Algonquin Power & Utilities

Algonquin Power & Utilities (AQN) Q1 2025 Earnings

Reported May 9, 2025 at 6:47 AM ET · SEC Source

Q1 25 EPS

$0.12

BEAT +25.13%

Est. $0.10

Q1 25 Revenue

$692.4M

BEAT +6.09%

Est. $652.6M

vs S&P Since Q1 25

-35.7%

TRAILING MARKET

AQN -3.8% vs S&P +32.0%

Market Reaction

Did AQN Beat Earnings? Q1 2025 Results

Algonquin Power & Utilities delivered a notably strong first quarter of 2025, posting earnings per share of $0.12 against a consensus estimate of $0.10, a beat of 25.13%, while revenue of $692.40 million cleared expectations of $652.63 million by 6.0… Read more Algonquin Power & Utilities delivered a notably strong first quarter of 2025, posting earnings per share of $0.12 against a consensus estimate of $0.10, a beat of 25.13%, while revenue of $692.40 million cleared expectations of $652.63 million by 6.09% and grew 7.2% year-over-year. The headline financial story, however, is rooted in transformation: the January 8 completion of AQN's sale of its renewable energy business to LS Power for approximately $2.09 billion in after-tax proceeds formally recast the company as a pure-play regulated utility, retiring roughly $1.37 billion in renewable energy debt and trimming quarterly interest expense to $71.40 million from $89.60 million a year earlier. The Regulated Services Group anchored operating results with $134.60 million in net earnings, driven by new rate implementations totaling $15.70 million across multiple utility systems. Looking ahead, pending rate cases, including a $92.10 million request from Empire Electric and a $39.80 million filing from CalPeco, signal meaningful potential revenue growth as incoming CEO Roderick West shapes the company's next chapter.

Key Takeaways

  • Implementation of new rates ($15.7 million) at BELCO Electric, Midstates and Peach State Gas, and several water systems
  • Favorable weather contributing approximately $11.0 million at Empire Electric System
  • Lower interest expense of $13.6 million from debt repayment using Renewables Sale and Atlantica sale proceeds
  • Lower depreciation of $8.2 million due to one-time adjustments at Granite State Electric and Sarival plant
  • One-time $13.4 million tax recovery in Hydro Group from asset reorganization related to the Renewables Sale
  • Absence of $147.7 million Atlantica fair value mark-to-market loss recorded in Q1 2024
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AQN YoY Financials

Q1 2025 vs Q1 2024, source: SEC Filings

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AQN Revenue by Segment

With YoY comparisons, source: SEC Filings

Q1 25 Q1 26
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AQN Revenue by Geography

With YoY comparisons, source: SEC Filings

Q1 25 Q1 26