Eversource Energy Q4 Earnings Exceed Expectations
Written by Emily J. Thompson, Senior Investment Analyst
Updated: 3 days ago
0mins
Should l Buy ES?
Source: seekingalpha
- Strong Earnings Performance: Eversource Energy reported a Q4 2025 non-GAAP EPS of $1.12, beating expectations by $0.02, indicating a sustained enhancement in the company's profitability.
- Significant Year-over-Year Growth: The earnings of $421.3 million in Q4 2025 represent a substantial increase from $72.5 million in Q4 2024, showcasing the company's robust recovery and growth potential in the market.
- Increase in Non-GAAP Earnings: The non-GAAP earnings for Q4 2025 reached $421.3 million, up 13.5% from $370.8 million in Q4 2024, reflecting the company's success in cost control and operational efficiency.
- Optimistic Market Outlook: Despite facing risks, analysts generally believe that Eversource Energy has significant long-term return potential, particularly as investments in renewable energy are expected to drive future growth.
Trade with 70% Backtested Accuracy
Stop guessing "Should I Buy ES?" and start using high-conviction signals backed by rigorous historical data.
Sign up today to access powerful investing tools and make smarter, data-driven decisions.
Analyst Views on ES
Wall Street analysts forecast ES stock price to rise
12 Analyst Rating
3 Buy
6 Hold
3 Sell
Hold
Current: 70.320
Low
60.00
Averages
71.91
High
80.00
Current: 70.320
Low
60.00
Averages
71.91
High
80.00
About ES
Eversource Energy is a utility holding company, which is engaged in the energy delivery business through its utility subsidiaries. Its segments include Electric Distribution, Electric Transmission, Natural Gas Distribution and Water Distribution. The Electric Distribution segment is engaged in the distribution of electricity to retail customers in Connecticut, Massachusetts and New Hampshire, respectively, and the solar power facilities of NSTAR Electric Company. The Electric Transmission segment owns and maintains transmission facilities that are part of an interstate power transmission grid over which electricity is transmitted throughout New England. The Natural Gas Distribution distributes natural gas to his customers in central and eastern Massachusetts. The Water Distribution segment provides water services to over 248,000 residential, commercial, industrial, municipal and fire protection and other customers, in 73 towns and cities in Connecticut, Massachusetts and New Hampshire.
About the author
Emily J. Thompson
Emily J. Thompson, a Chartered Financial Analyst (CFA) with 12 years in investment research, graduated with honors from the Wharton School. Specializing in industrial and technology stocks, she provides in-depth analysis for Intellectia’s earnings and market brief reports.
Eversource Energy Reports Strong Q4 2025 Earnings and Strategic Plans
- Non-GAAP EPS: Eversource Energy reported a non-GAAP earnings per share of $4.76 for 2025, up from $4.57 in 2024, reflecting strong operational performance and capital investments, which is expected to bolster investor confidence.
- Capital Investment Plan: The company announced a new $26.5 billion five-year capital investment plan, increasing by $2.3 billion, primarily targeting electric and natural gas distribution, aimed at enhancing infrastructure to support future growth.
- Future Outlook: Eversource projects 2026 earnings per share in the range of $4.80 to $4.95, facing challenges from the timing of regulatory outcomes and the potential impact of the Aquarion Water Company sale, but management remains optimistic about earnings growth in 2027 and 2028.
- Financial Flexibility: Management emphasized ongoing proactive engagement with regulators to ensure funding flexibility and necessary measures regarding the sale of Aquarion Water Company and storm cost recovery to address future uncertainties.
See More
Eversource Energy Reports Strong 2025 Financial Performance
- Non-GAAP EPS Achievement: Eversource Energy reported a non-GAAP earnings per share of $4.76 for 2025, aligning with its guidance range, indicating stability and growth potential in its financial performance.
- Capital Investment Success: The company successfully deployed over $4 billion in capital investments in 2025, advancing grid modernization and supporting decarbonization goals, thereby enhancing its competitive edge in the renewable energy sector.
