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Earnings Call Summary | Evergy(EVRG.US) Q1 2024 Earnings Conference

Earnings Call Summary | Evergy(EVRG.US) Q1 2024 Earnings Conference

财报电话会议摘要 | Evergy (EVRG.US) 2024 年第一季度财报会议
富途资讯 ·  05/10 03:45  · 电话会议

The following is a summary of the Evergy, Inc. (EVRG) Q1 2024 Earnings Call Transcript:

以下是Evergy, Inc.(EVRG)2024年第一季度财报电话会议记录摘要:

Financial Performance:

财务业绩:

  • Evergy reported Q1 2024 adjusted earnings of $0.54 per share, compared to $0.59 per share a year ago, primarily due to higher operations and maintenance expense, depreciation and amortization expense, and interest expense, slightly offset by new retail rates and transmission margin.

  • Unusually warm weather caused heating degree days to be 11% below normal, impacting results negatively by approximately $0.07 per share.

  • The company reaffirmed its 2024 EPS guidance range of $3.73 to $3.93 per share and its target long-term annual adjusted EPS growth of 4% to 6% from 2023 to 2026.

  • Evergy公布的2024年第一季度调整后每股收益为0.54美元,而去年同期为0.59美元,这主要是由于运营和维护费用、折旧和摊销费用以及利息支出的增加,但新零售利率和传输利润率略有抵消。

  • 异常温暖的天气导致升温天数比正常水平低11%,对业绩产生了约每股0.07美元的负面影响。

  • 该公司重申了其2024年每股收益3.73美元至3.93美元的指导区间,以及2023年至2026年长期调整后每股收益增长4%至6%的目标。

Business Progress:

业务进展:

  • Evergy's Integrated Resource Plan (IRP) includes updated forecasts considering the newly announced Google data center in Missouri and other factors like construction cost estimates and commodity price forecasts.

  • The company aims to reduce carbon emissions using renewable and natural gas additions and is reviewing the impact of new environmental rules issued by the EPA.

  • Nearly half of the energy generated for customers in 2023 came from carbon-free resources, and the company is closing in on its 26 Wolf Creek nuclear refueling outages.

  • Major economic development projects with Google, Panasonic, and Meta are expected to contribute around 750 megawatts of load, making them the largest in their jurisdictions.

  • Evergy has extended its weather-normalized demand growth forecast to 2% to 3% until 2028, driven by positive economic developments including the Google data center.

  • Plans to accelerate investments in its system are underway to meet increasing customer demands while maintaining affordability, reliability, and sustainability.

  • The team at Evergy is assessing new gas sites and their impact on existing gas and grid infrastructure, with plans to introduce gas plants in the 2028 to 2030 timeframe.

  • 考虑到密苏里州新宣布的谷歌数据中心以及建筑成本估算和大宗商品价格预测等其他因素,Evergy的综合资源计划(IRP)包括更新的预测。

  • 该公司旨在通过增加可再生能源和天然气来减少碳排放,并正在审查美国环保局发布的新环境法规的影响。

  • 2023 年为客户产生的能源中有近一半来自无碳资源,该公司即将停产 26 次 Wolf Creek 核燃料供应中断。

  • 谷歌、松下和Meta的重大经济发展项目预计将贡献约750兆瓦的负荷,使其成为其管辖范围内最大的项目。

  • 在包括谷歌数据中心在内的积极经济发展的推动下,Evergy已将其天气正常化需求增长预测延长至2028年的2%至3%。

  • 正在计划加快对其系统的投资,以满足不断增长的客户需求,同时保持可负担性、可靠性和可持续性。

  • Evergy的团队正在评估新的天然气基地及其对现有天然气和电网基础设施的影响,并计划在2028年至2030年期间引入天然气发电厂。

More details: Evergy IR

更多详情: Evergy IR

Tips: For more comprehensive details, please refer to the IR website. The article is only for investors' reference without any guidance or recommendation suggestions.

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