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Why U.S. Electricity Prices Will Continue to Rise
Yahoo Finance· 2025-11-04 00:00
When the PBS reporter asked the energy consultant about electricity prices, you knew he was trying to be fair, you know, both sides of the story. Wasn’t it true that having an AI center in the area might lower electricity prices? Yes, the consultant replied, because the electric industry’s costs are largely fixed, so if it had excess capacity and could spread those costs over more customers (AI facilities, presumably), that would lower costs to all customers. Fixed costs, economics 101. Then he said that w ...
PSEG(PEG) - 2025 Q3 - Earnings Call Presentation
2025-11-04 00:00
业绩总结 - 2025年第三季度每股净收入为1.24美元,年初至今每股净收入为3.59美元[12] - 2025年第三季度非GAAP运营收益每股1.13美元,同比增长约26%;年初至今非GAAP运营收益每股3.33美元,同比增长约17%[12] - 2025年第三季度PSEG的净收入为6.22亿美元,较2024年同期的5.20亿美元增长了19.6%[45] - PSEG的运营收益(非GAAP)为5.65亿美元,较2024年同期的4.48亿美元增长了26.1%[45] 用户数据 - PSE&G在2025年9月30日的住宅电力和天然气客户数量均增长约1%[29] - PSE&G在截至2025年9月30日的12个月内,电力销售持平,天然气销售下降1%[29] 投资与资本支出 - PSE&G在2025年第三季度投资约10亿美元,年初至今投资约27亿美元,2025年全年的监管资本支出计划约为38亿美元[12] - PSEG的2025-2029年总资本计划为225亿至260亿美元,监管资本投资计划为210亿至240亿美元,支持PSE&G的资产基础年复合增长率为6%-7.5%[15] 未来展望 - PSEG的2025年非GAAP运营收益指导范围调整为每股4.00至4.06美元[15] - 2025年核电总发电量预计为30-32 TWh[34] 新产品与技术研发 - PSE&G在2025年已更换约170英里天然气主干管和约22,000个相关天然气服务,减少了自2018年以来系统范围内超过30%的甲烷排放[29] 财务状况 - PSEG的长期债务总额为53.1亿美元,资本化率为58%[36] - 截至2025年9月30日,PSEG的可用流动性约为36亿美元,包括现金及现金等价物3.34亿美元[36] - PSEG Power的长期债务总额为12.4亿美元[36] 其他信息 - PSE&G在2025年8月发行了4.90%利率的4.5亿美元中期票据,到期日为2035年8月[29] - PSE&G在2025年10月向FERC提交了年度传输公式费率更新,预计将于2026年1月1日生效,增加约8200万美元的年度传输收入[29] - 2025年第三季度核电的容量因子为92.4%,较2024年同期的94.5%下降了2.1个百分点[30] - 2025年第三季度发电量为7903 GWh,较2024年同期的8087 GWh下降了2.3%[30] - 2025年第三季度燃料成本为5300万美元,较2024年同期的5200万美元略有上升[30] - 2025年第三季度每兆瓦时燃料成本为6.68美元,较2024年同期的6.37美元上升了4.9%[30]
Pinnacle West quarterly profit rises on robust electricity demand
Reuters· 2025-11-03 22:32
Pinnacle West Capital reported a rise in third-quarter profit on Monday, boosted by rising power demand due to scorching summer heat, lower operations and maintenance costs, and customer additions. ...
Should You Invest in Pinnacle West Capital (PNW)?
Yahoo Finance· 2025-11-03 20:59
Aristotle Capital Boston, LLC, an investment advisor, released its “Small/Mid Cap Equity Strategy” third-quarter 2025 investor letter. A copy of the letter can be downloaded here. U.S. small/mid-cap equities reported solid results in the third quarter, driven by a favorable macroeconomic backdrop. In the third quarter, the strategy delivered a return of 2.57% net of fees (3.07% gross of fees), underperforming the 9.00% total return of the Russell 2500 Index. For more information on the fund’s best picks in ...
American Electric Power: Q3 Earnings Moderate, Buy On Outlook And Value (NASDAQ:AEP)
Seeking Alpha· 2025-11-03 20:50
American Electric Power Company, Inc. ( AEP ) just reported Q3 earnings this last week in October, and the stock has seen an immediate 5.25% jump at market open after the results.I am an investment author with passion for finance and global markets. I enjoy gearing toward economic analysis, specifically on a macro level. Through current and forward looking market trends, fundamental and technical analysis, my goal is to provide investors and readers with the tools and knowledge to make informed and confiden ...
American Electric Power: Q3 Earnings Moderate, Buy On Outlook And Value
Seeking Alpha· 2025-11-03 20:50
American Electric Power Company ( AEP ) just reported Q3 earnings this last week in October, and the stock has seen an immediate 5.25% jump at market open after the results.I am an investment author with passion for finance and global markets. I enjoy gearing toward economic analysis, specifically on a macro level. Through current and forward looking market trends, fundamental and technical analysis, my goal is to provide investors and readers with the tools and knowledge to make informed and confident inve ...
3 Top Stocks to Buy Now: The 2025 Daylight Saving Time "Fall Back" Edition
Yahoo Finance· 2025-11-01 07:00
Key Points Amazon's online shopping services offer convenience and time savings. Nvidia is enabling the AI revolution, which will save humans time. NextEra Energy produces electricity to power TVs for people to enjoy watching in their free time. 10 stocks we like better than Nvidia › This Sunday, Nov. 2, ends the 2025 Daylight Saving Time (DST) season, which started on March 9 this year. At 2 a.m. Sunday local time, clocks across nearly the entire United States will "fall back" one hour to 1 a.m. ...
Portland General Electric reaffirms 2025 EPS guidance and targets 3% long-term growth as data center demand accelerates (NYSE:POR)
Seeking Alpha· 2025-11-01 03:37
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Portland General Electric Beats on Earnings, Reaffirms Full-Year Outlook
Financial Modeling Prep· 2025-11-01 03:31
财务业绩 - 第三季度调整后每股收益为1美元,超出市场预期的0.98美元 [1][2] - 第三季度总收入为9.52亿美元,低于市场预期的9.757亿美元,但高于去年同期的9.29亿美元 [2] - 公司重申2025年调整后每股收益指引为3.13至3.33美元,与市场预期的3.23美元一致 [3] 运营表现 - 工业用电需求环比增长13%,主要受数据中心客户的强劲需求推动 [2] 战略发展 - 公司正推进资源采购战略,并已就2023年全来源提案请求的更新候选名单寻求监管确认 [3] - 预计将于2026年初敲定合同,新项目计划在2027年底前投入运营 [3]
Dominion Energy Q3 Earnings & Revenues Beat, '25 EPS Guidance Narrowed
ZACKS· 2025-11-01 02:37
Dominion Energy Inc. (D) delivered third-quarter 2025 operating earnings of $1.06 per share, which beat the Zacks Consensus Estimate of 93 cents by nearly 14%. The bottom line increased 8.16% from the year-ago quarter's level. GAAP earnings were $1.16 per share compared with $1.09 in the year-ago quarter. The differences between GAAP and operating earnings for the period include gains and losses on nuclear decommissioning trust funds, mark-to-market impact of economic hedging activities and other adjustment ...