Jun 2026 (Q2 FY26) — Jul 28, 2026
CenterPoint Energy Q2 FY26 — Accelerated Large Load Growth and Increased Capital Plan
Read the full callCenterPoint Energy (CNP) earnings
- Mar 2026
- Jun 2026 (Q2 FY26)
- Dec 2025
CenterPoint Energy earnings: last reported Tue, 28 Jul 2026, for the quarter ended Jun 2026.
Reported
The figures, each with its period
Each figure keeps its basis and period; nothing is filled in.
| Metric | Value | Change | Basis | Period | Note |
|---|---|---|---|---|---|
| Revenue | 2,975 | +1.9% YoY | Quarterly, as filed | Quarter to Mar 2026 | Revenue from operations as filed. |
| Operating margin | 22.1 | −0.1 pts YoY | Operating profit / revenue | Quarter to Mar 2026 | For the quarter; a change is in percentage points. |
| Net profit | 316 | +6.4% YoY | Quarterly, as filed | Quarter to Mar 2026 | Profit after tax as filed. |
Guidance
What management said, and what became of it
18 of 18 judged targets kept · 20 open · verdicts reflect calls analysed to Jun 2026.
| Target | Original wording | Said | Latest call | Verdict |
|---|---|---|---|---|
| Submit the remaining firmly committed large load projects to ERCOT for approval | submit the remaining 9 gigawatts of projects to ERCOT within the next few weeks | Mar 2026 | I will provide an update on the significant progress we have made through ERCOT's new Batch Zero process, including the submission of more than 17 gigawatts of large load projects | Achieved |
| 10-year capital investment plan through 2035 | at least $65 billion | Sep 2025 | we are updating our 10-year capital plan from $65.5 billion to $66.7 billion, reflecting a $1.2 billion increase | Revised Up |
| Annual capital investment target | $6.8 billion | Dec 2025 | remain on track to execute $6.8 billion of planned capital investment this year for the benefit of our customers and communities | On Track |
20 of CENTERPOINT ENERGY INC's 38 targets are still open. See which are on track and which have gone quiet. The 3 above are the free sample; 35 more targets are in the full ledger.
Claimed
- Reported non-GAAP EPS of $0.40 for Q2 2026, contributing to reaffirming full-year guidance.
- Submitted over 17 GW of large load projects through ERCOT's Batch Zero process, with 14 GW expected to be eligible, representing a 65% increase from Houston Electric's current system peak.
- Increased 10-year capital investment plan by $1.2 billion to $66.7 billion without requiring additional equity financing.
- Houston Electric rate base CAGR expected to exceed 18% over the next 3 years.
- Anticipated over $5 billion in residential and commercial electric customer savings over the next decade in Texas due to large load additions.
Qualified
- Milder weather across Texas and Indiana service territories resulted in $0.01 unfavorable impact on Q2 EPS.
- Higher interest expense was $0.01 unfavorable for Q2 EPS, reflecting new issuances.
- 3 GW of Batch Zero submissions are pending ERCOT approval of required studies, making their path to energization currently unclear.
Price
$39.56 −2.44% · −$0.99
Performance −0.2% 1Y
1Y: $39.64 on 17 Oct 2025 → $39.56. High $45.04 (26 Jun 2026), low $36.62 (28 Sept 2026).
- Previous close
- $40.55
- 52-week range
- $36.62 – $45.04
- One year
- −1.64%
Overview
- Symbol
- CNP
- Sector
- Utilities
- Exchange
- US
- Currency
- USD
Guidance
What management said, and what became of it
18 of 18 judged targets kept · 20 open · verdicts reflect calls analysed to Jun 2026.
| Target | Original wording | Said | Latest call | Verdict |
|---|---|---|---|---|
| Submit the remaining firmly committed large load projects to ERCOT for approval | submit the remaining 9 gigawatts of projects to ERCOT within the next few weeks | Mar 2026 | I will provide an update on the significant progress we have made through ERCOT's new Batch Zero process, including the submission of more than 17 gigawatts of large load projects | Achieved |
| 10-year capital investment plan through 2035 | at least $65 billion | Sep 2025 | we are updating our 10-year capital plan from $65.5 billion to $66.7 billion, reflecting a $1.2 billion increase | Revised Up |
| Annual capital investment target | $6.8 billion | Dec 2025 | remain on track to execute $6.8 billion of planned capital investment this year for the benefit of our customers and communities | On Track |
Claimed
- Reported non-GAAP EPS of $0.40 for Q2 2026, contributing to reaffirming full-year guidance.
