Daily BriefsUtilities Sector

Daily Brief Utilities: Oge Energy Corp, Brookfield Renewable , Cms Energy Corp, DTE Energy Company, Entergy Corp, Eversource Energy, New Jersey Resources, Nextera Energy, One Gas Inc, Ormat Technologies and more

In today’s briefing:

  • Is OGE Energy Powering America’s Next Boomtowns with Unstoppable Customer Growth?
  • Brookfield Renewable Partners: Will its Hydroelectric Recontracting Strategy Yield Fruitful Results?
  • CMS Energy: The Top 6 Influences on Its Performance for 2025 & the Future!
  • DTE Energy: Expansion of Infrastructure Recovery Mechanism (IRM) to Ensure Sustainable & Reliable Energy Supply For Customers!
  • Entergy Corporation: An Insight Into Its Industrial & Residential Sales Growth & Major Drivers!
  • Eversource Energy: Regulatory Approvals & Infrastructure Investments to Impact Stock Performance Positively In the Long Run!
  • New Jersey Resources: Will Its Strategic Investments in Infrastructure Yield Results?
  • NextEra Energy Unleashes a 28-Gigawatt Renewable Surge—Here’s What That Means for the Future!
  • Can ONE Gas’s $178 Million Infrastructure Push Spark a Major Growth Surge?
  • Ormat Technologies Just Secured 150 MW in Israel—Here’s What That Means for the Future of Clean Energy!


Is OGE Energy Powering America’s Next Boomtowns with Unstoppable Customer Growth?

By Baptista Research

  • OGE Energy Corp reported consolidated first-quarter earnings of $0.31 per diluted share, driven predominantly by Oklahoma Gas and Electric Company (OG&E), which contributed $0.35 per share.
  • A loss of $0.04 per share from the holding company slightly offset this performance.
  • The top-line performance was supported by strong operational metrics and increased demand for electric services, reporting an 8% increase in demand year-over year in key residential and commercial sectors.

Brookfield Renewable Partners: Will its Hydroelectric Recontracting Strategy Yield Fruitful Results?

By Baptista Research

  • Brookfield Renewable Partners has reported resilient performance amidst the evolving energy landscape during its first quarter of 2025.
  • The company remains strategically positioned to capitalize on the burgeoning demand for renewable energy, bolstered by its diversified asset portfolio and robust global presence.
  • A significant upside noted in the report is Brookfield Renewable’s ability to deliver solid financial performance, with adjusted funds from operations (FFO) per unit increasing by 15% year-over-year, despite a challenging operational environment due to tariffs on renewable energy goods and fluctuations within the global supply chain.

CMS Energy: The Top 6 Influences on Its Performance for 2025 & the Future!

By Baptista Research

  • CMS Energy’s first-quarter 2025 earnings highlighted the company’s operational resilience and strategic focus amidst broader economic uncertainties.
  • CMS Energy delivered adjusted earnings of $1.02 per share, reflecting favorable comparisons to the previous year’s mild weather and higher rate relief net of investments.
  • However, operational and maintenance (O&M) expenses rose due to continued execution of its electric reliability roadmap, contributing to a higher cost structure.

DTE Energy: Expansion of Infrastructure Recovery Mechanism (IRM) to Ensure Sustainable & Reliable Energy Supply For Customers!

By Baptista Research

  • DTE Energy recently announced its first-quarter results for 2025, beginning on a positive note.
  • The company highlighted significant improvements in its operational metrics within its utilities, substantial investments in renewable energy, and progress in reliability.
  • DTE Energy has started the year strongly, with a clear commitment to its diverse stakeholder group while emphasizing infrastructure enhancements and economic contributions to Michigan’s economy.

Entergy Corporation: An Insight Into Its Industrial & Residential Sales Growth & Major Drivers!

By Baptista Research

  • Entergy Corporation reported its financial results for the first quarter, with adjusted earnings per share (EPS) of $0.82, indicating a solid start to the year and alignment with its 2025 earnings guidance.
  • The company maintains its outlook for more than an 8% compound annual growth rate in adjusted EPS through the forecast period.
  • Entergy continues its efforts to create value for its stakeholders, including customers, employees, communities, and owners, with an emphasis on customer-driven growth.

Eversource Energy: Regulatory Approvals & Infrastructure Investments to Impact Stock Performance Positively In the Long Run!

By Baptista Research

  • Eversource Energy’s first quarter of 2025 financial results and strategic initiatives reflect a stable performance within the regulated utility sector.
  • The company reported earnings per share of $1.50, slightly up from $1.49 in the previous year, despite some offsetting factors such as increased interest expenses and the absence of capitalized interest from their former offshore wind investments.
  • This increase in utility earnings primarily stemmed from growth in Eversource’s electric transmission and distribution segments, supported by ongoing grid modernization efforts and rate adjustments.

New Jersey Resources: Will Its Strategic Investments in Infrastructure Yield Results?

By Baptista Research

  • New Jersey Resources (NJR) demonstrated strong financial performance during the second quarter of fiscal year 2025, underscoring its strategic focus on disciplined capital deployment and operational excellence.
  • NJR raised its guidance for net financial earnings per share (NFEPS) from a range of $3.05 to $3.20 to $3.15 to $3.30, supported by robust performance in its wholesale gas marketing segment, NJR Energy Services, which capitalized on winter pricing volatility.
  • This adjustment represents a positive indication of NJR’s ability to exceed its long-term NFEPS growth target of 7% to 9%.

NextEra Energy Unleashes a 28-Gigawatt Renewable Surge—Here’s What That Means for the Future!

By Baptista Research

  • NextEra Energy, Inc. reported solid financial performance in the first quarter of 2025, with significant contributions from both Florida Power & Light Company (FPL) and NextEra Energy Resources.
  • The company’s adjusted earnings per share saw a year-over-year increase of nearly 9%, indicating robust operational efficiency and growth in new projects.
  • Notably, Energy Resources originated about 3.2 gigawatts of new renewables and storage, reflecting a strong demand in the sector.

Can ONE Gas’s $178 Million Infrastructure Push Spark a Major Growth Surge?

By Baptista Research

  • ONE Gas reported robust financial results for the first quarter of 2025, with a net income of $119 million or $1.98 per diluted share.
  • This outcome marked a notable improvement from $99.3 million or $1.75 per diluted share during the same period last year, bolstered by a combination of new rates and strong customer demand due to colder-than-normal weather conditions.
  • The company also highlighted that first-quarter weather was 5% colder than normal, further boosting customer demand for natural gas.

Ormat Technologies Just Secured 150 MW in Israel—Here’s What That Means for the Future of Clean Energy!

By Baptista Research

  • Ormat Technologies reported a mixed set of results for the first quarter of 2025, reflecting both positive momentum and certain challenges within its operational segments.
  • The company recorded a 2.5% increase in revenue to $229.8 million, bolstered by strong performances in its Energy Storage and Products segments.
  • Adjusted EBITDA rose by 6.4%, reaching a historical quarterly record for the company, driven largely by favorable outcomes in energy storage due to heightened demand and strategic market exposure.

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