Key Takeaways AES posted Q2 adjusted EPS of 51 cents, beating estimates and rising 34.2% year over year.Q2 revenues fell 3% year over year to $2.86B, missing estimates by nearly 13%. AES secured 1.6 GW of PPAs with data centers, growing its total backlog to 12 GW.The AES Corporation’s (AES) second-quarter 2025 adjusted earnings of 51 cents per share surpassed the Zacks Consensus Estimate of 39 cents by 30.8%. The bottom line also improved 34.2% from 38 cents in the year-ago quarter.The increase in adjusted ...

Brookfield Renewable Energy Partners (BEP) reported $974 million in revenue for the quarter ended June 2025, representing a year-over-year increase of 17.4%. EPS of -$0.22 for the same period compares to -$0.28 a year ago.The reported revenue represents a surprise of -0.46% over the Zacks Consensus Estimate of $978.52 million. With the consensus EPS estimate being -$0.19, the EPS surprise was -15.79%.While investors scrutinize revenue and earnings changes year-over-year and how they compare with Wall Street ...

MasTec (MTZ) Q2 2025 Earnings Call August 01, 2025 09:00 AM ET Company ParticipantsChris Mecray - VP - IRJosé R. Mas - CEOPaul Dimarco - EVP & CFOAndrew Kaplowitz - Managing DirectorAtidrip Modak - Vice President - Energy Services & E&PsDrew Chamberlain - Equity Research AssociateJamie Cook - MD - Equity ResearchJustin Hauke - Senior Equity Research AssociateBrian Brophy - AVPLiam Burke - Managing DirectorConference Call ParticipantsSteven Fisher - MD & Equity Research AnalystPhilip Shen - MD & Senior Resea ...

业绩总结 - 2025年第二季度每股经营收益（非GAAP）为0.75美元，反映了0.02美元的RNG 45Z收入和0.01美元的有利天气影响[8] - 2025年每股经营收益指导中点为3.40美元，未发生变化[8] - 2025年上半年，Dominion Energy持续实现财务承诺，表现强劲[34] - 2025年第二季度，Dominion Energy在维吉尼亚州的电力客户增长率为1.1%，南卡罗来纳州为2.4%[46] - 2025年迄今为止，Dominion Energy在维吉尼亚州的天气影响后税收益为1700万美元，南卡罗来纳州为2100万美元[49] 用户数据 - 截至2025年6月30日，Dominion Energy的总债务为40294百万美元[53] - Dominion Energy的信用评级为Moody's Baa2，S&P BBB+，Fitch BBB+[50] 资本投资与项目进展 - 2025-2029年资本投资计划约为500亿美元，将在第四季度电话会议上更新[8] - Coastal Virginia Offshore Wind项目目前完成约60%，预计在2026年底前全面完成[16] - Coastal Virginia Offshore Wind项目的总项目成本为7.15亿美元，未发生变化[25] - Coastal Virginia Offshore Wind项目的预计电力成本（LCOE）为每兆瓦时62美元，预计到2027年将增加至65美元[27] - 当前资本预算为109亿美元，其中包括193百万美元的预估关税[30] - 截至2025年6月30日，项目累计投资约为75亿美元，剩余项目成本约为34亿美元[30] - 由Stonepeak通过非控股股权融资资助的比例为50%，剩余资金约为17亿美元由Dominion Energy提供[30] 债务管理 - 截至2025年6月30日，公司总债务到期为8,261百万美元[55] - 2027年到期的债务总额为1,963百万美元，其中包括750百万美元的2017年A系列高级票据[55] - 2028年到期的债务总额为2,477百万美元，其中包括1,000百万美元的2025年C系列高级票据[55] - 2029年到期的债务总额为698百万美元，主要由500百万美元的2019年A系列票据构成[55] - 2027年到期的DE Virginia债务为350百万美元[55] - 2028年到期的DEI债务包括495百万美元的2018年B系列高级票据[55] - VPFS的2027年到期债务为433百万美元，2028年为190百万美元[55] - 2028年到期的DESC债务为5.3百万美元[55] - 2027年到期的VEPCO债务总额为1,350百万美元[55] - 2029年到期的VPFS债务为198百万美元[55] 未来展望 - 2025年预计固定收益活动总额为55亿至80亿美元，已发行43亿美元，剩余17亿至32亿美元[10] - 2025年预计普通股权益活动总额为10亿美元，已发行10亿美元[11] - Coastal Virginia Offshore Wind项目的关税影响预计将使项目成本增加640百万美元[27] - 当前未固定成本中，PJM网络升级的分配被推迟至最早9月底，成本预期未变[30]

MasTec (MTZ) Q2 2025 Earnings Call August 01, 2025 09:00 AM ET Speaker0Thank you for standing by, and welcome to MasTec's Second Quarter twenty twenty five Financial Results Conference Call. Today's call is being recorded. I'd like to turn the call over to Chris McCray, Vice President of Investor Relations.Speaker1Good morning, everybody, and thank you for joining us for MasTec's second quarter twenty twenty five financial results conference call. Joining me today are Jose Mas, Chief Executive Officer and P ...

