Eversource 2025 Q3 Earnings Record Net Income Surges 418% as Company Turns Profitable

Eversource (ES) reported a significant turnaround in fiscal 2025 Q3, with net income surging 418% to $369.43 million compared to a $116.18 million loss in 2024 Q3. Revenue rose 5.1% to $3.22 billion, and the company reaffirmed its full-year guidance.

Eversource’s Q3 results marked a dramatic reversal from a 2024 Q3 loss, with net income jumping 418% to $369.43 million and EPS rebounding to $0.99. The company also reiterated its full-year 2025 guidance, targeting $4.05–$4.15 EPS and $13.2–$13.4 billion in revenue, signaling confidence in its strategic initiatives.

Revenue

The company’s total revenue increased by 5.1% to $3.22 billion in 2025 Q3, reflecting a year-over-year rise from $3.06 billion.

Earnings/Net Income

Eversource returned to profitability with EPS of $0.99 in 2025 Q3, reversing a $0.33 loss in 2024 Q3. Net income surged 418% to $369.43 million, setting a new 20-year high for Q3 performance. This represents a remarkable recovery from a $116.18 million loss in the prior-year period. The EPS turnaround underscores strong operational resilience.

Price Action

The stock price of Eversource has edged down 0.31% during the latest trading day, has dropped 3.06% during the most recent full trading week, and has edged down 1.78% month-to-date.

Post-Earnings Price Action Review

The strategy of buying Eversource Energy (ES) when revenues beat and holding for 30 days shows promising potential based on the latest data and analysis. Eversource’s 5.1% revenue growth compared to the prior year indicates a positive trend likely to bolster investor confidence. While UBS Group downgraded the stock to “neutral” with a $78 price target, Bank of America upgraded it to “buy” with a $85 target, highlighting mixed but cautiously optimistic analyst sentiment. Institutional investors, including Soltis Investment Advisors LLC and Genus Capital Management Inc., have increased holdings, signaling confidence in the stock’s potential. The company’s debt-to-equity ratio of 1.67 and current ratio of 0.71 offer insights into its short-term financial health, which is critical for a 30-day hold strategy. Although the exact dividend yield is unspecified, Eversource’s status as a utilities provider suggests a competitive yield, making it attractive for income-focused investors. However, market fluctuations and mixed analyst ratings necessitate close monitoring of the stock’s performance.

CEO Commentary

Joseph E. Nolan, President and CEO, emphasized Eversource’s operational resilience amid inflationary pressures and grid modernization challenges. He highlighted strategic investments in clean energy infrastructure and digital transformation, reaffirming the company’s commitment to decarbonization goals and regulatory alignment.

Guidance

Eversource reiterated its full-year 2025 guidance, targeting EPS of $4.05–$4.15 and revenue of $13.2–$13.4 billion. The company also outlined CAPEX guidance of $2.1 billion for grid modernization and clean energy projects, underscoring disciplined cost management and long-term earnings growth.

Additional News

Eversource filed a Form 144 notice for the sale of 4,130 common shares, valued at $300,490.02, through Fidelity Brokerage Services LLC. The shares were acquired via restricted stock vesting between 2016 and 2020. Additionally, Simply Wall St analyzed Eversource’s valuation, noting a 27.6x P/E ratio, which exceeds the US Electric Utilities sector average of 19.9x. Yahoo Finance’s stock page highlighted the company’s 4.05% dividend yield and recent analyst upgrades, despite short-term price declines.

Eversource Energy (ES) Key Highlights

• Net Income Surge: 418% increase to $369.43 million in Q3 2025.

• Revenue Growth: 5.1% year-over-year to $3.22 billion.

• Strategic Focus: Grid modernization and clean energy investments.

• Analyst Outlook: Mixed ratings, with price targets ranging from $78 to $85.

• Dividend Yield: Competitive yield for utilities sector.

Forward-Looking Statements

Eversource’s guidance reflects confidence in achieving long-term earnings growth and regulatory approvals for key initiatives. The company’s focus on decarbonization and operational efficiency positions it to navigate macroeconomic uncertainties while advancing its clean energy transition.