公司业绩 - 2025年第二季度GAAP每股收益为1.76美元，低于华尔街预期的1.78美元 [1] - 2025年第二季度GAAP净利润为9580万美元，同比增长7%，高于2024年同期的8950万美元 [1][2] - 加权平均稀释股份数同比增长4.1%至5438万股 [2] - 公司上调2025财年GAAP每股收益指引下限至5.70-5.85美元 [1][10] 业务驱动因素 - 客户数量同比增长2.5%，新增1.6万户，带动营业利润增加600万美元 [5] - 单客户用电量上升（尤其灌溉需求）贡献550万美元营业利润 [5] - 2025年1月实施的新基础电价增加880万美元营业利润 [5] - 水电占主导的发电结构保持电价竞争力 [3] 成本与支出 - 运营维护费用同比增加1110万美元，主因绩效薪酬、劳动力通胀及野火防治支出 [6] - 折旧摊销费用增加640万美元，反映新基础设施投运 [6] - 非运营费用增加700万美元，源于资本项目融资债务增加 [6] 资本与项目进展 - 2025年资本支出预计维持10-11亿美元，计划五年内翻倍受监管资产基础 [9] - 启动500千伏Boardman-to-Hemingway输电线路建设，助力可再生能源并网 [8] - 投运新电池储能设施，推进风光电力采购协议 [8][9] - 目标2045年实现100%清洁能源供应，2030年二氧化碳排放较2005年减少88% [9] 监管与税务机制 - 使用1720万美元递延投资税收抵免（ADITC）平滑收益，同比增加970万美元 [7] - 依赖电价调整机制和固定成本回收机制管理支出波动 [7] - 野火防治计划获监管批准，明确工作标准及土地准入 [7] 行业与战略重点 - 需平衡监管审批、新电厂建设与可再生能源整合 [4] - 关键挑战包括输电扩容、储能建设及野火风险管控 [4][11] - 水电发电量预期微调至700-800万兆瓦时，受益于冬季积雪 [7]

Key Takeaways IDACORP reported Q2 EPS of $1.76, flat with estimates and up 2.9% year over year.Q2 revenues dipped 0.04% year over year and came in just under expectations at $450.9M.IDACORP narrowed the lower end of its 2025 EPS guidance to $5.70-$5.85 on stronger usage and customer growth.IDACORP, Inc. (IDA) reported second-quarter 2025 earnings of $1.76 per share, which came in line with the Zacks Consensus Estimate.The company’s earnings improved 2.9% from $1.71 in the year-ago quarter. The year-over-yea ...

Idacorp (IDA) Q2 2025 Earnings Call July 31, 2025 04:30 PM ET Speaker0Welcome to IDACORP's Second Quarter twenty twenty May. Today's call is being recorded and our webcast is live. A replay will be made available later today for the next twelve months on the IDACORP website. I will now turn the call over to Amy Shaw, Vice President of Finance, Compliance and Risk. Please go ahead.Speaker1Thank you. Good afternoon, everyone. We appreciate you joining our call. The slides we'll reference during today's call a ...

Earnings Conference Call 2 nd Quarter 2025 July 31, 2025 Forward-Looking Statements This presentation (and oral statements relating to this presentation) contains forward-looking statements within the meaning of the Private Securities Litigation Reform Act of 1995. Any statements, other than statements of historical facts, that express or involve discussions of expectations, beliefs, plans, objectives, outlooks, assumptions, or future events or performance are forward-looking. Forward-looking statements are ...

Exhibit 99.1 July 31, 2025 IDACORP, Inc. Announces Second Quarter 2025 Results, Increases Lower-End of Earnings Guidance Range | | Three months | | | | | --- | --- | --- | --- | --- | | | ended | | Six months ended | | | Net income attributable to IDACORP, Inc. - June 30, | | | | | | 2024 | $ | 89.5 | $ | 137.7 | | Increase (decrease) in Idaho Power net income: | | | | | | Retail revenues per megawatt-hour (MWh), net of | | | | | | power cost adjustment mechanisms | 8.8 | | 20.3 | | | Customer growth, net o ...

