NYSE$IDA

IDACORP Inc · Q2 2024 earnings

Q2 2024 earnings · · Investor relations

Briefing

IDACORP reported an increase in net income for Q2 2024, driven by higher customer usage, continued customer growth, and rate changes, partially offset by increased depreciation expenses.

IDACORP's second quarter 2024 net income attributable to IDACORP was $89.5 million, or $1.71 per diluted share, compared to $68.6 million, or $1.35 per diluted share, in the second quarter of 2023. The company is increasing the lower-end of its previously reported full-year 2024 earnings guidance to the range of $5.30 to $5.45 per diluted share.

  • Net income attributable to IDACORP increased by $20.9 million in Q2 2024 compared to Q2 2023, primarily due to higher net income at Idaho Power.
  • Customer growth increased operating income by $5.1 million, with the number of customers growing by approximately 16,200, or 2.6 percent, during the twelve months ended June 30, 2024.
  • Usage per retail customer increased operating income by $6.2 million, with irrigation customer usage increasing most significantly due to higher temperatures.
  • The company is increasing the lower-end of its previously reported full-year 2024 earnings guidance to the range of $5.30 to $5.45 per diluted share.

Headline financials

Total Revenue

$443M

Previous: $385M+14.9%
EPS

$1.71

Previous: $1.35+26.7%
Capital Expenditures

-$606M

Previous: -$274M-121.0%
Free Cash Flow

-$516M

Previous: -$206M-151.2%
Net Income

$89.5M

Previous: $68.6M+30.5%
Operating Income

$103M

Previous: $82.3M+25.5%
Cash & Equivalents

$170M

Previous: $135M+25.8%
Total Assets

$8.68B

Previous: $7.84B+10.7%

Revenue & EPS history

IDACORP · Revenue · Quarterly

$443M

Q2 2024+14.9%vs Q2 2023
Beat estimate in 9 of 14 quarters(64%)
ActualEstimate

Forward guidance

IDACORP is increasing the lower-end of its earnings guidance estimate for 2024 and adjusting its expectation for the use of ADITCs. The 2024 guidance incorporates all of the key operating and financial assumptions listed in the table that follows.

Tailwinds

  • Earnings Guidance (per diluted share) raised to $5.30 – $5.45
  • Additional ADITCs expected to be between $35 – $50 million
  • Hydropower Generation expected to be between 7.0 – 8.0 MWh
  • Normal weather conditions are assumed through the remainder of 2024.
  • Normal power supply expenses are assumed through the remainder of 2024.

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 Q2 2024

Historical avgQ2 2024

+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%

Discussion

Share your read of this quarter. Sign-in carries your eToro identity.

Join the conversation

Sign in with eToro to post your read of this quarter and vote on others'.

Sign in with eToro