FirstEnergy FE Q3 2025 Earnings Call Transcript
Written by Emily J. Thompson, Senior Investment Analyst
Updated: Apr 28 2026
0mins
Should l Buy FE?
Source: NASDAQ.COM
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Analyst Views on FE
Wall Street analysts forecast FE stock price to rise
10 Analyst Rating
4 Buy
6 Hold
0 Sell
Moderate Buy
Current: 45.170
Low
46.00
Averages
49.25
High
54.00
Current: 45.170
Low
46.00
Averages
49.25
High
54.00
About FE
FirstEnergy Corp. and its subsidiaries are involved in the transmission, distribution, and generation of electricity through its segments: Distribution, Integrated and Stand-Alone Transmission. The Distribution Segment, which consists of the Ohio Companies and FirstEnergy Pennsylvania Electric Company (FE PA), distributes electricity in Ohio and Pennsylvania. The Integrated segment includes the distribution and transmission operations under Jersey Central Power & Light Company (JCP&L), Monongahela Power Company (MP) and The Potomac Edison Company (PE), as well as MP's regulated generation operations. The segment distributes electricity in New Jersey, West Virginia and Maryland, provides transmission infrastructure, and operates over 3,610 megawatts of regulated generation capacity. The Stand-Alone Transmission segment consists of its ownership in FET and KATCo, which includes transmission infrastructure owned and operated by the Transmission Companies and used to transmit electricity.
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.
FirstEnergy to Host Q1 2026 Earnings Call
- Earnings Call Announcement: FirstEnergy Corp. will host a conference call on April 29, 2026, at 9:00 AM ET to discuss its Q1 2026 earnings results, aiming to provide investors with the latest insights into the company's financial health and future outlook.
- Live Webcast Access: Investors can access the live webcast by logging onto the investor materials page on the company's website, ensuring transparency and enhancing communication with shareholders.
- Importance of Information Sharing: This call serves as a crucial communication bridge between the company and its investors, providing analysts and market participants with key financial data and management insights to facilitate informed investment decisions.
- Market Reaction Expectations: While specific financial figures have yet to be disclosed, investor attention is keen on FirstEnergy's performance, and the outcomes of this call are expected to influence the company's stock price, reflecting market confidence in its growth potential.
See More
FirstEnergy Reports Strong Q1 2026 Earnings with Increased Investments
- Earnings Highlights: FirstEnergy reported Q1 2026 GAAP earnings of $0.70 per share, a 12.9% increase from $0.62 in Q1 2025, reflecting robust performance and enhanced profitability in the electric market.
- Core Earnings Growth: The company's Core Earnings (non-GAAP) for Q1 2026 were $0.72 per share, up 7.5% from $0.67 in Q1 2025, demonstrating effective strategies in managing operating costs and investment returns.
- Investment Guidance Reaffirmed: FirstEnergy reaffirmed its 2026 Core Earnings guidance range of $2.62 to $2.82 per share, with a planned $6 billion investment in 2026 for grid modernization and infrastructure renewal, expected to drive future earnings growth.
- Increased Capital Expenditures: The company deployed $1.4 billion in customer-focused investments in Q1, representing a 33% increase year-over-year, with 90% of this increase directed towards enhancing grid reliability and resilience, further solidifying its market position.
See More
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- Strong Financial Performance: FirstEnergy reported Q1 2026 GAAP earnings of $0.70 per share on revenues of $4.2 billion, reflecting a 10.5% increase from $3.6 billion in Q1 2025, demonstrating robust execution of its growth strategy.
- Core Earnings Growth: The company achieved Core Earnings (non-GAAP) of $0.72 per share in Q1 2026, a 7.5% increase from $0.67 in Q1 2025, highlighting effective cost management and investment returns that bolster market confidence.
- Investment Plans Reaffirmed: FirstEnergy reaffirmed its 2026 Core Earnings guidance of $2.62 to $2.82 per share, with a planned $6 billion investment in grid modernization and infrastructure renewal, expected to drive future earnings growth.
- Long-Term Growth Outlook: The $36 billion Energize365 program represents a nearly 30% increase over the previous five-year investment plan, aiming for approximately 10% compounded annual rate base growth through 2030, further solidifying its market position in the energy sector.
See More
FirstEnergy FE Q3 2025 Earnings Call Transcript
See More
Major Earnings Reports Expected After Tuesday's Close
- Earnings Preview: Major companies such as Visa, Starbucks, Robinhood, Omega Healthcare Investors, and W. P. Carey are set to report earnings after Tuesday's close, with market participants keenly awaiting their performance and future guidance.
- Market Reaction: Investors will closely monitor these earnings, particularly from Visa and Starbucks, as their results could significantly influence overall market sentiment and investor confidence in related sectors.
- Additional Reports: In addition to the major players, several other companies including AAT, ACGL, and APAM will also release earnings on Tuesday, expected to provide further industry insights and economic signals.
- Earnings Season Calendar: Seeking Alpha's comprehensive earnings season calendar will assist investors in tracking upcoming earnings reports, ensuring they stay informed to make timely investment decisions.
See More
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- Earnings Announcement Date: FirstEnergy is set to release its Q1 earnings on April 28 after market close, with a consensus EPS estimate of $0.72, reflecting a 7.5% year-over-year increase, which could positively impact the stock price.
