NASDAQ$CEG

Constellation Energy Corp · Q3 2024 earnings

Q3 2024 earnings · · Investor relations

Briefing

Constellation Energy reported third quarter results with increased GAAP net income and adjusted operating earnings.

Constellation Energy reported a GAAP Net Income of $3.82 per share and Adjusted (non-GAAP) Operating Earnings of $2.74 per share for the third quarter of 2024. The company is raising the midpoint and narrowing the full-year 2024 Adjusted (non-GAAP) Operating Earnings guidance range to $8.00 – $8.40 per share.

  • GAAP Net Income increased to $3.82 per share from $2.26 per share in the third quarter of 2023.
  • Adjusted (non-GAAP) Operating Earnings increased to $2.74 per share from $2.13 per share in the third quarter of 2023.
  • Signed a 20-year power purchase agreement with Microsoft to support the launch of the Crane Clean Energy Center.
  • Nuclear fleet produced 45,510 GWhs in the third quarter of 2024, compared with 44,125 GWhs in the third quarter of 2023.

Headline financials

Total Revenue

$6.55B

Previous: $6.11B+7.2%
EPS

$3.82

Previous: $2.26+69.0%
Nuclear Generation (GWh)

45.5B

Previous: 44.1K+103138710.2%
Refueling Outage Days

37

No prior period
Non-Refueling Outage Days

20

No prior period
Gas Dispatch Match Rate

98.2%

Previous: 98.5%-0.3%
Renewable Energy Capture

96.0%

Previous: 96.6%-0.6%
Capital Expenditures

-$1.84B

Previous: -$1.74B-5.8%
Free Cash Flow

-$636M

Previous: -$1B+36.7%
Net Income

$1.2B

Previous: $731M+64.2%
Operating Income

$1.47B

Previous: $977M+50.2%
Gross Profit

$3.17B

Previous: $2.48B+27.7%
Cash & Equivalents

$1.79B

Previous: $1.89B-5.1%
Total Assets

$51.8B

Previous: $49B+5.9%

Revenue & EPS history

Constellation Energy · Revenue · Quarterly

$6.55B

Q3 2024+7.2%vs Q3 2023
Beat estimate in 11 of 15 quarters(73%)
ActualEstimate

Forward guidance

Constellation Energy is raising Adjusted (non-GAAP) Operating Earnings guidance range for the full year to $8.00 – $8.40 per share, up from $7.60 – $8.40 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 Q3 2024

Historical avgQ3 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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