E.ON stock climbs on solid 2025-2028 outlook; 2024 earnings meet guidance

Published 26/02/2025, 10:04
© Reuters.

Investing.com -- E.ON SE (ETR:EONGn) met its 2024 earnings targets as investments in network infrastructure expanded across Europe and said it expects to achieve growth this year despite ongoing political and economic uncertainty.

Its shares climbed roughly 3% in European trading Wednesday.

The Germany-based electric utility company reported a 3% decline in adjusted earnings before interest, taxes, depreciation, and amortization (EBITDA) for 2024, totaling 9.05 billion euros ($9.52 billion). This was slightly above the 8.93 billion euros analysts had forecast, according to company-compiled consensus estimates.

E.ON said its adjusted EBITDA landed at the upper end of its guidance range of 8.8 billion to 9.0 billion euros.

In its core energy networks segment, adjusted earnings rose to 6.9 billion euros from 6.6 billion euros a year earlier, exceeding analyst expectations of 6.81 billion euros. The company attributed the increase to higher infrastructure investments across all European regions.

Adjusted group net income, E.ON’s preferred metric, declined 7% to 2.86 billion euros, in line with its forecast range of 2.8 billion to 3.0 billion euros. Analysts had expected 2.92 billion euros.

The company proposed raising its dividend for 2024 to 0.55 euros per share, up from 0.53 euros the previous year.

For 2025, E.ON projects adjusted group EBITDA of between 9.6 billion and 9.8 billion euros, with adjusted net income expected to range from 2.85 billion to 3.05 billion euros.

Looking further ahead, the company expects adjusted group EBITDA to surpass 11.3 billion euros by 2028, with adjusted net income reaching approximately 3.4 billion euros.

Barclays (LON:BARC) analysts said the “superior 2025/28 guidance” will be the “main focus” for investors, implying “Bloomberg consensus EPS upside supporting our argument of structural growth and an overdone share price underperformance.”

Separately, analysts at Morgan Stanley (NYSE:MS) said they “expect a positive market reaction to FY results print & continued relief rally post German elections.”

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