Entergy Corporation

Entergy Corporation Earnings Recaps

ETR Utilities 3 recaps
Q1 2026 Apr 30, 2026

Entergy shares rose 4.2% following Q1 earnings, as the company raised its adjusted EPS outlook on the back of significant retail sales growth and a landmark Electric Service Agreement with Meta, reinforcing the market’s positive reaction to upside in sales, customer benefits, and a visibility boost to long-term growth initiatives.

Key takeaways
  • Entergy reported Q1 adjusted EPS of $0.86 and raised its 2026 adjusted EPS outlook, citing 8.5% retail sales growth.
  • The new Electric Service Agreement with Meta is expected to generate $2 billion in customer benefits; over $15 billion of capital investments tied to this and other projects are pending regulatory approval.
  • Total signed electric service agreements year-to-date exceeded 1,000 megawatts, pointing to customer growth beyond just the data center segment, with a large incremental data center pipeline (7–12 GW) still unplanned.
  • Community benefits from the Meta agreement will direct $140 million to energy efficiency programs and $120 million to low-income support, including a 5x annual increase for Power to Care in 2025.
  • Management highlighted operational improvements such as $30 million in capital savings on transmission projects and progress on power generation milestones.
Full recap
Q3 2025 Oct 30, 2025

Entergy Corporation reported strong third-quarter results with adjusted earnings per share of $1.53, while effectively managing customer rates and advancing infrastructure investments.

Key takeaways
  • Adjusted EPS of $1.53 with guidance raised by $0.10 at the lower end.
  • Achieved first quartile Net Promoter Score for residential utility service, reflecting enhanced customer satisfaction.
  • Launched a $300 million "Superpower Mississippi" initiative to improve grid reliability, leveraging new revenues from large industrial customers.
  • Expanded data center pipeline from 7 to 12 gigawatts, indicating robust demand in service areas.
  • Secured key equipment for planned generation and transmission projects, positioning for continued growth and operational efficiency.
Full recap
Q2 2025 Aug 1, 2025

Entergy reported adjusted earnings of $1.05 per share for Q2 2025, maintaining strong performance while raising its capital plan to $40 billion in order to meet customer demand and expand its renewable energy portfolio.

Key takeaways
  • Adjusted earnings per share of $1.05, on track for 2025 guidance, signaling operational strength.
  • Secured significant growth opportunities in Arkansas and updated industrial sales growth forecast to approximately 13% over four years.
  • Expanded capital plan to $40 billion, focusing on customer-driven generation, including 3 GW of solar and 1.4 GW battery storage.
  • Advanced storm resilience initiatives with $2 billion approved, with $400 million invested to date in new substations and hardened infrastructure.
  • Robust economic development model attracting large customers, enhancing local job creation and tax base while minimizing costs for existing customers.
Full recap