ETR
FY2026 Q1 · Calendar Q2 2026
Entergy Corporation
Entergy's Q1 2026 results mark a pivotal quarter in which the company's data-center strategy crystallized. The Meta electric service agreement adds $2 billion in fair-share value and drives a $14 billion increase to the four-year capital plan, now $57 billion. Adjusted EPS of $0.86 beat the $0.84 consensus by 2.4%, while revenue of $3.19 billion exceeded estimates by 10.3%, propelled by 15% year-over-year industrial sales growth. Management maintained its 2026 guidance and reaffirmed its long-term EPS growth outlook of over 8% annually through 2029. The stock rose 1.3% on the report but drifted 4.4% lower over the subsequent period, even as analyst consensus targets sit at $124.27 versus a current price of $107.79.
EPS surprise+2.4%
Market move+1.3%
