CenterPoint Energy公布2026年二季度业绩并维持全年EPS指引、上调10年资本开支计划

Reports Q2 2026 earnings of
$0.37
per diluted share on a GAAP basis and
$0.40
per diluted share on a non-GAAP basis (“non-GAAP EPS”)
Reiterates its 2026 non-GAAP EPS guidance range of at least the midpoint of
$1.89-$1.91
, which, at the midpoint, would represent 8% growth over 2025 delivered results
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Highlights over 17 gigawatts of Batch Zero submissions, of which approximately 14 gigawatts are expected to be eligible as base load or studied load
Increases 10-year capital investment plan by
$1.2 billion
without increasing current equity financing guide; 10-year capital investment plan now totals
$66.7 billion
HOUSTON
--(BUSINESS WIRE)--Jul. 28, 2026--
CenterPoint Energy, Inc.
(NYSE: CNP), or “CenterPoint,” today reported net income of
$244 million
, or
$0.37
per diluted share, on a GAAP basis for the second quarter of 2026, compared to
$0.30
per diluted share in the comparable period of 2025.
Non-GAAP EPS for the second quarter of 2026 was
$0.40
per diluted share, compared to
$0.29
per diluted share in the comparable period of 2025. These strong second quarter results were primarily driven by growth and regulatory recovery, which contributed
$0.10
per share of favorability compared to the second quarter of 2025. O&M contributed
$0.02
per share of favorable variance compared to last year. These drivers were partially offset by
$0.01
per share of unfavorable weather and usage and
$0.01
per share of unfavorability from increased interest expense over the comparable quarter of 2025. Lastly, other items contributed
$0.01
per share of favorable variance when compared to the second quarter of 2025. This variance was primarily related to the amortization of deferred equity in connection with previous storm securitizations which was partially offset by other taxes and equity dilution.
CenterPoint increased its 10-year capital investment plan by
$1.2 billion
to
$66.7 billion
of planned investment from 2026 through 2035, reflecting incremental investment to support accelerating demand from large load customers in
Houston
, as well as refined investment estimates for the Downtown Houston Revitalization project.
The company also announced that it submitted over 17 gigawatts of large load projects through ERCOT’s Batch Zero process, of which approximately 14 gigawatts are expected to be eligible as base load or studied load. In the aggregate, these approximately 14 gigawatts of projects would represent more than a 65% increase from our current
Houston Electric
peak system demand of 21 gigawatts.
“As part of our industry’s unprecedented and dynamic era of growth, our teams are converting that momentum into tangible results for our customers, large businesses seeking new connections, and our shareholders. At mid-year, we have delivered strong second quarter results that reflect the strength of our increasing customer-driven capital plan and the progress we continue to make across our strategic priorities. While we remain laser focused on delivering improvements in resiliency and reliability for our customers, we know that the most impactful way we can positively affect customer affordability is to help facilitate regional economic growth and connect more new customers onto our system. We remain confident in our ability to deliver these positive customer impacts, strong financial results and long-term value,” said
Jason Wells
, Chair of the Board, President and CEO of CenterPoint.
“Houston Electric’s growth trajectory continues to underscore our unique position to help facilitate the region’s continued economic growth. As part of the
ERCOT
process, we now have approximately 14 gigawatts of eligible base or studied load projected by 2031, which would be over a 65% increase from our current system peak demand. CenterPoint’s ability to leverage existing system capacity, track record of executing large load connections, and ability to make targeted investments to unlock additional expansion is allowing us to move at the speed of business and deliver benefits for all customers. Over the next decade, these new connections are forecasted to meaningfully reduce Houston Electric’s residential and commercial delivery charges by at least
$5 billion
. With the
$1.2 billion
increase to our capital plan and the significant customer demand we continue to see, we remain confident in our ability to deliver one of the most compelling, tangible and executable growth opportunities in the utility sector,” concluded Wells.
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CenterPoint is unable to present a quantitative reconciliation of forward-looking non-GAAP diluted earnings per share without unreasonable effort because changes in the value of ZENS (as defined herein) and related securities, future impairments, and other unusual items are not estimable and are difficult to predict due to various factors outside of management’s control.
Earnings Outlook
In addition to presenting its financial results in accordance with GAAP, including presentation of net income or income available to common shareholders (loss) and diluted earnings (loss) per share, CenterPoint provides guidance based on non-GAAP income and non-GAAP diluted earnings per share. Generally, a non-GAAP financial measure is a numerical measure of a company’s historical or future financial performance that excludes or includes amounts that are not normally excluded or included in the most directly comparable GAAP financial measure.
Management evaluates CenterPoint’s financial performance in part based on non-GAAP income and non-GAAP diluted earnings per share. Management believes that presenting these non-GAAP financial measures enhances an investor’s understanding of CenterPoint’s overall financial performance by providing them with an additional meaningful and relevant comparison of current and anticipated future results across periods. The adjustments made in these non-GAAP financial measures exclude items that management believes do not most accurately reflect the company’s fundamental business performance. These excluded items are reflected in the reconciliation tables of this news release, where applicable. CenterPoint’s non-GAAP income and non-GAAP diluted earnings per share measures should be considered as a supplement to, and not as a substitute for, or superior to, net income and diluted earnings per share, which respectively are the most directly comparable GAAP financial measures. These non-GAAP financial measures also may be different than non-GAAP financial measures used by other companies.
2025 and 2026 non-GAAP EPS and 2026 non-GAAP EPS guidance range
2025 and 2026 non-GAAP EPS and 2026 non-GAAP EPS guidance excludes:
Earnings or losses from the change in value of CenterPoint’s 2.0% Zero-Premium Exchangeable Subordinated Notes due 2029 (“ZENS”) and related securities;
Gains, losses and impacts, including related expenses, associated with mergers and divestitures, such as the divestiture of our
Louisiana
and
Mississippi
natural gas LDC businesses and the announced sale of our
Ohio
natural gas LDC business;
Impacts related to temporary emergency electric energy facilities (“TEEEF”) once they are no longer part of our rate-regulated business.
In providing 2025 and 2026 non-GAAP EPS and 2026 non-GAAP EPS guidance, CenterPoint does not consider the items noted above and other potential impacts such as changes in accounting standards, impairments, or other unusual items, which could have a material impact on GAAP reported results for the applicable guidance period. The 2026 non-GAAP EPS guidance range also considers assumptions for certain significant variables that may impact earnings, such as customer growth and usage including normal weather, throughput, recovery of capital invested, effective tax rates, financing activities and related interest rates, and regulatory and judicial proceedings. To the extent actual results deviate from these assumptions, the 2026 non-GAAP EPS guidance range may not be met, or the projected annual non