Management remarks
Call period: 2026 Q2 · 2026-07-30
Guidance: Calvin Butler: This morning, we reported adjusted operating earnings of $0.43 per share, consistent with expectations, and are reaffirming our full-year guidance of $2.81 to $2.91 per share.Demand and orders: Calvin Butler: Demand hit a record peak of 168 gigawatts.Analyst Q&A
Analyst Shar Pourreza asked: Okay. That is perfect. And then your data center growth slide shows a combined 36 gigawatts. That is down around 11 gigawatts from the 43 gigawatts that you previously cited. Is that simply a reclassification or refinement of the queue? Management Jeanne Jones answered: And this is what you want management to do. You want us to provide real and durable growth. And, importantly, our $41 billion of capital between now and 2029 remains unchanged due to this update because we have not put in speculative projects. And as I think about that growth, I would just say a couple of other things. You know, what is sitting in that 11 gigawatts? We have 4 gigawatts that have signed TSAs, and they are backed by $1 billion of collateral.管理层陈述
电话会期间：2026 Q2 · 2026-07-30
指引：卡尔文·巴特勒：今日上午，我们公布调整后每股营业收益为0.43美元，符合预期，并再次确认全年每股收益指引区间为2.81至2.91美元。需求与订单：卡尔文·巴特勒：需求达到168吉瓦的历史峰值。分析师问答
分析师沙尔·普尔雷扎提问：好的，那非常完美。接下来，你们的数据中心增长幻灯片显示总装机为36吉瓦，较此前公布的43吉瓦减少约11吉瓦，这仅仅是重新分类或是对项目储备的调整吗？珍妮·琼斯代表管理层回应：这正是投资者期望的务实之举——我们要提供真实且可持续的增长。重要的是，此次调整后我们到2029年的410亿美元资本支出计划保持不变，因未投入投机性项目。那11吉瓦的项目中，4吉瓦已签署输电服务协议，并有10亿美元抵押品作为支撑。This earnings research was prepared from company results, regulatory filings, financial statements, and earnings-call transcripts or official replays. It is for informational purposes only and does not constitute investment advice.这篇财报研究基于公司业绩公告、监管文件、财务报表，以及财报电话会议记录或官方回放整理。内容仅供参考，不构成投资建议。
