NYSE$IDA

IDACORP Inc · Q1 2023 earnings

Q1 2023 earnings · · Investor relations

Briefing

IDACORP reported increased earnings due to customer growth, economic activity, and transmission service revenue.

IDACORP's first quarter 2023 net income attributable to IDACORP was $56.1 million, or $1.11 per diluted share, compared to $46.3 million, or $0.91 per diluted share, in the first quarter of 2022. The increase was primarily due to higher net income at Idaho Power, driven by customer growth, increased transmission services revenue, and a regulatory order from June 2022.

  • Net income attributable to IDACORP increased to $56.1 million, or $1.11 per diluted share, up from $46.3 million, or $0.91 per diluted share, in Q1 2022.
  • Customer growth contributed $2.7 million to the increase in operating income as the number of Idaho Power customers grew by approximately 13,500, or 2.2 percent.
  • Transmission wheeling-related revenues increased by $5.1 million due to higher open access transmission tariff rates and elevated energy prices.
  • IDACORP affirms its full-year 2023 earnings guidance to the range of $4.95 to $5.15 per diluted share.

Headline financials

Total Revenue

$386M

Previous: $318M+21.2%
EPS (adj)

$1.11

Previous: $0.91+22.0%
Capital Expenditures

-$118M

Previous: -$103M-15.4%
Free Cash Flow

-$62.3M

Previous: -$56.3M-10.7%
Net Income

$56.1M

Previous: $46.3M+21.3%
Operating Income

$68.1M

Previous: $60.7M+12.3%
Gross Profit

$69.1M

Previous: $61.5M+12.4%
Cash & Equivalents

$358M

Previous: $219M+63.7%
Total Assets

$7.88B

Previous: $7.28B+8.2%

Revenue & EPS history

IDACORP · Revenue · Quarterly

$386M

Q1 2023+21.2%vs Q1 2022
Beat estimate in 9 of 14 quarters(64%)
ActualEstimate

Forward guidance

IDACORP affirms its previously reported full-year 2023 earnings guidance to the range of $4.95 to $5.15 per diluted share, along with the expectation that Idaho Power will use approximately $15 million of additional tax credits available under its Idaho earnings support regulatory mechanism in 2023. The earnings guidance also assumes normal weather conditions through the remainder of the year.

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 Q1 2023

Historical avgQ1 2023

+0.4%

Avg return

Earnings day

+0.7%

Avg return

5 days after

+1.1%

Avg return

30 days after

65%

44 / 68 earnings

Positive

+6.5%

Q2 2024

Best reaction

-6.1%

Q1 2020

Worst reaction

Earnings price reactions
QuarterReport dateReaction (Day 0)+5 days+30 days
Q1 2026+2.4%+0.5%-2.9%
Q4 2025-2.4%+1.1%-4.4%
Q3 2025-2.0%-3.2%-1.5%
Q1 2025-1.5%-1.2%+0.7%
Q4 2024+0.6%+3.3%+2.0%
Q3 2024+3.6%+7.2%+16.0%
Q2 2024+6.5%+3.5%+4.3%
Q1 2024+0.2%+0.8%-0.5%
Q4 2023+1.8%+2.2%+4.3%
Q3 2023+4.4%+0.1%+2.0%
Q2 2023-3.2%-3.1%-5.6%
Q1 2023+0.1%-1.5%-5.1%
Q4 2022+3.8%+2.7%+5.0%
Q3 2022+1.7%-0.4%+6.4%
Q2 2022-1.0%+1.4%-1.3%
Q1 2022+0.8%+0.4%+0.8%
Q4 2021-0.6%-1.9%+6.6%
Q3 2021+0.3%+1.8%+2.8%
Q2 2021-0.1%+1.3%+0.1%
Q1 2021+2.8%+2.5%-1.7%
Q4 2020+1.4%+2.3%+15.3%
Q3 2020-0.9%+2.7%+4.0%
Q2 2020-1.6%-2.9%-6.6%
Q1 2020-6.1%-3.6%-1.1%
Q4 2019-0.0%-2.6%-33.0%
Q3 2019-0.8%-3.2%-3.5%
Q2 2019+0.8%+1.2%+7.6%
Q1 2019+1.6%+1.2%+1.5%
Q4 2018+1.1%-0.2%+1.8%
Q3 2018+1.5%+3.8%+5.3%
Q2 2018+1.3%+2.4%+5.3%
Q1 2018+1.0%-2.2%-1.7%
Q4 2017+2.9%-0.2%+2.1%
Q3 2017+1.5%+3.6%+7.6%
Q2 2017-0.2%+1.4%+3.0%
Q1 2017+1.8%+0.1%+7.7%
Q4 2016+2.5%+2.6%+2.8%
Q3 2016+0.9%+0.8%+2.6%
Q2 2016+1.3%+1.1%-5.4%
Q1 2016+0.0%
Q4 2015+3.1%
Q3 2015-1.9%
Q2 2015+2.7%
Q1 2015-3.2%
Q4 2014+1.1%
Q3 2014+2.7%
Q2 2014-0.8%
Q1 2014-3.1%
Q4 2013+2.3%
Q3 2013-0.5%
Q2 2013+0.1%
Q1 2013+1.3%
Q4 2012-0.2%
Q3 2012-1.0%
Q2 2012+3.0%
Q1 2012-3.5%
Q4 2011-1.0%
Q3 2011+1.5%
Q2 2011-3.3%
Q1 2010+0.7%
Q1 2011+1.8%
Q4 2010-1.6%
Q3 2010+0.2%
Q3 2009+0.2%
Q2 2009+0.2%
Q4 2009+0.2%
Q4 2008+0.2%
Q2 2010+0.2%

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