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研究快讯:Xcel Energy:第一季度每股收益符合预期;11亿美元谷歌数据中心协议取得进展

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-- 独立研究机构CFRA向提供了以下研究报告。CFRA分析师总结如下: Xcel Energy第一季度业绩稳健,持续摊薄后每股收益为0.91美元,高于去年同期的0.84美元,同比增长8%,符合市场预期,尽管面临显著的天气不利因素。净利润增长15%至5.56亿美元,营收增长3%至40.2亿美元,主要得益于电力基础设施的快速恢复和销售增长,但部分被融资成本的增加所抵消。该公司与谷歌在明尼苏达州推进了重要的数据中心协议,预计将为客户带来约11亿美元的收益,谷歌将承担所有新服务的费用。天气状况对业绩产生了显著影响,预计每股收益将比正常情况下降0.089美元,而2025年第一季度则预计每股收益将上升0.013美元,因为异常温暖的气温降低了能源需求。经天气因素调整后,零售电力销售额增长了 2.8%,其中商业和工业领域增长强劲,达到 4.3%。与此同时,该公司继续推进资源获取流程,力争到 2030 年新增高达 3,500 兆瓦的发电容量。

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