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北京时间·🕒 发布 20:11:59时区推断·⟳ 抓取 20:18:46·⚡ 决策 08-04 20:27:49 +9m03s·84.2 天前
PSEG二季度调整后每股收益小幅超预期但未见指引上修
PSEG二季度调整后EPS为0.86美元，高于LSEG一致预期0.80美元，但幅度约7.5%，对美国公用事业股短线重定价弹性有限。
📄 原文Reuters↗ 原文
U.S. utility Public Service Enterprise (PEG.N) on Tuesday beat second-quarter profit estimates, helped by strength at i…
不做 Public Service Enterprise Group（PEG.US）
财报beat幅度有限且无指引上修，分部利润还出现明显负面抵消；美股盘前不追PEG这类低弹性公用事业财报确认。
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研究档案
消息传播链
- PSEG此前已公告将在2026-08-04 11:00 ET召开二季度业绩电话会，财报披露本身属于日历内事件。
- Reuters报道PSEG二季度调整后EPS为0.86美元，高于LSEG预期0.80美元，同时披露PSEG Power分部转亏。市场反应:事件发生时美股仍处盘前，未形成连续交易价格确认。
关键理由
- PSEG二季度调整后EPS为0.86美元，高于LSEG一致预期0.80美元，但幅度约7.5%，对美国公用事业股短线重定价弹性有限。
- 分部表现分化：受监管电气和燃气业务利润小幅增至3.42亿美元，但PSEG Power及其他业务由去年同期盈利2.53亿美元转为亏损800万美元。
- 正文未披露全年指引上修或资本开支、费率回收等新增重大正向信息，财报beat更像例行经营确认。
主要风险
- 若公司稍后电话会明确上修全年EPS或资本投资/费率基数，需由新信号重新评估；当前Reuters正文未给出该增量。
原文全文
展开原文 · 1,475 字
U.S. utility Public Service Enterprise (PEG.N) on Tuesday beat second-quarter profit estimates, helped by strength at its electric and gas unit while higher interest costs weighed on its power-generation business.
Earnings at utility unit Public Service Electric and Gas (PSE&G) rose to $342 million in the quarter from $332 million a year earlier, while PSEG Power and other businesses swung to an $8 million loss from a profit of $253 million.
Here are some details:
U.S. regulated utilities have largely benefited from stable power demand and continued investments in grid infrastructure, helping balance out higher borrowing costs that continue to pressure power-generation businesses.
PSEG said electricity sales rose 2% in the quarter, while gas volumes sold and transported dropped 23%.
Operating expenses for the April-June quarter rose to $2.09 billion, from $1.99 billion a year ago, while interest expenses stood at $269 million, up from $248 million.
Its nuclear unit generated about 7.8 terawatt hours of carbon-free electricity in the quarter, PSEG added.
The company provides electric and gas services to about 4.3 million customers across New Jersey and operates nuclear-generating assets through its PSEG Power segment.
The Newark, New Jersey-based company posted an adjusted profit of 86 cents per share for the three months ended June 30, compared with analysts' average estimate of 80 cents, according to data compiled by LSEG.
Earnings at utility unit Public Service Electric and Gas (PSE&G) rose to $342 million in the quarter from $332 million a year earlier, while PSEG Power and other businesses swung to an $8 million loss from a profit of $253 million.
Here are some details:
U.S. regulated utilities have largely benefited from stable power demand and continued investments in grid infrastructure, helping balance out higher borrowing costs that continue to pressure power-generation businesses.
PSEG said electricity sales rose 2% in the quarter, while gas volumes sold and transported dropped 23%.
Operating expenses for the April-June quarter rose to $2.09 billion, from $1.99 billion a year ago, while interest expenses stood at $269 million, up from $248 million.
Its nuclear unit generated about 7.8 terawatt hours of carbon-free electricity in the quarter, PSEG added.
The company provides electric and gas services to about 4.3 million customers across New Jersey and operates nuclear-generating assets through its PSEG Power segment.
The Newark, New Jersey-based company posted an adjusted profit of 86 cents per share for the three months ended June 30, compared with analysts' average estimate of 80 cents, according to data compiled by LSEG.
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