Houston Electric Business Reduces Over 100 Million Outage Minutes in 2025
"I'm proud of how our teams continued to deliver better outcomes for our customers and communities in 2025, including reducing year over year outage times by more than 100 million customer outage minutes in our Houston Electric business. We closed out the year with strong and consistent execution, robust financial results and significant growth opportunities. With these results, we have now delivered industry-leading 9% non-GAAP EPS growth in four of the last five years," said Jason Wells, CEO. "Previously, we shared a projected 50% growth of peak electric load in Greater Houston by 2031. Today, we're updating our projections that we will deliver 10 gigawatts of new load by the end of 2029, two full years ahead of our previous forecasts. We are confident in our ability to deliver that growth because of our proven track record of connecting large customers, regardless of sector, to our system. We believe that we can connect industrial, life sciences, and a range of technology customers far faster and far more cost-effectively than other regions as part of our more than $65B investment plan".
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- Earnings Announcement Schedule: CenterPoint Energy is set to release its Q4 earnings on February 19 before market open, with consensus EPS estimate at $0.45, reflecting a 12.5% year-over-year growth, and revenue expected at $2.23 billion, indicating the company's stable market performance.
- Historical Performance Review: Over the past two years, CenterPoint has beaten EPS estimates 38% of the time and revenue estimates 13% of the time, suggesting significant volatility in its profitability metrics.
- Expectation Adjustment Dynamics: In the last three months, EPS estimates have seen no upward revisions but five downward adjustments, while revenue estimates experienced two upward revisions with none downward, indicating a cautious market outlook on the company's future performance.
- Workforce Expansion Context: Ahead of the winter storm in Texas, CenterPoint has increased its workforce to 3,300 employees, a move that not only enhances the company's operational readiness but may also improve service reliability under extreme weather conditions.
- Stable Earnings Outlook: CenterPoint's Q4 Non-GAAP EPS of $0.45 aligns with market expectations, while reiterating its 2026 Non-GAAP EPS guidance range of $1.89-$1.91, which at the midpoint indicates an 8% growth over 2025 results, reflecting the company's stable profitability.
- Increased Capital Investment: The company has raised its 10-year capital investment plan by $500 million, now totaling over $65 billion planned from 2026 to 2035, a move that will enhance its infrastructure capabilities and support future business expansion.
- Load Demand Forecast Ahead of Schedule: CenterPoint expects to meet a 50% increase in peak load demand by 2029, two years ahead of initial forecasts, which will enhance its competitive position in the market and improve customer service capabilities.
- Workforce Expansion: In preparation for the winter storm in Texas, CenterPoint has boosted its workforce to 3,300 employees, which not only enhances its emergency response capabilities but also demonstrates the company's commitment to ensuring customer service continuity.
- Earnings Release Companies: Major companies including Walmart (WMT), Medical Properties Trust (MPT), Deere & Company (DE), Southern Company (SO), and Etsy (ETSY) are set to report earnings before Thursday's market open, which is expected to influence market sentiment.
- Market Focus: Investors will closely monitor these earnings reports to assess company performance in the current economic climate, particularly against the backdrop of inflation and supply chain challenges.
- Additional Earnings: In addition to the major players, several other companies such as AEG, AFLYY, and AG are also scheduled to release earnings before Thursday's open, providing further market insights.
- Earnings Season Calendar: Seeking Alpha offers a comprehensive earnings season calendar, assisting investors in tracking upcoming earnings releases to ensure timely access to critical information.

- Market Performance: Equities experienced a decline last week, with all three major indexes falling by at least 1.2%.
- Economic Indicators: This downturn occurred despite a better-than-expected jobs report from the Bureau of Labor Statistics and a relatively stable inflation report.
- 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.









