文章核心观点 - 公司宣布向其A系列优先股支付每股0.3359375美元的季度股息 [1] - 股息将于2024年7月15日支付给2024年7月3日登记在册的股东 [1] 公司概况 - 公司为Entergy Texas, Inc.，是Entergy Corporation的子公司 [2] - 公司为大约51.2万客户提供电力服务，业务覆盖德克萨斯州27个县 [2] - Entergy Corporation是一家财富500强电力公司，为300万客户提供电力服务 [2] - 公司致力于提高能源系统的可靠性和抗风险能力，同时帮助该地区过渡到更清洁、更高效的能源解决方案 [2] - 公司在当地社区扎根超过100年，是可持续发展和企业公民责任的全国领导者 [2] - 自2018年以来，公司每年向当地社区提供超过1亿美元的经济利益 [2] - 公司总部位于路易斯安那州新奥尔良，拥有约12,000名员工 [2]

NextEra Energy is accelerating its already strong growth outlook.NextEra Energy (NEE -1.71%) has an outstanding record of paying dividends. The utility has increased its payout every year for the past three decades and has grown its dividend at a robust 11% compound annual rate over the past decade.A big factor powering the utility's fast-growing payout is its focus on investing in renewable energy. Strong demand for clean energy should enable the company to continue growing its dividend at a strong clip in ...

Utility stocks weren’t the best investment in 2023. Despite reporting decent earnings and offering solid dividend increases, the utility sector lost about 10% last year compared to a 26% gain in the S&P 500.In fact, if it wasn’t for dividends, utilities would have gone nowhere for the past two years. The payouts were the sector’s saving grace, underscoring why income investors repeatedly turn to these stocks. Dividends are why utilities have long been considered widows-and-orphans investments. You can alway ...

NEW ORLEANS and JUNO BEACH, Fla., June 7, 2024 /PRNewswire/ -- Entergy (NYSE: ETR) and NextEra Energy Resources LLC, a subsidiary of NextEra Energy Inc. (NYSE: NEE), today announced a joint development agreement that will accelerate the development of up to 4.5 gigawatts (GW) of new solar generation and energy storage projects. The agreement represents significant progress toward Entergy's growing portfolio of renewable generation. "We're excited about this joint development agreement, which will enable Ent ...

NEW ORLEANS and JUNO BEACH, Fla., June 7, 2024 /PRNewswire/ -- Entergy (NYSE: ETR) and NextEra Energy Resources LLC, a subsidiary of NextEra Energy Inc. (NYSE: NEE), today announced a joint development agreement that will accelerate the development of up to 4.5 gigawatts (GW) of new solar generation and energy storage projects. The agreement represents significant progress toward Entergy's growing portfolio of renewable generation."We're excited about this joint development agreement, which will enable Ente ...

NEW ORLEANS, May 30, 2024 /PRNewswire/ -- Entergy will host its 2024 Analyst Day conference on Friday, June 7. Chair and Chief Executive Officer Drew Marsh and members of Entergy's executive management team plan to discuss the company's growth opportunity and business strategy to help our customers meet their needs for reliable, affordable and cleaner energy. We invite you to listen to a live audio webcast of the meeting beginning at 10 a.m. ET on Entergy's Investor Relations website at entergy.com/investor ...

A month has gone by since the last earnings report for Entergy (ETR) . Shares have added about 1.7% in that time frame, underperforming the S&P 500.Will the recent positive trend continue leading up to its next earnings release, or is Entergy due for a pullback? Before we dive into how investors and analysts have reacted as of late, let's take a quick look at the most recent earnings report in order to get a better handle on the important catalysts. Entergy's Q1 Earnings Lag Estimates, Revenues Drop Y/YEnte ...

