ETR · Entergy Q2 FY2026 earnings call record财报电话会记录

“We remain firmly on track to meet our 2026 adjusted EPS guidance and longer-term outlooks.”

“While the technology sector is the largest demand growth contributor in our five-year plan, we also have robust demand from our traditional industrial segments.”

“Looking beyond our current outlooks, we continue to have seven to 12 GW of hyperscale data center potential in our pipeline, as well as 3 GW to 5 GW of interest from traditional industrial segments.”

“We've highlighted our Fair Share Plus pledge, which is our commitment to ensure that customers benefit from data center growth.”

“Far this year, we've had two minor tropical storms that impacted our service area.”

“Improvements include replacing or reinforcing approximately 640 distribution and transmission poles with infrastructure engineered to withstand wind speeds of up to 150 miles per hour.”

“Our self-healing network program, which began installations in 2021, is improving reliability for more than a 500,000 customers through more than 400 self-healing networks now in service.”

“This filing reflects a rate reduction for customers, which will partially offset the impact of the base rate case, which itself was already expected to be less than 1% for residential customers.”

“As shown on slide seven, we are affirming our 2026 adjusted EPS guidance and our outlooks through 2030.”

“Making sure that our customers are protected and managed with that risk, and that the balance sheets of our operating companies are managed and protected from new nuclear risk is still going to be very important.”

“It is the most economic opportunity for our existing customers and the non-data center industrial growth that we are seeing.”

“As you pointed out, we have about 7.5 GW of plant island equipment, which is in the low end of our 10 to 17 opportunity that we have out there.”