Strong industrial demand from data centers is positive secular trend, but EPS growth is held back by rising costs. Watch for regulatory decisions on new data center deals and interest expense trends. The affirmed guidance provides near-term stability.
Price Chart
Executive Summary
Entergy Corp (parent of ETI-P) reported Q1 2026 revenue of $3.19B, up 12% YoY, driven by 14.9% industrial load growth from data centers. GAAP EPS was $0.83 vs $0.82 a year ago, while adjusted EPS was $0.86. The company affirmed 2026 adjusted EPS guidance of $4.25-$4.45 and raised longer-term outlooks. However, EPS growth was minimal due to higher interest and depreciation expenses.
Key Financial Metrics
Key Facts
- Q1 2026 GAAP diluted EPS $0.83 (vs $0.82 YoY), adjusted EPS $0.86
- Total operating revenue $3.1876B, up 12% YoY from $2.8469B
- Industrial electricity sales up 14.9% weather-adjusted, driven by data center and primary metals customers
- 2026 adjusted EPS guidance affirmed at $4.25-$4.45
- Operating cash flow $829M, up from $536M in Q1 2025
- Recorded $18M pre-tax impairment charge on Independence power plant sale (excluded from adjusted earnings)
Financial Impact
Revenue increased ~$341M YoY; EPS essentially flat; guidance maintained
Risk Factors
- Higher interest expense and depreciation dampening EPS growth
- Regulatory delays in cost recovery or data center approvals
- Weather variability impacting residential/commercial sales
Market Snapshot
Investment Themes
Documents Analyzed
This report is based on 6 SEC documents filed with EDGAR.
| Document | Accession Number |
|---|---|
| 8-K Filing (Primary) | 0000065984-26-000217 |
| Document: etr-20260429.htm | 0000065984-26-000217 |
| Document: 0000065984-26-000217-index-headers.html | 0000065984-26-000217 |
| Document: 0000065984-26-000217-index.html | 0000065984-26-000217 |
| Document: 0000065984-26-000217.txt | 0000065984-26-000217 |
| 8-K Data (Synthetic) | 0000065984-26-000217 |
Filters
| Type | Now | ||||
|---|---|---|---|---|---|
Oct 5, 2026 22d ago | 8-K | $20.78 | awaiting T+20 | — | $20.84 (+0.29%) |
Jul 29, 2026 12w ago | 8-K | $23.48 $23.75 | ▲ +1.15% | ▼ −3.87% | $20.84 (−11.24%) |
May 14, 2026 23w ago | 8-K | $24.13 $24.37 | ▲ +0.99% | ▲ +1.84% | $20.84 (−13.63%) |
Apr 29, 2026 25w ago | 8-K | $24.05 $24.30 | ▲ +1.04% | ▼ −4.42% | $20.84 (−13.35%) |
US Market Status
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