FirstEnergy Set to Announce Q4 Earnings on February 17
Written by Emily J. Thompson, Senior Investment Analyst
Updated: 2 hours ago
0mins
Should l Buy FE?
Source: seekingalpha
- Earnings Announcement Date: FirstEnergy is set to release its Q4 earnings on February 17 after market close, with a consensus EPS estimate of $0.54, reflecting an 11.5% year-over-year decline, which may impact investor confidence.
- Historical Performance Review: Over the past two years, FirstEnergy has beaten EPS estimates 75% of the time but has failed to exceed revenue estimates, indicating ongoing challenges in revenue growth.
- Estimate Revision Dynamics: In the last three months, EPS estimates have seen one upward revision and five downward adjustments, while revenue estimates experienced one upward and one downward revision, suggesting a decline in market confidence regarding future performance.
- Credibility Recovery Progress: Despite the $60 million bribery scandal, FirstEnergy's upgrade by Wolfe indicates progress in rebuilding its corporate credibility, which may attract more investor interest.
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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: 48.840
Low
46.00
Averages
49.25
High
54.00
Current: 48.840
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 3,604 MWs of regulated net maximum 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 Set to Announce Q4 Earnings on February 17
- Earnings Announcement Date: FirstEnergy is set to release its Q4 earnings on February 17 after market close, with a consensus EPS estimate of $0.54, reflecting an 11.5% year-over-year decline, which may impact investor confidence.
- Historical Performance Review: Over the past two years, FirstEnergy has beaten EPS estimates 75% of the time but has failed to exceed revenue estimates, indicating ongoing challenges in revenue growth.
- Estimate Revision Dynamics: In the last three months, EPS estimates have seen one upward revision and five downward adjustments, while revenue estimates experienced one upward and one downward revision, suggesting a decline in market confidence regarding future performance.
- Credibility Recovery Progress: Despite the $60 million bribery scandal, FirstEnergy's upgrade by Wolfe indicates progress in rebuilding its corporate credibility, which may attract more investor interest.
See More
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- New Power Plant: Mon Power and Potomac Edison plan to construct a 1,200-megawatt natural gas power plant in Maidsville, West Virginia, expected to supply electricity to approximately 500,000 homes, thereby enhancing the region's energy supply capacity to meet growing demand.
- Project Timeline: If approved by the West Virginia Public Service Commission, site work is anticipated to commence in 2027, with the plant expected to come online by late 2031, demonstrating the companies' long-term commitment to future power supply reliability.
- Solar Project Expansion: The companies are also seeking to add 70 megawatts of solar generation on former industrial and reclaimed mine lands, including several smaller projects, aimed at further diversifying their renewable energy portfolio while supporting U.S. manufacturing and creating construction jobs.
- Customer Service Commitment: Mon Power and Potomac Edison currently serve 395,000 and 285,000 customers respectively, and these new power initiatives will ensure the companies continue to provide reliable and affordable electricity over the next decade, enhancing customer satisfaction and market competitiveness.
See More
New Natural Gas Plant to Enhance Power Supply
- New Plant Construction: Mon Power and Potomac Edison plan to build a 1,200-megawatt natural gas plant in Maidsville, West Virginia, expected to power approximately 500,000 homes, thereby enhancing the region's energy supply and ensuring reliable and affordable electricity.
- Project Timeline: If approved by the West Virginia Public Service Commission, construction is anticipated to begin in 2027, with the plant expected to come online by late 2031, reflecting the companies' proactive planning for future electricity demand growth.
- Solar Resource Expansion: The companies are also seeking approval for 70 megawatts of new solar generation on former industrial and reclaimed mine lands, which will complement their existing 30-megawatt solar portfolio, supporting clean energy development and creating construction jobs.
- Customer Service Commitment: Mon Power and Potomac Edison currently serve approximately 395,000 and 285,000 customers, respectively, and the new power projects will further enhance their service capabilities in West Virginia, ensuring they meet the rapidly growing electricity needs.
