earnings
confidence high
sentiment positive
materiality 0.75
PPL reports 2025 ongoing EPS $1.81 (+7.1% YoY); guides 2026 $1.90-1.98 per share
PPL Corp
2025-FY EPS
reported $1.59
vs consensus $0.42
▲ beat
(+279.7%)
- 2025 reported EPS $1.59; ongoing EPS $1.81, at midpoint of guidance and 7.1% above 2024 ongoing $1.69.
- 2026 EPS guidance $1.90-1.98 (midpoint $1.94), +7.2% vs 2025 ongoing; extends 6-8% annual growth target through 2029.
- Capital plan raised to $23B for 2026-2029 from $20B for 2025-2028; targets ~10.3% average annual rate base growth.
- Quarterly dividend increased 4.6% to $0.2850/share, payable April 1, 2026 to holders of record March 10, 2026.
- Projects ~$3B equity needs 2026-2029; $1B already executed via forward sales; joint venture with Blackstone potential upside.