Avista

Avista (AVA) Q2 2025 Earnings

Reported Aug 5, 2025 at 7:50 PM ET · SEC Source

Q2 25 EPS

$0.17

MISS 44.26%

Est. $0.31

Q2 25 Revenue

$400.0M

MISS 2.77%

Est. $411.4M

vs S&P Since Q2 25

-5.4%

TRAILING MARKET

AVA +12.3% vs S&P +17.7%

Market Reaction

Did AVA Beat Earnings? Q2 2025 Results

Avista delivered a disappointing second quarter, posting earnings per diluted share of $0.17 against a consensus estimate of $0.30, a miss of 44.26% that underscored just how sharply investment losses can distort an otherwise solid utility operation.… Read more Avista delivered a disappointing second quarter, posting earnings per diluted share of $0.17 against a consensus estimate of $0.30, a miss of 44.26% that underscored just how sharply investment losses can distort an otherwise solid utility operation. Revenue came in at $400.00 million, falling 2.77% below the $411.41 million analysts had expected and edging down 0.5% from the year-ago period. The culprit was a $10.00 million loss in the company's non-reportable segment, driven by unrealized losses on clean technology investments whose valuations were pressured by shifting public policy sentiment, pulling consolidated net income down to $14.00 million from $23.00 million in Q2 2024. Underneath that noise, the core Avista Utilities segment contributed $23.00 million in quarterly net income, supported by rate case outcomes, customer growth, and expanding electric and gas margins. Looking ahead, management confirmed 2025 consolidated guidance of $2.52 to $2.72 per diluted share but flagged the low end as the likely landing zone given the $0.15 per share in investment losses already absorbed in the first half, while noting Avista Utilities itself should track toward the upper end of its $2.43 to $2.61 per share range, offering some reassurance to income-focused investors drawn to the company's consistent dividend profile.

Key Takeaways

  • General rate case outcomes in Washington, Oregon, and Idaho driving electric and natural gas utility margin increases
  • Customer growth contributing to higher electric and natural gas utility margins
  • Non-decoupled load growth supporting electric utility margin
  • Unrealized losses on clean technology investments due to shifting public policy and sentiment negatively impacting consolidated results
  • Higher employee salaries and benefit costs and thermal generation costs increasing operating expenses
  • Increased depreciation and amortization from utility plant additions
  • Higher effective tax rate of 12.3% vs. 2.9% due to wind-down of tax customer credits
24/7 Wall St

AVA YoY Financials

Q2 2025 vs Q2 2024, source: SEC Filings

24/7 Wall St

AVA Revenue by Segment

With YoY comparisons, source: SEC Filings

Q1 25 Q4 25

“Our year-to-date results underscore the strength of our core utility operations. We are disappointed by the lower valuations in our investment portfolio during the second quarter, primarily related to our clean technology investments. The value of these investments was negatively impacted by shifting public policy and sentiment.”

— Heather Rosentrater, Q2 2025 Earnings Press Release