ENTERGY CORP /DE/

Entergy Q2 FY26 — Strong Data Center Growth Potential and Financial Stability

• Strength Reported adjusted EPS of $1.03, keeping the company firmly on track to meet 2026 guidance and longer-term outlook.
• Watch Q2 adjusted EPS was slightly lower year-over-year due to normal weather compared to warmer weather in 2025.

Entergy Q1 FY26 — Meta ESA lifts capital plan to $57B and raises multi-year EPS outlook

• Strength Q1 adjusted EPS of $0.86, with 2026 adjusted EPS guidance affirmed and firmly on track
• Watch Q1 retail sales earnings contribution was essentially neutral as strong industrial revenue was offset by weather, including favorable weather in Q1 last year

Entergy Q4 FY25 — Strong Sales Growth and Capital Plan Driven by Large Load Demand

• Strength Adjusted EPS for 2025 was $3.91, landing in the top half of the company's guidance range.
• Watch Estimated restoration costs for Winter Storm Fern are up to $300 million for Louisiana, $200 million for Mississippi, and $60 million for Arkansas.

Entergy Q3 FY25 — Strong Financials and Growing Data Center Pipeline

• Strength Adjusted EPS was $1.53, contributing to a narrowed FY25 guidance range with the bottom raised by $0.10.
• Watch Increasing costs for combined cycle projects due to real challenges with skilled craft labor availability.

Entergy Q2 FY25 — Capital Plan Raised to $40B, Driven by Robust Industrial & Data Center Demand

• Strength Adjusted EPS of $1.05 for Q2 FY25 keeps company firmly on track for full-year guidance.
• Watch Expected Q3 FY25 other O&M to be roughly $0.05 higher year-over-year due to timing of vegetation maintenance and non-nuclear plant outages.

Entergy Q1 FY25 — Strong Start with Significant Customer Growth Announcements

• Strength Adjusted EPS of $0.82 for Q1 FY25, keeping the company on track for its full-year guidance.
• Watch Tariffs are estimated to impact approximately 1% of the $37 billion 4-year capital plan, primarily in the back end of the forecast period.

Entergy Q4 FY24 — Strong Industrial Growth and Expanded Capital Plan Driven by Data Centers

• Strength Reported 2024 adjusted EPS of $3.65, landing in the top half of guidance.