Entergy (ETR) Earnings Date & Reports

Entergy posted first quarter 2026 as-reported EPS of $0.83 and adjusted EPS of $0.86, up from $0.82 in Q1 2025. As-reported net income was $385 million, with adjusted earnings at $399 million. Revenue totaled $3.19 billion, exceeding the $2.89 billion consensus. Utility segment earnings climbed to $540 million ($1.17 per share), boosted by regulatory actions and CWIP returns, offset by higher interest and depreciation. Parent & Other saw losses widen due to a non-cash impairment on a power plant sale.

Key metrics shone: weather-adjusted retail sales up 6%, powered by 15% industrial growth from data centers and manufacturing. Weather was slightly unfavorable at -$0.10 million after-tax. The company affirmed 2026 adjusted EPS guidance at $4.25-$4.45, raised 2027 outlook by $0.20, and 2029 by $0.50 to $6.40, supported by 8.5% retail sales CAGR through 2029 (16% industrial).

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Market Reaction and Investor Sentiment

Post-earnings, Entergy shares rose about 4.2% initially, reflecting optimism over the EPS beat, revenue surprise, guidance affirmation, and long-term raises amid the Meta deal and capital expansion. Sentiment turned positive on robust demand signals, though some reports noted modest pre-market gains of 0.85%-1.48% before minor pullbacks. Investors focused on growth prospects outweighing a slight as-reported EPS dip and Parent & Other losses.

Forward Outlook and Key Factors to Monitor

Entergy's updated $57 billion four-year capital plan (2026-2029) targets rising demand, including $12.9 billion for new generation like 7 combined-cycle gas turbines (>5,200 MW), $14 billion transmission, and $8 billion renewables/storage. The landmark 20-year electric service agreement with Meta's Evest LLC in Louisiana includes generation/transmission investments, up to 2,500 MW renewables under green tariff, and nuclear uprates, delivering $2 billion in retail customer savings via Fair Share Plus.

Regulatory progress supports execution: approvals for Arkansas Cypress Solar (600 MW + 350 MW battery), Texas OCAPS (on-system cost of alternative power supply) GCRR ($1.2 billion), and filings for Louisiana CCCTs, solar, transmission. Monitor rate case outcomes, securitization of storm costs, and grid hardening riders.

Key watches include sustained 8.5% retail/16% industrial sales CAGR, weather impacts (now ~$0.50 EPS contribution), O&M timing (Q2 headwind), effective tax rate (~21%), and credit metrics like CFO to debt (>14%). No equity raises needed until late 2027. Upcoming Investor Day in June will detail multi-year strategy.

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