NYSE$IDA

IDACORP Inc · Q3 2021 earnings

Q3 2021 earnings · · Investor relations

Briefing

IDACORP's net income decreased due to lower net income at Idaho Power, influenced by customer growth offset by FCA mechanism and increased O&M expenses.

IDACORP reported a decrease in net income for the third quarter of 2021 compared to the same period in 2020, primarily driven by lower net income at Idaho Power. Customer growth was offset by the FCA mechanism and increased O&M expenses. However, the company tightened its full-year earnings guidance upward.

  • Net income attributable to IDACORP decreased to $97.9 million, or $1.93 per diluted share, compared to $102.0 million, or $2.02 per diluted share, in Q3 2020.
  • Customer growth at Idaho Power increased operating income by $5.1 million, with customer base growing by over 16,800, or 2.9 percent.
  • Transmission wheeling-related revenues increased by $4.7 million due to warmer weather and new long-term wheeling agreements.
  • IDACORP tightened its full-year 2021 earnings guidance upward to a range of $4.80 to $4.90 per diluted share.

Headline financials

Total Revenue

$435M

Previous: $403M+7.9%
EPS (adj)

$1.93

Previous: $2.02-4.5%
Capital Expenditures

-$197M

Previous: -$213M+7.7%
Free Cash Flow

-$99M

Previous: -$111M+11.1%
Net Income

$97.9M

Previous: $102M-4.1%
Operating Income

$124M

Previous: $125M-0.5%
Gross Profit

$134M

Previous: $134M-0.5%
Cash & Equivalents

$300M

Previous: $312M-4.0%
Total Assets

$7.25B

Previous: $6.93B+4.7%

Revenue & EPS history

IDACORP · Revenue · Quarterly

$435M

Q3 2021+7.9%vs Q3 2020
Beat estimate in 10 of 16 quarters(63%)
ActualEstimate

Forward guidance

IDACORP is tightening its earnings guidance estimate upward for 2021 to $4.80 - $4.90 per share.

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 2021

Historical avgQ3 2021

+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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