文章核心观点 - 公司正在支持客户增长、更清洁的能源预期、不断增长的可靠性和抗灾能力需求,同时平衡客户的负担能力 [1][2][3] - 公司正在通过发电、输电和配电投资来满足客户的期望 [3] - 公司正在采取各种举措来改善各利益相关方的结果,包括完成重大费率申请和决定、运营投资,以及持续取得绿色电价、可再生能源和其他无碳能源项目等客户解决方案的进展 [4] 公司业绩和发展 - 2023年公司发电机组表现出色,安全性保持重点,即使在创纪录的高温天气下,也实现了自2011年以来最佳的强制停机率,不仅满足了客户需求,还向其他公用事业出口电力 [5][6] - 2023年公司客户增长强劲,签订了61份新的电力服务协议,代表超过1.3吉瓦的发电能力,并继续投资于可再生能源和其他清洁技术解决方案,现有900兆瓦的可再生能源装机,另有2,100兆瓦的项目获批或在建 [6] - 密西西比州即将为亚马逊网络服务公司提供100亿美元的投资项目提供电力支持,这是密西西比州历史上最大的单一资本投资项目 [6] - 公司客户对抗灾能力投资很感兴趣,2023年的利益相关方参与已经在2024年初取得了重要里程碑,包括获得新奥尔良市议会批准在新奥尔良东部投资重要的硬化、电池和微网项目,获得约5,500万美元的联邦基础设施投资和就业法案拨款,以及路易斯安那州公共服务委员会批准未来5年内投资19亿美元支持约2,100个抗灾项目 [6] - 公司2023年再次实现稳定和可预测的增长,每股调整后收益再次超过原始预期,每股季度股息增长约6%,并达到信用指标目标 [6]

Table of Contents __________________________________________________________________________________________ UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 10-Q (Mark One) ☑ QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the quarterly period ended March 31, 2024 OR ☐ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the transition period from ____________ to ____________ Registrant, State of ...

财务数据和关键指标变化 - 第一季度调整后每股收益为1.08美元,低于预期,但公司仍有信心实现全年承诺 [7][19] - 运营现金流为5.21亿美元,同比下降,主要是由于去年有大量递延燃料成本回收 [23] - 信用指标受到债务发行时间影响,但基础业务仍保持强劲的自由现金流,支持公司信用评级 [23][24] 各条业务线数据和关键指标变化 - 工业销售量下降0.6%,主要是向联合发电客户的销售下降 [21] - 公司持续关注工业客户基本面,保持信心工业销售增长目标 [21] - 公用事业其他运营维护费用同比有所上升,主要是医疗费用增加、计划检修增加以及提前进行了树木修剪 [22] 各个市场数据和关键指标变化 - 路易斯安那州批准了1.9亿美元、5年期的电网抗灾和加固计划,有助于提高电网弹性和支持客户增长 [12][13] - 密西西比州的数据中心项目带来了约1.1吉瓦的新负荷和1.5亿美元的年度调整毛利 [8] - 公司正在与路易斯安那州和新奥尔良市就其他监管事项进行和解谈判 [14][15] 公司战略和发展方向及行业竞争 - 公司看好工业客户尤其是数据中心等新兴行业的增长机会,正在各州积极拓展 [8][44][101] - 公司正在加强电网弹性和可再生能源投资,以满足客户需求并提高可靠性 [12][13][14] - 公司正在与监管机构合作,寻求降低客户成本的联邦支持和贷款计划 [9] 管理层对经营环境和未来前景的评论 - 管理层对公司全年业绩目标保持信心,尽管第一季度受到天气和销售量下降的影响 [7][26] - 公司将在6月的分析师日提供更详细的5年展望,包括增长机会、清洁能源投资和可靠性提升计划 [17][50] 问答环节重要的提问和回答 问题1 **Constantine Lednev提问** 询问新的电网抗灾投资计划对资本支出的影响 [32][33] **Kimberly Fontan回答** 说明新批准的1.9亿美元投资计划将在3年内增加7亿美元的资本支出,公司将在分析师日提供更多细节 [33] 问题2 **Jeremy Tonet提问** 询问数据中心新增负荷对公司收益的影响 [66][67] **Kimberly Fontan和Drew Marsh回答** 解释数据中心等新增工业客户的销售收入主要用于支持相关基础设施投资,短期内对收益影响有限,公司将在分析师日提供更多细节 [67][68][69] 问题3 **Rod West回答** 说明公司正在与路易斯安那州监管机构就费率计划和基础费率案件进行积极的和解谈判 [36][37]