Table of Contents UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 10-Q | ☒ | QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES | | | --- | --- | --- | | | EXCHANGE ACT OF 1934 | | | | For the quarterly period ended June 30, 2025 | | | | OR | | | ☐ | TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES | | | | EXCHANGE ACT OF 1934 | | | | For the transition period from __________ to __________ | | | | Exact name of registrants as specified | I.R.S. ...

IdaCorp (IDA) is expected to deliver flat earnings compared to the year-ago quarter on higher revenues when it reports results for the quarter ended June 2025. This widely-known consensus outlook gives a good sense of the company's earnings picture, but how the actual results compare to these estimates is a powerful factor that could impact its near-term stock price.The stock might move higher if these key numbers top expectations in the upcoming earnings report, which is expected to be released on July 31. ...

公司业绩表现 - IdaCorp属于Zacks Utility - Electric Power行业 在过去两个季度中平均盈利超出预期8 95% [1] - 上一季度公司每股收益为1 1美元 超出Zacks共识预期1 03美元 超出幅度为6 80% [2] - 再前一季度公司每股收益为0 7美元 超出预期的0 63美元 超出幅度达11 11% [2] 盈利预测指标 - 公司当前Zacks Earnings ESP(预期惊喜预测)为+2 34% 显示分析师近期对公司盈利前景持乐观态度 [8] - 研究表明 具有正Earnings ESP和Zacks Rank 3(持有)及以上评级的股票 有近70%的概率超出盈利预期 [6] - 若10只股票符合上述组合 其中可能有7只会超出共识预期 [6] 盈利预测方法 - Zacks Earnings ESP将最准确预估与共识预估进行比较 最准确预估是基于分析师在财报发布前的最新修订 [7] - 分析师在财报发布前修订的预估可能比早期预测更准确 因包含最新信息 [7] - 负的Earnings ESP会降低该指标的预测能力 但不一定意味着公司会低于盈利预期 [8]

期权市场动态 - IDACORP公司2025年8月15日到期、行权价75美元的看跌期权隐含波动率创下当日所有股票期权最高水平[1] - 高隐含波动率表明投资者预期公司股价将出现大幅单向波动或即将发生可能引发大涨/大跌的事件[2] 公司基本面 - IDACORP在Zacks公用事业-电力行业中排名后40% 当前Zacks评级为3级(持有)[3] - 过去60天内两位分析师上调当季每股收益预期 无人下调 共识预期从1.68美元升至1.71美元[3] 交易策略分析 - 高隐含波动率可能预示交易机会 专业交易者常通过卖出高波动率期权获取权利金衰减收益[4] - 此类策略的成功取决于标的股票实际波动幅度低于市场预期[4] 行业比较 - 所属电力公用事业行业整体表现较弱 在Zacks行业排名中处于下游区间[3]

业绩总结 - IDACORP, Inc. 2014年第四季度净收入为34,648千美元，较2013年同期的27,602千美元增长25.5%[9] - 2014年全年净收入为193,480千美元，相较于2013年的182,417千美元增长6.0%[9] - 2014年每股摊薄收益为3.85美元，较2013年的3.64美元增长5.8%[9] - 2014年运营活动提供的净现金为364.3百万美元，较2013年的305.5百万美元增长19.2%[12] 未来展望 - 2015年IDACORP每股摊薄收益指导范围为3.65至3.80美元，预计将略低于2014年的3.85美元[14] - 2014年爱达荷电力的资本支出为265百万美元，预计2015年将增加至300至310百万美元[14] - 2014年爱达荷电力的运营和维护费用为355百万美元，预计2015年将减少至340至350百万美元[14] - 2014年爱达荷电力的水电发电量为6.2万兆瓦时，预计2015年将增加至7.0至9.0万兆瓦时[14] 资金状况 - 2014年爱达荷电力的流动性为275.8百万美元，包含125百万美元的循环信贷额度[12] - 2014年因税法变更导致的所得税减少为29.1百万美元，进一步推动了净收入的增长[10]