The company filed a settlement agreement with the Minnesota Public Utilities Commission reached with intervenors on its 2023 rate caseMINNEAPOLIS, Nov. 25, 2024 /PRNewswire/ -- Today, CenterPoint Energy filed a settlement agreement with the Minnesota Public Utilities Commission (Commission) for its rate case submitted in November 2023, to adjust natural gas distribution service rates in 2024 and 2025. The company reached a settlement agreement with all intervening parties including: Minnesota Department of ...

GHRI Phase Two: Looking AheadAs part of the second phase of GHRI, which runs through May 31, 2025, CenterPoint teams will be taking additional actions including: installing 4,500 automated reliability devices to minimize sustained interruptions during major storm events and reduce restoration times; and establishing a network of 100 new weather monitoring stations. This part of GHRI Phase Two is set to begin in early 2025. The company plans to complete each of these actions before the start of the next hurr ...

Announcement follows completion of 350 more miles of newly hardened powerlines, on top of additional resiliency and hardening actions completed during Phase One of the Greater Houston Resiliency Initiative.HOUSTON, Nov. 14, 2024 /PRNewswire/ -- CenterPoint Energy today announced the completion of the last of its 42 critical initial actions and commitments it made to state leaders and customers in the aftermath of Hurricane Beryl to immediately strengthen the electric system and improve its storm response. A ...

Company plans to spread emergency Derecho response costs of approximately $450 million across 15 years; Customer bill impact expected to be about $1 per month Financial method expected to save customers more than $50 million in interest charges Derecho storm caused more than an estimated $5 billion in damages across the Greater Houston area unrelated to CenterPoint infrastructure HOUSTON, Nov. 8, 2024 /PRNewswire/ -- As part of its commitment to keeping customer bills more affordable, CenterPoint Energy ...

Company has completed Phase One of the Greater Houston Resiliency Initiative; continues to make progress on Phase Two of the Greater Houston Resiliency Initiative to be better prepared for 2025 hurricane season; and will file its multi-year system resiliency plan by January 2025 Company has continued to communicate with intervening parties and plans to resume settlement talks immediatelyHOUSTON, Nov. 8, 2024 /PRNewswire/ -- CenterPoint Energy (CenterPoint) today announced its plans to proceed with settleme ...

财务数据和关键指标变化 - 公司在2024年第三季度报告的非GAAP每股收益为0.31美元，较2023年第三季度的0.40美元有所下降 [48] - 2024年全年非GAAP每股收益指导范围为1.61至1.63美元，预计中位数较2023年增长8% [10][53] - 第三季度的运营和维护费用（O&M）较2023年增加了0.11美元，主要由于加速的GHRI计划 [49] 各条业务线数据和关键指标变化 - 在第三季度，客户驱动的投资贡献了0.09美元的收益，主要来自于去年更新的客户费率 [51] - 预计2025年非GAAP每股收益指导范围为1.74至1.76美元，较2024年中位数增长8% [55] 各个市场数据和关键指标变化 - 休斯顿地区的电力需求预计到2030年将增长超过30%，主要受人口增长和电气化加速的推动 [36] - 休斯顿电力分配系统中，约46%的线路为地下线路，远高于行业平均水平 [20] 公司战略和发展方向和行业竞争 - 公司正在推进大休斯顿韧性计划（GHRI），以增强电网的韧性和可靠性 [11] - 计划在未来五年内投资约50亿美元用于系统韧性建设 [25] 管理层对经营环境和未来前景的评论 - 管理层对2025年的盈利指导充满信心，认为过去两年的投资为未来增长奠定了坚实基础 [76] - 管理层强调，尽管面临运营成本上升的压力，仍将保持电力交付费用与长期通货膨胀率一致的增长 [42] 其他重要信息 - 公司计划在2025年之前进行约26亿美元的资本投资，主要集中在德克萨斯州 [61] - 预计未来12至18个月内将获得约30亿美元的现金流入，来自于路易斯安那州和密西西比州的资产出售 [67] 问答环节所有提问和回答 问题: 关于2025年指导的信心 - 管理层对2025年盈利指导充满信心，认为过去两年的投资和即将到来的新费率将支持这一目标 [76][80] 问题: 关于德克萨斯州负荷增长的细节 - 管理层表示，预计到2030年，德克萨斯州的负荷增长将超过30%，并且这一数字可能会随着ERCOT的更新而上升 [85][86] 问题: 关于信用评级机构的关注点 - 管理层指出，信用评级机构关注公司的财务指标和即将进行的证券化申请，这将对未来的信用评级产生影响 [87][88] 问题: 关于系统韧性投资的资金来源 - 管理层计划通过50%股权和50%债务的方式来资助额外的系统韧性投资 [69][70] 问题: 关于临时发电恢复的提案进展 - 管理层表示，正在与州政府讨论临时发电恢复的提案，尚无具体时间表 [105][108]

