NYSE$OGE

OGE Energy Corp. · Q4 2024 earnings

Q4 2024 earnings · · Before market open · Investor relations

Briefing

OGE Energy reported a strong Q4 2024 performance, with higher net income and EPS driven by increased operating revenues.

OGE Energy's net income for Q4 2024 surged to $101.9 million, or $0.50 per diluted share, compared to $48.2 million, or $0.24 per share, in Q4 2023. The company's strong performance was driven by higher operating revenues and load growth, offset slightly by increased interest and tax expenses.

  • Net income more than doubled year-over-year, reaching $101.9 million.
  • Earnings per share (EPS) rose significantly from $0.24 to $0.50.
  • Higher revenues due to regulatory approvals and load growth.
  • Increased interest expenses slightly offset earnings gains.

Headline financials

Total Revenue

$761M

Previous: $567M+34.2%
EPS (adj)

$0.50

Previous: $0.24+108.3%
Number of customers

907.0K

No prior period
Heating degree days

979

No prior period
Heating degree days normal

1.4K

No prior period
Cooling degree days

174

No prior period
Cooling degree days normal

62

No prior period
Residential MWh sales

2.0M

No prior period
Commercial MWh sales

2.7M

No prior period
Industrial MWh sales

1.0M

No prior period
Oilfield MWh sales

1.1M

No prior period
Public auth & SL MWh

700.0K

No prior period
System sales MWh

7.5M

No prior period
Integrated market MWh

200.0K

No prior period
Total MWh sales

7.7M

No prior period
Net Income

$102M

Previous: $48.2M+111.4%
Operating Income

$745M

Previous: $96.2M+674.7%

Revenue & EPS history

OGE Energy · Revenue · Quarterly

$761M

Q4 2024+34.2%vs Q4 2023
Beat estimate in 8 of 15 quarters(53%)
ActualEstimate

Revenue by segment

OGE Energy · $945M total across 8 segments · Q3 2023

  • Residential
    $401M-23.3%
  • Commercial
    $244M-21.2%
  • Public authorities & SL
    $82.2M-26.3%
  • Industrial
    $78M-30.7%
  • Oilfield
    $68M-33.9%
  • Transmission
    $35.6M-3.5%
  • Integrated market
    $26.2M-62.5%
  • Other
    $10.4M+173.7%

Forward guidance

OGE Energy expects 2025 EPS to range between $2.21 and $2.33, with mid-point guidance at $2.27. The company forecasts steady growth driven by load demand and capital investments.

Tailwinds

  • Projected EPS growth of 5-7% annually from 2025 guidance midpoint.
  • Increased load demand and customer base expansion.
  • Completion of two natural gas generation units at Horseshoe Lake plant.
  • Regulatory approvals supporting future rate recovery.
  • Commitment to infrastructure investments to strengthen the grid.

Headwinds

  • Higher interest expenses impacting profitability.
  • Increased income tax obligations expected in 2025.
  • Potential regulatory uncertainties affecting rate adjustments.
  • Seasonal fluctuations impacting quarterly earnings results.
  • Macroeconomic conditions may affect electricity demand growth.

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 2024

Historical avgQ4 2024

+0.2%

Avg return

Earnings day

+0.8%

Avg return

5 days after

+1.7%

Avg return

30 days after

65%

44 / 68 earnings

Positive

+6.9%

Q4 2017

Best reaction

-11.6%

Q4 2019

Worst reaction

Earnings price reactions
QuarterReport dateReaction (Day 0)+5 days+30 days
Q1 2026-0.5%+1.2%-0.5%
Q4 2025-0.9%+2.6%-1.6%
Q3 2025-2.3%-2.8%+0.9%
Q1 2025-0.7%-1.2%-2.7%
Q4 2024+0.4%+2.9%+2.5%
Q3 2024+5.9%+7.7%+8.2%
Q2 2024+0.9%+0.8%+2.0%
Q1 2024+1.1%+2.7%+4.8%
Q4 2023+1.0%-0.3%+2.4%
Q3 2023+2.2%-0.3%+2.9%
Q2 2023-4.1%-4.6%-6.6%
Q1 2023+2.6%+2.1%-3.1%
Q4 2022-1.8%-5.2%-5.4%
Q3 2022+3.1%+2.3%+8.8%
Q2 2022-1.0%+0.9%-0.0%
Q1 2022-0.9%-2.4%+3.3%
Q4 2021+4.9%+5.9%+12.6%
Q3 2021+0.0%-1.4%+3.9%
Q2 2021+2.8%+3.3%+4.6%
Q1 2021+1.5%+0.0%+2.7%
Q4 2020-6.1%-4.5%+4.0%
Q3 2020-1.7%+6.1%+2.0%
Q2 2020+3.3%+1.9%-2.1%
Q1 2020+6.2%+2.4%+14.9%
Q4 2019-11.6%-10.3%-25.8%
Q3 2019+0.2%+0.4%+0.6%
Q2 2019+1.2%+1.3%+1.8%
Q1 2019-0.2%+0.4%-0.3%
Q4 2018+2.0%-0.0%+2.8%
Q3 2018+2.1%+4.6%+8.0%
Q2 2018+1.6%+1.7%+2.0%
Q1 2018+3.2%+2.2%+3.9%
Q4 2017+6.9%+2.5%+2.0%
Q3 2017-2.7%-2.1%-3.7%
Q2 2017+0.5%+1.4%+0.1%
Q1 2017-1.3%-3.2%+3.1%
Q4 2016+3.3%+5.4%+2.1%
Q3 2016+2.3%+6.3%+8.8%
Q2 2016-1.2%-0.1%+0.8%
Q1 2016+0.1%
Q4 2015-7.7%
Q3 2015-8.2%
Q2 2015+1.5%
Q1 2015-0.1%
Q4 2014-3.8%
Q3 2014+0.7%
Q2 2014+0.5%
Q1 2014-2.8%
Q4 2013+0.2%
Q3 2013+2.3%
Q2 2013+1.5%
Q1 2013+1.9%
Q4 2012-1.2%
Q3 2012-2.5%
Q2 2012+4.2%
Q1 2012+3.0%
Q4 2011+0.9%
Q3 2011+2.9%
Q2 2011-8.9%
Q1 2010-3.8%
Q1 2011+1.8%
Q4 2010+3.8%
Q4 2008+3.8%
Q3 2009+1.7%
Q3 2010+1.7%
Q2 2010+0.5%
Q4 2009+0.5%
Q2 2009+0.5%

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