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Jun 30, 2025
Constellation Energy Q2 2025 Earnings Report
Constellation Energy reported higher revenue, net income, and adjusted EPS in Q2 2025 compared to the same quarter last year.
Key Takeaways
Constellation Energy delivered strong financial performance in Q2 2025, with adjusted EPS rising to $1.91 and GAAP EPS at $2.67. Operating income reached $951 million, supported by increased revenue and favorable market conditions. The company also repurchased $400 million in shares and announced a significant 20-year deal with Meta.
Reported GAAP EPS of $2.67 and adjusted EPS of $1.91 in Q2 2025.
Generated $6.101 billion in revenue with $951 million in operating income.
Repurchased approximately $400 million of common stock.
Signed a 20-year agreement with Meta for the Clinton Clean Energy Center output.
Revenue by Geographic Location
Forward Guidance
Constellation reaffirmed its full-year adjusted operating earnings guidance range of $8.90 to $9.60 per share.
Positive Outlook
- Strong Generation and Commercial business performance.
- Favorable market and portfolio conditions.
- Continued bipartisan legislative support for nuclear energy.
- Advancement of Calpine acquisition with regulatory approvals secured.
- Ahead of schedule for Crane Clean Energy Center restart, enhancing future capacity.
Challenges Ahead
- Lower nuclear PTCs due to higher anticipated gross receipts.
- Increased non-refueling outage days compared to prior year.
- Slight decline in nuclear capacity factor (94.8% vs 95.4%).
- Higher effective tax rate at 34.6% vs 16.0% last year.
Historical Earnings Impact
Analyze how earnings announcements historically affect stock price performance
Avg. Return Before/After Earnings
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