CenterPoint Energy Inc. reported fourth‑quarter 2025 results that included a revenue increase of 11% to $2.505 billion, beating the consensus estimate of $2.33–$2.35 billion by roughly $0.18 billion. The company’s non‑GAAP earnings per share were $0.45, a 9% year‑over‑year rise from $0.40 in Q4 2024, but fell $0.01 short of the $0.46 consensus estimate, marking a modest miss.
GAAP earnings per share were $0.40, while full‑year 2025 GAAP EPS was $1.60. The company attributed the Q4 growth to a $0.12 per‑share contribution from growth and regulatory recovery and an additional $0.01 per‑share from weather and usage. Offset factors included a $0.02 per‑share increase in operating‑maintenance expenses and a $0.05 per‑share rise in interest costs, largely driven by $3.3 billion of incremental debt issuances.
Management highlighted the company’s continued execution in the Houston electric market, noting a 100‑million‑minute reduction in outage times year over year. CEO Jason Wells said, "I'm proud of how our teams continued to deliver better outcomes for our customers and communities in 2025, including reducing year over year outage times by more than 100 million customer outage minutes in our Houston Electric business. We closed out the year with strong and consistent execution, robust financial results and significant growth opportunities. With these results, we have now delivered industry‑leading 9% non‑GAAP EPS growth in four of the last five years."
The company reaffirmed its 2026 non‑GAAP EPS guidance of $1.89 to $1.91, an 8% increase at the midpoint from the $1.90 delivered in 2025. CFO Christopher Foster noted, "On a GAAP EPS basis, we reported $0.40 for the fourth quarter and $1.60 for the full year 2025." The guidance reflects confidence in continued demand in the Houston market, where peak load is projected to rise 50% by 2031, and a $65.5 billion capital‑investment plan through 2035.
Market reaction was muted, with the stock falling 1.7% intraday and 2.62% in pre‑market trading. The slight EPS miss relative to consensus, combined with a guidance midpoint that sits just below analyst expectations, tempered investor enthusiasm despite the strong revenue beat and robust growth narrative.
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