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Mar 31

FirstEnergy Q1 2025 Earnings Report

FirstEnergy reported strong Q1 2025 results with solid earnings growth and continued investment in its infrastructure strategy.

Key Takeaways

FirstEnergy delivered improved Q1 2025 financial results, supported by higher base rates, increased customer demand, and lower financing costs. The company reaffirmed its full-year guidance and advanced over $1 billion in customer-focused capital investments under its Energize365 program.

Total Revenue
$3.8B
Previous year: $3.29B
+15.6%
EPS
$0.67
Previous year: $0.55
+21.8%
Core EPS growth
$0.18
Previous year: $0.49
-63.3%
Distribution deliveries
0.04%
Residential sales increase
0.1%
Gross Profit
$1.09B
Previous year: $923M
+18.4%
Free Cash Flow
-$368M
Previous year: -$830M
-55.7%

FirstEnergy

FirstEnergy

Forward Guidance

FirstEnergy reaffirmed its full-year 2025 Core EPS guidance of $2.40 to $2.60 and its long-term growth target of 6–8% annually through 2029.

Positive Outlook

  • Affirmed 2025 Core EPS guidance of $2.40 to $2.60
  • Targeted 6–8% compound Core EPS growth through 2029
  • Backed by $5B in 2025 investments as part of Energize365
  • Strong start to year with improved financial metrics
  • Solid rate base growth across regulated segments

Challenges Ahead

  • Higher operating expenses due to increased maintenance
  • Deferred cost recovery from approved rate cases
  • Dilution from sale of equity interest in FirstEnergy Transmission
  • Decreased Core Earnings in Stand-Alone Transmission segment
  • Industrial sector electricity demand fell nearly 3%