NYSE$PNW

Pinnacle West Capital Corporation · Q2 2024 earnings

Q2 2024 earnings · · Investor relations

Briefing

Pinnacle West's Q2 earnings were positively impacted by new customer rates and record heat, resulting in improved financial results compared to the same period last year.

Pinnacle West reported a consolidated net income attributable to common shareholders of $203.8 million, or $1.76 per diluted share, for the quarter ended June 30, 2024. This is an improvement compared to the consolidated net income of $106.7 million, or $0.94 per diluted share, for the same period in 2023. The increase was primarily driven by new customer rates and record heat in June.

  • New customer rates and record heat positively impacted quarter-over-quarter earnings.
  • Customer and sales growth continue to reflect a strong Arizona economy.
  • Expanded bill assistance, heat relief, and energy efficiency programs provide greater support to customers.
  • Weather variations spurred an increase in energy consumption.

Headline financials

Total Revenue

$1.31B

Previous: $1.12B+16.7%
EPS

$1.76

Previous: $0.94+87.2%
Retail Sales Growth

5.5%

Previous: 1.4%+292.9%
Capital Expenditures

-$534M

No prior period
Free Cash Flow

$208M

Previous: $111M+87.5%
Net Income

$208M

Previous: $111M+87.5%
Operating Income

$314M

Previous: $183M+71.2%
Gross Profit

$647M

Previous: $519M+24.7%
Cash & Equivalents

$4.01M

Previous: $7.66M-47.7%
Total Assets

$25.7B

Previous: $24B+7.2%
Stock-Based Comp

$4.69M

Previous: $3.59M+30.6%

Revenue & EPS history

Pinnacle West · Revenue · Quarterly

$1.31B

Q2 2024+16.7%vs Q2 2023
Beat estimate in 13 of 15 quarters(87%)
ActualEstimate

Forward guidance

The company continues to estimate its consolidated earnings guidance will be in the range of $4.60 to $4.80 per diluted share on a weather-normalized basis for 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 Q2 2024

Historical avgQ2 2024

+0.4%

Avg return

Earnings day

+0.3%

Avg return

5 days after

+0.9%

Avg return

30 days after

58%

39 / 67 earnings

Positive

+5.1%

Q4 2021

Best reaction

-5.2%

Q3 2019

Worst reaction

Earnings price reactions
QuarterReport dateReaction (Day 0)+5 days+30 days
Q1 2026-1.7%-4.2%-6.5%
Q4 2025-0.3%+0.5%-0.4%
Q3 2025-0.1%-0.6%+0.1%
Q1 2025-1.9%-1.8%-4.2%
Q4 2024+1.1%+0.5%+1.0%
Q3 2024+2.9%+6.0%+5.6%
Q2 2024+3.1%-0.3%+2.3%
Q1 2024+1.1%+2.0%+5.2%
Q4 2023-3.4%-1.8%+7.9%
Q3 2023-2.2%-4.4%-0.6%
Q2 2023-4.8%-6.6%-8.0%
Q1 2023+2.2%+1.8%-1.4%
Q4 2022+0.4%+4.1%+6.9%
Q3 2022+3.3%+1.5%+16.1%
Q2 2022+3.8%+2.4%+1.5%
Q1 2022+0.8%+2.8%+7.3%
Q4 2021+5.1%+4.8%+12.8%
Q3 2021+0.1%+1.5%+4.0%
Q2 2021+2.7%+2.7%-1.3%
Q1 2021+1.2%+3.7%+2.8%
Q4 2020-3.3%-4.2%+6.3%
Q3 2020-2.6%-1.3%+0.8%
Q2 2020+3.0%+1.3%-9.2%
Q1 2020+2.6%+1.0%+10.6%
Q4 2019-0.1%-3.8%-35.2%
Q3 2019-5.2%-6.1%-5.5%
Q2 2019-0.6%-0.0%+0.9%
Q1 2019-2.3%-1.9%-1.4%
Q4 2018+1.9%+1.1%+5.2%
Q3 2018+3.6%+4.5%+6.3%
Q2 2018+1.3%+1.0%-1.9%
Q1 2018-0.3%-0.3%-3.0%
Q4 2017+4.6%+0.3%+1.3%
Q3 2017+1.1%+2.1%+3.5%
Q2 2017+0.9%+1.7%+3.0%
Q1 2017+0.4%+1.0%+5.9%
Q4 2016+0.8%+2.4%+4.5%
Q3 2016-0.5%+1.7%-1.3%
Q2 2016-1.7%-2.9%-5.9%
Q1 2016+2.5%
Q4 2015+3.1%
Q3 2015+1.6%
Q2 2015+0.3%
Q1 2015-0.2%
Q4 2014+0.3%
Q3 2014+2.9%
Q2 2014-1.6%
Q1 2014-2.3%
Q4 2013-0.5%
Q3 2013-2.4%
Q2 2013-1.1%
Q1 2013+0.2%
Q4 2012-0.4%
Q3 2012-2.1%
Q2 2012+1.3%
Q1 2012+0.1%
Q4 2011+0.0%
Q3 2011+0.4%
Q2 2011-2.2%
Q1 2010+2.1%
Q1 2011+1.1%
Q4 2008-0.8%
Q3 2010-1.5%
Q3 2009-1.5%
Q2 2010+2.5%
Q2 2009+2.5%
Q4 2009+2.5%

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