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Q4 25 EPS
$0.51
MISS 2.54%
Est. $0.52
Q4 25 Revenue
$2.96B
MISS 1.20%
Est. $2.99B
vs S&P Since Q4 25
+428.4%
BEATING MARKET
ETR +436.0% vs S&P +7.6%
Full Year 2025 Results
FY 25 EPS
$3.91
MISS 0.08%
Est. $3.91
FY 25 Revenue
$12.95B
BEAT +0.18%
Est. $12.92B
Market Reaction
Did ETR Beat Earnings? Q4 2025 Results
Entergy delivered a mixed fourth quarter to close out 2025, narrowly missing on the bottom line while edging ahead on revenue. The utility reported Q4 adjusted earnings of $0.51 per share, falling short of the $0.54 consensus estimate by 5.83%, as hi… Read more Entergy delivered a mixed fourth quarter to close out 2025, narrowly missing on the bottom line while edging ahead on revenue. The utility reported Q4 adjusted earnings of $0.51 per share, falling short of the $0.54 consensus estimate by 5.83%, as higher interest expense from expanded debt balances and elevated operations and maintenance costs weighed on per-share results. Revenue, however, came in at $2.96 billion, a 7.9% increase year-over-year and a slight beat against the $2.94 billion consensus. The quarter capped a full-year 2025 in which Entergy earned $3.91 per share, landing in the top half of its guidance range, with the Utility segment contributing $5.06 per share in adjusted earnings supported by formula rate plan approvals and industrial load growth of 6.7%. Morgan Stanley recently raised its price objective on the stock to $98, citing strong execution across the company's regulated portfolio. Looking ahead, Entergy initiated 2026 adjusted EPS guidance of $4.25 to $4.45, underpinned by continued capital investment in generation and transmission to serve rapidly growing data center and industrial demand.
Key Takeaways
- • Regulatory actions across operating companies including formula rate plans and riders
- • Higher retail sales volume including weather impacts, with weather-adjusted retail sales up 3.9% for full year
- • Industrial volume increased 6.7% driven by primary metals, petroleum refining, chlor-alkali, and technology industries
- • Residential sales increased 2.1% and commercial sales increased 1.2%
- • Return on construction work in progress for certain utility plant investments
- • Lower nuclear refueling outage expenses
- • Higher operating cash flow from customer receipts and production tax credit sale proceeds
- • Conclusion of legacy EWC purchased power agreement in December 2024
ETR YoY Financials
Q4 2025 vs Q4 2024, source: SEC Filings
ETR Revenue by Segment
With YoY comparisons, source: SEC Filings
“2025 was another important year in Entergy's transformational growth story as we continued to secure significant electric service agreements with data centers and traditional industrial customers.”
— Drew Marsh, Q4 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% |