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Mar 31

OGE Energy Q1 2025 Earnings Report

Reported earnings for the first quarter of 2025, showing significant increases in revenue and net income compared to the same period in 2024.

Key Takeaways

OGE Energy Corp. reported strong first-quarter 2025 results with a substantial increase in net income driven by higher operating revenues from capital investment recovery and load growth, as well as lower operation and maintenance expenses. Diluted earnings per share rose to $0.31 from $0.09 in the prior year.

Net income increased to $62.7 million in Q1 2025, up from $18.6 million in Q1 2024.

Diluted earnings per share rose to $0.31 in Q1 2025, compared to $0.09 in Q1 2024.

Operating revenues increased significantly to $747.7 million in Q1 2025 from $596.8 million in Q1 2024.

The regulated electric company, OG&E, was the primary driver of the improved results, contributing $71.0 million in net income.

Total Revenue
$748M
Previous year: $597M
+25.3%
EPS
$0.31
Previous year: $0.09
+244.4%
Number of Customers
908.85K
Previous year: 899.87K
+1.0%
Natural Gas Cost per kWh
$0.0535
Previous year: $0.0348
+53.5%
Coal Cost per kWh
$0.0275
Previous year: $0.031
-11.5%

OGE Energy

OGE Energy

OGE Energy Revenue by Segment

Forward Guidance

OGE Energy's 2025 consolidated earnings guidance remains unchanged at $2.27 per average diluted share, with a range of $2.21 to $2.33, assuming approximately 202.1 million average diluted shares outstanding and normal weather for the rest of the year.

Positive Outlook

  • Guidance range of $2.21 to $2.33 per average diluted share provides potential for earnings growth.
  • Assumes approximately 202.1 million average diluted shares outstanding, indicating stable share count.
  • Guidance assumes normal weather for the remainder of the year, which can positively impact results.
  • Continued momentum from a strong first quarter is expected to contribute to full-year results.
  • Investments in reliability and business expansion are expected to provide value and support growth.

Challenges Ahead

  • Guidance is subject to various risks and uncertainties outlined in the Form 10-K.
  • Significant seasonality in earnings due to weather can impact results year over year.
  • Assumptions about future conditions, such as normal weather, may not materialize.
  • Dependence on regulatory approvals for rate relief can impact cost and investment recovery.
  • Competitive factors and technological developments could pose challenges.