- Smart Meter Installations: Eversource installed over 100,000 smart meters in Massachusetts as part of a broader initiative to upgrade 1.5 million meters, which will improve customer service quality and optimize operational efficiency.
- Financial Condition Improvement: The company improved its FFO-to-debt ratio by over 400 basis points in the past year, strengthening its balance sheet and enhancing its future financing capabilities to support ongoing growth.
See More
Eversource Energy Q4 Earnings Exceed Expectations
- Strong Earnings Performance: Eversource Energy reported a Q4 2025 non-GAAP EPS of $1.12, beating expectations by $0.02, indicating a sustained enhancement in the company's profitability.
- Significant Year-over-Year Growth: The earnings of $421.3 million in Q4 2025 represent a substantial increase from $72.5 million in Q4 2024, showcasing the company's robust recovery and growth potential in the market.
- Increase in Non-GAAP Earnings: The non-GAAP earnings for Q4 2025 reached $421.3 million, up 13.5% from $370.8 million in Q4 2024, reflecting the company's success in cost control and operational efficiency.
- Optimistic Market Outlook: Despite facing risks, analysts generally believe that Eversource Energy has significant long-term return potential, particularly as investments in renewable energy are expected to drive future growth.
See More
Eversource Energy Reports Significant Q4 Earnings Growth
- Significant Earnings Increase: Eversource Energy reported fourth-quarter earnings of $421.306 million, or $1.12 per share, a substantial rise from last year's $72.520 million and $0.20 per share, indicating a marked improvement in the company's profitability.
- Notable Revenue Growth: The company's revenue surged by 13.4% in the fourth quarter, increasing from $2.971 billion last year to $3.370 billion, reflecting positive performance in market demand and operational efficiency.
- Stable Adjusted Earnings: Excluding special items, Eversource Energy's adjusted earnings also stood at $421.3 million, or $1.12 per share, demonstrating the stability and profitability of the company's core operations.
- Optimistic Market Outlook: With significant growth in earnings and revenue, Eversource Energy is positioned with a stronger financial foundation for future market competition, which is expected to further drive the company's strategic development in the energy sector.
See More
Eversource Energy Reports Strong 2025 Earnings Growth
- Full-Year Earnings Growth: Eversource Energy reported a net income of $1.69 billion for 2025, translating to $4.56 per share, a significant increase from $811.7 million and $2.27 per share in 2024, indicating robust performance and enhanced profitability in the energy sector.
- Non-GAAP Earnings Performance: The company's non-GAAP recurring earnings reached $1.77 billion, or $4.76 per share, up from $1.63 billion and $4.57 per share in 2024, reflecting ongoing improvements in operational efficiency and cost management.
- Expanded Investment Plan: Eversource unveiled a five-year investment plan totaling $26.5 billion for 2026 to 2030, an increase of $2.3 billion over the previous $24.2 billion plan, primarily aimed at enhancing electric and natural gas distribution infrastructure to meet future customer demands and clean energy objectives.
- Optimistic Future Outlook: The company anticipates earnings per share between $4.80 and $4.95 for 2026, with a long-term growth rate of 5% to 7%, demonstrating Eversource's confidence in sustainable growth and strategic planning in a competitive market.
See More
Stocks Close Steady Following Robust Jobs Data
Market Movement: The S&P 500 attempted to reach the 7,000 mark during trading.
End of Day Status: Despite the early gains, the index closed the day at its starting point.
See More
Eversource Energy Reports Strong Q4 2025 Earnings and Strategic Plans
- Non-GAAP EPS: Eversource Energy reported a non-GAAP earnings per share of $4.76 for 2025, up from $4.57 in 2024, reflecting strong operational performance and capital investments, which is expected to bolster investor confidence.
- Capital Investment Plan: The company announced a new $26.5 billion five-year capital investment plan, increasing by $2.3 billion, primarily targeting electric and natural gas distribution, aimed at enhancing infrastructure to support future growth.
- Future Outlook: Eversource projects 2026 earnings per share in the range of $4.80 to $4.95, facing challenges from the timing of regulatory outcomes and the potential impact of the Aquarion Water Company sale, but management remains optimistic about earnings growth in 2027 and 2028.