- Submitted over 17 GW of large load projects through ERCOT's Batch Zero process, with 14 GW expected to be eligible, representing a 65% increase from Houston Electric's current system peak.
- Increased 10-year capital investment plan by $1.2 billion to $66.7 billion without requiring additional equity financing.
- Houston Electric rate base CAGR expected to exceed 18% over the next 3 years.
- Anticipated over $5 billion in residential and commercial electric customer savings over the next decade in Texas due to large load additions.
Qualified
- Milder weather across Texas and Indiana service territories resulted in $0.01 unfavorable impact on Q2 EPS.
- Higher interest expense was $0.01 unfavorable for Q2 EPS, reflecting new issuances.
- 3 GW of Batch Zero submissions are pending ERCOT approval of required studies, making their path to energization currently unclear.
The full ledger
Open CENTERPOINT ENERGY INC’s full ledger
A free account opens 5 company ledgers a month. All 38 tracked commitments, with each call’s wording and source.
Call summaries
Mar 2026 (Q1 FY26) — Apr 23, 2026
CenterPoint Energy Q1 FY26 — Firmly committed Houston load jumps to 12.2 GW as EPS growth reaffirmed
Read the full callDec 2025 (Q4 FY25) — Feb 19, 2026
CenterPoint Energy Q4 FY25 — Accelerated Load Growth and Expanded Capital Plan
Read the full callEvery analysed call
CenterPoint Energy earnings calls (CNP)
Financials
What the filings say
Net profit, year on year: +6% (quarter to mar 2026 against mar 2025).
| Line item | Jun 2024 | Sep 2024 | Dec 2024 | Mar 2025 | Jun 2025 | Sep 2025 | Dec 2025 | Mar 2026 |
|---|---|---|---|---|---|---|---|---|
| Sales | 1,905 | 1,856 | 2,262 | 2,920 | 1,944 | 1,988 | 2,505 | 2,975 |
| Expenses | 1,438 | 1,432 | 1,779 | 2,271 | 1,527 | 1,486 | 1,963 | 2,317 |
| Operating profit | 467 | 424 | 483 | 649 | 417 | 502 | 542 | 658 |
| Operating margin | 24.5% | 22.8% | 21.4% | 22.2% | 21.4% | 25.3% | 21.6% | 22.1% |
| Other income | -206 | -179 | -203 | -271 | -164 | -216 | -212 | -249 |
| Interest | 217 | 195 | 222 | 238 | 195 | 243 | 227 | 279 |
| Profit before tax | 261 | 245 | 280 | 378 | 253 | 286 | 330 | 409 |
| Tax rate | 12.6% | 21.2% | 11.4% | 21.4% | 21.7% | −2.5% | 20.0% | 22.7% |
| Net profit | 228 | 193 | 248 | 297 | 198 | 293 | 264 | 316 |
| EPS ($ per share) | 0.36 | 0.30 | — | 0.45 | 0.30 | 0.45 | — | 0.48 |
| Line item | Dec 2018 | Dec 2019 | Dec 2020 | Dec 2021 | Dec 2022 | Dec 2023 | Dec 2024 | Dec 2025 |
|---|---|---|---|---|---|---|---|---|
| Equity capital | 5 | 5 | 6 | 6 | 6 | 6 | 6 | 6 |
| Reserves | 349 | 632 | -845 | 154 | 709 | 1,092 | 1,572 | 2,043 |
| Total liabilities | 19,035 | 27,170 | 25,123 | 28,264 | 28,504 | 30,048 | 33,102 | 35,381 |
| Fixed assets | 14,044 | 20,624 | 22,362 | 23,484 | 27,143 | 29,853 | 32,089 | 34,056 |
| Investments | 540 | 822 | 871 | 1,439 | 510 | 541 | 561 | 510 |
| Total assets | 27,093 | 35,529 | 33,471 | 37,679 | 38,546 | 39,715 | 43,768 | 46,534 |
| Line item | Dec 2018 | Dec 2019 | Dec 2020 | Dec 2021 | Dec 2022 | Dec 2023 | Dec 2024 | Dec 2025 |
|---|---|---|---|---|---|---|---|---|
| Cash from operations | 2,136 | 1,638 | 1,995 | 22 | 1,810 | 3,877 | 2,139 | 2,486 |
| Cash from investing | -1,207 | -8,421 | -1,265 | -1,851 | -1,628 | -4,233 | -4,489 | -4,016 |
| Cash from financing | 3,053 | 2,776 | -834 | 1,916 | -345 | 374 | 2,271 | 1,549 |
| Capital expenditure | -1,651 | -2,506 | -2,596 | -3,164 | -4,419 | -4,401 | -4,513 | -4,870 |
| Free cash flow | 485 | -868 | -601 | -3,142 | -2,609 | -524 | -2,374 | -2,384 |
CNP revenue by segment
Electric shrank from 67% to 64% of revenue over the last two years.
