NASDAQ$CEG

Constellation Energy Corp · Q2 2024 earnings

Q2 2024 earnings · · Investor relations

Briefing

Constellation Energy reported a strong second quarter with increased GAAP net income and adjusted operating earnings, raised full-year guidance, and continued share repurchases.

Constellation Energy reported a strong second quarter 2024, with GAAP net income of $2.58 per share and adjusted (non-GAAP) operating earnings of $1.68 per share. The company raised its full-year 2024 adjusted (non-GAAP) operating earnings guidance range to $7.60-$8.40 per share and repurchased approximately $500 million of its common stock in the second quarter.

  • GAAP Net Income of $2.58 per share and Adjusted (non-GAAP) Operating Earnings of $1.68 per share for the second quarter of 2024.
  • Full-year 2024 Adjusted (non-GAAP) Operating Earnings guidance range raised to $7.60-$8.40 per share.
  • Approximately $500 million of common stock repurchased in the second quarter, with $2.0 billion repurchased since 2023.
  • 2024 Sustainability Report released and second annual Youth Energy Summit hosted.

Headline financials

Total Revenue

$5.48B

Previous: $5.45B+0.5%
EPS

$2.58

Previous: $2.56+0.8%
Nuclear Generation (GWh)

45.3M

Previous: 41.9K+108060.9%
Refueling Outage Days

49

No prior period
Non-Refueling Outage Days

3

No prior period
Gas Dispatch Match Rate

98.0%

Previous: 99.1%-1.1%
Renewable Energy Capture

96.6%

Previous: 96.1%+0.5%
Capital Expenditures

-$1.28B

Previous: -$1.34B+3.9%
Free Cash Flow

-$470M

Previous: -$503M+6.6%
Net Income

$814M

Previous: $833M-2.3%
Operating Income

$1.1B

Previous: $669M+64.4%
Gross Profit

$2.89B

Previous: $2.29B+26.3%
Cash & Equivalents

$311M

Previous: $269M+15.6%
Total Assets

$51.3B

Previous: $46.6B+10.3%

Revenue & EPS history

Constellation Energy · Revenue · Quarterly

$5.48B

Q2 2024+0.5%vs Q2 2023
Beat estimate in 11 of 15 quarters(73%)
ActualEstimate

Forward guidance

Constellation Energy raised its full-year adjusted (non-GAAP) earnings guidance to $7.60 to $8.40 per share from its previous guidance of $7.23 to $8.03 per share.

Historical earnings impact

How earnings announcements have historically affected this stock's price.

Avg. return before/after earnings

Based on 16 quarterly earnings reports · overlaid with Q2 2024

Historical avgQ2 2024

+3.7%

Avg return

Earnings day

+3.6%

Avg return

5 days after

+3.0%

Avg return

30 days after

71%

12 / 17 earnings

Positive

+28.2%

Q4 2023

Best reaction

-9.4%

Q3 2024

Worst reaction

Earnings price reactions
QuarterReport dateReaction (Day 0)+5 days+30 days
Q1 2026-1.4%-12.0%
Q4 2025+3.5%+12.3%+0.5%
Q3 2025+2.0%+0.8%+2.4%
Q2 2025-0.6%+0.0%-10.9%
Q1 2025+10.3%+9.3%+16.8%
Q4 2024+2.6%-10.4%-30.8%
Q3 2024-9.4%-7.3%-1.5%
Q2 2024+5.7%+11.7%+3.6%
Q1 2024+3.3%+4.7%-4.8%
Q4 2023+28.2%+27.6%+38.8%
Q3 2023+2.4%+4.0%-3.8%
Q2 2023+8.8%+9.7%+12.3%
Q1 2023+3.9%+3.2%+14.4%
Q4 2022-1.7%-6.6%-10.7%
Q3 2022-6.6%-1.3%-2.2%
Q2 2022+10.6%+12.7%+20.7%
Q1 2022+0.9%+2.6%+3.0%
Q4 2019
Q4 2018
Q3 2018
Q2 2018
Q1 2018

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