Duke Energy TodayDUKDuke Energy$113.80 +0.29 (+0.26%) 52-Week Range$83.06▼$116.67Dividend Yield3.67%P/E Ratio28.59Price Target$106.75Add to WatchlistDuke Energy NYSE: DUK is in the utilities sector and is the third-largest electric utility company in the United States and Canada by market capitalization. The firm has outperformed its sector and the market in 2024, with a total return of 19%. The Utilities Select Sector SPDR Fund NYSEARCA: XLU has returned 18%.The firm reported its Q2 2024 financial results ...

OliverChilds Duke Energy (NYSE:DUK) reported a solid set of Q2 results. EPS topped estimates and its management team reaffirmed guidance. I have a hold rating on the stock, though. It’s a fundamentally sound company in my view, but shares are merely near fair value while its technical situation is encouraging, with the stock testing three-year highs. The Utilities sector has been in favor over the past month as investors have rotated out of tech and high-growth stocks. Some might call it late-cycle beh ...

文章核心观点 公司在强大的飓风袭击后迅速恢复了90%以上客户的供电,这归功于公司全年的防灾准备和电网加固、创新技术、多年积累的经验以及与州政府、地方和社区应急机构的密切合作 [2][3][4][5] 公司概况 1) 公司拥有12,300兆瓦的发电能力,为200万住宅、商业和工业客户提供电力服务,覆盖13,000平方英里的服务区域 [10] 2) 公司是美国最大的能源控股公司之一,电力业务覆盖北卡罗来纳、南卡罗来纳、佛罗里达、印第安纳、俄亥俄和肯塔基6个州,共有8.4百万客户 [11][12] 3) 公司正在执行雄心勃勃的清洁能源转型计划,致力于到2030年实现天然气业务的甲烷零排放,到2050年实现电力业务的碳零排放 [13] 应对飓风的措施 1) 公司在可能受影响的地区预先部署了3,000名线路工人、修剪工人、损害评估人员和支持团队,与公司的风暴响应团队、发电厂工人、电网运营商和调度员一起全天候工作 [3][4] 2) 公司投资于智能技术和远程恢复能力,并对电网进行加固,如修剪电线附近的植被、安装更坚固的电线杆、升级电线以及将易受损的线路埋地 [6][7][8] 3) 公司的自愈技术在此次飓风中挽救了超过400万分钟的总停电时间,自动恢复了约23,000个客户的供电,超过76%的客户受益于此技术 [8]

CHARLOTTE, N.C., Aug. 7, 2024 /PRNewswire/ -- As Tropical Storm Debby makes its way into the Carolinas tomorrow, Duke Energy has 7,500 lineworkers, vegetation management and other workers, including 300 traveling from the Midwest to help support storm restoration efforts.  "With safety as our guiding principle, we are strategically staging crews across the Carolinas to be ready to respond as soon as conditions are safe to do so," said Jason Hollifield, Duke Energy storm director for the Carolinas. "We conti ...

文章核心观点 - 公司在飓风袭击后迅速恢复了90%客户的供电,并计划在周二晚上11:59前恢复95%客户的供电 [1][2] - 公司调集了更多人力资源集中在受灾最严重的地区进行抢修 [3][4] - 公司与周边公用事业公司和市政当局进行了协调,确保恢复时间的统一 [5] - 对于受到水灾和电表损坏的客户,需要由专业电工进行检查和维修后才能恢复供电 [6][7] - 公司将通过多种渠道持续为客户提供更新信息 [8][13] - 公司对客户的耐心和理解表示感谢,并承诺会全力以赴恢复每一个客户的供电 [9] - 公司提醒客户远离倒下的电线,以及使用发电机时要注意安全 [10][11][12] 公司概况 - 公司在佛罗里达州拥有13,000平方英里的服务区域,为200万客户供电 [14] - 公司是美国最大的能源控股公司之一,在北卡罗来纳州、南卡罗来纳州、佛罗里达州等地拥有电力和天然气业务 [15] - 公司正在积极推进清洁能源转型,到2030年实现天然气业务的甲烷排放净零,到2050年实现电力业务的碳排放净零 [16]

Grant will help fund 40-mile transmission line rebuild in Wake, Johnston and Wayne counties to improve reliability for an estimated 14,000 customersRALEIGH, N.C., Aug. 6, 2024 /PRNewswire/ -- U.S. Secretary of Energy Jennifer Granholm today announced the U.S. Department of Energy (DOE)'s Grid Deployment Office has selected the North Carolina Innovative Transmission Rebuild project to receive $57 million in cost-share funding to enhance the power grid's ability to deliver affordable, resilient energy. The pr ...