See More
Powell's Tenure Nears End, Market Focuses on His Legacy
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- Interest Rate Challenges: During Powell's leadership, the Fed has navigated emergency interventions and an aggressive rate-hiking cycle, with the benchmark rate rising from near zero to over 5%; despite initially viewing inflation as 'transitory,' achieving a 'soft landing' for the economy will be a key part of his legacy.
- Market Reaction Expectations: Investors are optimistic about the upcoming personal consumption expenditure data, although the cooler-than-expected CPI could impact the Fed's interest rate outlook, with markets currently pricing in only two quarter-point cuts for the year.
- Industry Dynamics Observation: As concerns over AI disruption grow, stocks in software, finance, and real estate have seen declines, prompting investors to search for the next potentially affected sectors, with Walmart and Deere's upcoming earnings reports likely to be focal points for market attention.
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New Jersey Power System Upgrades Significantly Reduce Outages
- Project Progress: Jersey Central Power & Light (JCP&L) has reached the halfway point of its $95 million Reliability Improvement Project, which is expected to further enhance the stability and reliability of the electric system, thereby increasing customer satisfaction.
- Significant Reduction in Outages: In Morris and Monmouth counties, nearly 16,500 customers experienced over an 80% drop in outages in 2025 compared to the previous year, indicating that the upgrades have significantly improved power supply reliability.
- Customer Benefits: The upgrades to local power lines not only enhance the overall performance of the electric system but also strengthen JCP&L's service capabilities, thereby improving the company's competitive position in the market.
- Long-term Strategic Goals: The successful implementation of this project not only helps reduce outage events but also lays the groundwork for future investments in power infrastructure, ensuring the company remains a leader in the evolving energy market.
See More
New Jersey Reliability Improvement Project Progresses
- Significant Progress: Jersey Central Power & Light (JCP&L) has reached the halfway point of its $95 million Reliability Improvement Project, with over an 80% reduction in outages for customers in Morris and Monmouth counties in 2025, demonstrating the effectiveness of the investments.
- Infrastructure Upgrades: JCP&L is strengthening poles and wires, moving certain lines underground, and adding smart devices for faster detection and restoration of power, which is expected to significantly reduce both the frequency and duration of outages.
- Upcoming Projects: Three upgrade projects in Hunterdon, Southern Ocean, and Warren counties are set to be completed by year-end, improving reliability for nearly 10,000 customers and enhancing service quality.
- Long-term Investment Plan: The improvement project is part of FirstEnergy's Energize365 initiative, which plans to invest $28 billion between 2025 and 2029 to build a smarter, more resilient grid that meets the evolving needs of communities.
See More
FirstEnergy Set to Announce Q4 Earnings on February 17
- Earnings Announcement Date: FirstEnergy is set to release its Q4 earnings on February 17 after market close, with a consensus EPS estimate of $0.54, reflecting an 11.5% year-over-year decline, which may impact investor confidence.
- Historical Performance Review: Over the past two years, FirstEnergy has beaten EPS estimates 75% of the time but has failed to exceed revenue estimates, indicating ongoing challenges in revenue growth.
- Estimate Revision Dynamics: In the last three months, EPS estimates have seen one upward revision and five downward adjustments, while revenue estimates experienced one upward and one downward revision, suggesting a decline in market confidence regarding future performance.
- Credibility Recovery Progress: Despite the $60 million bribery scandal, FirstEnergy's upgrade by Wolfe indicates progress in rebuilding its corporate credibility, which may attract more investor interest.
See More
New Natural Gas Plant to Enhance Power Supply in West Virginia
- New Power Plant: Mon Power and Potomac Edison plan to construct a 1,200-megawatt natural gas power plant in Maidsville, West Virginia, expected to supply electricity to approximately 500,000 homes, thereby enhancing the region's energy supply capacity to meet growing demand.
- Project Timeline: If approved by the West Virginia Public Service Commission, site work is anticipated to commence in 2027, with the plant expected to come online by late 2031, demonstrating the companies' long-term commitment to future power supply reliability.
- Solar Project Expansion: The companies are also seeking to add 70 megawatts of solar generation on former industrial and reclaimed mine lands, including several smaller projects, aimed at further diversifying their renewable energy portfolio while supporting U.S. manufacturing and creating construction jobs.