CenterPoint Energy (CNP) reported $1.86 billion in revenue for the quarter ended September 2024, representing a year-over-year decline of 0.2%. EPS of $0.31 for the same period compares to $0.40 a year ago. The reported revenue represents a surprise of -1.19% over the Zacks Consensus Estimate of $1.88 billion. With the consensus EPS estimate being $0.36, the EPS surprise was -13.89%. While investors closely watch year-over-year changes in headline numbers -- revenue and earnings -- and how they compare to W ...

CenterPoint Energy, Inc. (CNP) reported third-quarter 2024 adjusted earnings of 31 cents per share, which missed the Zacks Consensus Estimate of 36 cents by 13.9%. The bottom line also deteriorated 22.5% from the year-ago figure due to an increase in operating and maintenance expenses. This rise in expenses was due to the increased and accelerated activities under the first phase of the Greater Houston Resiliency Initiative. The company's GAAP earnings also came in at 30 cents per share, which declined 25% ...

CenterPoint Energy (CNP) came out with quarterly earnings of $0.31 per share, missing the Zacks Consensus Estimate of $0.36 per share. This compares to earnings of $0.40 per share a year ago. These figures are adjusted for non-recurring items. This quarterly report represents an earnings surprise of -13.89%. A quarter ago, it was expected that this energy delivery company would post earnings of $0.33 per share when it actually produced earnings of $0.36, delivering a surprise of 9.09%. Over the last four qu ...

业绩总结 - 2024年非GAAP每股收益（EPS）指导范围为1.61至1.63，预计年增长率为8%[7] - 第三季度非GAAP每股收益为0.31，已实现2024财年非GAAP EPS指导中点的约75%[7] - 2024年第三季度，公司的合并收入为1.93亿美元，稀释每股收益为0.30美元[30] - 2023年第三季度，公司的合并收入为2.56亿美元，稀释每股收益为0.40美元[31] - 2023年全年，公司的非GAAP资金来自运营（FFO）为35.13亿美元，2024年第三季度为20.51亿美元[32] - 2023年净现金提供的运营活动为38.77亿美元，2024年第三季度为20.58亿美元[32] 用户数据 - 2024年第三季度的电力客户数量为2,628,569，同比增加2%[24] - 2024年第三季度电力总吞吐量为32,633 GWh，同比下降7%[24] - 2024年第三季度天然气总吞吐量为107 Bcf，同比增长9%[24] 未来展望 - 计划在2025年及以后通过资产回收和证券化筹集约30亿美元的资金[7] - 预计2024年将进行80百万美元的收入请求，涉及多个电力和天然气业务的费率案件[11] - 2024年和2025年的前瞻性测试年收入请求分别为8460万美元和5180万美元[11] - 预计2024年年末的费率基础为139亿美元[25] 新产品和新技术研发 - 计划在2021年至2030年期间将资本投资从445亿美元增加到470亿美元，增加25亿美元用于休斯顿电力的韧性投资[7] - 计划通过1-2%的运营和维护成本削减来保持客户费率的可负担性[7] 市场扩张和并购 - 2023年路易斯安那州和密西西比州的交易总购买价格约为12亿美元，净购买价格约为10亿美元[20] 负面信息 - 2023年第三季度，公司的股东权益证券相关的公允价值变动损失为3900万美元[31] - 2024年第三季度的电力和天然气业务的费率恢复分别贡献了0.07美元和0.02美元的非GAAP EPS增长[12] 其他新策略和有价值的信息 - 2024年第三季度的资金来自运营（FFO）与债务比率为13.8%，目标为14%至15%[7] - 预计通过两次申请的证券化将获得约16亿美元的资金[16] - 2024年第三季度的信用设施可用流动性约为30亿美元[15] - 2023年全年的FFO与债务比率为18.5%，2024年第三季度TTM为10.3%[14] - 管理层基于非GAAP收入、非GAAP EPS和长期资金来自运营/债务评估公司的财务表现[41] - CenterPoint Energy计划到2035年实现净零温室气体排放（范围1和部分范围2）目标[42]