// 1 Q2 / 2024 Earnings Review and Business Update Lynn Good / Chair and CEO Harry Sideris / President Brian Savoy / Executive Vice President and CFO August 6, 2024 Safe Harbor statement This presentation includes forward-looking statements within the meaning of the federal securities laws. Actual results could differ materially from such forwardlooking statements. The factors that could cause actual results to differ are discussed herein and in Duke Energy's SEC filings, available at www.sec.gov. Regulatio ...

财务数据和关键指标变化 - 公司在第二季度实现调整后每股收益1.18美元,同比增长0.27美元,主要得益于电力事业部的增长和天气因素的改善 [11] - 公司维持2024年每股收益5.85-6.10美元的指引,并维持2024年至2028年5%-7%的长期每股收益增长目标 [11] 各条业务线数据和关键指标变化 - 电力事业部业绩同比增长0.34美元,主要得益于费率上调、销量增加和天气较好 [21] - 天然气事业部业绩同比下降0.02美元,主要受到利息费用和折旧的影响 [22] 各个市场数据和关键指标变化 - 公司服务区域的天气正常销量同比增长1.9%,符合全年预期 [24] - 客户数量增长强劲,卡罗来纳州和佛罗里达州上半年增长2.4% [24] - 商业和工业销量同比增长1%以上,主要受商业部门的带动 [25] 公司战略和发展方向及行业竞争 - 公司与谷歌、微软、Nucor和亚马逊等大客户签署谅解备忘录,探讨定制化解决方案以满足大规模能源需求,并制定降低长期投资清洁能源成本的费率结构 [27] - 公司计划在卡罗来纳州和佛罗里达州增加太阳能装机容量,到2027年新增900兆瓦清洁能源 [17] - 公司在卡罗来纳州和印第安纳州提出新的天然气发电项目,以确保可靠性并配合可再生能源投资 [16] 管理层对经营环境和未来前景的评论 - 公司在服务区域内遭遇极端天气,但电网和发电设备表现良好,满足了客户和社区的需求 [19] - 公司对未来5年1.5%-2%的负荷增长目标充满信心,并有望在后期达到增长率的上限 [46][49] - 公司认为经济发展带来的新增负荷可以通过可靠性和可负担性的方式得到满足 [27] 其他重要信息 - 公司在2023年获得约750亿美元的资产基础投资获批或达成和解,支持关键基础设施投资 [12] - 公司计划每年通过DRIP和ATM计划发行5亿美元普通股,以维持强大的资产负债表 [29][30] - 公司预计到2024年底实现14%的自由现金流/债务比率,为Moody's评级下调阈值提供100个基点的缓冲 [28] 问答环节重要的提问和回答 问题1 **Constantine Lednev提问** 询问公司是否会根据经济发展带来的负荷增长情况及时调整资本支出计划 [32][33][34][35] **Brian Savoy回答** 公司会在2月份的全面财务计划更新中,结合负荷增长和相应的资本支出计划进行更新,并将持续关注经济发展管线的进展情况 [33][34][35] 问题2 **Julien Dumoulin-Smith提问** 询问公司与大客户签署的谅解备忘录中,是否包括与核电相关的合作,以及风险分担的考虑 [52][53][54][55][59][60][61] **Lynn Good回答** 公司正在与客户探讨各种合作模式,包括电力购买协议、股权投资等,以促进核电等清洁能源的发展,并会确保这些安排经过监管机构的审批 [59][60][61] 问题3 **Anthony Crowdell提问** 询问公司是否会考虑更频繁地更新综合资源规划,以应对负荷增长的变化 [80][81][82] **Brian Savoy和Lynn Good回答** 公司已经有较为频繁的综合资源规划更新节奏,未来可能会增加一些中期的负荷预测更新,以确保及时规划所需的发电和输配电资源 [81][82]

Key TakeawaysDuke Energy beat second-quarter earnings and revenue estimates on higher rates and sales volumes, as well as favorable weather.The company's Electric Utilities and Infrastructure division posted a 28.2% year-over-year jump in income.Income from Duke Energy's Gas and Infrastructure unit tumbled as costs rose. Duke Energy (DUK) shares advanced after the utility company swung to a profit as it benefited from higher prices and sales volumes, as well as favorable weather conditions.  The North Carol ...

CHARLOTTE, N.C., Aug. 6, 2024 /PRNewswire/ -- As Tropical Storm Debby approaches North Carolina, Piedmont Natural Gas is urging customers to follow a few simple steps to stay safe if their natural gas equipment or appliances are damaged or flooded due to severe weather. "Keeping our communities safe is at the heart of what we do, and we want to make sure our customers know how to stay safe before, during and after this storm passes," said Adam Long, Piedmont Natural Gas chief operations officer. "Following ...