Workflow
中点能源(CNP)
icon
搜索文档
4 Stocks to Watch From the Challenging Electric Power Industry
Zacks Investment Research· 2024-03-22 00:31
The Zacks Utility – Electric Power industry stocks have been transitioning toward clean sources of fuel and focusing on lower carbon emissions. The support from the government is aiding the industry’s transition toward clean energy sources to produce electricity. Utilities are also focused on strengthening the grid as well as transmission and distribution infrastructure. The huge infrastructure of the utilities faces the impact of the hurricane season each year. Infrastructure enhancement around the year in ...
CenterPoint Energy's Growth Offsets Increased Share Issuance
Seeking Alpha· 2024-03-20 17:34
Brandon Bell/Getty Images News Shares of CenterPoint Energy (NYSE:CNP) have been a poor performer over the past year, essentially treading water during what has been a strong bull market run. Since recommending shares as a “buy” in November, CNP has continued to trade flat, lagging the S&P 500’s double-digit return. I continue to believe the company has very favorable geographic positioning and is poised for solid dividend growth, though recent developments have been somewhat mixed. On balance, I still ...
CenterPoint Energy Announces 2024 Annual Meeting of Shareholders
Prnewswire· 2024-03-16 05:00
Meeting to be held Friday, April 26 at 9 a.m. CT HOUSTON, March 15, 2024 /PRNewswire/ -- CenterPoint Energy, Inc. (NYSE: CNP) today announced its 2024 Annual Meeting of Shareholders will be held on Friday, April 26, 2024, at 9 a.m. CT in the CenterPoint Energy Tower auditorium, 1111 Louisiana Street, Houston, Texas. Shareholders who hold shares of CenterPoint Energy Common Stock at the close of business on March 1, 2024, will receive notice of the meeting and will be eligible to vote. About CenterPoint Ener ...
CenterPoint Energy(CNP) - 2023 Q4 - Earnings Call Presentation
2024-02-21 07:45
Some of the factors that could cause actual results to differ from those expressed or implied by our forward-looking statements include, but are not limited to, risks and uncertainties relating to: (1) CenterPoint Energy's business strategies and strategic initiatives, restructurings, joint ventures and acquisitions or dispositions of assets or businesses, including the announced sale of our Natural Gas businesses in Louisiana and Mississippi, and the completed sale of Energy Systems Group, which we cannot ...
CenterPoint Energy(CNP) - 2023 Q4 - Earnings Call Transcript
2024-02-21 01:05
财务数据和关键指标变化 - 2023年第四季度非GAAP每股收益为0.32美元,全年非GAAP每股收益为1.50美元,同比增长9% [26][67] - 2024年非GAAP每股收益指引为1.61-1.63美元,同比增长8% [27] - 公司计划未来5年内非GAAP每股收益年增长率为6%-8% [28] - 公司计划未来5年内每股股息与每股收益同步增长 [28] 各条业务线数据和关键指标变化 - 2023年第四季度天气和用量因素对收益产生1美分的不利影响 [68] - 2023年第四季度运营维护费用因素对收益产生1美分的不利影响,但全年运营维护费用仍下降2% [68][69] - 2023年第四季度利息费用增加5美分,主要由于公司自2022年第四季度以来发行了约60亿美元债券 [68] 各个市场数据和关键指标变化 - 休斯顿电力业务客户数持续保持1%-2%的年均增长 [68] - 公司计划未来10年内休斯顿电力业务客户配送费用年增长率不超过2% [77] 公司战略和发展方向及行业竞争 - 公司保持专注于既定的战略目标,包括为投资者提供持续稳定的每股收益和股息增长、在核心监管公用事业业务中进行客户驱动的资本投资、实现行业领先的资产基础增长、通过运营维护成本管控为客户提供可负担的服务、维持强大的资产负债表并有效融资资本投资 [13][14][15][22][23] - 公司宣布出售路易斯安那州和密西西比州的天然气LDC业务,预计交易完成后将获得约10亿美元的税后现金收益,这将提高公司的融资灵活性和效率 [29][30][31][32][74] - 公司将把出售LDC业务的资本重新部署到其他管辖区,特别是在休斯顿电力业务中用于提高系统抗灾能力和可靠性的投资 [35][40] - 公司未来10年资本投资计划从2021年分析师日的400亿美元增加到445亿美元,年均资产基础增长率从9%提高到10%,仍然是行业领先水平 [19][35][36][37] 管理层对经营环境和未来前景的评论 - 公司管理层对公司的长期增长计划充满信心,将继续专注于为客户和社区提供优质服务,并保持稳定的执行力以提升股东价值 [17][59][98] - 