NYSE$SR

Spire Inc. · Q1 2025 earnings

Q1 2025 earnings · · Before market open · Investor relations

Briefing

Spire reported first quarter results for fiscal year 2025.

Spire Inc. reported a decrease in net income and adjusted earnings for the first quarter of fiscal year 2025 compared to the previous year, but affirmed its fiscal 2025 adjusted earnings guidance range. The Gas Utility segment saw increased earnings in Spire Alabama and Spire Gulf, offset by lower Spire Missouri earnings. Midstream earnings grew due to additional capacity and contract renewals at higher rates for Spire Storage, while Gas Marketing earnings decreased due to market conditions.

  • First quarter net income was $81.3 million ($1.34 per diluted share), down from $85.1 million ($1.52 per share) year-over-year.
  • First quarter adjusted earnings were $81.1 million ($1.34 per share), compared to $82.7 million ($1.47 per share) in the prior year.
  • Gas Utility earnings increased, driven by Spire Alabama and Spire Gulf, but partially offset by lower Spire Missouri earnings.
  • The company affirmed its fiscal 2025 adjusted earnings guidance range of $4.40–$4.60 per share.

Headline financials

Total Revenue

$669M

Previous: $757M-11.6%
EPS (adj)

$1.34

Previous: $1.52-11.8%
Adjusted Earnings Gas Utility

$77.8M

No prior period
Adjusted Earnings Gas Marketing

$2.2M

No prior period
Adjusted Earnings Midstream

$12M

No prior period
Adjusted Earnings Other

-$10.9M

No prior period
Weighted Average Diluted Shares Outstanding

57.9M

No prior period
Dividends Declared Per Common Share

$0.79

No prior period
Contribution Margin

$372M

No prior period
Capital Expenditures

-$261M

Previous: -$227M-15.1%
Net Income

$81.3M

Previous: $85.1M-4.5%
Operating Income

$149M

Previous: $139M+6.9%
Gross Profit

$540M

No prior period

Revenue & EPS history

Spire · Revenue · Quarterly

$669M

Q1 2025-11.6%vs Q1 2024
Beat estimate in 7 of 14 quarters(50%)
ActualEstimate

Revenue by segment

Spire · -$37.6M total across 4 segments · Q4 2023

  • Gas Marketing
    $2.6M+1097409.5%
  • Midstream
    $2.5M
  • Other
    -$8.7M
  • Gas Utility
    -$34M-20568763.0%

Forward guidance

Spire continues to expect fiscal 2025 adjusted earnings to be in the range of $4.40–$4.60 per share.

Tailwinds

  • Confidence in ability to grow long-term adjusted earnings per share 5–7%.
  • Expected long-term 7–8% annualized rate base growth at Spire Missouri.
  • Robust capital investment plan.
  • 6% equity growth at Spire Alabama and Spire Gulf.
  • 10-year $7.4 billion capital investment target through fiscal 2034.

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 Q1 2025

Historical avgQ1 2025

+0.2%

Avg return

Earnings day

-0.1%

Avg return

5 days after

+0.2%

Avg return

30 days after

55%

38 / 69 earnings

Positive

+4.6%

Q1 2021

Best reaction

-3.8%

Q3 2019

Worst reaction

Earnings price reactions
QuarterReport dateReaction (Day 0)+5 days+30 days
Q2 2026-1.3%-4.6%-8.4%
Q1 2026-0.5%+0.9%+6.7%
Q4 2025-1.7%-4.5%-6.6%
Q2 2025-0.7%-1.3%-2.3%
Q1 2025+0.2%+1.2%+7.7%
Q4 2024+4.0%+8.0%-1.8%
Q3 2024-1.9%-5.4%-2.4%
Q2 2024-0.2%-1.0%-0.8%
Q1 2024+3.9%+2.1%+5.0%
Q4 2023+2.4%-0.3%+5.0%
Q3 2023-2.2%-2.0%-5.4%
Q2 2023+2.6%+2.5%-1.7%
Q1 2023+3.2%+4.1%-3.1%
Q4 2022-2.0%+3.5%-6.0%
Q3 2022-1.9%+1.4%-6.4%
Q2 2022+2.8%+0.8%+5.6%
Q1 2022-2.5%-4.0%+6.8%
Q4 2021+1.7%-0.2%+4.0%
Q3 2021-0.5%-1.8%-9.3%
Q2 2021+1.2%-3.2%-5.7%
Q1 2021+4.6%+3.2%+13.9%
Q4 2020-1.8%-0.3%-0.5%
Q3 2020-2.2%+0.5%-7.4%
Q2 2020+0.7%-3.6%+4.9%
Q1 2020+1.6%+1.8%-4.1%
Q4 2019+0.9%+0.4%+7.0%
Q3 2019-3.8%-4.7%-1.3%
Q2 2019+0.4%+1.3%-1.0%
Q1 2019-0.9%-2.0%+0.5%
Q4 2018+3.9%+4.7%+4.5%
Q3 2018+1.3%+4.7%+5.1%
Q2 2018-0.1%-2.0%-3.0%
Q1 2018-2.8%-7.8%+1.8%
Q4 2017+0.2%-0.5%-2.0%
Q3 2017+2.0%+2.6%+5.0%
Q2 2017+0.7%+2.6%+6.0%
Q1 2017-2.6%-3.5%+1.5%
Q4 2016+1.4%+2.5%+0.7%
Q3 2016-0.7%-1.4%-5.8%
Q2 2016+1.4%
Q1 2016+0.4%
Q4 2015+1.8%
Q3 2015+1.3%
Q2 2015+0.8%
Q1 2015+1.2%
Q4 2014+0.8%
Q3 2014-0.4%
Q2 2014+0.2%
Q1 2014+0.3%
Q4 2013+0.1%
Q3 2013+1.1%
Q2 2013-0.3%
Q1 2013-0.5%
Q4 2012-0.8%
Q3 2012-0.5%
Q2 2012-0.3%
Q1 2012+0.4%
Q4 2011-3.0%
Q3 2011+2.5%
Q2 2011+1.2%
Q1 2010-3.7%
Q1 2011-0.4%
Q4 2010+0.3%
Q4 2008+0.3%
Q3 2009+1.1%
Q3 2010+1.1%
Q4 2009-0.8%
Q2 2009-0.8%
Q2 2010-0.8%

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