Guidance
← 실적 발표
01
02
03
04 05 06
톤
자본지출
A1 A2 A3
ETR
FY2026 Q1
개선
Entergy Corporation 실적 발표
Buzzberg 분석
2029 EPS outlook raised to $6.40
Entergy delivered a strong Q1 2026, highlighted by a major new data center agreement with Meta that significantly boosts its capital plan and long-term earnings outlook. Management raised EPS guidance for 2027 and 2029 and increased its four-year capital plan to $57 billion, with the full impact of the Meta deal expected to drive further growth. Announced a new electric service agreement with Meta, adding another data center in North Louisiana, with $2 billion in fair share value and commitments for 2.5 GW of renewables.
Buzzberg 분석 2029 EPS outlook raised to $6.40 Entergy delivered a strong Q1 2026, highlighted by a major new data center agreement with Meta that significantly boosts its capital plan and long-term earnings outlook. Management raised EPS guidance for 2027 and 2029 and increased its four-year capital plan to $57 billion, with the full impact of the Meta deal expected to drive further growth. Announced a new electric service agreement with Meta, adding another data center in North Louisiana, with $2 billion in fair share value and commitments for 2.5 GW of renewables. 전체 분석 보기분석 접기
Entergy delivered a strong Q1 2026, highlighted by a major new data center agreement with Meta that significantly boosts its capital plan and long-term earnings outlook. Management raised EPS guidance for 2027 and 2029 and increased its four-year capital plan to $57 billion, with the full impact of the Meta deal expected to drive further growth. Announced a new electric service agreement with Meta, adding another data center in North Louisiana, with $2 billion in fair share value and commitments for 2.5 GW of renewables.
- Raised four-year capital plan to $57 billion, a $14 billion increase from last quarter, primarily driven by Meta's infrastructure needs including seven new combined cycle units.
- Increased adjusted EPS outlook for 2027 by 20 cents and for 2029 to $6.40, with expectations of similar year-over-year growth into 2030.
- Reported Q1 2026 adjusted EPS of $0.86, with overall retail sales growth of 6% and industrial sales growth of 15%.
RETAIL_SALES 매출 성장률6%보고값
매출$3.1876B+8% 전분기 대비
주당순이익(EPS)$0.86보고값
매출총이익률68.66%보고값
근거 있는 핵심 내용 6개
지금 중요한 점
이번 발표에서 가장 의미 있는 변화를 정리했습니다.
Demand
Retail sales growth now 8.5% through 2029
Customer
Meta deal adds $2 billion in fair share benefits
핵심 내용 3개 더 보기
Demand
Still 7-12 GW pipeline of data center customers
Capex
Capital plan now $57 billion, up $14 billion
Strategy
Conservative approach: only signed data centers in plan
보고 기간
보고 실적
| 지표 | 보고값 | 변화 |
|---|---|---|
| RETAIL_SALES 매출 성장률 | 6% | 보고값 |
| 매출 | $3.1876B | +8% 전분기 대비 |
| 주당순이익(EPS) | $0.86 | 보고값 |
| 매출총이익률 | 68.66% | 보고값 |
| 영업이익률 | 17.95% | 보고값 |
| 잉여현금흐름 | $-1.4233B | -43% 전분기 대비 |
향후 전망
향후 가이던스
| 지표 | 기간 | 범위 | 중간값 | 상태 |
|---|---|---|---|---|
| 자본지출 | FY2029 | $57B | $57B | 상향 |
| 주당순이익(EPS) | FY2029 | $6.40 | $6.40 | 상향 |
| 매출RETAIL_SALES | FY2029 | 8.5% | 8.5% | 상향 |
AI, 자본지출 및 수요 분석
경영진 분석
Confident
Management expressed confidence in execution, regulatory support, and continued growth, highlighted by raising outlooks and citing a strong project pipeline.
투자 및 생산능력
Management raised its four-year capital plan to $57 billion, up $14 billion from last quarter, primarily to fund seven new combined-cycle gas turbines, transmission, and battery storage for the Meta data center agreement. The plan excludes transmission, renewables, and nuclear upgrade investments that could be added later.
아래에 언급된 기업 2개 모두 표시
기업발표 이후 수익률
고객
고객
Drew Marsh
Entergy is deploying capital that is fully underwritten by Meta's minimum bills and tariff contributions, creating a utility-scale data center buildout with zero customer rate risk. — Meta is bearing the cost of new utility infrastructure, reducing its own cost of power over time while securing capacity, a model that could be replicated with other hyperscalers.
근거
“In late March, we announced a new electric service agreement with Meta for another data center in North Louisiana. The fair share value from this agreement alone is expected to be $2 billion, which is included in the $7 billion I mentioned.”
공급망
공급망
Drew Marsh
Entergy has locked in turbine capacity for future data center growth beyond the current plan. — Secure turbine supply agreements signal a multi-year order backlog for turbine OEMs, insulating them from demand cyclicality.
근거
“we have additional turbines both on that slide and we're not standing still relative to continuing to ensure that that we can support that incremental growth”
외부 신호
공급망 알파 · 3발표 이후 수익률
Entergy has locked in turbine capacity for future data center growth beyond the current plan.
Entergy is deploying capital that is fully underwritten by Meta's minimum bills and tariff contributions, creating a utility-scale data center buildout with zero customer rate risk.
근거
“The cost of the proposed facilities will be covered by payments from META, whether from their tariff or other contributions, yet all customers will realize reliability and resilience benefits and lower fuel costs from these investments.”
Entergy's pipeline of 7-12 GW of potential data center customers remains robust after the Meta deal, suggesting sustained demand for power infrastructure.
근거
“After all agreements signed to date, including the recent agreement with Meta, we still have a pipeline of 7 to 12 gigawatts of potential data center customers that are not in our plan.”
방법론 및 범위
경영진 발언만 분석합니다. 검증된 기업 언급 2개를 모두 표시하며, 보고 실적과 향후 가이던스를 분리합니다. 공개 근거는 화자가 표시된 짧은 인용문 8개로 제한됩니다. AI 분석은 불완전하거나 틀릴 수 있으므로 중요한 주장은 원문에서 확인하세요.