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Sentiment · FY2026 Q2
| Analyst | Firm | Questions (Challenge)Percentage of questions scored as challenging — where the analyst pushed back, pressed for specifics, or questioned management's assumptions. |
|---|---|---|
| Jeremy Tonet | JPMorgan | 13 (8%) |
| Steve Fleishman | Wolfe Research | 10 (0%) |
| Andrew Weisel | Scotiabank | 10 (10%) |
| David Arcaro | Morgan Stanley | 10 (0%) |
| Shar Pourreza | Wells Fargo | 9 (0%) |
| Paul Zimbardo | Jefferies | 9 (0%) |
| Nick Campanella | Barclays | 8 (0%) |
| Sophie Karp | KeyBanc Capital Markets | 7 (0%) |
| Anthony Crowdell | Mizuho Securities | 4 (0%) |
| Bill Appicelli | UBS | 4 (0%) |
| Firm | Analysts | Questions (Challenge)Percentage of questions scored as challenging — where the analyst pushed back, pressed for specifics, or questioned management's assumptions. |
|---|---|---|
| JPMorgan | 2 | 17 (6%) |
| Jefferies | 2 | 13 (0%) |
| Wells Fargo | 2 | 12 (0%) |
| Wolfe Research | 2 |
| Quarter | Revenue | Rev YoY | EPS | EPS YoY | Op margin | Net margin | FCF |
|---|---|---|---|---|---|---|---|
| FY2024 Q4 | $2.74B | +0.6% | $0.65 | -72.0% | 24.4% | 10.4% | $-574M |
| FY2025 Q1 | $2.85B | +1.9% | $0.82 | +355.6% | 24.6% | 12.7% | $-1.17B |
| FY2025 Q2 | $3.33B | +12.7% | $1.05 | +854.5% | 25.2% |
| 11 (0%) |
| Morgan Stanley | 1 | 10 (0%) |
| Scotiabank | 1 | 10 (10%) |
| Barclays | 2 | 10 (0%) |
| KeyBanc Capital Markets | 1 | 7 (0%) |
| 14.2% |
| $-787M |
| FY2025 Q3 | $3.81B | +12.5% | $1.53 | +2.0% | 29.1% | 18.3% | $207M |
| FY2025 Q4 | $2.96B | +7.9% | $0.51 | -21.5% | 16.2% | 8.1% | $-997M |
| FY2026 Q1 | $3.19B | +12.0% | $0.83 | +1.2% | 18.0% | 12.3% | $-1.42B |
| FY2026 Q2 | $3.52B | +5.9% | $1.03 | -1.9% | 23.7% | 13.8% | $-935M |
Management’s own words, often on a non-GAAP, constant-currency, or adjusted basis — so these can differ from the GAAP figures above (e.g. constant-currency revenue growth excludes currency swings).
Entergy posted Q1 2026 adjusted EPS of $0.86 with overall retail sales up 6% and industrial sales surging 15% year-over-year, including the Meta data center deal which accelerated the growth trajectory. The capital plan was expanded to $57B, and the multi-year EPS outlook was raised significantly with the 2029 target increased from $5.90 to $6.40. The Fair Share Plus customer protection framework ensured large load customers covered their infrastructure costs.
Demand | Capex Investment | Regulation Policy | Cloud & AI | Revenue Growth | Capital Allocation | Supply Chain | Innovation & R&D | |
|---|---|---|---|---|---|---|---|---|
| 2024Q4 | 6 | 5 | 6 | 3 | 1 | 2 | 2 | 3 |
| 2025Q1 | 12 | 4 | 8 | 5 | 5 | 2 | 2 | 1 |
| 2025Q2 | 5 | 7 | 9 | 3 | 1 | 4 | 2 | 2 |
| 2025Q3 | 4 | 9 | 6 | 7 | 2 | 1 | 3 | 2 |
| 2025Q4 | 6 | 3 | 3 | 5 | 1 | 2 | ||
| 2026Q1 | 6 | 10 | 1 | 5 | 6 | 3 | 1 | 2 |
| '24Q4 | '25Q1 | '25Q2 | '25Q3 | '25Q4 | '26Q1 | |
|---|---|---|---|---|---|---|
| Demand | 6 | 12 | 5 | 4 | 6 | 6 |
| Capex Investment | 5 | 4 | 7 | 9 | 3 | 10 |
| Regulation Policy | 6 | 8 | 9 | 6 | 3 | 1 |
| Cloud & AI | 3 | 5 | 3 | 7 | 5 | 5 |
| Revenue Growth | 1 | 5 | 1 | 2 | 1 | 6 |
| Capital Allocation | 2 | 2 | 4 | 1 | 3 | |
| Supply Chain | 2 | 2 | 2 | 3 | 2 | 1 |
| Innovation & R&D | 3 | 1 | 2 | 2 | 2 |
What ETR and other companies said about each other on FY2026 Q1 earnings calls — extracted verbatim from public transcripts. Mentions from the newest quarter are a Pro feature.
“where they're deploying $300 million of capital without incremental cost to customers because of the embedded costs that AWS is supporting”
Entergy cites AWS (Amazon) as a Mississippi data-center customer whose payments toward embedded costs let Entergy deploy $300 million of capital without raising other customers' bills.
“In late March, we announced a new Electric Service Agreement with Meta for another data center in North Louisiana. The Fair Share value from this agreement alone is expected to be $2 billion, which is included in the $7 billion I mentioned.”
Entergy signed a new Electric Service Agreement with Meta for a North Louisiana data center, a major customer win driving Entergy's capital plan and sales growth outlook higher.
| Company | Score | Trend | Rev YoY |
|---|---|---|---|
ETR Entergy | 8 | +12.0% | |
| AEE Ameren | 7 | +3.8% | |
| AEP American Electric Power | 5 | +6.8% | |
| CMS CMS Energy | 6 | +11.6% | |
| CNP CenterPoint Energy | 5 | +1.9% | |
| D Dominion Energy | 7 | +26.2% | |
| DTE DTE Energy | 7 | +15.8% | |
| DUK Duke Energy | 8 | +11.3% | |
| ED Consolidated Edison | 6 | +6.2% | |
| EIX Edison International | 6 | +7.7% | |
| ES Eversource Energy | 6 | +9.4% | |
| EVRG Evergy | 7 | +5.5% | |
| EXC Exelon | 6 | +7.9% | |
| FE FirstEnergy | 7 | +11.6% | |
| LNT Alliant Energy | 5 | +5.0% | |
| NEE NextEra Energy | 6 | +7.3% | |
| PCG PG&E Corporation | 8 | +15.0% | |
| PEG Public Service Enterprise Group | 9 | +19.4% | |
| PNW Pinnacle West | 8 | +11.4% | |
| PPL PPL Corporation | 7 | +10.8% | |
| SO Southern Company | 6 | +8.0% | |
| WEC WEC Energy Group | 7 | +9.0% | |
| XEL Xcel Energy | 6 | +2.9% |