🔹 Revenue: $6.10B (Est. $5.06B) 🟢
🔹 GAAP EPS: $2.67 (Est. $1.83) 🟢
Nuclear & Operations
🔹 Nuclear Output: 45,170 GWh vs. 45,314 GWh YoY
🔹 Capacity Factor (excl. Salem/STP): 94.8% vs. 95.4% YoY
🔹 Natural Gas Dispatch Match Rate: 98.3%
🔹 Renewable Energy Capture: 96.1%
Strategic Updates
🔹 Signed 20-year PPA with Meta for full output of Clinton Clean Energy Center
🔹 Crane Clean Energy Center to restart in 2027 (ahead of schedule)
🔹 Calpine acquisition approved by FERC, NY, TX regulators — expected to close Q4
🔹 Reaffirmed FY25 adj. EPS guidance: $8.90–$9.60
CEO Commentary
🔸 “With demand rising from AI, EVs, and industry, we’re expanding clean capacity and grid reliability.”
🔸 “Our AI-powered demand response tool will help reduce energy use during peak demand periods.”
🔸 “We're focused on uprates, restarts, and long-term partnerships like Meta to lead the clean energy transition.”