| Segment | Q3 FY2024 | Q4 FY2024 | Q1 FY2025 | Q2 FY2025 | Q3 FY2025 | Q4 FY2025 | Q1 FY2026 | Q2 FY2026 | YoY growth latest quarter |
|---|---|---|---|---|---|---|---|---|---|
| Electric | 67% | 48% | 36% | 61% | 69% | 49% | 41% | 64% | +15.6% |
| Natural Gas | 33% | 52% | 64% | 39% | 31% | 51% | 59% | 36% | +2.5% |
| Corporate and Other | <1% | <1% | <1% | <1% | <1% | <1% | <1% | <1% | +50.0% |
Share of consolidated revenue by quarter. Q4 is the fiscal year less its first three quarters.
See how segments are shifting across companies → Segment Shift
CNP operating KPIs by quarter
| KPI | Dec 2024 Q4 FY24 | Mar 2025 Q1 FY25 | Sep 2025 Q3 FY25 | Change vs prior quarter |
|---|---|---|---|---|
| Capital expenditures Base work | $1.2BIn the fourth quarter of 2024, we invested $1.2 billion of base work for the benefit of our customers and communities.Source: earnings call transcript | $1.3BIn the first quarter of 2025, we invested $1.3 billion of base work for the benefit of our customers and communities.Source: earnings call transcript | $1.3BIn the third quarter, we invested $1.3 billion of base work for the benefit of our customers and communities, which, combined with the $2.4 billion we invested in the first half of the year, represents approximately 70% of our total year target.Source: earnings call transcript | 0% |
Operating figures the company stated on at least two of the calls shown, checked against each call's transcript. Click a figure to read the sentence. A dash means it was not stated that quarter.
Insider filings
38 filings between Nov 6, 2025 and Oct 1, 2026.
Open market
decisions to buy or sellPurchases
$40.7K
1 purchase by 1 insider
Sales
$240.7K
1 sale by 1 insider
Compensation
not trading decisions- 22
- Award — granted as compensation
- 14
- Tax withheld — shares kept back by the company to cover tax
Who traded
open market only| Insider | Bought | Sold | Last filing |
|---|---|---|---|
| Smith Phillip R | — | $240.7K | Nov 6, 2025 |
| Fitch Laurie Lee | $40.7K | — | Aug 17, 2026 |
Latest filings (50)
| Date | Insider | What | Shares | Value |
|---|---|---|---|---|
| Oct 1, 2026 | Clark Lauren Chesley EVP and CHRO | Award | 32,249 | $0 |
| Aug 17, 2026 | Fitch Laurie Lee Director | Purchase | 1,000 | $40.7K |
| Aug 11, 2026 | Wright Russell Keith VP and CAO | Tax withheld | 211 | $8.5K |
| Aug 11, 2026 | Soto Jesus Jr. EVP and COO | Tax withheld | 15,151 | $608.8K |
| Aug 11, 2026 | Soto Jesus Jr. EVP and COO | Tax withheld | 1,924 | $77.3K |
| May 5, 2026 | Foster Christopher A EVP and CFO | Tax withheld | 5,867 | $255.4K |
| May 1, 2026 | Cloonan Wendolynn Montoya Director | Award | 4,037 | $0 |
| May 1, 2026 | Seavers Dean Director | Award | 4,037 | $0 |
| May 1, 2026 | Raquelle Wooten Lewis Director | Award | 4,037 | $0 |
| May 1, 2026 | Malik Thaddeus J. Director | Award | 4,037 | $0 |
| May 1, 2026 | Miranda Manuel Benito Director | Award | 4,037 | $0 |
| May 1, 2026 | Fitch Laurie Lee Director | Award | 4,037 | $0 |
| May 1, 2026 | Herman Michael Albert Director | Award | 4,037 | $0 |
| May 1, 2026 | DUGANIER BARBARA J Director | Award | 4,037 | $0 |
| May 1, 2026 | Pound Ted Director | Award | 4,037 | $0 |
| May 1, 2026 | Franklin Chris Director | Award | 4,037 | $0 |
