📰 ReutersReutersCodex · 实盘不做把握 6/10
北京时间·🕒 发布 06:01:51时区推断·⟳ 抓取 06:05:54·⚡ 决策 07-29 06:06:44 +50s·90.8 天前
FirstEnergy二季度利润同比上升但调整后EPS小幅低于预期，维持全年指引
数据中心需求合同及管线环比增长30%、签约需求达6.4GW，支持长期用电需求叙事。
📄 原文Reuters↗ 原文
Utility FirstEnergy (FE.N) reported higher second-quarter profit on Tuesday, supported by rising data center demand and…
不做 FirstEnergy（FE.US）
财报事件没有正向超预期：调整后EPS低于预期且全年指引未上修，数据中心需求增长更像已知板块叙事，盘后不追。
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研究档案
🔎 新鲜度:最早出现 2026-07-28 · 扩散 medium · price-in 风险 medium ↗
关键理由
- 数据中心需求合同及管线环比增长30%、签约需求达6.4GW，支持长期用电需求叙事。
- 公司维持全年核心EPS 2.62至2.82美元及2026至2030年6%至8%附近复合增长目标，没有给出新的上修。
- 调整后EPS为0.50美元，略低于市场预期0.51美元，财报 surprise 不足以支持盘后追多。
主要风险
- 这是排期财报披露，数据中心需求和公用事业负荷增长已是美股电力板块核心共识，短线新增预期差有限。
- 若市场更关注EPS小幅不及预期而非负荷增长叙事，次日可能高开乏力或回落。
原文全文
展开原文 · 1,324 字
Utility FirstEnergy (FE.N) reported higher second-quarter profit on Tuesday, supported by rising data center demand and more efficient operations across its services.
U.S. electricity demand hit record levels in 2025 and is expected to accelerate further as large technology firms ramp up power usage at fast-growing data centers, with some individual sites using as much energy as an entire city.
The company said data center demand (contracted and pipeline) increased 30% since the first quarter, with contracted demand at 6.4 GW. West Virginia demand surged 137% to 4.3 GW.
FirstEnergy serves about 6 million customers in the areas of Ohio, Pennsylvania, New Jersey, West Virginia and Maryland.
The company reaffirmed its full-year core earnings expectations range of $2.62 to $2.82 per share and continued to target compound annual growth near the top end of 6% to 8% from 2026 to 2030.
The company posted a profit of $288 million, or 50 cents per share, for the quarter ended June 30, compared with $268 million, or 46 cents per share, a year earlier.
Peer NextEra Energy said earlier this month it is leaning into rising data‑center demand and expanding its deal with Alphabet's Google Cloud.
However, FirstEnergy's adjusted profit of 50 cents per share fell short of estimates of 51 cents.
U.S. electricity demand hit record levels in 2025 and is expected to accelerate further as large technology firms ramp up power usage at fast-growing data centers, with some individual sites using as much energy as an entire city.
The company said data center demand (contracted and pipeline) increased 30% since the first quarter, with contracted demand at 6.4 GW. West Virginia demand surged 137% to 4.3 GW.
FirstEnergy serves about 6 million customers in the areas of Ohio, Pennsylvania, New Jersey, West Virginia and Maryland.
The company reaffirmed its full-year core earnings expectations range of $2.62 to $2.82 per share and continued to target compound annual growth near the top end of 6% to 8% from 2026 to 2030.
The company posted a profit of $288 million, or 50 cents per share, for the quarter ended June 30, compared with $268 million, or 46 cents per share, a year earlier.
Peer NextEra Energy said earlier this month it is leaning into rising data‑center demand and expanding its deal with Alphabet's Google Cloud.
However, FirstEnergy's adjusted profit of 50 cents per share fell short of estimates of 51 cents.
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