Q1 25 EPS
$0.82
BEAT +19.64%
Est. $0.69
Q1 25 Revenue
$2.85B
MISS 6.63%
Est. $3.05B
vs S&P Since Q1 25
+7.1%
BEATING MARKET
ETR +39.4% vs S&P +32.3%
Market Reaction
Did ETR Beat Earnings? Q1 2025 Results
Entergy posted a standout first quarter in 2025, with earnings per share of $0.82 beating the Wall Street consensus of $0.69 by 19.64%, even as revenue of $2.85 billion came in 6.63% below estimates despite growing 1.9% year over year. The primary en… Read more Entergy posted a standout first quarter in 2025, with earnings per share of $0.82 beating the Wall Street consensus of $0.69 by 19.64%, even as revenue of $2.85 billion came in 6.63% below estimates despite growing 1.9% year over year. The primary engine behind the earnings strength was the Utility segment, which generated $490.00 million in net income, driven by favorable weather that lifted retail sales volume, constructive regulatory rate actions across operating companies, and lower operating and maintenance expenses; those gains more than offset rising interest costs from higher debt balances and increased depreciation tied to growing plant investment. Industrial demand was a notable bright spot, with weather-adjusted retail sales rising 5.2%, led by a 9.3% surge in industrial volume from petroleum refining, chlor-alkali, and primary metals customers, a trend mirroring broader regional power demand growth seen across the utility sector. Entergy also completed a $1.50 billion common stock offering to support its aggressive capital program, spending $1.66 billion in the quarter alone. The company reaffirmed its full-year 2025 adjusted EPS guidance range of $3.75 to $3.95, reflecting confidence in continued execution.
Key Takeaways
- • Higher retail sales volume including favorable weather impacts
- • Net effect of regulatory actions across operating companies including formula rate plans
- • Lower other O&M expenses due to decreased contract costs and compensation true-ups
- • Industrial volume increased 9.3% driven by petroleum refining, chlor-alkali, and primary metals customers
- • Residential sales increased 4.5% weather-adjusted
- • Weather-adjusted retail sales increased 5.2%
ETR YoY Financials
Q1 2025 vs Q1 2024, source: SEC Filings
ETR Revenue by Segment
With YoY comparisons, source: SEC Filings
“We had a productive start to the year with progress on our key objectives. We are confident in the opportunity ahead as well as our ability to execute and deliver value on behalf of our customers and all stakeholders.”
— Drew Marsh, Q1 2025 Earnings Press Release
ETR Earnings Trends
ETR vs Market 30 Day Price Reactions
30-day stock return vs benchmark after each earnings
ETR EPS Trend
Earnings per share: estimate vs actual
ETR Revenue Trend
Quarterly revenue: estimate vs actual
ETR Quarterly Results
5 quarters of earnings data
| Quarter | EPS Est. | EPS Act. | Surprise | Revenue | Rev. Surprise |
|---|---|---|---|---|---|
| Q1 26 BEAT | $0.84 | $0.86 | +2.25% | $3.19B | +9.65% |
| Q4 25 MISS FY | $0.52 | $0.51 | -2.54% | $2.96B | -1.20% |
| FY Full Year | $3.91 | $3.91 | -0.08% | $12.95B | +0.18% |
| Q3 25 BEAT | $1.44 | $1.53 | +6.47% | $3.81B | +0.70% |
| Q2 25 BEAT | $0.91 | $1.05 | +15.11% | $3.33B | +4.96% |
| Q1 25 BEAT | $0.69 | $0.82 | +19.64% | $2.85B | -6.63% |