Constellation Energy beats Q4 expectations, affirms 2025 guidance

Published 18/02/2025, 13:34
Constellation Energy beats Q4 expectations, affirms 2025 guidance

BALTIMORE - Constellation Energy Corporation (NASDAQ:CEG) reported fourth-quarter earnings that surpassed analyst estimates, driven by favorable nuclear portfolio results and operational efficiencies.

The company posted adjusted earnings per share (EPS) of $2.44 for Q4 2024, exceeding the analyst consensus of $2.19. Revenue for the quarter came in at $5.38 billion, significantly above the expected $4.75 billion.

For the full year 2024, Constellation reported adjusted EPS of $8.67, surpassing its twice-revised guidance range of $8.00-$8.40 per share. This marks the second consecutive year the company has outperformed the top end of its guidance range since its formation.

"The 14,000 women and men of Constellation remain the driving force behind our strong operational and financial performance in 2024," said Joe Dominguez, president and CEO of Constellation.

The company affirmed its full-year 2025 adjusted EPS guidance range of $8.90-$9.60, which aligns with the current analyst consensus of $9.43.

Constellation highlighted its planned acquisition of Calpine Corporation, which is expected to combine the largest producer of emissions-free energy with Calpine’s natural gas assets. The company also noted a 20-year power purchase agreement with Microsoft (NASDAQ:MSFT) to support the launch of the Crane Clean Energy Center.

In 2024, Constellation achieved a nuclear operating capacity factor of 94.6% and completed $1 billion in share repurchases. The company increased its annual dividend by 25% and expects to grow it by another 10% in 2025.

Dan Eggers, CFO of Constellation, stated, " Independent (LON:IOG) of our pending acquisition of Calpine, Constellation will invest over $2.5 billion in 2025 to reliably operate our business for the long-term and fund our growth investments to help meet growing power demand."

This article was generated with the support of AI and reviewed by an editor. For more information see our T&C.

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