NYSE$IDA

IDACORP Inc · Q3 2020 earnings

Q3 2020 earnings · · Investor relations

Briefing

IDACORP's net income increased due to customer growth and higher transmission-related revenues, offsetting decreased commercial customer sales related to COVID-19.

IDACORP reported a net income of $102.0 million, or $2.02 per diluted share, for the third quarter of 2020, compared to $89.9 million, or $1.78 per diluted share, for the same period in 2019. Strong customer growth at Idaho Power, along with higher transmission-related revenues, drove the company's success. The company has tightened upward its previously reported full-year 2020 earnings guidance to the range of $4.55 to $4.65 per diluted share.

  • Net income attributable to IDACORP increased by $12.1 million in Q3 2020 compared to Q3 2019.
  • Customer growth at Idaho Power increased operating income by $3.9 million, with customer base growing by 2.6% year-over-year.
  • Higher transmission wheeling-related revenues increased by $4.4 million due to warmer weather in the southwest U.S. and California.
  • Other O&M expenses decreased by $4.4 million, partially due to the exit from North Valmy coal-fired power plant and lower labor-related costs.

Headline financials

Total Revenue

$403M

Previous: $367M+9.8%
EPS (adj)

$2.02

Previous: $1.78+13.5%
Capital Expenditures

-$213M

Previous: -$199M-7.3%
Free Cash Flow

-$111M

Previous: -$109M-2.2%
Net Income

$102M

Previous: $89.9M+13.5%
Operating Income

$125M

Previous: $114M+9.3%
Gross Profit

$134M

Previous: $124M+8.3%
Cash & Equivalents

$312M

Previous: $261M+19.7%
Total Assets

$6.93B

Previous: $6.5B+6.6%

Revenue & EPS history

IDACORP · Revenue · Quarterly

$403M

Q3 2020+9.8%vs Q3 2019
Beat estimate in 9 of 16 quarters(56%)
ActualEstimate

Forward guidance

IDACORP tightened upward its previously reported full-year 2020 earnings guidance to the range of $4.55 to $4.65 per diluted share and is also reaffirming that Idaho Power does not expect to utilize any of the additional tax credits available under its Idaho earnings support regulatory mechanism nor to share revenue with Idaho customers in 2020.

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 Q3 2020

Historical avgQ3 2020

+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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