Entergy Corp.

Strong Earnings Performance: Entergy Corporation reported an adjusted earnings per share of $0.82 for Q1, indicating strong financial performance and remaining on track for their greater than 8% adjusted earnings per share compound annual growth rate for the outlook period, with higher retail sales volume and industrial sales growth (up 9.3%).

Customer Growth and Investment Announcements: Significant new customer investments were announced, including Hyundai Motor Group's $5.8 billion investment, CF Industries' $4 billion low-carbon ammonia facility, and Woodside's $17.5 billion LNG facility. These projects are expected to come online between 2028 and 2029, which will diversify Entergy's industrial mix and support future growth.

Regulatory Approvals and Legislative Support: Entergy received various regulatory approvals, including a $0.5 billion transmission project in Louisiana. New Arkansas legislation aims to improve recovery mechanisms for construction costs, allowing quicker recovery and potentially leading to lower costs for customers. This streamlining could enhance Entergy’s competitiveness and operational efficiency.