Although the revenue and EPS for Xcel (XEL) give a sense of how its business performed in the quarter ended December 2025, it might be worth considering how some key metrics compare with Wall Street estimates and the year-ago numbers.
Xcel Energy (XEL) came out with quarterly earnings of $0.96 per share, missing the Zacks Consensus Estimate of $0.97 per share. This compares to earnings of $0.81 per share a year ago.
U.S. utility Xcel Energy reported a 22% rise in fourth-quarter profit on Thursday, as higher demand for electricity from data centers offset rising expenses.
XEL is expected to report Q4 2025 results on Feb. 5, with earnings seen up nearly 20% on customer growth and regulatory wins, even as costs, taxes and interest rise.
Evaluate the expected performance of Xcel (XEL) for the quarter ended December 2025, looking beyond the conventional Wall Street top-and-bottom-line estimates and examining some of its key metrics for better insight.
Xcel (XEL) doesn't possess the right combination of the two key ingredients for a likely earnings beat in its upcoming report. Get prepared with the key expectations.
Xcel Energy stands out as a regulated utility poised for strong, predictable dividend growth and long-term capital appreciation. XEL plans up to $60 billion in capex through 2029, targeting 11% annual rate base growth and 6%–8% ongoing diluted EPS growth. Shares trade at a forward P/E of 17.8, below the 10-year average; I estimate fair value at $82, implying an 11% discount and potential 19% total return by 2026.
Xcel Energy is pursuing aggressive capital spending, aiming to double its rate base by 2030 through a $60 billion investment plan. Rapid growth is offset by accelerating dilution and surging net debt, now over $32 billion, raising concerns about leverage and future affordability. Xcel trades at ~20x current earnings with a 3% dividend yield, but per-share growth is muted due to dilution and capital intensity.
XEL secures a 200 MW power supply with Fermi America. The company is investing steadily to enhance its transmission & distribution capabilities.
Xcel Energy Inc. ( XEL ) Q3 2025 Earnings Call October 30, 2025 10:00 AM EDT Company Participants Roopesh Aggarwal - VP of Finance & Head of Investor Relations Robert Frenzel - President, CEO & Chairman Brian Van Abel - Executive VP & CFO Conference Call Participants Nicholas Campanella - Barclays Bank PLC, Research Division Steven Fleishman - Wolfe Research, LLC Julien Dumoulin-Smith - Jefferies LLC, Research Division Carly Davenport - Goldman Sachs Group, Inc., Research Division Jeremy Tonet - JPMorgan Chase & Co, Research Division Anthony Crowdell - Mizuho Securities USA LLC, Research Division Sophie Karp - KeyBanc Capital Markets Inc., Research Division Stephen D'Ambrisi - RBC Capital Markets, Research Division Travis Miller - Morningstar Inc., Research Division Alexis Kania - BTIG, LLC, Research Division Presentation Operator Hello, and welcome to Xcel Energy Third Quarter 2025 Earnings Conference Call. My name is George, and I'll be your coordinator for today's event.
XEL's third-quarter earnings miss estimates despite higher segment revenues, as costs and interest expenses weigh on results.
The headline numbers for Xcel (XEL) give insight into how the company performed in the quarter ended September 2025, but it may be worthwhile to compare some of its key metrics to Wall Street estimates and the year-ago actuals.