- Customer Service Commitment: Mon Power and Potomac Edison currently serve 395,000 and 285,000 customers respectively, and these new power initiatives will ensure the companies continue to provide reliable and affordable electricity over the next decade, enhancing customer satisfaction and market competitiveness.
See More
New Natural Gas Plant to Enhance Power Supply
- New Plant Construction: Mon Power and Potomac Edison plan to build a 1,200-megawatt natural gas plant in Maidsville, West Virginia, expected to power approximately 500,000 homes, thereby enhancing the region's energy supply and ensuring reliable and affordable electricity.
- Project Timeline: If approved by the West Virginia Public Service Commission, construction is anticipated to begin in 2027, with the plant expected to come online by late 2031, reflecting the companies' proactive planning for future electricity demand growth.
- Solar Resource Expansion: The companies are also seeking approval for 70 megawatts of new solar generation on former industrial and reclaimed mine lands, which will complement their existing 30-megawatt solar portfolio, supporting clean energy development and creating construction jobs.
- Customer Service Commitment: Mon Power and Potomac Edison currently serve approximately 395,000 and 285,000 customers, respectively, and the new power projects will further enhance their service capabilities in West Virginia, ensuring they meet the rapidly growing electricity needs.
See More
Powell's Tenure Nears End, Market Focuses on His Legacy
- Monetary Policy Balance: As Fed Chair Powell's tenure approaches its end, the market is keenly focused on his performance in balancing maximum employment and stable prices, especially with the upcoming release of the latest meeting minutes, marking one of his final meetings in office.
- Interest Rate Challenges: During Powell's leadership, the Fed has navigated emergency interventions and an aggressive rate-hiking cycle, with the benchmark rate rising from near zero to over 5%; despite initially viewing inflation as 'transitory,' achieving a 'soft landing' for the economy will be a key part of his legacy.
- Market Reaction Expectations: Investors are optimistic about the upcoming personal consumption expenditure data, although the cooler-than-expected CPI could impact the Fed's interest rate outlook, with markets currently pricing in only two quarter-point cuts for the year.
- Industry Dynamics Observation: As concerns over AI disruption grow, stocks in software, finance, and real estate have seen declines, prompting investors to search for the next potentially affected sectors, with Walmart and Deere's upcoming earnings reports likely to be focal points for market attention.
See More
New Jersey Power System Upgrades Significantly Reduce Outages
- Project Progress: Jersey Central Power & Light (JCP&L) has reached the halfway point of its $95 million Reliability Improvement Project, which is expected to further enhance the stability and reliability of the electric system, thereby increasing customer satisfaction.
- Significant Reduction in Outages: In Morris and Monmouth counties, nearly 16,500 customers experienced over an 80% drop in outages in 2025 compared to the previous year, indicating that the upgrades have significantly improved power supply reliability.
- Customer Benefits: The upgrades to local power lines not only enhance the overall performance of the electric system but also strengthen JCP&L's service capabilities, thereby improving the company's competitive position in the market.
- Long-term Strategic Goals: The successful implementation of this project not only helps reduce outage events but also lays the groundwork for future investments in power infrastructure, ensuring the company remains a leader in the evolving energy market.
See More
New Jersey Reliability Improvement Project Progresses
- Significant Progress: Jersey Central Power & Light (JCP&L) has reached the halfway point of its $95 million Reliability Improvement Project, with over an 80% reduction in outages for customers in Morris and Monmouth counties in 2025, demonstrating the effectiveness of the investments.
- Infrastructure Upgrades: JCP&L is strengthening poles and wires, moving certain lines underground, and adding smart devices for faster detection and restoration of power, which is expected to significantly reduce both the frequency and duration of outages.
- Upcoming Projects: Three upgrade projects in Hunterdon, Southern Ocean, and Warren counties are set to be completed by year-end, improving reliability for nearly 10,000 customers and enhancing service quality.
- Long-term Investment Plan: The improvement project is part of FirstEnergy's Energize365 initiative, which plans to invest $28 billion between 2025 and 2029 to build a smarter, more resilient grid that meets the evolving needs of communities.
See More
