Entergy (ETR) Research | Aerarium Research

Forward Estimates

EPS Estimates

Current Qtr

$1.11

$0.73$1.20

vs $1.05+5.4%

15 analysts

Next Qtr

$1.67

$1.50$1.79

vs $1.53+9.4%

15 analysts

Current Yr

$4.39

$4.33$4.44

vs $3.91+12.4%

22 analysts

Next Yr

$5.05

$4.83$5.20

vs $4.39+15.0%

23 analysts

Revenue Estimates

Current Qtr

$3.60B

$3.45B$3.73B

vs $3.33B+8.0%

9 analysts

Next Qtr

$4.22B

$3.66B$5.51B

vs $3.81B+10.7%

9 analysts

Current Yr

$13.89B

$12.91B$14.42B

vs $12.95B+7.3%

18 analysts

Next Yr

$15.20B

$14.40B$16.20B

vs $13.89B+9.4%

17 analysts

SEC filings →

View all 10-K, 10-Q, and 8-K filings for ETR on EDGAR.

ETR filing events and research context
Filed	Item	Context
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.
Feb 19, 2026	business	Entergy operates regulated electric utilities across Arkansas, Louisiana, and Mississippi, focusing on decarbonization and infrastructure modernization. A primary growth catalyst is expanding industrial demand from data centers, specifically through large-scale service agreements with Meta Platforms in Louisiana and Amazon Web Services in Mississippi. To support this load, the company is investing in combined cycle combustion turbine facilities, including Franklin Farms Units 1 and 2, Waterford 5, and the Delta Blues, Traceview, and Vicksburg Advanced Power Stations, many of which are enabled for future carbon capture and hydrogen co-firing. Entergy is also expanding its renewable footprint through various solar portfolios and the Geaux Green tariff. Financial performance is heavily dependent on rate recovery from the Arkansas, Louisiana, and Mississippi Public Service Commissions and FERC. Critical risks include the volatility of nuclear decommissioning costs for plants like River Bend and Waterford 3, evolving environmental regulatory compliance costs, and the financial impact of severe weather events, which has necessitated significant capital expenditures in grid resilience and hardening. The company continues to optimize its capital structure through a mix of long-term mortgage bonds, customer advances for construction, and intercompany money pool arrangements.
Feb 19, 2026	mda	Entergy Corporation (ETR) operates primarily as a regulated utility, providing electric service across Arkansas, Mississippi, Texas, and Louisiana. The company is currently navigating a period of significant capital expansion driven by surging electricity demand from large-scale data centers and industrial customers. To support this growth, Entergy has initiated a substantial multi-year construction program, with planned capital investments totaling $11.6 billion in 2026, rising to $12.9 billion in 2027. Key projects include the Ironwood, Jefferson, and Delta Blues Advanced Power Stations, alongside various solar and transmission infrastructure upgrades. Financial performance in 2025 was bolstered by increased industrial usage and favorable weather, though the company faces ongoing regulatory and operational risks. These include the resolution of rate cases, the recovery of fuel and purchased power costs, and the complexities of participating in the MISO market. The company is also managing the financial impact of extreme weather, such as the $460–$560 million estimated cost of Winter Storm Fern. Entergy maintains a robust liquidity position, supported by a $3 billion credit facility and an active equity distribution program, through which it expects to issue approximately $4.4 billion in equity through 2029 to fund its ambitious generation and resilience projects.

Filed

Item

Context

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.

Feb 19, 2026

business

Entergy operates regulated electric utilities across Arkansas, Louisiana, and Mississippi, focusing on decarbonization and infrastructure modernization. A primary growth catalyst is expanding industrial demand from data centers, specifically through large-scale service agreements with Meta Platforms in Louisiana and Amazon Web Services in Mississippi. To support this load, the company is investing in combined cycle combustion turbine facilities, including Franklin Farms Units 1 and 2, Waterford 5, and the Delta Blues, Traceview, and Vicksburg Advanced Power Stations, many of which are enabled for future carbon capture and hydrogen co-firing. Entergy is also expanding its renewable footprint through various solar portfolios and the Geaux Green tariff. Financial performance is heavily dependent on rate recovery from the Arkansas, Louisiana, and Mississippi Public Service Commissions and FERC. Critical risks include the volatility of nuclear decommissioning costs for plants like River Bend and Waterford 3, evolving environmental regulatory compliance costs, and the financial impact of severe weather events, which has necessitated significant capital expenditures in grid resilience and hardening. The company continues to optimize its capital structure through a mix of long-term mortgage bonds, customer advances for construction, and intercompany money pool arrangements.

Feb 19, 2026

mda

Entergy Corporation (ETR) operates primarily as a regulated utility, providing electric service across Arkansas, Mississippi, Texas, and Louisiana. The company is currently navigating a period of significant capital expansion driven by surging electricity demand from large-scale data centers and industrial customers. To support this growth, Entergy has initiated a substantial multi-year construction program, with planned capital investments totaling $11.6 billion in 2026, rising to $12.9 billion in 2027. Key projects include the Ironwood, Jefferson, and Delta Blues Advanced Power Stations, alongside various solar and transmission infrastructure upgrades. Financial performance in 2025 was bolstered by increased industrial usage and favorable weather, though the company faces ongoing regulatory and operational risks. These include the resolution of rate cases, the recovery of fuel and purchased power costs, and the complexities of participating in the MISO market. The company is also managing the financial impact of extreme weather, such as the $460–$560 million estimated cost of Winter Storm Fern. Entergy maintains a robust liquidity position, supported by a $3 billion credit facility and an active equity distribution program, through which it expects to issue approximately $4.4 billion in equity through 2029 to fund its ambitious generation and resilience projects.

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