Q4 2025 Entergy Corp Earnings Call Transcript

Feb 12, 2026 / 04:00 PM GMT

Release Date Price: $101.96 (+1.76%)

Transcript 10-K8-K

Key Points

Positve

Entergy Corp (ETR) reported 2025 adjusted earnings per share of $3.91, which is in the top half of their guidance range.
The company expects greater than 8% adjusted EPS annual growth through 2029, with a transparent outlook providing specific expectations by year.
Entergy Corp (ETR) achieved a 4% sales growth in 2025, driven by a 7% increase in industrial sales, and anticipates an 8% compound annual growth rate through 2029.
The company signed electric service agreements totaling approximately 3.5 gigawatts, with significant growth expected from data centers and traditional industrial segments.
Entergy Corp (ETR) has a robust $43 billion capital plan through 2029 to support customer needs, with significant investments in new generation and infrastructure improvements.

Negative

Higher other operating expenses and an increase in share count from settling equity forward partially offset earnings growth.
The company faces significant restoration costs from Winter Storm Fern, with preliminary estimates up to $300 million for Louisiana, $200 million for Mississippi, and $60 million for Arkansas.
There is a risk of data centers walking away from projects despite having signed electric service agreements, which could impact financial projections.
The company's capital plan includes pending regulatory approvals, such as the Cottonwood facility acquisition, which could affect future financial outcomes.
Concerns about affordability and rates remain, with ongoing efforts needed to balance near-term affordability with long-term infrastructure investments.

Refinitiv StreetEvents Event Transcript
E D I T E D V E R S I O N

ETR.N - Entergy Corp
Q4 2025 Entergy Corp Earnings Call
Feb 12, 2026 / 04:00PM GMT

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Presentation
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Unidentified_1 [1]
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Good morning.

My name is Jay and I'll be a conference operator today.

At this time, I would like to welcome everyone to the Etergies 4th quarter, 2025 earnings conference call.

All lines have been placed on mute to prevent any background noise.

After the speaker's remarks, there will be a question-and-answer session.

If you would like to ask a question during this time, simply press star followed by the number one on your telephone keypad.

If you would like to withdraw your question, press star one again.

President of relations for Entergy Corporation.

Morning.

Thank you, JL and thanks to everyone for joining this morning.

We will begin today with

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