NYSE$TXNM

TXNM Energy Inc · Q2 2024 earnings

Q2 2024 earnings · · Investor relations

Briefing

PNM Resources reported mixed results for Q2 2024, with GAAP EPS remaining flat and ongoing EPS increasing slightly. The company affirmed its 2024 ongoing earnings guidance and announced a name change to TXNM Energy.

PNM Resources reported GAAP earnings of $0.53 per diluted share for the second quarter of 2024, the same as the second quarter of 2023. Ongoing earnings were $0.60 per diluted share, compared to $0.55 in the prior year. Management affirmed its 2024 consolidated ongoing earnings guidance of $2.65 to $2.75 per diluted share. The company also announced it is changing its name to TXNM Energy, expected to be effective August 5, 2024.

  • Second quarter GAAP earnings were $0.53 per diluted share.
  • Second quarter ongoing earnings were $0.60 per diluted share.
  • Ongoing earnings guidance range of $2.65 - $2.75 was affirmed.
  • Name change to TXNM Energy, trading under TXNM ticker is expected August 5, 2024.

Headline financials

Total Revenue

$488M

Previous: $477M+2.3%
EPS

$0.53

Previous: $0.55-3.6%
Free Cash Flow

$52M

Previous: $49.4M+5.1%
Net Income

$52M

Previous: $49.4M+5.1%
Operating Income

$106M

Previous: $92.3M+14.5%
Gross Profit

$198M

Previous: $182M+9.3%
Cash & Equivalents

$3.24M

Previous: $7.64M-57.7%
Total Assets

$10.6B

Previous: $9.63B+9.9%
Stock-Based Comp

$2.07M

Previous: $853K+142.4%

Revenue & EPS history

PNM Resources · Revenue · Quarterly

$488M

Q2 2024+2.3%vs Q2 2023
Beat estimate in 6 of 13 quarters(46%)
ActualEstimate

Revenue by segment

PNM Resources · $122M total across 3 segments · Q3 2022

  • PNM
    $97.5M
  • TNMP
    $31.4M
  • Corporate and Other
    -$6.47M

Forward guidance

Management affirmed its 2024 consolidated ongoing earnings guidance of $2.65 to $2.75 per diluted share.

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

+0.0%

Avg return

5 days after

+1.1%

Avg return

30 days after

54%

37 / 68 earnings

Positive

+9.2%

Q4 2010

Best reaction

-4.2%

Q1 2014

Worst reaction

Earnings price reactions
QuarterReport dateReaction (Day 0)+5 days+30 days
Q1 2026+0.3%+0.2%+0.4%
Q4 2025-0.2%-0.3%-1.4%
Q3 2025+0.1%+0.2%+2.9%
Q1 2025+0.5%+0.8%+7.7%
Q4 2024+3.3%+0.5%+5.0%
Q3 2024-2.3%+3.3%+12.7%
Q2 2024+1.3%-3.4%-1.6%
Q1 2024+0.9%+1.9%+0.8%
Q4 2023+6.4%+6.5%+8.6%
Q3 2023-2.8%-3.6%-4.0%
Q2 2023+0.0%-0.4%-0.4%
Q1 2023+1.2%+0.4%-2.5%
Q4 2022-0.3%-1.2%-1.3%
Q3 2022+0.1%+1.1%+4.6%
Q2 2022-0.8%-0.5%-1.8%
Q1 2022-2.3%-3.6%-0.6%
Q4 2021-0.0%+1.5%+5.5%
Q3 2021-0.1%-2.7%-0.3%
Q2 2021+0.0%-0.5%+2.8%
Q1 2021-0.1%-0.3%-0.9%
Q4 2020-0.2%-2.2%+2.0%
Q3 2020-0.0%-0.0%-1.5%
Q2 2020-0.1%+0.5%+4.3%
Q1 2020-3.3%-7.2%-23.2%
Q4 2019-0.0%+5.1%-20.1%
Q3 2019-3.3%-5.8%-7.1%
Q2 2019-3.7%-1.9%+1.1%
Q1 2019-2.4%+1.2%+5.1%
Q4 2018-1.5%+0.9%+6.7%
Q3 2018+4.4%+4.2%+10.3%
Q2 2018+2.0%+3.9%+2.9%
Q1 2018-0.1%-1.9%-0.3%
Q4 2017-3.0%-1.2%+5.4%
Q3 2017+1.8%+0.8%+5.6%
Q2 2017+1.0%+2.3%+8.5%
Q1 2017-2.0%-2.5%-0.1%
Q4 2016+0.6%+0.7%+2.6%
Q3 2016+3.6%+0.8%+3.9%
Q2 2016+1.7%+3.1%-0.2%
Q1 2016+2.9%
Q4 2015-4.0%
Q3 2015+1.2%
Q2 2015+1.8%
Q1 2015+0.6%
Q4 2014-1.3%
Q3 2014+1.8%
Q2 2014-2.9%
Q1 2014-4.2%
Q4 2013+2.1%
Q3 2013-0.8%
Q2 2013+1.2%
Q1 2013-0.8%
Q4 2012+1.9%
Q3 2012-3.0%
Q2 2012-0.3%
Q1 2012-1.4%
Q4 2011+2.2%
Q3 2011+1.0%
Q2 2011+2.0%
Q1 2010+1.6%
Q1 2011-1.6%
Q4 2008+9.2%
Q4 2010+9.2%
Q3 2009+2.2%
Q3 2010+2.2%
Q2 2010+0.4%
Q2 2009+0.4%
Q4 2009+0.4%

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