- Financial Flexibility: Management emphasized ongoing proactive engagement with regulators to ensure funding flexibility and necessary measures regarding the sale of Aquarion Water Company and storm cost recovery to address future uncertainties.
See More
Eversource Energy Reports Strong 2025 Financial Performance
- Non-GAAP EPS Achievement: Eversource Energy reported a non-GAAP earnings per share of $4.76 for 2025, aligning with its guidance range, indicating stability and growth potential in its financial performance.
- Capital Investment Success: The company successfully deployed over $4 billion in capital investments in 2025, advancing grid modernization and supporting decarbonization goals, thereby enhancing its competitive edge in the renewable energy sector.
- Smart Meter Installations: Eversource installed over 100,000 smart meters in Massachusetts as part of a broader initiative to upgrade 1.5 million meters, which will improve customer service quality and optimize operational efficiency.
- Financial Condition Improvement: The company improved its FFO-to-debt ratio by over 400 basis points in the past year, strengthening its balance sheet and enhancing its future financing capabilities to support ongoing growth.
See More
Eversource Energy Q4 Earnings Exceed Expectations
- Strong Earnings Performance: Eversource Energy reported a Q4 2025 non-GAAP EPS of $1.12, beating expectations by $0.02, indicating a sustained enhancement in the company's profitability.
- Significant Year-over-Year Growth: The earnings of $421.3 million in Q4 2025 represent a substantial increase from $72.5 million in Q4 2024, showcasing the company's robust recovery and growth potential in the market.
- Increase in Non-GAAP Earnings: The non-GAAP earnings for Q4 2025 reached $421.3 million, up 13.5% from $370.8 million in Q4 2024, reflecting the company's success in cost control and operational efficiency.
- Optimistic Market Outlook: Despite facing risks, analysts generally believe that Eversource Energy has significant long-term return potential, particularly as investments in renewable energy are expected to drive future growth.
See More
Eversource Energy Reports Significant Q4 Earnings Growth
- Significant Earnings Increase: Eversource Energy reported fourth-quarter earnings of $421.306 million, or $1.12 per share, a substantial rise from last year's $72.520 million and $0.20 per share, indicating a marked improvement in the company's profitability.
- Notable Revenue Growth: The company's revenue surged by 13.4% in the fourth quarter, increasing from $2.971 billion last year to $3.370 billion, reflecting positive performance in market demand and operational efficiency.
- Stable Adjusted Earnings: Excluding special items, Eversource Energy's adjusted earnings also stood at $421.3 million, or $1.12 per share, demonstrating the stability and profitability of the company's core operations.
- Optimistic Market Outlook: With significant growth in earnings and revenue, Eversource Energy is positioned with a stronger financial foundation for future market competition, which is expected to further drive the company's strategic development in the energy sector.
See More
Eversource Energy Reports Strong 2025 Earnings Growth
- Full-Year Earnings Growth: Eversource Energy reported a net income of $1.69 billion for 2025, translating to $4.56 per share, a significant increase from $811.7 million and $2.27 per share in 2024, indicating robust performance and enhanced profitability in the energy sector.
- Non-GAAP Earnings Performance: The company's non-GAAP recurring earnings reached $1.77 billion, or $4.76 per share, up from $1.63 billion and $4.57 per share in 2024, reflecting ongoing improvements in operational efficiency and cost management.
- Expanded Investment Plan: Eversource unveiled a five-year investment plan totaling $26.5 billion for 2026 to 2030, an increase of $2.3 billion over the previous $24.2 billion plan, primarily aimed at enhancing electric and natural gas distribution infrastructure to meet future customer demands and clean energy objectives.
- Optimistic Future Outlook: The company anticipates earnings per share between $4.80 and $4.95 for 2026, with a long-term growth rate of 5% to 7%, demonstrating Eversource's confidence in sustainable growth and strategic planning in a competitive market.
See More
Stocks Close Steady Following Robust Jobs Data
Market Movement: The S&P 500 attempted to reach the 7,000 mark during trading.
End of Day Status: Despite the early gains, the index closed the day at its starting point.
See More
