NYSE$PEG

Public Service Enterprise Group Inc · Q2 2024 earnings

Q2 2024 earnings · · Before market open · Investor relations

Briefing

Public Service Enterprise Group Inc reported Q2 2024 earnings with operating revenues of $2.423 billion and net income of $434 million.

PSEG reported consolidated operating revenues of $2.423 billion for the three months ended June 30, 2024, essentially flat year-over-year. Net income was $434 million, down from $591 million in the prior-year quarter, primarily due to changes in mark-to-market and nuclear decommissioning trust fund results. PSE&G delivered strong regulated performance with revenue growth from higher volumes and transmission investments.

  • Consolidated operating revenues reached $2.423 billion for Q2 2024.
  • Net income totaled $434 million ($0.87 per share) versus $591 million ($1.18 per share) in Q2 2023.
  • PSE&G operating revenues grew 12% to $1.863 billion driven by higher delivery and commodity revenues.
  • PSEG Power & Other revenues declined due to mark-to-market losses and lower ZEC revenues.

Headline financials

Total Revenue

$2.42B

Previous: $2.42B+0.1%
EPS (adj)

$0.87

Previous: $0.70+24.3%
Capital Expenditures

-$837M

Previous: -$1.44B+42.0%
Net Income

$434M

Previous: $591M-26.6%
Operating Income

$582M

Previous: $794M-26.7%
Cash & Equivalents

$113M

Previous: $547M-79.3%

Revenue & EPS history

PSEG · Revenue · Quarterly

$2.42B

Q2 2024+0.1%vs Q2 2023
Beat estimate in 14 of 16 quarters(88%)
ActualEstimate

Revenue by segment

PSEG · $2.55B total across 2 segments · Q2 2024

  • PSE&G
    $1.86B
  • PSEG Power & Other
    $685M

Forward guidance

PSEG expects 2024-2028 regulated capital investments of $18-21 billion, supporting 6-7.5% compound annual rate base growth.

Tailwinds

  • Continued focus on T&D modernization and clean energy programs
  • Nuclear fleet supported by federal PTC through 2032

Historical earnings impact

How earnings announcements have historically affected this stock's price.

Avg. return before/after earnings

Based on 19 quarterly earnings reports

Historical avg

-0.3%

Avg return

Earnings day

-0.5%

Avg return

5 days after

-0.2%

Avg return

30 days after

44%

32 / 72 earnings

Positive

+5.8%

Q4 2014

Best reaction

-7.9%

Q4 2019

Worst reaction

Earnings price reactions
QuarterReport dateReaction (Day 0)+5 days+30 days
Q2 2024
Q1 2026-0.9%-4.1%-4.0%
Q4 2025-0.2%-2.3%-6.1%
Q3 2025+0.7%+3.4%-0.0%
Q2 2025-2.2%-2.7%-9.3%
Q1 2025-2.1%-4.0%-0.7%
Q4 2024-1.3%-3.8%-4.3%
Q3 2024-4.0%-1.7%+5.1%
Q1 2024+1.7%+2.6%+7.7%
Q4 2023+1.4%+2.5%+9.7%
Q3 2023+3.7%+5.7%+3.8%
Q2 2023+0.0%-4.0%-3.2%
Q1 2023+0.1%+1.1%-5.1%
Q4 2022-2.3%-1.7%-8.8%
Q3 2022-1.9%+0.8%+5.4%
Q2 2022-0.5%-1.4%-1.3%
Q1 2022+0.6%+0.8%-0.5%
Q4 2021+2.0%+1.4%+7.5%
Q3 2021-1.5%-0.3%-1.8%
Q2 2021+0.7%+1.6%+2.9%
Q1 2021-1.0%+0.1%-3.0%
Q4 2020-1.4%-3.0%+6.1%
Q3 2020-2.1%-2.2%-0.6%
Q2 2020+4.0%+4.2%-0.4%
Q1 2020+0.9%-1.3%+6.8%
Q4 2019-7.9%-6.4%-22.5%
Q3 2019-0.4%-2.1%-6.2%
Q2 2019-3.6%-4.1%+1.3%
Q1 2019+0.8%+0.1%-0.0%
Q4 2018+2.6%+3.9%+3.6%
Q3 2018-3.3%-4.1%-1.3%
Q2 2018-0.7%-0.3%+1.5%
Q1 2018+0.6%+1.1%+2.3%
Q4 2017+2.3%-1.5%-2.6%
Q3 2017-0.1%+1.5%+7.1%
Q2 2017+1.4%+2.2%+6.7%
Q1 2017-1.6%-1.7%+0.0%
Q4 2016+3.1%+2.4%+2.0%
Q3 2016+0.8%-0.3%+0.7%
Q2 2016+0.7%-0.6%-5.8%
Q1 2016-0.2%
Q4 2015+2.3%
Q3 2015-2.0%
Q2 2015+0.9%
Q1 2015+2.8%
Q4 2014+5.8%
Q3 2014+4.7%
Q2 2014-5.1%
Q1 2014-5.1%
Q4 2013+4.6%
Q3 2013-1.0%
Q2 2013-1.3%
Q1 2013+0.4%
Q4 2012+2.8%
Q3 2012-3.0%
Q2 2012-4.1%
Q1 2012+2.1%
Q4 2011+0.7%
Q3 2011-0.3%
Q2 2011-6.1%
Q1 2011-0.6%
Q4 2010+1.5%
Q3 2010-0.8%
Q2 2010+1.3%
Q1 2009-3.7%
Q1 2010+2.3%
Q4 2009-1.5%
Q3 2008-2.9%
Q3 2009-2.9%
Q2 2009+0.0%
Q4 2007+0.0%
Q2 2008+0.0%
Q4 2008+0.0%

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