-- 独立系調査会社CFRAは、に対し、以下の調査レポートを提供しました。CFRAのアナリストは、以下のように見解をまとめています。Entergyは2026年第1四半期に堅調な業績を達成し、調整後EPSは0.86ドルとなり、前年同期比0.04ドル（前年同期比+4.9%、市場予想+2.3%）を上回りました。これは、天候による逆風が0.07ドルあったにもかかわらず達成されたものです。公益事業部門の収益は、規制措置と建設工事の収益回復により10.2%増の5億4,000万ドルとなりました。産業部門の業績は引き続き好調で、データセンター、一次金属、輸送需要に牽引され、販売量は14.9%増の15.9TWhに急増しました。これは、Entergyが大規模顧客開拓に戦略的に注力していることを反映しています。経営陣は、2026年の調整後EPSガイダンスを4.25ドル～4.45ドルに据え置き、事業運営の軌道に対する自信を示しました。 ETRは、ルイジアナ州のライトニング・イニシアチブに基づき、Metaの子会社であるEvest LLCとの間で、小売顧客向けに推定20億ドルの節約を含む、新たな重要なハイパースケール契約を締結したことを発表しました。営業キャッシュフローは、顧客からの前払い金に支えられ、54.7%増の8億2,900万ドルに増加しました。また、流動性は前年の15億1,000万ドルから35億7,000万ドルに強化され、当社はETRがデータセンター事業の継続的な成長に向けて有利な立場にあると見ています。
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