Portland General Electric beats Q2 expectations on strong data center demand

Published 25/07/2025, 11:32
 Portland General Electric beats Q2 expectations on strong data center demand

PORTLAND - On Friday, Portland General Electric Company (NYSE:POR) reported second quarter adjusted earnings of $0.66 per share, exceeding analyst expectations of $0.64, as industrial load growth from data centers drove a 16.5% increase in quarter-over-quarter demand. Revenue reached $807 million, surpassing the consensus estimate of $794.08 million.

The utility’s shares edged up 0.18% in pre-market trading following the announcement.

"The second quarter was a period of execution and solid progress at Portland General Electric," said Maria Pope, President and CEO. "We are focused on safely and reliably serving customers, engaging with stakeholders, driving efficiencies and updating our corporate structure to lower costs and deliver results."

Total (EPA:TTEF) revenues increased YoY primarily due to continued demand growth from semiconductor manufacturing and technology infrastructure customers, though this was partially offset by lower average price of deliveries from changing customer mix. The company reported GAAP net income of $62 million, or $0.56 per diluted share, compared with $72 million, or $0.69 per share, in the second quarter of 2024.

Operating expenses rose to $689 million from $642 million in the same period last year, driven by increased wildfire mitigation, vegetation management, and business transformation costs. Purchased power and fuel expenses also increased due to rising prices.

PGE reaffirmed its full-year 2025 adjusted earnings guidance of $3.13 to $3.33 per diluted share, based on expected energy delivery growth between 2.5% and 3.5% (weather adjusted).

The company is advancing several strategic initiatives, including submitting a formal application to the Oregon Public Utility Commission for approval of a holding company reorganization and requesting recovery of costs associated with its Distribution System Plan and the Seaside Battery Energy Storage System.

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

Latest comments

Risk Disclosure: Trading in financial instruments and/or cryptocurrencies involves high risks including the risk of losing some, or all, of your investment amount, and may not be suitable for all investors. Prices of cryptocurrencies are extremely volatile and may be affected by external factors such as financial, regulatory or political events. Trading on margin increases the financial risks.
Before deciding to trade in financial instrument or cryptocurrencies you should be fully informed of the risks and costs associated with trading the financial markets, carefully consider your investment objectives, level of experience, and risk appetite, and seek professional advice where needed.
Fusion Media would like to remind you that the data contained in this website is not necessarily real-time nor accurate. The data and prices on the website are not necessarily provided by any market or exchange, but may be provided by market makers, and so prices may not be accurate and may differ from the actual price at any given market, meaning prices are indicative and not appropriate for trading purposes. Fusion Media and any provider of the data contained in this website will not accept liability for any loss or damage as a result of your trading, or your reliance on the information contained within this website.
It is prohibited to use, store, reproduce, display, modify, transmit or distribute the data contained in this website without the explicit prior written permission of Fusion Media and/or the data provider. All intellectual property rights are reserved by the providers and/or the exchange providing the data contained in this website.
Fusion Media may be compensated by the advertisers that appear on the website, based on your interaction with the advertisements or advertisers
© 2007-2025 - Fusion Media Limited. All Rights Reserved.