Duke Energy CORP (DUK) Earnings History

Duke Energy CORP - Q4 FY2025 Earnings

Filed at: Feb 9, 2026, 5:51 PM EST|Read from source

EXECUTIVE SUMMARY

Duke Energy reported a strong finish to 2025, exceeding financial goals and extending long-term EPS growth targets. The company is well-positioned for future growth driven by its significant capital plan and demand from emerging industries.

POSITIVE HIGHLIGHTS

  • •

    Full-year 2025 reported and adjusted EPS of $6.31, exceeding prior year's $5.71 reported and $5.90 adjusted EPS.

    positive
  • •

    Company extends long-term adjusted EPS growth rate of 5% to 7% through 2030, with confidence to earn in the top half of the range beginning in 2028.

    positive
  • •

    Fourth-quarter 2025 reported EPS of $1.50, compared to $1.54 for the fourth quarter of 2024.

    neutral
  • •

    Fourth-quarter 2025 adjusted EPS of $1.50, compared to $1.66 for the fourth quarter of 2024.

    neutral

CONCERNS & RISKS

  • •

    Fourth-quarter 2025 adjusted EPS of $1.50, compared to $1.66 for the fourth quarter of 2024, a decrease of $0.16 per share.

    attention
  • •

    Lower full-year 2025 adjusted results were partially offset by higher O&M, interest expense, property taxes and depreciation on a growing asset base.

    attention
  • •

    Lower quarterly results for the fourth quarter of 2025 compared to last year were primarily driven by higher O&M, interest expense, depreciation on a growing asset base, contributions to the Duke Energy Foundation, along with a higher effective tax rate.

    attention
  • •

    Consolidated adjusted effective tax rate for Q4 2025 was 11.3% compared to 9.3% in Q4 2024.

    attention
  • •

    Inventory levels increased from $4,496 million in FY2024 to $4,569 million in FY2025.

    attention

FINANCIAL METRICS

Revenue
Quarterly
$32.24B
+6.2%
Prior year: $30.36B
Net Income
Quarterly
$1.17B
-8.9%
Prior year: $1.28B
Annual (YTD)
$4.91B
N/A
Prior year: $4.40B
EPS (Diluted)
Quarterly
$1.50
-9.6%
Prior year: $1.66
Operating Income
Quarterly
$8.63B
+8.8%
Prior year: $7.93B
EPS (Basic)
Quarterly
$1.50
-9.6%
Prior year: $1.66

MARGIN ANALYSIS

Operating Margin
Current Quarter
26.8%
Prior Year
26.1%
YoY Change
+65 bps
Net Margin
Current Quarter
15.2%
Prior Year
14.3%
YoY Change
+99 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

|
Electric Utilities and Infrastructure
0.0%
N/A
Gas Utilities and Infrastructure
0.0%
N/A

DETAILED BREAKDOWN

|
SegmentCurrentPrior YrYoY% Total
Electric Utilities and Infrastructure
N/A———
Gas Utilities and Infrastructure
N/A———
Total Revenue$0.00M——100.0%

Segment performance shows business unit health and growth drivers.

MANAGEMENT GUIDANCE

FY2026

adjusted EPS
$6.55—$6.80
Mid-point: $6.67

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

SPECIAL ITEMS & ADJUSTMENTS

Q4 2025
Discontinued operations
$2M
Q4 2024
Regulatory matters
+$18M
$0.02 per share
Q4 2024
Noncore asset sales and net impairments
+$54M
$0.07 per share
Q4 2024
Captive storm deductible
+$18M
$0.02 per share
Q4 2024
Discontinued operations
+$2M
FY2025
Discontinued operations
$1M
FY2024
Regulatory matters
+$43M
$0.06 per share
FY2024
System post-implementation costs
+$16M
$0.02 per share
FY2024
Preferred redemption costs
+$16M
$0.02 per share
FY2024
Noncore asset sales and net impairments
+$54M
$0.07 per share
FY2024
Captive storm deductible
+$18M
$0.02 per share
FY2024
Discontinued operations
$7M
$0.01 per share
Total Impact
+$229M$0.29 per share

Special items are non-recurring events that may distort period-over-period comparisons. Analysts typically adjust for these when calculating normalized earnings.

MANAGEMENT COMMENTARY

The fourth quarter marked a strong finish to a productive year, where we met every financial goal, progressed our economic development pipeline, broke ground on 5 gigawatts of new dispatchable generation resources, and continued to deliver value for customers.

— Duke Energy CORP, Q4 FY2025 2025 Earnings Call

The cost of energy has always been and will remain a key focus for our company. We continue to find new ways to deliver affordable energy for our customers, keeping our rates below the national average and rate changes below inflation.

— Duke Energy CORP, Q4 FY2025 2025 Earnings Call

We enter 2026 with incredible momentum. The fundamentals of our business have never been stronger, and we operate in some of the most attractive jurisdictions in the nation.

— Duke Energy CORP, 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

Average Number of Customers – Duke Energy Indiana
925.8K
+1.2% YoY
Prior year: 914.4K
customers
Average Number of Gas Customers – Duke Energy Midwest
561.6K
+0.4% YoY
Prior year: 559.5K
customers
Average Number of Gas Customers – Piedmont Natural Gas
1.2M
+1.7% YoY
Prior year: 1.2M
customers

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

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