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Ameren Q2 Earnings Higher Than Expected, Revenues Increase Y/Y
ZACKS· 2025-08-01 22:35
Key Takeaways Ameren posted Q2 EPS of $1.01, beating estimates and rising 4.1% year over year.Q2 revenues of $2.22B rose 31.2% year over year and topped estimates by more than 20%.Ameren Missouri's earnings improved from new rates, higher infrastructure earnings and lower costs.Ameren Corporation (AEE) reported second-quarter 2025 earnings of $1.01 per share, which beat the Zacks Consensus Estimate of $1 by 1%. The bottom line also improved 4.1% from the year-ago quarter’s 97 cents.The year-over-year upside ...
Dominion Energy(D) - 2025 Q2 - Earnings Call Presentation
2025-08-01 22:00
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]
Ameren(AEE) - 2025 Q2 - Earnings Call Presentation
2025-08-01 22:00
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 ...
Eversource(ES) - 2025 Q2 - Earnings Call Transcript
2025-08-01 22:00
Eversource Energy (ES) Q2 2025 Earnings Call August 01, 2025 09:00 AM ET Speaker0Good day, and thank you for standing by. Welcome to the Eversource Energy Q2 twenty twenty five Earnings Conference Call. At this time, all participants are in a listen only mode. After the speakers' presentation, there will be a question and answer session. To ask a question during this session, you will need to press 11 on your telephone.You will then hear an automated message advising you your hand is raised. To withdraw you ...
Fortis(FTS) - 2025 Q2 - Earnings Call Transcript
2025-08-01 21:32
Fortis (FTS) Q2 2025 Earnings Call August 01, 2025 08:30 AM ET Company ParticipantsStephanie Amaimo - VP - IRDavid Hutchens - President & CEOJocelyn Perry - EVP & CFORobert Hope - MD - Equity ResearchSusan Gray - President, CEO - UNS EnergyMaurice Choy - Director - Canadian Energy InfrastructureRoger Dall’Antonia - President & CEOBen Pham - Managing DirectorRichard Sunderland - Equity Research - North American Utilities & PowerOperatorThank you for standing by. My name is Chuck, and I'll be your conference ...
Fortis(FTS) - 2025 Q2 - Earnings Call Transcript
2025-08-01 21:30
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 ...
Eversource(ES) - 2025 Q2 - Earnings Call Presentation
2025-08-01 21:00
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 ...
Fortis(FTS) - 2025 Q2 - Earnings Call Presentation
2025-08-01 20:30
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 ...
Ameren (AEE) Q2 Earnings: Taking a Look at Key Metrics Versus Estimates
ZACKS· 2025-08-01 08:30
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) - 2025 Q2 - Earnings Call Transcript
2025-08-01 05:32
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 & ...