NYSE$IDA

IDACORP Inc · Q4 2023 earnings

Q4 2023 earnings · · Investor relations

Briefing

IDACORP reported a decrease in net income for Q4 2023 compared to Q4 2022, primarily due to lower net income at Idaho Power, influenced by milder weather and increased expenses.

IDACORP's Q4 2023 net income was $31.3 million, or $0.61 per diluted share, compared to $42.1 million, or $0.83 per diluted share, in Q4 2022. The decrease was primarily due to lower net income at Idaho Power, influenced by milder weather, increased O&M expenses, and higher depreciation costs, partially offset by customer growth and FCA mechanism revenues.

  • Net income attributable to IDACORP decreased to $31.3 million in Q4 2023 from $42.1 million in Q4 2022.
  • Idaho Power's customer base grew by approximately 15,000, or 2.4 percent, during the year ended December 31, 2023, positively impacting operating income.
  • Milder weather in Q4 2023 led to lower sales volumes per customer, decreasing operating income, although partially offset by the FCA mechanism.
  • IDACORP is initiating its full-year 2024 earnings guidance to the range of $5.25 to $5.45 per diluted share.

Headline financials

Total Revenue

$424M

Previous: $423M+0.3%
EPS (adj)

$0.61

Previous: $0.83-26.5%
Capital Expenditures

-$184M

Previous: $127M-244.3%
Free Cash Flow

-$78.9M

Previous: -$45M-75.4%
Net Income

$31.3M

Previous: $42.1M-25.7%
Operating Income

$11M

Previous: $56.8M-80.7%
Gross Profit

$27.2M

Previous: $57.8M-52.9%

Revenue & EPS history

IDACORP · Revenue · Quarterly

$424M

Q4 2023+0.3%vs Q4 2022
Beat estimate in 9 of 14 quarters(64%)
ActualEstimate

Forward guidance

IDACORP is initiating its full-year 2024 earnings guidance to the range of $5.25 to $5.45 per diluted share, with the expectation that Idaho Power will use between $35 and $60 million of additional tax credits available under the Idaho earnings support regulatory mechanism in 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 Q4 2023

Historical avgQ4 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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