DTE Energy (DTE) Q4 FY25 earnings call

DTE Energy delivered strong Q4 FY25 operating EPS above guidance, driven by robust utility performance and RNG tax credits. The company secured a 1.4 GW data center agreement, with an additional 3 GW in advanced discussions, significantly enhancing its capital plan and long-term EPS growth trajectory. Management remains focused on improving reliability, evidenced by a nearly 90% reduction in outage duration, while prioritizing customer affordability amidst increased investments and regulatory scrutiny.