NASDAQ$CEG

Constellation Energy Corp · Q4 2025 earnings

Q4 2025 earnings · · Before market open · Investor relations

Briefing

Constellation Energy reported Q4 2025 operating revenues of $6.07B with GAAP EPS of $1.38.

Operating revenues were $6.07 billion in Q4. GAAP net income attributable to common shareholders was $432 million ($1.38 per share); adjusted operating earnings were $2.30 per share. Nuclear fleet production remained strong with high capacity factors.

  • Q4 operating revenues $6.07B.
  • GAAP EPS $1.38; adjusted operating EPS $2.30.
  • Nuclear operations and power pricing drive earnings.
  • Clean energy demand supports long-term outlook.

Headline financials

Total Revenue

$6.07B

Previous: $5.38B+12.9%
EPS (adj)

$2.30

Previous: $2.44-5.7%
Nuclear Generation (GWh)

45.5K

Previous: 45.5K-0.1%
Refueling Outage Days

63

Previous: 66-4.5%
Non-Refueling Outage Days

30

Previous: 3+900.0%
Gas Dispatch Match Rate

99.4%

Previous: 93.2%+6.7%
Renewable Energy Capture

97.2%

Previous: 95.7%+1.6%
Net Income

$432M

Previous: $850M-49.2%
Operating Income

$598M

Previous: $972M-38.5%
Cash & Equivalents

$3.64B

No prior period
Total Assets

$57.2B

No prior period

Revenue & EPS history

Constellation Energy · Revenue · Quarterly

$6.07B

Q4 2025+12.9%vs Q4 2024
Beat estimate in 11 of 15 quarters(73%)
ActualEstimate

Forward guidance

The release discusses Constellation Energy's outlook for upcoming periods, including capital allocation, operating priorities, and market risks, without relying solely on numeric EPS bridges.

Tailwinds

  • Constellation Energy cites operational execution and demand trends supporting the outlook.
  • Balance sheet and liquidity actions aim to fund growth and returns.

Headwinds

  • Macro, pricing, and input-cost volatility could pressure margins.
  • Segment mix and one-time items may affect quarter-to-quarter comparability.

Historical earnings impact

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

Avg. return before/after earnings

Based on 17 quarterly earnings reports · overlaid with Q4 2025

Historical avgQ4 2025

+3.7%

Avg return

Earnings day

+3.6%

Avg return

5 days after

+1.6%

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%-20.3%
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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