XEL tops second-quarter earnings forecasts with strong infrastructure recovery, but revenues fall short despite customer gains.
The headline numbers for Xcel (XEL) give insight into how the company performed in the quarter ended June 2025, but it may be worthwhile to compare some of its key metrics to Wall Street estimates and the year-ago actuals.
Xcel Energy (XEL) came out with quarterly earnings of $0.75 per share, beating the Zacks Consensus Estimate of $0.63 per share. This compares to earnings of $0.54 per share a year ago.
XEL's Q2 results may benefit from new customer growth and data center demand, but rising costs could limit gains.
Xcel (XEL) possesses 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 is a diversified utility with strong AI data center growth prospects, but recent wildfire litigation clouds near-term outlook. Despite a solid long-term track record, XEL has underperformed utilities sector peers over the last five years and posted a rather lackluster Q1 earnings report in April. I rate XEL a HOLD due to ongoing legal risks and limited upside, but see it as a watch-list candidate for opportunistic entry on pullbacks.
Xcel Energy Inc. is just three years away from becoming a Dividend Aristocrat. Having met or exceeded guidance for 20 consecutive years, I'm confident the utility will deliver on its 6% to 8% annual ongoing diluted EPS growth target. XEL is financially positioned to execute its $45 billion five-year capital spending plan, with investment-grade credit ratings from each of the major rating agencies.
Xcel Energy reaffirms FY2025 EPS guidance of $3.75 to $3.85 despite missing Q1 EPS and revenue expectations due to high wildfire mitigation costs. The company has a $45 billion capital growth plan focused on renewable energy, but faces risks from fluctuating tariffs and regulatory uncertainty. Xcel Energy's stock has increased by 25.43% year to date, making it less attractive compared to peers; a hold rating is recommended.
Xcel Energy, Inc. (NASDAQ:XEL ) Q1 2025 Earnings Conference Call April 24, 2025 10:00 AM ET Company Participants Roopesh Aggarwal - VP, IR Bob Frenzel - Chairman, President & CEO Brian Van Abel - EVP & CFO Conference Call Participants Nicholas Campanella - Barclays Julien Dumoulin-Smith - Jefferies Carly Davenport - Goldman Sachs Durgesh Chopra - Evercore ISI Jeremy Tonet - J.P. Morgan David Arcaro - Morgan Stanley Anthony Crowdell - Mizuho Ryan Levine - Citi Travis Miller - Morningstar Operator Hello, and welcome to Xcel Energy First Quarter 2025 Earnings Conference Call.
While the top- and bottom-line numbers for Xcel (XEL) give a sense of how the business performed in the quarter ended March 2025, it could be worth looking at how some of its key metrics compare to Wall Street estimates and year-ago values.
Xcel Energy (XEL) came out with quarterly earnings of $0.84 per share, missing the Zacks Consensus Estimate of $0.93 per share. This compares to earnings of $0.88 per share a year ago.
XEL's first-quarter earnings are expected to have gained on the back of demand from its expanding customer base. However, an increase in operating expenses might have offset the positives.