PPL Corporation (PPL)
Can PPL's Rising Revenues Support Sustainable Earnings Growth?
PPL's rising revenues, stronger rate recovery and major capital investments support higher operating income and long-term earnings growth.
Can PPL's Improving Cash Flow Support Its Long-Term Growth Plan?
PPL Corporation's PPL cash generation is improving, supported by higher earnings and operating performance. This provides greater financial flexibility and helps the company support its ongoing investments in infrastructure and system modernization.
Is PPL (PPL) a Buy as Wall Street Analysts Look Optimistic?
When deciding whether to buy, sell, or hold a stock, investors often rely on analyst recommendations. Media reports about rating changes by these brokerage-firm-employed (or sell-side) analysts often influence a stock's price, but are they really important?
Is PPL Positioned to Capitalize on AI and Data Center Demand?
PPL positions for AI-driven data center demand with major load pipelines, $23B in planned investments and new generation development.
PPL Q2 Earnings Call Highlights Data Center Investment Upside
PPL sees data center growth opening $10-$12 billion in incremental investment through 2032 while keeping its existing earnings plan unchanged.
PPL Q2 Earnings Call Highlights
PPL NYSE: PPL reported second-quarter 2026 GAAP earnings of $0.30 per share, up from $0.25 per share a year earlier, while ongoing earnings rose to $0.33 per share from $0.32 per share. The company reaffirmed its full-year ongoing earnings forecast of $1.90 to $1.98 per share, with a midpoint of $1.94 per share, citing expected stronger earnings growth in the second half following rate outcomes in Pennsylvania and Rhode Island.
PPL (PPL) Reports Q2 Earnings: What Key Metrics Have to Say
Although the revenue and EPS for PPL (PPL) give a sense of how its business performed in the quarter ended June 2026, it might be worth considering how some key metrics compare with Wall Street estimates and the year-ago numbers.
PPL Q2 Earnings Miss Estimates on Higher Costs, Revenues Increase Y/Y
PPL's Q2 earnings miss estimates as higher costs weigh on results, while revenues rise 4.2% and data center demand continues to expand.
PPL Corporation (PPL) Q2 2026 Earnings Call Transcript
PPL Corporation (PPL) Q2 2026 Earnings Call Transcript
PPL Corporation's Slower Dividend Growth Limits Upside
PPL Corporation remains a 'Hold' after Q2, with shares underperforming due to full valuation and limited data center exposure. PPL targets 6%-8% annual EPS growth through 2029, driven by a $23 billion cap-ex plan focused on infrastructure upgrades and coal migration. Dividend growth is expected at 4%-6%, with a secure 3.3% yield and a cautious outlook given political risks around data center cost allocation.
PPL (PPL) Q2 Earnings and Revenues Lag Estimates
PPL (PPL) came out with quarterly earnings of $0.33 per share, missing the Zacks Consensus Estimate of $0.35 per share. This compares to earnings of $0.32 per share a year ago.
Talen Energy: The PPL Basis Discount Is The Dark Horse For FCF Growth
Talen Energy Corporation is rated Buy with a $575/share 2028 price target, driven by strong capacity auction results and robust FCF projections. TLN benefits from multi-year visibility into rising contracted revenues, with capacity prices at PJM's cap and 20% further upside expected in 2H-2026. Transmission upgrades and in-zone demand growth could narrow the $20/MW-hr PPL basis, potentially boosting FCF yield to 17% or higher by 2028.
