-- CFRA, an independent research provider, has providedwith the following research alert. Analysts at CFRA have summarized their opinion as follows:
CenterPoint Energy reported Q1 2026 non-GAAP EPS of $0.56, up 5.7% Y/Y and 1.0% above consensus, led by $0.11 per share from growth and regulatory recovery, partially offset by unfavorable weather and higher interest expense. The company's debt-to-capitalization of 68.3% remains the highest among Multi-Utility peers at a 59.2% average. We like the earnings trajectory, with industrial load commitments accelerating to 12.2 GW from 7.5 GW in Q4 2025 and data center forecasts increasing to 8 GW by 2029, demonstrating strong execution on interconnection pipeline. Management reaffirmed 2026 non-GAAP EPS guidance at or above the midpoint of $1.89-$1.91, representing 8% growth. We believe the 2025-2028 CAGR of 8.7% is the highest among Multi-Utility peers. The company maintained its $65.5B 10-year capital plan through 2035 with $10B of incremental opportunities identified, while the pending Ohio gas divestiture for ~$2.6B supports portfolio optimization.