CenterPoint Energy, Inc. (纽约证券交易所代码:CNP) 周四股价下跌,该公司报告调整后每股收益为40美分,与市场预期持平。
调整后每股收益同比增长25%,主要原因是增长、监管回收和运营维护成本下降,每项增加了5美分。此外,天气和使用情况带来了额外的增长2美分。
Jason Wells,CenterPoint的总裁兼首席执行官表示:“通过我们的GHRI工作,我们在建设全国最具韧性的沿海电网方面取得了重大进展。我们最近提交的57.5亿美元系统韧性计划将为我们的长期强化工作提供下一个重要步骤,并将加速我们自愈电网的交付,所有这些都将使我们的客户和社区受益。”
前景展望:CenterPoint将其到2030年的10年资本计划增加到475亿美元,其中包括为休斯顿地区电网韧性增加的5亿美元。
此外,CenterPoint更新了其对休斯顿电力服务区域内电力需求增长的预测,到2031年预计增长近50%。
该公司重申了2025年非GAAP每股收益指导为1.74-1.76美元(与市场预期的1.75美元相比),反映出2024年中点增长8%,并维持了其到2030年每年6%-8%的长期每股收益增长目标。
CenterPoint计划通过大约30亿美元的资产回收和证券化收益以及到2030年的26.5亿美元股权或类股权收益来有效地资助其资本投资计划。
投资者可以通过Virtus Reaves Utilities ETF (纽约证券交易所代码:UTES) 和Invesco S&P 500 Equal Weight Utilities ETF (纽约证券交易所代码:RSPU) 获得该股敞口。
价格变动:截至周四最新检查,CNP股价下跌1.26%,报33.66美元。
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图片来源:Shutterstock。
CenterPoint Energy, Inc. (NYSE:CNP) shares are trading lower on Thursday after the company reported adjusted EPS of 40 cents, which is in line with the consensus.
Adjusted EPS increased 25% year-over-year, driven by growth, regulatory recovery, and lower O&M, each adding 5 cents per share. Also, weather and usage contributed an additional 2 cents per share.
Jason Wells, President & CEO of CenterPoint, said, “Through our GHRI work, we’ve made significant progress on our goal of building the most resilient coastal grid in the nation. Our recently filed $5.75 billion Systemwide Resiliency Plan will provide the next significant step change in our long-term hardening work and will accelerate our delivery of a self-healing grid, all for the benefit of our customers and communities.”
Outlook: CenterPoint increased its 10-year capital plan through 2030 to $47.5 billion, adding $500 million for grid resiliency in the Houston region.
Also, CenterPoint updated its forecast for electric demand growth in its Houston Electric service territory, expecting nearly a 50% increase by 2031.
The company reaffirmed its 2025 non-GAAP EPS guidance of $1.74-$1.76 (vs. consensus of $1.75), reflecting 8% growth at the midpoint over 2024, and maintained its long-term EPS growth target of 6%-8% annually through 2030.
CenterPoint plans to efficiently fund its capital investment plan with around $3 billion in asset recycling and securitization proceeds starting in 2025, along with $2.65 billion in equity or equity-like proceeds through 2030.
Investors can gain exposure to the stock via Virtus Reaves Utilities ETF (NYSE:UTES) and Invesco S&P 500 Equal Weight Utilities ETF (NYSE:RSPU).
Price Action: CNP shares are down 1.26% at $33.66 at the last check Thursday.
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