Powering Growth Second Quarter 2025 Earnings Aug. 1, 2025 Cautionary Statements Use of Non-GAAP Financial Measures In this presentation, Ameren has presented adjusted earnings per share, which is a non-GAAP measure and may not be comparable to those of other companies. A reconciliation of GAAP to non-GAAP information is included in this presentation. Generally, adjusted earnings or losses include earnings or losses attributable to Ameren common shareholders and exclude income or loss from significant discre ...

August 1, 2025 EVERSOURCE ENERGY Q2 2025 EARNINGS REPORT EVERSOURCE ENERGY Q2 2025 EARNINGS REPORT EVERSOURCE ENERGY Q2 2025 EARNINGS REPORT Safe Harbor Statement All per-share amounts in this presentation are reported on a diluted basis. The only common equity securities that are publicly traded are common shares of Eversource Energy. The first half and second quarters 2025 and 2024 earnings discussion includes a financial measure, EPS by business, that is not recognized under generally accepted accounting ...

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 ...

财务表现 - 2025年第二季度GAAP净收益2160万美元，同比下降55%，摊薄每股收益022美元，同比下降58% [1] - 2025年第二季度持续性净收益2450万美元，同比下降55%，摊薄每股收益025美元，同比下降58% [1] - 2025年前六个月GAAP净收益3050万美元，同比下降68%，持续性净收益4260万美元，同比下降53% [1] 业务板块表现 - PNM板块2025年第二季度GAAP摊薄每股收益025美元，同比下降26%，持续性摊薄每股收益012美元，同比下降71% [6] - TNMP板块2025年第二季度GAAP摊薄每股收益022美元，同比下降33%，持续性摊薄每股收益027美元，同比下降18% [6] - 公司及其他板块2025年第二季度GAAP摊薄每股亏损025美元，持续性摊薄每股亏损014美元 [6] 交易进展 - Blackstone Infrastructure拟以每股6125美元现金收购公司全部流通股，企业价值合计115亿美元，包括净债务和优先股 [3] - 交易预计2026年下半年完成，需获得股东及监管机构批准 [3] - 公司已发行6亿美元股权，其中4亿美元由Blackstone Infrastructure认购 [1] 监管更新 - TNMP的2025年首次DCRF申请获批，覆盖176亿美元费率基础 [4] - TNMP于2025年7月提交第二次输电成本和服务申请，寻求覆盖额外115亿美元费率基础 [4] - PNM已实施105亿美元费率上调的第一阶段，第二阶段将于2026年4月实施 [5] 运营动态 - PNM新增450兆瓦太阳能和电池储能容量，计划2028年投运 [5] - PNM业绩受零售负荷增加、新资本投资相关折旧及财产税增加影响 [10] - TNMP业绩受益于DCRF费率机制和零售负荷增长，但受天气相关使用量下降影响 [10] 非GAAP调整 - 2025年第二季度GAAP收益包含1660万美元投资证券未实现净收益，而2024年同期为560万美元净损失 [7] - 2025年第二季度并购相关成本1950万美元，包括债券提前还款和备用信贷安排的影响 [7] - 持续性收益调整项包括投资证券未实现损益、养老金费用及并购成本等 [15][16]

财务表现 - 公司2025年第二季度营收达22.2亿美元，同比增长31.2% [1] - 每股收益(EPS)为1.01美元，略高于去年同期的0.97美元 [1] - 营收超出Zacks共识预期18.4亿美元，超预期幅度达20.65% [1] - EPS超出共识预期1%，共识预期为1.00美元 [1] 电力业务 - 总电力销售量为15,672 GWh，低于分析师平均预期的17,176.59 GWh [4] - 电力业务总营收20.4亿美元，同比增长34%，远超分析师预期的16.2亿美元 [4] - 密苏里州电力业务营收13.2亿美元，同比大幅增长52.2%，远超分析师预期的9.5136亿美元 [4] - 伊利诺伊州电力分销业务营收5.73亿美元，同比增长12.6%，略高于分析师预期的5.42亿美元 [4] - 输电业务营收2.08亿美元，同比增长8.9%，接近分析师预期的2.0652亿美元 [4] 天然气业务 - 天然气业务总营收1.83亿美元，同比增长6.4%，略高于分析师预期的1.752亿美元 [4] - 伊利诺伊州天然气业务营收1.58亿美元，同比增长6.8%，超出分析师预期的1.5205亿美元 [4] - 密苏里州天然气业务营收2500万美元，同比增长4.2%，略高于分析师预期的2341万美元 [4] 股价表现 - 过去一个月股价上涨4.6%，跑赢Zacks标普500指数2.7%的涨幅 [3] - 目前Zacks评级为3级(持有)，预计短期内表现将与大盘一致 [3]

Edison International (EIX) Q2 2025 Earnings Call July 31, 2025 04:30 PM ET Company ParticipantsSam Ramraj - VP, IRPedro Pizarro - President, CEO & DirectorMaria Rigatti - Executive VP & CFONicholas Campanella - DirectorRichard Sunderland - Equity Research - North American Utilities & PowerCarly Davenport - VP - Equity ResearchAnthony Crowdell - Managing DirectorConference Call ParticipantsAngie Storozynski - Senior Equity Research AnalystGregg Orrill - Executive Director & Equity AnalystPaul Zimbardo - MD & ...

Edison International (EIX) Q2 2025 Earnings Call July 31, 2025 04:30 PM ET Speaker0Good afternoon, and welcome to the Edison International Second Quarter twenty twenty five Financial Teleconference. My name is Denise, and I will be your operator today.Today's call is being recorded. I would now like to turn the call over to Mr. Sam Ramraj, Vice President of Investor Relations. Mr. Ramraj, you may begin your conference.Speaker1Thank you, Denise, and welcome, everyone. Our speakers today are President and Chi ...

NorthWestern Energy Group (NWE) Q2 2025 Earnings Call July 31, 2025 03:30 PM ET Speaker0Thank you for standing by. My name is Rebecca, and I will be your conference operator today. At this time, I would like to welcome everyone to the Northwestern Energy Second Quarter twenty twenty five Financial Results Webinar. All lines have been placed on mute to prevent any background noise. After the speakers' remarks, there will be a question and answer session.Thank speakers' you. I will now turn the call over to T ...

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 ...

Forward-Looking Statements Statements contained in this presentation about future performance, including, without limitation, operating results, capital expenditures, rate base growth, dividend policy, financial outlook, and other statements that are not purely historical, are forward-looking statements. These forward-looking statements reflect our current expectations; however, such statements involve risks and uncertainties. Actual results could differ materially from current expectations. These forward-l ...