- Historical Performance Review: Over the past two years, FirstEnergy has beaten EPS estimates 75% of the time, although it has never surpassed revenue estimates, indicating a stable performance in profitability despite revenue challenges.
- Estimate Revision Dynamics: In the last three months, FirstEnergy's EPS estimates have seen three upward revisions and two downward adjustments, while revenue estimates experienced no upward revisions and one downward revision, reflecting cautious market sentiment regarding the company's future performance.
- Investment Plans: FirstEnergy plans to invest $950 million in grid upgrades in Ohio and Pennsylvania, a strategic move that will enhance its infrastructure and support future growth in electricity demand driven by AI and other technologies.
See More
FirstEnergy to Host Q1 2026 Earnings Call
- Earnings Call Announcement: FirstEnergy Corp. will host a conference call on April 29, 2026, at 9:00 AM ET to discuss its Q1 2026 earnings results, aiming to provide investors with the latest insights into the company's financial health and future outlook.
- Live Webcast Access: Investors can access the live webcast by logging onto the investor materials page on the company's website, ensuring transparency and enhancing communication with shareholders.
- Importance of Information Sharing: This call serves as a crucial communication bridge between the company and its investors, providing analysts and market participants with key financial data and management insights to facilitate informed investment decisions.
- Market Reaction Expectations: While specific financial figures have yet to be disclosed, investor attention is keen on FirstEnergy's performance, and the outcomes of this call are expected to influence the company's stock price, reflecting market confidence in its growth potential.
See More
FirstEnergy Reports Strong Q1 2026 Earnings with Increased Investments
- Earnings Highlights: FirstEnergy reported Q1 2026 GAAP earnings of $0.70 per share, a 12.9% increase from $0.62 in Q1 2025, reflecting robust performance and enhanced profitability in the electric market.
- Core Earnings Growth: The company's Core Earnings (non-GAAP) for Q1 2026 were $0.72 per share, up 7.5% from $0.67 in Q1 2025, demonstrating effective strategies in managing operating costs and investment returns.
- Investment Guidance Reaffirmed: FirstEnergy reaffirmed its 2026 Core Earnings guidance range of $2.62 to $2.82 per share, with a planned $6 billion investment in 2026 for grid modernization and infrastructure renewal, expected to drive future earnings growth.
- Increased Capital Expenditures: The company deployed $1.4 billion in customer-focused investments in Q1, representing a 33% increase year-over-year, with 90% of this increase directed towards enhancing grid reliability and resilience, further solidifying its market position.
See More
FirstEnergy Reports Strong Q1 2026 Earnings and Investment Plans
- Strong Financial Performance: FirstEnergy reported Q1 2026 GAAP earnings of $0.70 per share on revenues of $4.2 billion, reflecting a 10.5% increase from $3.6 billion in Q1 2025, demonstrating robust execution of its growth strategy.
- Core Earnings Growth: The company achieved Core Earnings (non-GAAP) of $0.72 per share in Q1 2026, a 7.5% increase from $0.67 in Q1 2025, highlighting effective cost management and investment returns that bolster market confidence.
- Investment Plans Reaffirmed: FirstEnergy reaffirmed its 2026 Core Earnings guidance of $2.62 to $2.82 per share, with a planned $6 billion investment in grid modernization and infrastructure renewal, expected to drive future earnings growth.
- Long-Term Growth Outlook: The $36 billion Energize365 program represents a nearly 30% increase over the previous five-year investment plan, aiming for approximately 10% compounded annual rate base growth through 2030, further solidifying its market position in the energy sector.
See More
FirstEnergy FE Q3 2025 Earnings Call Transcript
See More
Major Earnings Reports Expected After Tuesday's Close
- Earnings Preview: Major companies such as Visa, Starbucks, Robinhood, Omega Healthcare Investors, and W. P. Carey are set to report earnings after Tuesday's close, with market participants keenly awaiting their performance and future guidance.
- Market Reaction: Investors will closely monitor these earnings, particularly from Visa and Starbucks, as their results could significantly influence overall market sentiment and investor confidence in related sectors.
- Additional Reports: In addition to the major players, several other companies including AAT, ACGL, and APAM will also release earnings on Tuesday, expected to provide further industry insights and economic signals.
- Earnings Season Calendar: Seeking Alpha's comprehensive earnings season calendar will assist investors in tracking upcoming earnings reports, ensuring they stay informed to make timely investment decisions.
See More
FirstEnergy Q1 Earnings Announcement Scheduled
- Earnings Announcement Date: FirstEnergy is set to release its Q1 earnings on April 28 after market close, with a consensus EPS estimate of $0.72, reflecting a 7.5% year-over-year increase, which could positively impact the stock price.
- Historical Performance Review: Over the past two years, FirstEnergy has beaten EPS estimates 75% of the time, although it has never surpassed revenue estimates, indicating a stable performance in profitability despite revenue challenges.
- Estimate Revision Dynamics: In the last three months, FirstEnergy's EPS estimates have seen three upward revisions and two downward adjustments, while revenue estimates experienced no upward revisions and one downward revision, reflecting cautious market sentiment regarding the company's future performance.
- Investment Plans: FirstEnergy plans to invest $950 million in grid upgrades in Ohio and Pennsylvania, a strategic move that will enhance its infrastructure and support future growth in electricity demand driven by AI and other technologies.
See More
