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Exelon Corporation (EXC) Q3 2024 Earnings Call Transcript Summary

Exelon Corporation (EXC) Q3 2024 Earnings Call Transcript Summary

愛克斯龍電力公司(EXC)2024年第三季度業績會成績單摘要
富途資訊 ·  10/31 01:24  · 電話會議

The following is a summary of the Exelon Corporation (EXC) Q3 2024 Earnings Call Transcript:

以下是愛克斯龍電力公司(EXC)2024年第三季度業績會議記錄摘要:

Financial Performance:

金融業績:

  • Exelon reported solid Q3 2024 earnings with GAAP earnings of $0.70 per share and operating earnings of $0.71 per share, both exceeding previous quarter expectations.

  • The earnings improvement was attributed to a $0.04 increase in timing at ComEd on its distribution earnings, alongside $0.03 higher distribution and transmission rates net of associated depreciation offset by a $0.03 increase in interest expenses.

  • The company reaffirmed its operating earnings guidance for FY 2024 at $2.40 to $2.50 per share and long-term annualized EPS growth of 5% to 7% through 2027.

  • 愛克斯龍電力報告顯示,2024年第三季度盈利穩健,按照美國會計準則盈利爲每股0.70美元,營業盈利爲每股0.71美元,均超出上一季度預期。

  • 收入改善歸因於ComEd在其分銷收入中時間的增加0.04美元,以及0.03美元的更高分銷和傳輸費率淨增加抵消了相關折舊,而利息費用增加了0.03美元。

  • 公司重申2024財年每股營業盈利指引爲2.40至2.50美元,以及到2027年每股收益增長5%至7%的長期年化增長率。

Business Progress:

業務進展:

  • Exelon saw considerable regulatory progress, including approvals in key rate cases across multiple jurisdictions.

  • ComEd received a proposal for its multiyear rate plan, and settlements were reached in PECO gas and electric rate cases, all awaiting final orders.

  • In Maryland, a proceeding on multiyear plans was completed, aiming for more transparent and efficient investment strategies.

  • Delmarva Power is modernizing the grid with significant transmission projects, enabling retirement of coal generation and leading to cost savings for customers.

  • Exelon maintains focus on strategic execution, including significant investment in grid maintenance and upgrades to enhance reliability and customer service.

  • 愛克斯龍電力在關鍵費率案件中獲得了可觀的監管進展,跨多個司法管轄區獲得批准。

  • ComEd收到了其多年費率計劃的提案,並在PECO燃氣和電費率案件中達成協議,所有案件都在等待最終裁決。

  • 在馬里蘭州,關於多年計劃的進行已經完成,旨在實現更加透明和高效的投資策略。

  • Delmarva Power正在通過重大的傳輸項目現代化電網,實現煤發電退役,爲客戶節約成本。

  • 愛克斯龍電力專注於戰略執行,包括大量投資於電網維護和升級,以提升可靠性和客戶服務。

Opportunities:

機會:

  • Continued commitment to investment in grid modernization and infrastructure projects, particularly in transmission, to support growing demands from new technology sectors like data centers, and to meet state goals for decarbonization.

  • Regulatory progress in rate cases and multiyear rate plans providing opportunities for stable and predictable revenue streams.

  • 繼續致力於投資於電網現代化和基礎設施項目,特別是在變速器方面,以支持來自數據中心等新興科技行業對增長需求,並實現減碳的州內目標。

  • 在費率案和多年費率計劃的監管進展中,爲穩定和可預期的營業收入提供機會。

Risks:

風險:

  • Mild weather and heightened storm activity posed challenges, though the company managed to deliver strong financial results.

  • Dependence on final regulatory orders for rate cases poses potential variability in revenue recognition and financial projections.

  • 儘管天氣溫和且風暴活動增加,帶來挑戰,但公司仍成功交付了強勁的財務業績。

  • 依賴最終監管命令確定速率情況可能導致營業收入和財務預測存在潛在的變化。

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

提示:如需更全面的詳情,請參閱投資人關係網站。本文僅供投資者參考,不作任何指引或建議。

譯文內容由第三人軟體翻譯。


以上內容僅用作資訊或教育之目的,不構成與富途相關的任何投資建議。富途竭力但無法保證上述全部內容的真實性、準確性和原創性。
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