Evergy公司投资和现代化 - Evergy公司向密苏里公共服务委员会提交文件，请求为Evergy Missouri West服务区的客户收回在发电能力和电网现代化方面所做的投资[1] - Evergy计划通过投资两座天然气发电厂和电网改造来确保Evergy Missouri West拥有足够的发电能力，提高可靠性和弹性[6] - Evergy还请求恢复对电网升级和现代化所做的投资，以减少停电时间并提高电力可靠性[10] Evergy Missouri West客户费率调整 - Evergy计划提高Evergy Missouri West客户的基础费率约1.04亿美元，增幅为13.42%，不包括燃料成本[3] - 为了满足客户对能源的不断增长需求，Evergy Missouri West请求审查对Dogwood Energy Center的收购，以作为一种成本有效的资源[7] - Crossroads Energy Center是一座300兆瓦的天然气发电厂，为Evergy Missouri West客户提供所需的能源容量，Evergy请求恢复与该发电厂相关的传输成本[8] 审查和后续影响 - 该请求启动了一个为期11个月的审查过程，监管机构和干预者将审查、审计和评估请求，以确保最终价格反映出为Evergy Missouri West客户提供服务的实际成本[4] - 如果未获批准收回这些成本，将导致2029年失去这些能力的好处，需要公司寻找替代且可能更昂贵的方式提供300兆瓦的发电能力[9] - Evergy的投资和现代化措施将有助于确保客户拥有可靠的电力，满足不断增长的用电需求[11]

财务数据和关键指标变化 - 第三季度调整后每股收益为1.88美元,较去年同期的2美元下降 [8] - 年初至今调整后每股收益为3.27美元,较去年同期的3.41美元下降 [51] - 主要下降原因包括天气较去年同期较为温和、利息费用上升和AFUDC收益下降 [49][50][55][56] 各条业务线数据和关键指标变化 - 第三季度天气正常化需求下降0.8%,主要由工业需求下降拖累 [49][54] - 年初至今天气正常化需求增长0.7%,主要由住宅和商业需求增长带动 [52] - 输配电业务收益增加,反映了公司持续的输配电基础设施投资 [52] 各个市场数据和关键指标变化 - 无具体披露 公司战略和发展方向及行业竞争 - 公司将继续专注于提高可靠性、可持续性和可负担性,并推进电力系统现代化和清洁能源转型 [45][46][47] - 公司将与监管机构和政策制定者合作,寻求有利于资本投资的监管机制,以支持经济发展 [35][36][37][39][40] - 公司将保持大约每两年一次的费率案节奏,以确保持续执行 [21][22] 管理层对经营环境和未来前景的评论 - 管理层对堪萨斯州的经济发展前景表示乐观,认为公司有机会在该州发挥关键作用 [31][32][39] - 管理层对利率环境和监管环境的变化表示关切,认为这些因素对公司的增长目标产生了负面影响 [13][14][15][16][17][18] 问答环节重要的提问和回答 问题1 **Shar Pourreza 提问** 询问新的长期增长目标中利息费用和其他因素的假设 [71][72][73] **David Campbell 回答** 解释了新目标中考虑了利率环境、监管环境和资本支出计划等因素 [72][73][74][75] 问题2 **Nicholas Campanella 提问** 询问2024年的收益情况以及未来几年的增长是否线性 [84][85][86] **David Campbell 回答** 表示2024年指引将在年末披露,未来几年的增长可能会有一定波动性 [85][86] 问题3 **Dariusz Lozny 提问** 询问公司是否会在未来与监管机构讨论资本结构等问题 [97][98][101][102][103][104][105] **David Campbell 回答** 表示公司将积极与监管机构和利益相关方就资本结构、获得合理回报等问题展开讨论 [101][102][103][124][125][126][127][129]

业绩总结 - 2023年第三季度调整后每股收益为1.88美元，较去年同期增长5%[1] - 2023年第三季度调整后每股收益指引范围缩小至3.55 - 3.65美元[2] - 2023年长期调整后每股收益增长目标为4%至6%[3] - 增加股息5%，每股2.57美元[4] 财务数据 - 堪萨斯中部净收入增加74.0百万美元，堪萨斯城净收入减少32.9百万美元[5] - 堪萨斯中部和堪萨斯城的年化费率影响分别为0.8%和-1.7%[6] - Evergy Kansas自2017年以来费率仅上涨1.0%，远低于地区平均12.7%的费率上涨和21.5%的通货膨胀率[7] 未来展望 - 预计2026年调整后每股收益的复合年增长率为4%至6%[8] 其他信息 - 与利益相关方合作，以支持经济发展，实现可持续性和确保客户负担得起[9] - 保持费率负担得起，提高地区费率竞争力，提高可靠性，推动减排和实现碳中和目标[10]

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 10-Q ☒ QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the quarterly period ended September 30, 2023 or ☐ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the transition period from _______to_______ Exact name of registrant as specified in its charter, Commission state of incorporation, address of principal I.R.S. Employer File Number executive ...

Second Quarter 2023 Earnings Call Important Information Forward Looking Statements Statements made in this document that are not based on historical facts are forward-looking, may involve risks and uncertainties, and are intended to be as of the date when made. Forward-looking statements include, but are not limited to, statements relating to Evergy's strategic plan, including, without limitation, those related to earnings per share, dividend, operating and maintenance expense and capital investment goals; ...

Evergy, Inc. (NASDAQ:EVRG) Q2 2023 Earnings Conference Call August 4, 2023 9:00 AM ET Company Participants Peter Flynn - Director, IR David Campbell - President, CEO & Director Kirkland Andrews - EVP & CFO Conference Call Participants Durgesh Chopra - Evercore ISI Shahriar Pourreza - Guggenheim Securities Julien Dumoulin-Smith - Bank of America Merrill Lynch Michael Sullivan - Wolfe Research Paul Patterson - Glenrock Associates Operator Good day, and thank you for standing by. Welcome to the Q2 2023 Evergy, ...

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 10-Q ☒ QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the quarterly period ended June 30, 2023 or ☐ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the transition period from _______to_______ Exact name of registrant as specified in its charter, Commission state of incorporation, address of principal I.R.S. Employer File Number executive offic ...

Evergy, Inc. (NASDAQ:EVRG) Q1 2023 Results Conference Call May 5, 2023 9:00 AM ET Company Participants Peter Flynn - Director, Investor Relations David Campbell - President, Chief Executive Officer Kirk Andrews - Executive Vice President, Chief Financial Officer Conference Call Participants Shar Pourreza - Guggenheim Michael Sullivan - Wolfe Research Durgesh Chopra - Evercore Dariusz Lozny - Bank of America Paul Patterson - Glenrock Associates Operator Good day and thank you for standing by. Welcome to the ...

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 10-Q ☒ QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the quarterly period ended March 31, 2023 or ☐ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the transition period from _______to_______ Exact name of registrant as specified in its charter, Commission state of incorporation, address of principal I.R.S. Employer File Number executive offi ...

Evergy Inc. (NASDAQ:EVRG) Q4 2022 Earnings Conference Call February 24, 2023 9:00 AM ET Company Participants David Campbell - President, Chief Executive Officer Kirk Andrews - Executive Vice President, Chief Financial Officer Peter Flynn - Director, Investor Relations Conference Call Participants Michael Sullivan - Wolfe Research Shahriar Pourreza - Guggenheim Nicholas Campanella - Credit Suisse Durgesh Chopra - Evercore Angie Storozynski - Seaport Paul Patterson - Glenrock Associates Ashar Khan - Verition ...