PPL
PPL·NYSE
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PPL fundamentals
PPL (PPL) released its earnings on Feb 20, 2026: revenue was 2.27B (YoY +2.85%), missed estimates; EPS was 0.41 (YoY +20.59%), beat estimates.
Revenue / YoY
2.27B
+2.85%
EPS / YoY
0.41
+20.59%
Report date
Feb 20, 2026
PPL Earnings Call Summary for Q4,2025
- EPS Growth Target: 6%-8% annually through 2029, with CAGR near top end of range. 2026 midpoint EPS $1.94 (7.2% growth).
- Capital Investment: $23B (2026-2029) for grid modernization, generation, and transmission. Rate base CAGR 10.3%.
- Blackstone JV Potential:JV could contribute earnings from late 2020s, supporting new generation for hyperscalers.
- Data Center Pipeline: Pennsylvania: 25.2GW (10GW+ under ESA); Kentucky: 9GW pipeline. KY generation needs may require additional CPCN filings.
- Affordability Focus: O&M growth capped at 1% annually. Customer protections include low-income tariffs and hold-harmless credits.
- Regulatory Updates: Kentucky rate case approved $233M revenue increase; Pennsylvania rate case decision expected June 2026.
EPS
Actual | 0.67 | 0.55 | 0.58 | 0.59 | 0.28 | 0.19 | 0.36 | 0.22 | 0.41 | 0.3 | 0.41 | 0.28 | 0.48 | 0.29 | 0.43 | 0.4 | 0.54 | 0.38 | 0.42 | 0.34 | 0.6 | 0.32 | 0.48 | 0.41 | ||||||||||||||||
Forecast | 0.7073 | 0.5455 | 0.6154 | 0.6145 | 0.5841 | 0.2778 | 0.3828 | 0.3222 | 0.3958 | 0.296 | 0.4182 | 0.28 | 0.4547 | 0.3192 | 0.4204 | 0.3804 | 0.5011 | 0.3286 | 0.4196 | 0.3737 | 0.553 | 0.3853 | 0.4597 | 0.4091 | ||||||||||||||||
Surprise | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | -5.27% | +0.82% | -5.75% | -3.99% | -52.06% | -31.61% | -5.96% | -31.72% | +3.59% | +1.35% | -1.96% | 0.00% | +5.56% | -9.15% | +2.28% | +5.15% | +7.76% | +15.64% | +0.10% | -9.02% | +8.50% | -16.95% | +4.42% | +0.22% |
Revenue
Actual | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- | 2.05B | 1.74B | 1.89B | 1.93B | 1.50B | 1.29B | 1.51B | 1.49B | 1.78B | 1.70B | 2.13B | 2.29B | 2.42B | 1.82B | 2.04B | 2.03B | 2.30B | 1.88B | 2.07B | 2.21B | 2.50B | 2.02B | 2.24B | 2.27B |
Forecast | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- | 2.17B | 1.89B | 2.03B | 2.12B | 1.97B | 1.42B | 1.59B | 2.00B | 1.74B | 1.60B | 1.81B | 1.24B | 1.99B | 1.27B | 1.74B | 1.90B | 2.39B | 1.92B | 2.10B | 2.51B | 2.15B | 1.81B | 2.05B | 2.48B |
Surprise | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | -5.25% | -8.06% | -6.93% | -9.03% | -24.03% | -9.27% | -5.20% | -25.75% | +2.54% | +6.14% | +17.65% | +83.96% | +21.21% | +43.80% | +17.30% | +6.99% | -3.52% | -1.93% | -1.51% | -11.74% | +16.44% | +11.61% | +8.96% | -8.40% |
Earnings Call
You can ask Aime
What is the market's earnings forecast for PPL next quarter?Did PPL beat or miss consensus estimates last quarter?What is PPL's latest dividend and current dividend yield?What guidance did PPL's management provide for the next earnings period?What is PPL's gross profit margin?What is the revenue and EPS growth rate for PPL year over year?What were the key takeaways from PPL's earnings call?What factors drove the changes in PPL's revenue and profit?