Fortis (FTS) Q2 2025 Earnings Call August 01, 2025 08:30 AM ET Speaker0Thank you for standing by. My name is Chuck, and I'll be your conference operator. Welcome to the Fortis, Inc. Second Quarter twenty twenty five Earnings Conference Call and Webcast. As a reminder, all participants are in a listen only mode and the conference call is being recorded.After the presentation, there will be an opportunity to ask questions. I would now like to turn the conference over to Ms. Stephanie Amaimo, Vice President, I ...

Forward Looking Information August 1, 2025 Greg Ebel President & CEO Pat Murray EVP & CFO Legal notice This presentation includes certain forward-looking statements and information (FLI) to provide potential investors and shareholders of Enbridge Inc. (Enbridge or the Company) with information about Enbridge and its subsidiaries and affiliates, including management's assessment of their future plans and operations, which FLI may not be appropriate for other purposes. FLI is typically identified by words suc ...

Q2 2025 EARNINGS CONFERENCE CALL August 1, 2025 FORWARD LOOKING INFORMATION Fortis includes forward-looking information in this presentation within the meaning of applicable Canadian securities laws and forward-looking statements within the meaning of the Private Securities Litigation Reform Act of 1995 (collectively referred to as "forward-looking information"). Forward-looking information reflects expectations of Fortis management regarding future growth, results of operations, performance and business pr ...

公司业绩表现 - 公司2025年第二季度营收达67.7亿美元 同比增长21.1% 超出市场预期的65.5亿美元 创下第二季度营收新纪录 [4][9] - 调整后每股收益为2.48美元 同比增长30.5% 高于市场预期的2.43美元 [3][9] - 调整后EBITDA达6.688亿美元 同比增长27.8% EBITDA利润率从9.4%提升至9.9% [5] 业务板块表现 - 电力基础设施解决方案板块营收54.6亿美元 占总营收80.6% 同比增长21.7% 运营利润率从9.5%提升至10.1% [8] - 地下公用事业和基础设施解决方案板块营收13.1亿美元 占总营收19.4% 同比增长18.7% 运营利润率为6.9% [10] 战略收购与资本配置 - 7月完成对Dynamic Systems的13.5亿美元收购 增强机械和工艺基础设施能力 [2] - 另外完成两笔总计2.268亿美元的电力及民用公用事业服务领域收购 [2] - 二季度回购538,559股股票 价值1.346亿美元 剩余回购授权3.651亿美元 [11] 财务与流动性 - 截至2025年6月30日 公司持有5.09亿美元现金及等价物 总流动性约13亿美元 [11] - 长期债务从2024年底的41亿美元增至46.5亿美元 主要因收购活动 [11] - 年初至今自由现金流为2.882亿美元 低于去年同期的4.398亿美元 [11] 订单与项目储备 - 二季度末总订单量达358.4亿美元 创纪录新高 同比增长31.31亿美元 [7] - 剩余履约义务达191.6亿美元 [7] - 获得爱达荷电力公司Boardman至Hemingway高压输电线路项目 全长约300英里 [7] 2025年业绩展望 - 上调全年营收预期至274-279亿美元(原为267-272亿美元) [12] - 调整后每股收益预期上调至10.28-10.88美元(原为10.05-10.65美元) [12] - 调整后EBITDA预期上调至27.6-28.9亿美元(原为26.8-28.1亿美元) [12] 行业与需求驱动因素 - 业绩增长主要受高压输电 电网现代化改造和可再生能源项目推动 [4] - 客户在电气化 技术驱动型负荷中心和制造业回流方面的持续投资支撑增长 [4] - 电力板块受益于公用事业需求 数据中心和能源转型项目 [8]

CMS Energy (CMS) Q2 2025 Earnings Call July 31, 2025 09:30 AM ET Company ParticipantsJason Shore - VP - IR & TreasurerGarrick Rochow - President, CEO & DirectorRejji Hayes - EVP & CFONicholas Campanella - DirectorConference Call ParticipantsJulien Dumoulin-Smith - II-Ranked & 'Hall of Fame' Research Analyst covering Power, Utilities & Clean EnergyOperatorGood morning, everyone, and welcome to the CMS Energy twenty twenty five Second Quarter Results. The earnings news release issued earlier today and the pre ...