Entergy Corporation (ETR) Earnings Call Transcripts
Entergy Corporation's Latest Earnings Call - Q3 FY2026
In the third quarter of 2026, Entergy Corporation reported an adjusted EPS of $1.98, reflecting strong performance driven by a hot summer and robust industrial sales. The company raised its 2026 adjusted EPS guidance by $0.10, indicating confidence in continued growth. Revenue and operational metrics were positively impacted by new agreements, particularly with Google, which is expected to generate significant economic benefits for the region.
Reported metrics
| Metric | Value |
|---|---|
| Adjusted EPS | $1.98 |
| Capital Expenditures Increase | $1.5 billion (null) |
| ROE | 9.7% (null) |
Guidance from management
Management has narrowed the 2026 adjusted EPS guidance range, raising the bottom by $0.10, and expects strong sales growth to support a trajectory of greater than 8% beyond 2026.
What management said
Jeremy, it's Kimberly. As we've talked about the solar, I would expect the solar investments for that could certainly come in, in the back end of the current forecast period and then extend beyond our 2030 period. That process, many of those go through our RFP processes. Drew talked about expanding our build -- our own build to build capability. But certainly, we could see some upside in this period and then beyond t...
We haven't given a whole lot of thought to Phase 2 at this point, although we certainly would expect that there would be one. We're working right now on 1a. Phase I would, I think, be near the end of the outlook period at the earliest.
What analysts pressed on
Analysts expressed concerns regarding the sustainability of industrial demand growth, particularly as it slowed to 5% from 10% in the previous quarter. They also inquired about potential regulatory impacts and the timing of future capital expenditures.
Main topics on the call
- Adjusted EPS Guidance Increase — Management raised the bottom of the 2026 adjusted EPS guidance by $0.10, stating, "With results to date and our biggest quarter behind us, we are narrowing our 2026 adjusted EPS guidance range, raising the bottom by $0.1...
- Google Expansion Agreement — The service agreement with Google is expected to create incremental bill benefits of at least $500 million for Entergy Arkansas customers, bringing total expected savings to at least $7.5 billion. This was highlighted as...
- Strong Industrial Sales Growth — Industrial sales growth was noted at 5% for the quarter, with management reaffirming a long-term growth expectation of 16% from 2026 through 2030. Kimberly Fontan stated, "Structurally, nothing has changed," indicating c...
- Capital Expenditure Plan Update — Management announced an increase of approximately $1.5 billion in capital expenditures for 2027 through 2030, which includes the $600 million investment related to the Google expansion. This reflects a proactive approach...
Read the full Entergy Corporation transcript (Q3 FY2026) → Summary generated from the call transcript; every figure above is stated by management on the record.
About Entergy Corporation
Entergy Corporation (ETR) is a publicly listed company in the Electric Utilities industry, within the Utilities sector. It trades on NYSE and is based in US. EarningsCalls.dev maintains a free, full-text archive of its earnings call transcripts — 34 calls on record spanning February 19, 2020 to November 2, 2026. Every transcript is split into speaker-by-speaker segments with headline metrics, free to read or available through our REST API.
Earnings Call History
EarningsCalls.dev has 34 Entergy Corporation earnings call transcripts on record, spanning February 19, 2020 to November 2, 2026. Based on this history, Entergy Corporation reports quarterly. The most recent call on file is dated November 2, 2026. The full list is below — each row opens the complete, free-to-read transcript.
- Ticker
- ETR
- Exchange
- NYSE
- Country
- US
- Sector
- Utilities
- Industry
- Electric Utilities
- Calls on record
- 34
- First call
- February 19, 2020
- Most recent
- November 2, 2026
- Reporting cadence
- quarterly