| Feb 19, 2026 | Karuturi Monica EVP and General Counsel | Tax withheld | 10,811 | $461.0K |
| Feb 19, 2026 | Colvin Kristie SVP and CAO | Award | 25,646 | $0 |
| Feb 19, 2026 | Colvin Kristie SVP and CAO | Tax withheld | 6,719 | $286.5K |
| Feb 19, 2026 | Colvin Kristie SVP and CAO | Tax withheld | 3,007 | $128.2K |
| Feb 19, 2026 | Wells Jason P. President & CEO | Award | 173,594 | $0 |
| Feb 19, 2026 | Wells Jason P. President & CEO | Tax withheld | 64,813 | $2.76M |
| Feb 19, 2026 | Wells Jason P. President & CEO | Tax withheld | 29,215 | $1.25M |
| Feb 19, 2026 | Ryan Jason Michael EVP, Reg. Svcs. & Gov. Affairs | Award | 69,271 | $0 |
| Feb 19, 2026 | Ryan Jason Michael EVP, Reg. Svcs. & Gov. Affairs | Tax withheld | 23,868 | $1.02M |
| Feb 19, 2026 | Ryan Jason Michael EVP, Reg. Svcs. & Gov. Affairs | Tax withheld | 7,813 | $333.1K |
| Feb 19, 2026 | Karuturi Monica EVP and General Counsel | Award | 80,596 | $0 |
| Feb 19, 2026 | Karuturi Monica EVP and General Counsel | Tax withheld | 28,282 | $1.21M |
| Feb 19, 2026 | Foster Christopher A EVP and CFO | Award | 76,929 | $0 |
| Feb 19, 2026 | Foster Christopher A EVP and CFO | Tax withheld | 26,843 | $1.14M |
| Feb 19, 2026 | Foster Christopher A EVP and CFO | Tax withheld | 4,881 | $208.1K |
| Feb 11, 2026 | Colvin Kristie SVP and CAO | Award | 3,325 | $0 |
| Feb 11, 2026 | Wells Jason P. President & CEO | Award | 76,736 | $0 |
| Feb 11, 2026 | Ryan Jason Michael EVP, Reg. Svcs. & Gov. Affairs | Award | 13,666 | $0 |
| Feb 11, 2026 | Karuturi Monica EVP and General Counsel | Award | 20,872 | $0 |
| Feb 11, 2026 | Foster Christopher A EVP and CFO | Award | 25,076 | $0 |
| Feb 11, 2026 | Soto Jesus Jr. EVP and COO | Award | 20,207 | $0 |
| Nov 6, 2025 | Smith Phillip R Director | Sale | 6,200 | $240.7K |
| Aug 11, 2025 | Soto Jesus Jr. EVP and COO | Award | 14,662 | $0 |
| Aug 11, 2025 | Soto Jesus Jr. EVP and COO | Award | 155,561 | $0 |
| May 12, 2025 | Fitch Laurie Lee Director | Purchase | 800 | $29.4K |
| May 9, 2025 | Fitch Laurie Lee Director | Purchase | 1,900 | $71.4K |
| May 5, 2025 | Foster Christopher A EVP and CFO | Tax withheld | 24,859 | $966.5K |
| May 1, 2025 | Malik Thaddeus J. Director | Award | 4,534 | $0 |
| May 1, 2025 | Seavers Dean Director | Award | 4,534 | $0 |
| May 1, 2025 | Cloonan Wendolynn Montoya Director | Award | 4,534 | $0 |
| May 1, 2025 | DUGANIER BARBARA J Director | Award | 4,534 | $0 |
| May 1, 2025 | Franklin Chris Director | Award | 4,534 | $0 |
| May 1, 2025 | Raquelle Wooten Lewis Director | Award | 4,534 | $0 |
| May 1, 2025 | Smith Phillip R Director | Award | 4,534 | $0 |
Source: SEC Form 4 filings. Form 4 reports transactions, not the cap table — absence of filings says nothing about how much an insider owns, and a quiet window is not a signal.
Your own record
Start an Inve Case for CENTERPOINT ENERGY INC
Free account. Everything above stays public.
Write why you follow CENTERPOINT ENERGY INC and the condition you want checked. Inve compares your numeric conditions with available results and management guidance; your own conditions remain yours to review.
Keep reading
Other companies in Utilities
Nearest to CenterPoint Energy by market cap among the sector's top 20 companies at Q2 2026.