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FirstEnergy
Wyniki II kw. 2026 vs I kw. 2026 · poprzedni kwartał · opublikowano 29 lip 2026 i 29 kwi 2026
Net income down 28.9% on the previous quarter. Management sounded upbeat, though noticeably less so answering analysts.
1 · Liczby
−28,9%
Zysk netto vs I kw. 2026
Podano perspektywy
Zysk netto 288,0 mln vs 405,0 mln
Przychody −12,5%
Against the same quarter last year (II kw. 2025) it is −9.4% — part of the move on last quarter is seasonal.
2 · Jak mówił zarząd
Optymistyczny
More upbeat than 76% of company calls
Answers to analysts: restrained, but clearly less so than the script.
Last call it was different: script and answers matched.
3 · Co się wyróżniło
Prognoza
The company reaffirmed its 2026 $6 billion capital investment plan and core earnings guidance range of $2.62 per share.
Między wierszami
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Prognoza
An expected order for new rates in West Virginia before the month end is expected to result in a cumulative revenue increase of $76 million.
Cytat ze źródła
“In West Virginia, we expect an order for new rates before month end, which would result in a cumulative revenue increase of $76 million, with the first $38...”
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Prognoza
FE expects a large portion or all of the facility's output to support data center load while working on a fully bundled service agreement for a data customer.
Cytat ze źródła
“We anticipate a large portion, if not all, the output of this facility to support data center load and are working on a fully bundled service agreement for a data...”
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Słabnie
Nearly all output from the facility will serve a data center under a bundled service agreement.
Cytat ze źródła
“And I think in response to that, the hyperscalers, data center developers are taking a stance of, we want to make... I think the most important thing is that when you look at data center developers, hyperscalers, there's been somewhat of a political pushback to data center development and the impact in affordability and cost. And so when we're talking to these folks and negotiating with them, they are coming from a stance of we're paying for...”
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Poprzedni okres
FirstEnergy focuses on improving reliability and customer experience by investing in people and community engagement as part of a three-year transformation of the company.
Cytat ze źródła
“By doing these things, we improve the well-being of our customers, our communities and our teammates and provide a strong... ...to improve reliability, resiliency and the customer experience, listening and responding to our communities and investing in our people to be safe, well trained and productive. Over the last 3 years, we have fundamentally transformed FirstEnergy.”
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
$44.58
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.
+21,0% 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.
Management sounded noticeably less positive answering analysts than in its prepared script — a bigger drop than in 87% of calls. Scripts are polished in advance; a drop under questioning often marks the topics analysts pressed on, so the answers deserve a closer read than the script.
Zdania, które wpłynęły na ton
“This performance is important, not only because it demonstrates disciplined execution, but also positions us to capture future growth opportunities that can meaningfully expand FirstEnergy's long-term earnings growth.”
“We have avenues for growth today that simply didn't exist at this scale years ago, and we're approaching them from a position of strength with the capabilities to meet growing...”
“As we've demonstrated through our success in prior competitive solicitations, our sales planning expertise and strategic location within PJM position us well to compete for these opportunities which we believe...”
Liczby
USD · ROIC.AI fundamentals (NYSE:FE, 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 | 3,68 mld | 4,20 mld | −12,5% | 3,38 mld | +8,8% |
| Zysk brutto ze sprzedaży | 2,37 mld | — | — | ||
| Zysk operacyjny | 452,0 mln | 828,0 mln | −45,4% | 646,0 mln | −30,0% |
| Zysk netto | 288,0 mln | 405,0 mln | −28,9% | 318,0 mln | −9,4% |
| C/Z dziś 23,7 | — | 27,5 | — | 17,7 | — |
Tematy
Najczęściej omawiane teraz
- FirstEnergy is also reaffirming its $36 billion 5-year capital investment plan and its core earnings growth near the top end...
- This performance is important, not only because it demonstrates disciplined execution, but also positions us to capture future growth…
- Its performance reflects strong execution and financial discipline, a fundamental change in how FirstEnergy operates, how it adapts, how…
- FirstEnergy is advancing constructive regulatory outcomes within its footprint, deploying customer-focused capital at a record pace and…
- FirstEnergy's financial performance reflects execution of its regulated strategies with returns on its customer-focused formula rate…
Zniknęło od I kw. 2026
- Słabnie Automation increasing the speed of enhanced data transparency for better and more timely decision-making and technology enhancements are…
- Słabnie In the quarter, transmission rate base increased to 13% and including a 19% increase at FirstEnergy's integrated businesses and an...
- Słabnie Those are models that FirstEnergy should adopt and develop and continue to impact energy dominance and economic development.
- Słabnie Existing capacity owners should get something that's reasonable but not as high as new capacity.
Najnowsze komunikaty
Oficjalne raporty spółki, od najnowszych.
- Results of operations; Regulation FD disclosure · SEC 8-K
- Regulation FD disclosure · SEC 8-K
- Material agreement; Shareholder vote results · SEC 8-K
- Results of operations; Regulation FD disclosure · SEC 8-K
- Results of operations; Regulation FD disclosure · SEC 8-K
- Director or officer change · SEC 8-K
- Regulation FD disclosure · SEC 8-K
- Regulation FD disclosure · SEC 8-K