Citable filing context
ETR's research view summarizes recent SEC filing context, starting with debt_offering from Aug 7, 2026.
| Filed | Item | Context |
|---|---|---|
| Aug 7, 2026 | debt_offering | Entergy Corporation issued $1.5 billion in junior subordinated debentures, consisting of two $750 million series. |
| Jul 29, 2026 | earnings | Entergy Corporation reported second quarter 2026 earnings of $1.03 per share and affirmed its full-year guidance. |
| Jun 23, 2026 | other | Entergy physically settled forward sale agreements, delivering 8.7 million shares for approximately $672 million in cash. |
| Jul 29, 2026 | Guidance: adjusted_eps | 4.25 to 4.45 |
| Dec 11, 2025 | Guidance: construction_costs | not reported to 1.45 |
| Oct 29, 2025 | Guidance: adjusted_eps | 3.85 to 3.95 |
| Jul 31, 2026 | mda_quarterly | Entergy Corporation’s financial performance for the first half of 2026 was driven by significant infrastructure investment and rising industrial demand, particularly from the data center sector. The Utility segment reported net income of $1.17 billion for the six months ended June 30, 2026, compared to $1.09 billion in the prior-year period. Operating revenues rose to $6.68 billion, bolstered by retail price increases across its operating companies and a 12% surge in industrial electric sales. A primary operational challenge was the January 2026 impact of Winter Storm Fern, which necessitated approximately $450 million in restoration costs. The company is actively pursuing regulatory recovery for these expenditures. Capital allocation remains aggressive, with a 2026–2030 investment plan totaling $66.5 billion, focused on generation modernization, transmission resilience, and capacity expansion to serve large-scale data centers in Arkansas, Louisiana, and Mississippi. Financially, Entergy continues to manage a high-growth capital cycle, issuing significant long-term debt and utilizing equity forward sale agreements to fund its construction pipeline. While the company maintains a strong liquidity position, it faces ongoing regulatory scrutiny regarding cost recovery for new generation projects and potential liabilities stemming from FERC proceedings related to historical MSS-4R tariff compliance. |
| May 1, 2026 | mda_quarterly | Entergy Corporation reported first-quarter 2026 net income of $384.9 million and operating revenues of $3.17 billion, driven by higher retail electric prices and a 15% increase in industrial energy sales from data centers, primary metals, and transportation. These gains offset revenue losses following the July 2025 sale of its natural gas distribution businesses. Winter Storm Fern caused severe infrastructure damage in January 2026, with estimated restoration costs of $480 million. To support massive load growth, Entergy is executing a capital plan with annual investments between $11.8 billion and $16.8 billion through 2029. Key projects include a 5,278 MW combined cycle resource application in Louisiana to serve Meta Platforms (Evest LLC) and data center expansions for Amazon Web Services in Mississippi. Other strategic investments include the 600 MW Arkansas Cypress Solar facility and the 754 MW Jefferson Power Station. The company's debt-to-capital ratio rose to 65.9%, with funding sourced from mortgage bonds, junior subordinated debentures, and an at-the-market equity program. Primary risks include MISO market volatility, nuclear regulatory challenges, and the potential for stranded assets if projected data center demand does not materialize. |
Source: SEC EDGAR filing text and events; period Aug 7, 2026; filed Aug 7, 2026.
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