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Sep 30, 2025
Otter Tail Q3 2025 Earnings Report
Otter Tail reported strong Q3 results driven by outstanding performance in the Plastics segment and increased guidance for FY2025.
Key Takeaways
Otter Tail Corporation delivered $1.86 in EPS and $78.3 million in net income for Q3 2025, with Plastics outperforming despite pricing declines. The company increased its annual EPS guidance and highlighted continued investments in its electric utility business.
Q3 2025 EPS was $1.86, and net income totaled $78.3 million.
Revenue reached $325.6 million, with the Plastics segment contributing $110 million.
Plastics segment achieved $43.5 million in net income despite lower product pricing.
Cash and cash equivalents rose to $325.8 million by quarter-end.
Revenue by Segment
Forward Guidance
Otter Tail raised its full-year 2025 EPS guidance to $6.32–$6.62, citing strong results from the Plastics segment and improved outlook in Electric.
Positive Outlook
- Plastics segment continues to outperform expectations.
- Electric segment benefits from higher-than-expected sales volumes.
- Lower forecasted PVC resin costs for the remainder of 2025.
- Electric segment's five-year rate base CAGR updated to 10%.
- Revised long-term EPS growth target to 7–9%.
Challenges Ahead
- Manufacturing segment faces persistent end market demand headwinds.
- Retail MWh sales impacted by unfavorable weather vs. 2024.
- Cooling degree days below prior year levels, reducing electricity demand.
- Lower pension-related income reduced Electric segment net income.
Historical Earnings Impact
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Avg. Return Before/After Earnings
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