Entergy Stock Earnings Reports

Entergy reported a productive Q1 2026 with adjusted EPS of $0.86, reaffirmed 2026 guidance, and raised its multi-year outlook driven by strong customer growth—especially from data centers. The company launched its Fair Share Plus pledge to ensure data centers cover incremental and a portion of fixed costs while delivering community benefits; Entergy highlighted a new Electric Service Agreement (ESA) with Meta that it says brings roughly $2 billion of Fair Share value (included in a previously stated ~$7 billion customer benefit estimate) and additional community commitments (e.g., $200 million for energy efficiency and Power to Care matching totaling $120 million). The Meta-related filing with Louisiana regulators requests approvals supporting ~7 new combined-cycle units, transmission, and battery storage and increases Entergy’s 4-year customer-focused capital plan to about $57 billion (an increase of roughly $14 billion from the prior plan). Entergy now expects ~8.5% compound annual retail sales growth through 2029 (16% industrial growth), a refreshed equity funding plan (about $6.6 billion equity expected in the 4-year plan with ~30% of equity needs already contracted), and maintains credit metric targets (FFO/debt at or above ~15% on Moody’s basis). The company has a 7–12 GW pipeline of potential data center demand beyond its current plan and over 1,000 MW of newly signed ESAs across industries. Management emphasized operational execution improvements, ongoing renewables and storage procurement (active RFPs >1,600 MW and ~4,500 MW in negotiation), continued regulatory engagement (including Louisiana’s accelerated review), and upcoming Investor Day in June for further detail.