Management remarks
Call period: 2026 Q2 · 2026-07-30
Guidance: David P. Poroch: Looking towards the second half of the year, we anticipate this momentum continuing and now project our full-year 2026 adjusted earnings to be near or at the top of our 2026 adjusted EPS guidance range of $4.50 to $4.60.Demand and orders: Christopher C. Womack: Combined, these four projects representing 6 GW of newly contracted customer load along with agreements previously signed brings our total contract to large load agreements across our electric subsidiaries to over 17 GW by the mid-2030s.Analyst Q&A
Analyst Stephen D’Ambrisi asked: So, obviously, we have the RFP outstanding, but if the load forecast is up 3 GW, in the quarter and then you are talking about OpenAI, at least 1 GW. But I think the RFP is 2 to 6. But is the range beyond that as well. Like, can you just frame is this 4 to 5 plus gigawatts of gen that we could put some type of, you know, capacity multiple on and try and, you know, estimate what the size is? Management David P. Poroch answered: But I think the way you are thinking about it is directionally correct. You know, we have got the newly signed contracts in Alabama. that is gonna inform that. that is about 3 GW right there, contracts signed. We are about 1 GW or so oversubscribed, if you will. In Georgia based on what we have signed. And keep in mind, I think we have shared this in the past. Maybe a decent rule of thumb to think about capital opportunities going forward is about $2 billion or so, a little bit above maybe related to 1 GW of new generating capacity.管理层陈述
电话会期间：2026 Q2 · 2026-07-30
指引：大卫·P·波罗克：展望下半年，我们预计这一势头将持续，目前预计2026年全年调整后每股收益将接近或处于我们设定的2026年调整后每股收益指引区间4.50美元至4.60美元的上限。需求与订单：克里斯托弗·C·沃马克：加上此前签署的协议，这四个代表6吉瓦新签约客户负荷的项目，使我们各电力子公司的大型负载协议总合同量到2030年代中期超过17吉瓦。分析师问答
分析师史蒂芬·丹布里西：大家好，目前有未决的招标。若本季度负荷预测上调3吉瓦，再加上你们提及的OpenAI项目至少1吉瓦，而当前招标规模为2到6吉瓦，那么这个范围是否还不止于此？能否说明我们可能面临的发电容量是否达到4到5吉瓦以上，以便估算规模？管理人大卫·P·波罗克：我认为你的思路方向是正确的。我们在阿拉巴马州刚签署了约3吉瓦的合同，佐治亚州已签署的合同则让我们超额认购约1吉瓦。另外请记住，我们此前分享过一个经验法则：每新增1吉瓦发电容量，相关资本投资机会约为20亿美元略多一点。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。
