1Jยท

Constellation Energy Q2'25 Earnings Highlights

$CEG (+0,16ย %)


๐Ÿ”น Revenue: $6.10B (Est. $5.06B) ๐ŸŸข

๐Ÿ”น GAAP EPS: $2.67 (Est. $1.83) ๐ŸŸข


Nuclear & Operations

๐Ÿ”น Nuclear Output: 45,170 GWh vs. 45,314 GWh YoY

๐Ÿ”น Capacity Factor (excl. Salem/STP): 94.8% vs. 95.4% YoY

๐Ÿ”น Natural Gas Dispatch Match Rate: 98.3%

๐Ÿ”น Renewable Energy Capture: 96.1%


Strategic Updates

๐Ÿ”น Signed 20-year PPA with Meta for full output of Clinton Clean Energy Center

๐Ÿ”น Crane Clean Energy Center to restart in 2027 (ahead of schedule)

๐Ÿ”น Calpine acquisition approved by FERC, NY, TX regulators โ€” expected to close Q4

๐Ÿ”น Reaffirmed FY25 adj. EPS guidance: $8.90โ€“$9.60


CEO Commentary

๐Ÿ”ธ โ€œWith demand rising from AI, EVs, and industry, weโ€™re expanding clean capacity and grid reliability.โ€

๐Ÿ”ธ โ€œOur AI-powered demand response tool will help reduce energy use during peak demand periods.โ€

๐Ÿ”ธ โ€œWe're focused on uprates, restarts, and long-term partnerships like Meta to lead the clean energy transition.โ€

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