Xcel Energy 2025 Q3 Earnings Revenue Rises 7.4% Amid EPS Drop 27.3%

Xcel Energy (XEL) reported mixed Q3 2025 results, with revenue growth outpacing earnings declines. , . Management reaffirmed full-year guidance despite missing both revenue and EPS estimates.

Revenue

Xcel Energy’s total revenue increased by 7.4% year-over-year to $3.92 billion in Q3 2025. , reflecting strong demand and operational efficiency. Regulated Natural Gas contributed $264 million, while the All Other segment generated $13 million. The growth in electric operations underscored the company’s focus on grid modernization and renewable energy integration.

Earnings/Net Income

The company’s earnings per share (EPS) declined sharply to $0.88 in Q3 2025 from $1.21 in the prior-year period, a 27.3% drop. . Despite these declines, Xcel Energy maintained profitability for over two decades in the corresponding quarter, highlighting its operational resilience in a challenging regulatory environment.

Post-Earnings Price Action Review

Xcel Energy’s stock price exhibited muted short-term volatility, . However, historical revenue beat data is unavailable, rendering traditional backtesting of a "buy on revenue beat" strategy infeasible. Recent performance suggests short-term optimism, driven by infrastructure investments and AI-driven operational improvements, though long-term outcomes depend on regulatory progress and capital execution.

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CEO Commentary

CEO emphasized strategic investments in renewable energy and grid resilience, noting progress in zero-carbon projects despite regulatory delays. He highlighted the company’s commitment to decarbonization and operational efficiency as key long-term drivers.

Guidance

, reflecting 8% midpoint growth. Long-term EPS growth objectives were updated to 6%–8%, aligning with its five-year $7.5 billion zero-carbon infrastructure plan.

Additional News

, focusing on renewable energy, natural gas, and energy storage. Institutional investors, including Royal Bank of Canada, upgraded their ratings to "moderate buy," citing strategic clarity and long-term growth potential. Additionally, the company settled the Marshall wildfire case, accelerating risk mitigation efforts. These developments, coupled with AI-driven operational improvements, position Xcel Energy to address rising energy demand while navigating regulatory and supply chain challenges.

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