CenterPoint Energy, Inc. CNP

The Motley Fool 4 nov

CenterPoint Energy increased its 10-year capital plan by $4 billion to support rapid industrial expansion in Greater Houston. The company expects over 14% annual rate base growth through 2030, with efficient financing that limits new equity issuance to $1.6 billion for $4 billion in investments, protecting existing shareholders from dilution.

Zacks Investment Research 2 nov

Entergy Corporation reported Q3 2026 earnings of $1.98 per share, beating estimates by 15.8% with a 29.4% year-over-year increase. Revenues rose 14.5% to $4.37 billion, driven by higher electricity demand and 7.4% retail sales growth. The company narrowed its 2026 guidance to $4.35-$4.45 per share and maintained its target of over 8% annual earnings growth through 2030, supported by a $55 billion capital investment plan for 2027-2030.

Zacks Investment Research 2 nov

Public Service Enterprise Group (PSEG) reported Q3 2026 adjusted EPS of $1.15, missing consensus estimates by 5%, with revenues declining 6.4% to $3.02 billion. Despite a 27.3% drop in operating income, the company reaffirmed its 2026 adjusted EPS guidance of $4.28-$4.40. Electric and gas sales showed mixed trends, while nuclear generation increased. The company carries a Zacks Rank #3 (Hold).

Zacks Investment Research 30 oct

Dominion Energy (D) reported Q3 2026 operating earnings of $1.28 per share, up 20.8% year-over-year, beating consensus estimates. Revenues surged 24.1% to $5.62 billion. The company reaffirmed its 2026 EPS guidance of $3.45-$3.69 and maintained its 5-7% annual earnings growth target through 2030. Strong performance was driven by Virginia utility earnings of $862 million, favorable rates, and data center demand in Virginia reaching 54.9 GW.

Zacks Investment Research 30 oct

Edison International (EIX) reported Q3 2026 core EPS of $1.92, beating estimates by 4.9%, but revenues of $4.89 billion missed by 11.7%. Southern California Edison's earnings declined 17.9% year-over-year due to absence of prior-year GRC benefits. EIX reaffirmed 2026 guidance of $5.90-$6.20 EPS and maintained 5-7% annual earnings growth target through 2030.