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- **EPS Growth Confirmed**: 5%-7% through 2029, with top-half execution starting 2028 driven by $95-$105B capital plan.
- **Data Center Boom**: 3GW ESAs signed in 2025, $11B in commercial/industrial investments, and 25,000 jobs created.
- **Affordability Focus**: 18% bill savings via storm securitization, below-inflation rate increases, and energy tax credits.
- **Balance Sheet Strength**: FFO to debt >14% in 2025, targeting 15%+ through 30%-50% equity funding.

**【CEO Summary Section】**
- Announced strong third-quarter results with adjusted EPS of $1.81, up 11% year-over-year, narrowing full-year guidance to $6.25-$6.35.
- Capital plan increased to $95-$105 billion over five years, driven by 8.5GW of new generation and economic development projects.
- Reaffirmed long-term EPS growth target of 5%-7% through 2029, with confidence to earn in the top half of the range starting in 2028.
- Highlighted 3GW of signed electric service agreements (ESAs) with hyperscale data centers and $11 billion in capital commitments from commercial/industrial customers.
- Emphasized affordability through storm cost securitization (saving customers up to 18%), energy tax credits, and rate structures protecting existing customers.

**【CFO Financial Commentary】**
- Q3 2025 adjusted EPS of $1.81 vs. $1.62 in 2024, driven by higher retail sales and rate implementations.
- Electric Utilities & Infrastructure segment up $0.24 due to favorable weather and rate changes; Gas segment flat due to seasonality.
- 2026 capital plan increase reflects investments in generation (7.5GW natural gas, 1GW upgrades) and transmission to meet load growth.
- FFO to debt expected to remain above 14% in 2025, targeting 15%+ long-term through disciplined capital allocation (30%-50% equity funding).
- Storm recovery mechanisms (e.g., North Carolina securitization bonds) minimize bill impact, with Florida storm costs fully recovered by Feb 2026.

**【Q&A Highlights】**
- **Capital Plan Cadence**: Incremental $10 billion in 2030 reflects ramping data center projects; investments spread across plan but weighted to later years with more ESA signings.
- **Nuclear Strategy**: Evaluating AP1000 and SMR options, contingent on cost overrun protection and supply chain resolution; nuclear provides $500M/year in customer tax credits.
- **EPS Growth Acceleration**: 2028 inflection point due to Brookfield transaction close, multiyear rate plans, and large-load customer projects coming online.
- **Funding Strategy**: Equity issuances minimal (~$1 billion in 2026) to maintain FFO to debt above thresholds; prioritizing debt for faster-recovery projects.

Duke Energy Corporation (DUK) Q3 2025 Earnings Call Transcript

Revenue

Sales and Services Revenue

Financing Services Revenue

Other Revenue

Cost of Revenue

Cost of Goods and Services

Cost of Financing Services

Other Cost

Gross Profit

Other Operating Income

Operating Expenses

Selling, General and Administrative Expenses

Selling and Marketing Expenses

General and Administrative Expenses

Research and Development Expenses

Loss on Bad Debts

Loss on Impairment of Other Assets

Loss on Disposal of Assets

Other Operating Expenses

Operating Income

Non-Operating Income (Loss)

Income (Loss) from Affiliates

Income (Loss) from Associates

Income (Loss) from Joint ventures

Gain (Loss) on Other Investment

Gain (Loss) on Change in Fair Value

Gain (Loss) on Foreign Currency Exchange

Other Non-Operating Income (Loss)

Net Interest Expense

Interest Expense

Interest Income

Pretax Income From Continuing Operations

Income Tax Expense

Current Income Tax

Deferred Income Tax

Income Tax Adjustments

Net Income from Continuing Operations

Income from Discontinued Operations

Other Items Before Net Income

Net Income

Net Income Attributable to Minority Interests

Net Income Attributable to Owners of the Company

Preferred Stock Dividends

Other Adjustments

Net Income Attributable to Common Stockholders

Other Comprehensive Income

Total Comprehensive Income

Total Comprehensive Income Attributable to Minority Interests

Total Comprehensive Income Attributable to Owners of the Company

Basic EPS

Basic EPS from Continuing Operations

Basic EPS from Discontinued Operations

Diluted EPS

Diluted EPS from Continuing Operations

Diluted EPS from Discontinued Operations

DUK

DUK fundamentals

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