share_log

Eversource Energy (ES) Q3 2024 Earnings Call Transcript Summary

Eversource Energy (ES) Q3 2024 Earnings Call Transcript Summary

eversource energy (英順) 2024年第三季度業績會電話會議摘要
富途資訊 ·  11/06 01:06  · 電話會議

The following is a summary of the Eversource Energy (ES) Q3 2024 Earnings Call Transcript:

以下是eversource energy(ES)2024年第三季度業績會記錄摘要:

Financial Performance:

財務表現:

  • Eversource Energy completed the sale of its offshore wind investment, resulting in an aggregate net loss on the divestiture of $524 million.

  • Third-quarter earnings included a significant after-tax loss from the offshore wind divestiture, but adjusted earnings were $1.13 per share.

  • For full-year 2024, Eversource adjusted its EPS guidance to $4.52 to $4.60, reflecting higher interest expenses but maintaining a 5% to 7% long-term EPS growth rate.

  • Eversource Energy完成了其離岸風電投資的出售,導致資產剝離淨損失總額達52400萬美元。

  • 第三季度收益包括來自離岸風電資產剝離的重大稅後損失,但經調整後的每股收益爲1.13美元。

  • 截至2024年全年,eversource將其每股收益指引調整爲4.52至4.60美元,反映出較高的利息支出,但保持每股收益長期增長率爲5%至7%。

Business Progress:

業務進展:

  • Eversource exited the offshore wind business, now focusing on regulated utility operations, specifically in electric, natural gas, and water services.

  • Significant regulated investments planned through 2028, totaling nearly $24 billion, focusing on transmission and electric distribution infrastructure.

  • Advanced multiple clean energy initiatives, including securing federal funding for projects in Connecticut and Massachusetts, and launching the Cambridge underground substation project, with construction beginning in Q1 2025.

  • Eversource退出了離岸風電業務,現在集中於受監管的公用事業業務,特別是在電力、天然氣和水務領域。

  • 到2028年計劃進行重大受監管投資,總額近240億美元,重點放在輸電和電力配電基礎設施領域。

  • 愛文思控股多個清潔能源計劃,包括爲康涅狄格州和馬薩諸塞州的項目獲得聯邦資金,以及啓動劍橋地下變電站項目,施工將於2025年第一季度開始。

Opportunities:

機會:

  • Eversource is positioned to lead the clean energy transition in New England, with a robust capital investment plan that aligns with state-mandated clean energy goals.

  • The ESMP approved by Massachusetts facilitates additional distribution investments and transmission for clean energy projects, enhancing Eversource's opportunity to capitalize on regulatory support for clean energy.

  • eversource energy定位爲在新英格蘭領導清潔能源轉型,擁有一個與州規定的清潔能源目標一致的強大資本投資計劃。

  • 馬薩諸塞州批准的ESMP促進了進一步的分配投資和清潔能源項目的輸電,增強了eversource energy利用清潔能源的監管支持機會。

Risks:

風險:

  • Divestiture of offshore wind investments led to significant financial losses and ongoing obligations, impacting short-term financial stability.

  • Regulatory risks persist, particularly in achieving timely cost recovery and managing investment scales, especially highlighted in the AMI deployment challenges in Connecticut.

  • 海上風力投資的剝離導致了巨額財務損失和持續的義務,影響了短期財務穩定性。

  • 監管風險仍然存在,特別是在實現及時成本回收和管理投資規模方面,特別突出在康涅狄格州的AMI部署挑戰中。

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。
    搶先評論