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Dominion Energy
Wyniki II kw. 2026 vs I kw. 2026 · poprzedni kwartał · opublikowano 31 lip 2026 i 1 maj 2026
Net income down 45.2% on the previous quarter. Management sounded restrained, in its script and in answers to analysts.
1 · Liczby
−45,2%
Zysk netto vs I kw. 2026
Podano perspektywy
Zysk netto 340,0 mln vs 621,0 mln
Przychody −10,7%
Against the same quarter last year (II kw. 2025) it is −55.3%, so it is not just seasonal.
2 · Jak mówił zarząd
Powściągliwy
Less upbeat than 67% of company calls
Answers to analysts: restrained, in line with the script.
Similar to last call.
3 · Co się wyróżniło
Liczba
Under the proposed merger terms, Dominion Energy customers would receive $2.25 billion in shareholder-funded bill credits.
Między wierszami
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Prognoza
D now expects the third and final offshore substation energized by year-end, which is especially meaningful because it signifies approximately half of project investment adjusted.
Cytat ze źródła
“We expect the third and final offshore substation to be energized by year-end, which is especially meaningful because it will signify that approximately half of project investment adjusted...”
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Prognoza
The company expects this subgroup of turbine locations to require additional time for jacking operations due to subsea geotechnical analysis compared to the other 80% of locations.
Cytat ze źródła
“Relative to the other approximately 80% of turbine locations, we expect based on subsea geotechnical analysis, this subgroup to require additional time for jacking operations.”
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Słabnie
I will start its business updates with the Coastal Virginia Offshore Wind Safety is its first core value, and Dominion Energy is continuing its efforts to drive to zero workplace injuries.
Cytat ze źródła
“I will start our business updates with the Coastal Virginia Offshore Wind Safety is our first core value, and we are continuing our efforts to drive to zero workplace injuries. The project is now over 75% complete, and as Steven mentioned, in March, we achieved a very significant milestone with the delivery of much-needed power to customers.”
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Słabnie
D updated guidance because a subgroup of turbine locations, relative to the other approximately 80%, will need additional jacking time.
Cytat ze źródła
“We continue to see incremental opportunities to deploy regulated capital on behalf of customers, most recently supported by legislation in Virginia... We are monitoring catalysts that could enhance and/or extend our long-term growth rate. House Bill 895 and Senate Bill 448, which are now signed into law, require that we petition for 20 gigawatts of short- and long-term storage projects by...”
Wycena
Odwrócony DCF na zysku netto z ostatniego pełnego roku obrotowego (brak miarodajnych wolnych przepływów: bank, ubezpieczyciel lub rok z ujemnymi przepływami) (2025-12-31), powiększane przez 10 lat, zdyskontowane, plus wartość rezydualna. „Wzrost implikowany” to tempo, które zakłada obecna cena.
Aktualna cena
$61.53
zamknięcie z 2026-10-07
Rynek zakłada wzrost o iRoczny wzrost wolnych przepływów pieniężnych przez następne 10 lat, który zakłada dzisiejsza cena akcji. Jeśli uważasz, że spółka będzie rosła szybciej, akcja jest w tym modelu tania; wolniej — droga.
+14,4% przez 10 lat
Wartość godziwa / akcję
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Kupuj poniżej
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Cena vs wartość godziwa
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Cena vs cena zakupu
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Ton
Jak optymistyczny był język w porównaniu z innymi spółkamiiTon to liczba pozytywnych słów finansowych minus liczba negatywnych, skorygowana o długość tekstu. Zarządy zwykle mówią pozytywnie, więc etykiety porównują każdą konferencję z ostatnimi konferencjami wszystkich spółek: „typowy” to środkowa trzecia, „bardzo optymistyczny” to najlepsze 10%, „ostrożny” to najsłabsze 10%.. Kropka: II kw. 2026. Pierścień: I kw. 2026.
Script and answers carried a similar tone, so the script's message held up under questioning.
Zdania, które wpłynęły na ton
“As we'll discuss today, we continue to demonstrate success against these priorities, extending our track record of high-quality and consistent execution.”
“We're continuing to see strong sales in our service areas, driven by continued economic growth and data center expansion.”
“Importantly, these customers consistently tell us that many of their highest value workloads need to be built and need to stay in Virginia because of the unique network density, connectivity...”
Liczby
USD · ROIC.AI fundamentals (NYSE:D, period end 2026-06-30)
| Pozycja | II kw. 2026period end 2026-06-30 | I kw. 2026period end 2026-03-31 | Zmiana | II kw. 2025 | r/r |
|---|---|---|---|---|---|
| Przychody | 4,48 mld | 5,02 mld | −10,7% | 3,81 mld | +17,6% |
| Zysk brutto ze sprzedaży | 2,05 mld | — | — | ||
| Zysk operacyjny | 1,22 mld | 1,39 mld | −12,1% | 1,10 mld | +11,6% |
| Zysk netto | 340,0 mln | 621,0 mln | −45,2% | 760,0 mln | −55,3% |
| Zysk na akcję | 0,37 | 0,69 | −45,8% | 0,88 | −57,5% |
| C/Z dziś 18,1 | — | 18,3 | — | 19,6 | — |
Tematy
Najczęściej omawiane teraz
- Please refer to Dominion Energy's SEC filings, including its most recent annual report on Form 10-K and its quarterly reports on...
- A summary of earnings drivers relative to the prior year period is included in Schedule 4 of the earnings release...
- Dominion Energy saw the opportunity to support its regulated footprint and the generation needed to serve growing demand that it has been...
- As Dominion Energy thinks about the schedule on remaining work, it continues to get better.
- They're used to working in these kind of time lines.
Zniknęło od I kw. 2026
- Zniknęło With regard to wind turbine generators, Dominion Energy is seeing materially positive improvements in the installation cadence as shown on…
- Zniknęło Dominion Energy is seeing that same dynamic playing out here where it starts with a measure-twice-cut-once approach that it has learned...
- Zniknęło Dominion Energy will provide those updates and would recommend folks pay attention to those public data points that will happen later...
- Słabnie Dominion Energy continues to guide to annual earnings growth at the midpoint of its 5% to 7% range with a bias,...
Najnowsze komunikaty
Oficjalne raporty spółki, od najnowszych.
- Regulation FD disclosure · SEC 8-K
- Shareholder vote results · SEC 8-K
- Other events · SEC 8-K
- Results of operations · SEC 8-K
- Other events · SEC 8-K
- Other events · SEC 8-K
- Other events · SEC 8-K
- Material agreement; Regulation FD disclosure · SEC 8-K