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Jun 30, 2022

CenterPoint Energy Q2 2022 Earnings Report

CenterPoint Energy reported an increase in non-GAAP EPS and raised full year earnings guidance.

Key Takeaways

CenterPoint Energy reported strong second quarter results with GAAP earnings of $0.28 per diluted share and non-GAAP earnings of $0.31 per diluted share. The company raised its full year 2022 non-GAAP EPS guidance to $1.37-$1.39, representing a 9% increase at the midpoint compared to 2021.

Reported Q2 2022 earnings of $0.28 and $0.31 per diluted share on a GAAP and non-GAAP basis, respectively

Full year 2022 non-GAAP EPS guidance increased to $1.37-$1.39, representing an increase of 9% at the midpoint compared to full year 2021

Reaffirming industry leading non-GAAP EPS growth of 8% annually for 2023 and 2024 and mid to high-end of the 6-8% annually range from 2025 through 2030

Capital spending on track for year with ~$2 billion invested as of the end of Q2 for the benefit of customers

Total Revenue
$1.94B
Previous year: $1.74B
+11.6%
EPS
$0.31
Previous year: $0.36
-13.9%
Gross Profit
$813M
Previous year: $749M
+8.5%
Cash and Equivalents
$555M
Previous year: $136M
+308.1%
Total Assets
$36.2B
Previous year: $36.5B
-0.7%

CenterPoint Energy

CenterPoint Energy

Forward Guidance

CenterPoint Energy increased its full year 2022 non-GAAP EPS guidance to $1.37-$1.39 and reaffirmed its long-term non-GAAP EPS growth rate.

Positive Outlook

  • Increased confidence around business performance.
  • Strong performance of Houston Electric business.
  • On track to meet $1.37-$1.39 non-GAAP EPS guidance for the full year 2022.
  • Expect to be in a position to update investment plan on third quarter earnings call.
  • Focused on incremental customer driven capital opportunities.

Challenges Ahead

  • Changes in the value of ZENS and related securities.
  • Future impairments.
  • Other unusual items are not estimable.
  • Difficult to predict various factors outside of management’s control.
  • Actual results may deviate from assumptions.