inc. (NYSE:CNP) Q3 2022 Earnings Conference Call November 1, 2022 8:00 AM ET Company Participants Jackie Richert - Vice President, Investor Relations and Treasurer Dave Lesar - Chief Executive Officer Jason Wells - Chief Financial Officer Conference Call Participants Anthony Crowdell - Mizuho Steve Fleishman - Wolfe Research Julien Dumoulin-Smith - Bank of America Jeremy Tonet - J.P. Morgan Durgesh Chopra - Evercore Operator Good morning. And welcome to CenterPoint Energy’s Third Quarter ...
CenterPoint Energy(CNP) - 2022 Q3 - Earnings Call Presentation
2022-11-02 01:30
Establishing a path towards PREMIUM Through Sustainable Growth… THIRD QUARTER 2022 INVESTOR UPDATE November 1, 2022 Cautionary Statement and Other Disclaimers This presentation and the oral statements made in connection herewith contain "forward-looking statements" within the meaning of Section 27A of the Securities Act of 1933 and Section 21E of the Securities Exchange Act of 1934. All statements other than statements of historical fact included in this presentation and the oral statements made in connecti ...
CenterPoint Energy(CNP) - 2022 Q3 - Quarterly Report
2022-11-01 00:00
UNITED STATES SECURITIES AND EXCHANGE COMMISSION WASHINGTON, D.C. 20549 __________________ FORM 10-Q (Mark One) ☑ QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the quarterly period ended September 30, 2022 OR ☐ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 FOR THE TRANSITION PERIOD FROM __________________ TO __________________ Commission file number 1-31447 CenterPoint Energy, Inc. (Exact name of registrant as specified ...
CenterPoint Energy(CNP) - 2022 Q2 - Earnings Call Presentation
2022-08-03 02:48
Establishing a path towards PREMIUM T h r o u g h S u s t a i n a b l e G r o w t h … SECOND QUARTER 2022 INVESTOR UPDATE AUGUST 2, 2022 Cautionary Statement and Other Disclaimers This presentation and the oral statements made in connection herewith contain "forward-looking statements" within the meaning of Section 27A of the Securities Act of 1933 and Section 21E of the Securities Exchange Act of 1934. All statements other than statements of historical fact included in this presentation and the oral statem ...
CenterPoint Energy(CNP) - 2022 Q2 - Earnings Call Transcript
2022-08-03 02:23
CenterPoint Energy, Inc. (NYSE:CNP) Q2 2022 Earnings Conference Call August 2, 2022 8:00 AM ET Company Participants Jackie Richert - Vice President, Investor Relations and Treasurer Dave Lesar - Chief Executive Officer Jason Wells - Chief Financial Officer Conference Call Participants Shar Pourreza - Guggenheim Partners Steve Fleishman - Wolfe Research Jeremy Tonet - J.P. Morgan Andrew Weisel - Scotiabank David Arcaro - Morgan Stanley Julien Dumoulin-Smith - Bank of America Operator Good morning. And welcom ...