公司管理层认为,通过出售LDC业务获得的资金以及未来适度的股权融资,将有助于维持公司的强大资产负债表,为未来的资本投资提供灵活性和效率 [22][41][144][167][168][169][170][171] - 公司管理层表示,将继续关注运营维护成本的年均1%-2%降低目标,以保持客户费用的可承受性 [20][21] 问答环节重要的提问和回答 问题1 **Anthony Crowdell 提问** 是否还有其他不与电力业务重叠的天然气资产可能被出售 [101][102] **Jason Wells 回答** 公司对现有资产组合感到满意,未来不会有大规模的资产出售,但会继续寻找有效利用资本的机会 [102][103] 问题2 **Steve Fleishman 提问** 公司未来每年现金税费大约为1.5亿美元,这是否为增量还是总额 [111][112] **Jason Wells 和 Chris Foster 回答** 这1.5亿美元为增量现金税费,主要由于公司之前通过修理税减免措施降低了联邦现金税费,现在将面临替代最低税的影响 [148][149][150] 问题3 **Durgesh Chopra 提问** 未来资本开支的权益融资比例是多少 [144][145][146][147] **Chris Foster 回答** 未来资本开支的权益融资比例将保持在50%左右,与公司现有的资本结构保持一致 [144][145]
Here's What Key Metrics Tell Us About CenterPoint (CNP) Q4 Earnings
Zacks Investment Research· 2024-02-20 23:36
营收情况 - CenterPoint Energy (CNP) 在2023年12月结束的季度报告中,营收为21.8亿美元,同比下降19.5% [1] - 电力传输和分配部门的营收为10.4亿美元,略低于分析师平均预估的10.9亿美元,同比增长2.4% [5] - 天然气分配部门的营收为11.4亿美元,远低于分析师平均预估的16.7亿美元,同比下降29.3% [6] 股票表现 - CenterPoint的股票在过去一个月内回报+1.5%,略低于Zacks S&P 500综合指数的+3.6%变化 [9]
CenterPoint Energy (CNP) Q4 Earnings In Line, Revenues Miss
Zacks Investment Research· 2024-02-20 22:56
CenterPoint Energy, Inc. (CNP) reported fourth-quarter 2023 adjusted earnings of 32 cents per share, which came in line with the Zacks Consensus Estimate. The bottom line improved 14.3% from the year-ago quarter’s figure, driven by regulatory recovery and a one-time tax benefit.The company registered GAAP earnings of 30 cents per share compared with 19 cents in the prior-year quarter.For 2023, the company generated adjusted earnings of $1.50 per share compared with $1.38 in 2022. The full-year bottom line c ...
CenterPoint Energy (CNP) Meets Q4 Earnings Estimates
Zacks Investment Research· 2024-02-20 21:56
CenterPoint Energy (CNP) came out with quarterly earnings of $0.32 per share, in line with the Zacks Consensus Estimate. This compares to earnings of $0.28 per share a year ago. These figures are adjusted for non-recurring items.A quarter ago, it was expected that this energy delivery company would post earnings of $0.37 per share when it actually produced earnings of $0.40, delivering a surprise of 8.11%.Over the last four quarters, the company has surpassed consensus EPS estimates two times.CenterPoint, w ...
CenterPoint Energy Reports Strong Q4 and Full-year 2023 Results; Increases Capital Investment Plan; Reiterates 2024 Guidance
Businesswire· 2024-02-20 19:35
HOUSTON--(BUSINESS WIRE)--CenterPoint Energy, Inc. (NYSE: CNP) or “CenterPoint” today reported income available to common shareholders of $192 million, or $0.30 per diluted share on a GAAP basis for the fourth quarter of 2023, compared to $0.19 per diluted share in the previous comparable period of 2022, and $867 million, or $1.37 per diluted share for the year ended December 31, 2023, compared to $1,008 million, or $1.59 per diluted share for the year ended December 31, 2022. Non-GAAP EPS for the fourth q ...
CenterPoint Energy(CNP) - 2023 Q4 - Annual Report
2024-02-20 19:34
Solar | --- | --- | --- | --- | --- | |----------|--------------------------------|--------------------------|---------------|-----------------| | PPA with | Location | Expected Date in Service | Capacity (MW) | Term (in Years) | | Clenera | Warrick County, Indiana | 2025 | 100 | 25 | | Oriden | Vermillion County, Indiana | 2025 | 185 | 15 | | Origis | Knox County, Indiana | 2025 | 150 | 20 | | | | | 435 | | | --- | --- | |----------------------------------------------------|-------------------------------- ...