PUBLIC SERVICE ENTERPRISE GROUP INC (PEG) Earnings History

PUBLIC SERVICE ENTERPRISE GROUP INC - Q4 FY2025 Earnings

Filed at: Feb 26, 2026, 9:01 AM EST|Read from source

EXECUTIVE SUMMARY

PSEG reported solid full-year 2025 results, meeting the high end of guidance, driven by strong operational performance despite severe weather events. The company is increasing its capital spending plan and extending its rate base growth targets, signaling confidence in future regulated investments and shareholder returns.

POSITIVE HIGHLIGHTS

  • •

    Full year 2025 non-GAAP Operating Earnings of $4.05 per share, marking the 21st consecutive year of delivering at or above management's earnings guidance.

    positive
  • •

    Initiated 2026 non-GAAP Operating Earnings guidance of $4.28-$4.40 per share, representing a 7% increase at the midpoint over 2025 results.

    positive
  • •

    Increased regulated 5-year capital spending plan to $22.5 billion - $25.5 billion through 2030, with an expected rate base CAGR of 6% - 7.5%.

    positive
  • •

    Raised the 2026 common dividend by $0.16 per share (approx. 6%) to $2.68 per share, marking the 15th consecutive annual increase.

    positive
  • •

    PSE&G received the 2025 ReliabilityOne® Awards for Outstanding System Resiliency, Outstanding Customer Engagement, and Outstanding Reliability Performance for the 24th consecutive year.

    positive
  • •

    PSE&G ranked #1 in Customer Satisfaction among Large Electric Utilities in the East Region by J.D. Power for the fourth consecutive year.

    positive

CONCERNS & RISKS

  • •

    PSE&G's fourth quarter results reflect higher costs related to operation and maintenance, taxes, and interest and depreciation expense.

    attention
  • •

    PSEG Power & Other Net Loss and non-GAAP Operating Earnings for the fourth quarter reflect higher nuclear-related operation and maintenance costs, higher interest expense, lower generation volume, and the absence of zero emission certificates.

    attention
  • •

    Full year PSEG Power & Other Net Income and non-GAAP Operating Earnings reflect higher costs related to the Hope Creek refueling outage and fuel cycle extension, as well as higher interest.

    attention

FINANCIAL METRICS

Revenue
Quarterly
$2.92B
+18.3%
Prior year: $2.46B
Annual (YTD)
$12.17B
N/A
Prior year: $10.29B
Net Income
Quarterly
$315.00M
+10.1%
Prior year: $286.00M
Annual (YTD)
$2.11B
N/A
Prior year: $1.77B
EPS (Diluted)
Quarterly
$0.63
+10.5%
Prior year: $0.57
Operating Income
Quarterly
$511.00M
+14.8%
Prior year: $445.00M
Annual (YTD)
$2.98B
N/A
Prior year: $2.35B
EPS (Basic)
Quarterly
N/A
N/A

MARGIN ANALYSIS

Operating Margin
Current Quarter
17.5%
Prior Year
18.1%
YoY Change
-52 bps
Net Margin
Current Quarter
10.8%
Prior Year
11.6%
YoY Change
-79 bps

Margin expansion indicates improving profitability and operational efficiency. Measured in basis points (bps): 100 bps = 1.0%.

REVENUE BY SEGMENT — Q4 FY2025 2025

VISUAL OVERVIEW

|
PSE&G
0.0%
N/A
PSEG Power & Other
0.0%
N/A

DETAILED BREAKDOWN

|
SegmentCurrentPrior YrYoY% Total
PSE&G
N/A———
PSEG Power & Other
N/A———
Total Revenue$0.00M——100.0%

Segment performance shows business unit health and growth drivers.

MANAGEMENT GUIDANCE

FY2026

non-GAAP Operating Earnings
4.28—4.4
Mid-point: 4.34
"Initiated guidance, representing over 7% increase at the midpoint from 2025 results."

Forward-looking guidance is subject to change and does not constitute a guarantee. Actual results may differ materially from these estimates.

MANAGEMENT COMMENTARY

PSEG closed 2025 with solid operating and financial performance, with fourth quarter results at the high end of guidance.

— PUBLIC SERVICE ENTERPRISE GROUP INC, Q4 FY2025 2025 Earnings Call

PSE&G demonstrated excellent operating performance in safety, reliability, and customer satisfaction measures despite severe weather events.

— PUBLIC SERVICE ENTERPRISE GROUP INC, Q4 FY2025 2025 Earnings Call

PSEG's full year 2025 financial results mark the 21st consecutive year of delivering non-GAAP Operating Earnings at or above management’s earnings guidance.

— PUBLIC SERVICE ENTERPRISE GROUP INC, Q4 FY2025 2025 Earnings Call

Commentary excerpts from earnings call transcripts provide management's perspective on performance, strategy, and outlook. Always review full transcripts for complete context.

OPERATIONAL METRICS

PSE&G Gas System Modernization Program III Investment
1400.0M
$
PSE&G Regulated Infrastructure Investment (Full Year)
3700.0M
$
PSEG Nuclear Capacity Factor
91.2
%

Operational metrics provide insight into business drivers and customer engagement beyond traditional financial measures.

Related Research

Analysis

PEG 10-K Analysis: $26M FCF, $25B Capex, and the Funding Gap Nobody Models