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Dec 31, 2024

Algonquin Q4 2024 Earnings Report

Algonquin reported a decrease in adjusted net earnings and EPS for Q4 2024 amid higher costs and strategic restructuring.

Key Takeaways

Algonquin Power & Utilities Corp. reported Q4 2024 revenue of $584.8 million, a slight 1% decline year-over-year. Adjusted net earnings decreased by 44% to $45.2 million, with adjusted EPS dropping 50% to $0.06. The company continued its transition towards a regulated utility business, completing the sale of its renewables business and Atlantica stake, which strengthened its balance sheet but weighed on short-term profitability.

Q4 2024 revenue was $584.8 million, down 1% year-over-year.

Adjusted net earnings declined 44% to $45.2 million.

Adjusted EPS dropped 50% to $0.06 per share.

Company completed divestment of renewables and Atlantica, using proceeds to reduce debt.

Total Revenue
$585M
Previous year: $660M
-11.4%
EPS
$0.06
Previous year: $0.16
-62.5%
Adjusted EBITDA
$249M
Long-Term Debt
$6.7B

Algonquin

Algonquin

Algonquin Revenue by Segment

Forward Guidance

Algonquin is focusing on its transition to a pure-play regulated utility, with an emphasis on improving profitability and reducing debt through strategic divestitures.

Positive Outlook

  • Successfully completed the sale of the renewables business and Atlantica stake, strengthening the balance sheet.
  • Continued rate case approvals, leading to authorized revenue increases of $21.2 million.
  • Regulated Services Group saw a 2% increase in Adjusted EBITDA in Q4.
  • Strong cash proceeds expected from earn-outs related to wind assets.
  • New CEO Rod West expected to drive further operational efficiencies.

Challenges Ahead

  • Higher operating expenses, including system conversion and residual costs from renewables, impacting margins.
  • Q4 adjusted net earnings declined by 44% year-over-year.
  • Adjusted EPS dropped by 50% compared to Q4 2023.
  • Ongoing rate case uncertainty, with some rate applications yet to be approved.
  • Higher interest costs affecting profitability.