Dominion Energy Inc
Q4 2025 Earnings
Market Reaction
S&P 500 over the same 30 days: −3.75%.
Did D Beat Earnings? Q4 2025 Results
Dominion Energy closed out 2025 with a fourth-quarter earnings beat that extended its winning streak to four consecutive quarters, posting adjusted EPS of $0.68 against a consensus estimate of $0.67 and revenue of $4.09 billion that ran nearly 10% ahead of the $3.72 billion analysts had expected. Revenue surged 20.4% from the year-ago period's $3.40 billion, reflecting broad-based growth across the company's regulated utility platform. A standout contributor to the quarter's strength was Dominion Energy Virginia, where rider equity returns added $96 million to operating earnings, complemented by customer usage growth and favorable weather. Full-year 2025 operating earnings reached $2.97 billion, or $3.42 per share, compared to $2.39 billion, or $2.77 per share, in 2024. Looking ahead, management issued 2026 operating EPS guidance of $3.45 to $3.69, with a midpoint of $3.57, and extended its 5% to 7% annual EPS growth target through 2030, with a bias toward the upper half of that range for 2028 through 2030, underpinned by a substantially expanded $64.7 billion five-year capital spending plan targeting surging electricity demand from data centers.
- Rider equity return contributed $96M increase in Q4 for Dominion Energy Virginia
- Customer usage and other factors added $42M in Q4 for Dominion Energy Virginia
- Planned Millstone outage timing benefit of $53M in Q4 for Contracted Energy
- Renewable energy production tax credits contributed $44M in Q4 for Contracted Energy
- Renewable energy investment tax credits contributed $21M in Q4 for Contracted Energy
- Margin improvement of $27M in Contracted Energy
- Weather contributed $16M positive impact for Dominion Energy Virginia in Q4
- Base & RSA rate case impacts of $3M for Dominion Energy South Carolina in Q4
- Full-year rider equity return increased $507M for Dominion Energy Virginia
Forward Guidance & Outlook
Dominion Energy announced full-year 2026 operating earnings guidance of $3.45 to $3.69 per share with a midpoint of $3.57 per share, which includes $0.07 per share from RNG 45Z income. The company extended its long-term annual operating EPS growth guidance of 5% to 7% through 2030, off the original 2025 operating EPS guidance midpoint of $3.30 per share (excluding RNG 45Z), with a bias to the upper half of the growth rate range for 2028 through 2030. The company also reaffirmed its existing credit and dividend guidance.
D YoY Financials
Figures from SEC filings and company reports. Not investment advice.