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CNP

CenterPoint Energy (CNP) Reports Strong Q4 and Full-Year 2025 Results

CenterPoint Energy, Inc. has reported strong fourth quarter and full-year 2025 results. The company's GAAP earnings for Q4 2025 were $0.40 per diluted share, compared to $0.38 per diluted share in Q4 2024. Non-GAAP earnings per diluted share (non-GAAP EPS) for Q4 2025 were $0.45, marking a 12.5% increase over the same period in 2024. For the full year 2025, GAAP earnings were $1.60 per diluted share, while non-GAAP EPS was $1.76, representing a 9% increase over 2024.

Looking ahead, CenterPoint Energy reiterated its 2026 non-GAAP EPS guidance range of at least the midpoint of $1.89-$1.91, which, at the midpoint, would signify 8% growth over the 2025 results. The company also announced an increase in its 10-year capital investment plan by $500 million, bringing the total planned investment from 2026 through 2035 to over $65 billion. Furthermore, CenterPoint Energy expects to meet its 50% increase in peak load demand by 2029, two years ahead of initial forecasts.

The strong Q4 results were primarily driven by growth and regulatory recovery, which contributed $0.12 per share of favorability compared to Q4 2024. Additionally, weather and usage were favorable drivers, contributing $0.01 per share, while increased operating and maintenance expense offset some of these gains by $0.02 per share. The company also saw an increase in interest expense by $0.05 per share over the comparable quarter of 2024.

The market has reacted to these announcements by moving the company's shares 1.02% to a price of $39.71. For more information, read the company's full 8-K submission here.

The above analysis is intended for educational purposes only and was performed on the basis of publicly available data. It is not to be construed as a recommendation to buy or sell any security. Any buy, sell, or other recommendations mentioned in the article are direct quotations of consensus recommendations from the analysts covering the stock, and do not represent the opinions of Market Inference or its writers. Past performance, accounting data, and inferences about market position and corporate valuation are not reliable indicators of future price movements. Market Inference does not provide financial advice. Investors should conduct their own review and analysis of any company of interest before making an investment decision.

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