NYSE$FE

FirstEnergy Corp · Q4 2023 earnings

Q4 2023 earnings · · Investor relations

Briefing

FirstEnergy reported Q4 2023 GAAP earnings of $0.30 per share and operating earnings of $0.62 per share, driven by solid execution on capital deployment and cost discipline.

FirstEnergy Corp. reported Q4 2023 GAAP earnings from continuing operations of $175 million, or $0.30 per basic and diluted share, on revenue of $3.2 billion. Operating (non-GAAP) earnings were $0.62 per share, above the midpoint of the company’s guidance range.

  • GAAP earnings from continuing operations were $0.30 per share.
  • Operating (non-GAAP) earnings were $0.62 per share, above the midpoint of the company’s guidance range.
  • Mild December temperatures drove a 1.3% decrease in total distribution deliveries.
  • Rate base in the Regulated Transmission business increased by more than 9%.

Headline financials

Total Revenue

$3.2B

Previous: $3.18B+0.7%
EPS (adj)

$0.62

Previous: $0.50+24.0%
Net Income

$175M

Previous: -$403M+143.4%
Operating Income

$568M

Previous: $701M-19.0%
Gross Profit

$2.11B

Previous: $1.91B+10.6%

Revenue & EPS history

FirstEnergy · Revenue · Quarterly

$3.2B

Q4 2023+0.7%vs Q4 2022
Beat estimate in 11 of 15 quarters(73%)
ActualEstimate

Revenue by segment

FirstEnergy · $2.7B total across 1 segment · Q4 2021

  • Distribution
    $2.7B

Forward guidance

FirstEnergy provided a 2024 earnings guidance range of $1.5 billion to $1.62 billion, or $2.61 to $2.81 per share, representing robust growth in its regulated businesses with significantly improved earnings quality from lower planned earnings contributions from legacy investments.

Historical earnings impact

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

Avg. return before/after earnings

Based on 20 quarterly earnings reports · overlaid with Q4 2023

Historical avgQ4 2023

+0.0%

Avg return

Earnings day

+0.1%

Avg return

5 days after

+0.1%

Avg return

30 days after

53%

39 / 73 earnings

Positive

+8.8%

Q2 2020

Best reaction

-10.5%

Q4 2024

Worst reaction

Earnings price reactions
QuarterReport dateReaction (Day 0)+5 days+30 days
Q1 2026+0.5%-5.6%-6.4%
Q4 2025+1.6%+5.1%+7.3%
Q3 2025-1.6%-2.4%-0.8%
Q1 2025-0.7%+1.2%-1.1%
Q4 2024-10.5%-8.8%-6.9%
Q3 2024-3.5%-4.5%-2.4%
Q2 2024+0.9%+2.8%+5.0%
Q1 2024-0.4%+0.1%+1.7%
Q4 2023+4.1%+3.1%+6.3%
Q3 2023-1.8%-0.4%+5.3%
Q2 2023-2.0%-7.8%-8.4%
Q1 2023-2.2%-4.7%-9.8%
Q4 2022+0.7%+2.8%-0.5%
Q3 2022-1.4%+3.3%+7.1%
Q2 2022+1.8%+6.4%+6.0%
Q1 2022-5.1%-7.2%-12.6%
Q4 2021-1.5%-4.2%+4.2%
Q3 2021+2.5%+4.5%+0.9%
Q2 2021+2.5%+3.5%+4.1%
Q1 2021-0.2%+0.2%+3.3%
Q4 2020+6.5%+8.9%+10.9%
Q3 2020+1.3%-2.2%-8.1%
Q2 2020+8.8%+7.6%+3.8%
Q1 2020-4.3%-3.6%-8.1%
Q4 2019+0.2%+0.4%-9.3%
Q3 2019-2.2%-3.7%-0.4%
Q2 2019+0.0%+1.1%+4.8%
Q1 2019+0.7%+2.2%+6.3%
Q4 2018+0.0%+2.9%+4.2%
Q3 2018-5.2%-3.8%-3.1%
Q2 2018+4.5%+4.7%+7.1%
Q1 2018-0.4%-0.4%-1.7%
Q4 2017-0.8%+2.3%+4.3%
Q3 2017+1.4%+3.5%+6.6%
Q2 2017+3.4%+2.7%+5.1%
Q1 2017-1.9%-4.9%-5.2%
Q4 2016-0.7%+4.2%+0.6%
Q3 2016+3.4%+0.6%-8.2%
Q2 2016-0.8%-5.4%-8.2%
Q1 2016+4.6%
Q4 2015-1.9%
Q3 2015+1.2%
Q2 2015+4.1%
Q1 2015+2.1%
Q4 2014-3.0%
Q3 2014-0.9%
Q2 2014+1.4%
Q1 2014+1.4%
Q4 2013-2.1%
Q3 2013-0.0%
Q2 2013+3.2%
Q1 2013-1.2%
Q4 2012-4.0%
Q3 2012+0.4%
Q2 2012-7.0%
Q1 2012+0.7%
Q4 2011+1.0%
Q3 2011+1.8%
Q2 2011-3.0%
Q1 2011+0.4%
Q4 2010-2.4%
Q3 2010-2.3%
Q2 2010-1.5%
Q1 2010-5.6%
Q4 2007+2.4%
Q4 2009+2.4%
Q3 2008+2.0%
Q3 2009+2.0%
Q2 2009+0.7%
Q2 2008+0.7%
Q1 2009+2.4%
Q1 2008+2.4%
Q4 2008+2.4%

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