NYSE$PPL

PPL Corp · Q2 2023 earnings

Q2 2023 earnings · · Investor relations

Briefing

PPL Corporation reported mixed results for Q2 2023, with GAAP earnings per share decreasing slightly but reaffirming its ongoing earnings forecast for the year.

PPL Corporation announced second-quarter 2023 reported earnings of $112 million, or $0.15 per share, compared to $119 million, or $0.16 per share, in the same quarter of the previous year. Ongoing earnings per share were $0.29, slightly down from $0.30 in 2022. The company reaffirmed its 2023 ongoing earnings forecast of $1.50 to $1.65 per share and projected annual earnings per share and dividend growth of 6% to 8% through at least 2026.

  • Reported earnings (GAAP) per share decreased to $0.15 in Q2 2023 from $0.16 in Q2 2022.
  • Ongoing earnings per share were $0.29 in Q2 2023, compared to $0.30 in Q2 2022.
  • The company reaffirmed its 2023 ongoing earnings forecast of $1.50 to $1.65 per share.
  • PPL is on track to achieve targeted O&M savings of $50 to $60 million in 2023 and projects at least $175 million in annual savings by 2026.

Headline financials

Total Revenue

$1.82B

Previous: $1.7B+7.5%
EPS (adj)

$0.29

Previous: $0.30-3.3%
Capital Expenditures

$591M

Previous: -$1.01B+158.6%
Free Cash Flow

-$179M

Previous: -$890M+79.9%
Net Income

$112M

Previous: $119M-5.9%
Operating Income

$305M

Previous: $243M+25.5%
Gross Profit

$707M

Previous: $1.47B-51.8%
Cash & Equivalents

$326M

Previous: $336M-3.0%
Total Assets

$38.3B

Previous: $37.1B+3.3%

Revenue & EPS history

PPL · Revenue · Quarterly

$1.82B

Q2 2023+7.5%vs Q2 2022
Beat estimate in 10 of 15 quarters(67%)
ActualEstimate

Forward guidance

PPL reaffirmed its 2023 ongoing earnings forecast range of $1.50 to $1.65 per share, with a midpoint of $1.58 per share. It remains well-positioned to deliver top-tier earnings per share and dividend growth of 6% to 8% a year through at least 2026 without the need for equity issuances.

Tailwinds

  • Reaffirmed 2023 ongoing earnings forecast of $1.50 to $1.65 per share.
  • Projected annual earnings per share and dividend growth of 6% to 8% through at least 2026.
  • Targeted O&M savings of $50 to $60 million in 2023 are on track.
  • Projecting at least $175 million in annual operation and maintenance savings by 2026.
  • Nearly $2.5 billion investment in infrastructure planned for this year.

Headwinds

  • Mild weather impacted year-to-date financial results.
  • Increased storm activity in service territories affected financial results.
  • Second-quarter 2023 reported earnings decreased compared with a year ago.
  • Lower sales volumes in Kentucky Regulated segment due to mild weather.
  • Lower sales volumes in Pennsylvania Regulated segment.

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 2023

Historical avgQ2 2023

+0.1%

Avg return

Earnings day

-0.1%

Avg return

5 days after

+0.3%

Avg return

30 days after

50%

36 / 72 earnings

Positive

+4.8%

Q2 2020

Best reaction

-4.7%

Q4 2021

Worst reaction

Earnings price reactions
QuarterReport dateReaction (Day 0)+5 days+30 days
Q1 2026-2.6%-3.3%-2.8%
Q4 2025+1.5%+3.5%-1.1%
Q3 2025+0.3%+1.6%-6.6%
Q1 2025+0.3%-0.3%-4.5%
Q4 2024-0.3%-0.9%+1.1%
Q3 2024-1.5%-0.0%+7.3%
Q2 2024-0.9%+0.6%+5.3%
Q1 2024+1.7%+2.3%+6.8%
Q4 2023-0.1%+1.6%+0.7%
Q3 2023+2.7%+5.0%+7.2%
Q2 2023-2.0%-1.5%-7.0%
Q1 2023+0.9%+0.2%-6.9%
Q4 2022-2.2%-2.6%-5.7%
Q3 2022+0.8%+0.4%+9.8%
Q2 2022-1.7%-3.3%-0.5%
Q1 2022+1.2%-2.1%+3.3%
Q4 2021-4.7%-7.2%-5.2%
Q3 2021-2.0%-1.9%-2.2%
Q2 2021+2.8%+1.7%+5.8%
Q1 2021+1.1%+1.5%+0.2%
Q4 2020-1.4%-2.1%+5.4%
Q3 2020-1.1%+6.5%+2.5%
Q2 2020+4.8%+7.0%+2.2%
Q1 2020+4.0%+1.1%+23.7%
Q4 2019-1.0%-3.3%-24.4%
Q3 2019-0.5%+0.7%+2.5%
Q2 2019+2.8%+1.4%+3.9%
Q1 2019+0.4%-0.4%-4.3%
Q4 2018-1.5%-0.7%+5.9%
Q3 2018+1.4%+2.0%+0.6%
Q2 2018-1.6%-0.7%+6.5%
Q1 2018+0.9%-4.3%-6.0%
Q4 2017+0.8%-3.1%-9.9%
Q3 2017-1.8%-2.8%-3.4%
Q2 2017-0.4%-0.3%+0.4%
Q1 2017+1.4%+1.0%+5.5%
Q4 2016+1.3%+1.1%+5.3%
Q3 2016-1.3%-0.9%-3.6%
Q2 2016-1.7%-1.0%-4.6%
Q1 2016+2.1%
Q4 2015-1.4%
Q3 2015+2.9%
Q2 2015-0.9%
Q1 2015+1.6%
Q4 2014-1.7%
Q3 2014+3.6%
Q2 2014+0.0%
Q1 2014+1.4%
Q4 2013+0.8%
Q3 2013-0.1%
Q2 2013+0.5%
Q1 2013-1.6%
Q4 2012-0.2%
Q3 2012+1.3%
Q2 2012+3.7%
Q1 2012+0.4%
Q4 2011-0.6%
Q3 2011-0.3%
Q2 2011-0.6%
Q1 2011-0.1%
Q4 2010+0.3%
Q3 2010-0.5%
Q2 2010+1.8%
Q1 2009+0.2%
Q1 2010+1.4%
Q4 2009+0.4%
Q4 2007+0.4%
Q3 2008-2.1%
Q3 2009-2.1%
Q4 2008-0.3%
Q2 2008-0.3%
Q2 2009-0.3%

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