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Mar 31

PSEG Q1 2025 Earnings Report

PSEG reported strong Q1 2025 results, with robust earnings supported by cold weather-driven demand and efficient operations.

Key Takeaways

Public Service Enterprise Group delivered a solid performance in Q1 2025, driven by peak winter demand and high operational reliability, resulting in increased revenue, net income, and EPS.

Net Income reached $589 million, up from $532 million in Q1 2024.

Non-GAAP EPS increased to $1.43, reflecting strong operating performance.

PSE&G saw continued growth in new service inquiries totaling over 6,400 MW.

The Clean Energy Future - Energy Efficiency II program was rolled out to support customer savings and carbon reduction.

Total Revenue
$3.22B
Previous year: $2.76B
+16.7%
EPS
$1.43
Previous year: $1.31
+9.2%
Dividend per Share
$0.63
Previous year: $0.6
+5.0%
Nuclear Capacity Factor
99.9%
Nuclear Energy Output
8.4B
Previous year: 8.2B
+2.4%
Gross Profit
$1.04B
Previous year: $685M
+51.8%
Cash and Equivalents
$930M
Previous year: $1.19B
-21.6%
Free Cash Flow
$421M
Previous year: -$136M
-409.6%
Total Assets
$55.6B
Previous year: $52.4B
+6.1%

PSEG

PSEG

PSEG Revenue by Segment

PSEG Revenue by Geographic Location

Forward Guidance

PSEG reaffirmed its 2025 non-GAAP operating earnings guidance range of $3.94 to $4.06 per share and emphasized investment in infrastructure and clean energy programs.

Positive Outlook

  • Maintained full-year earnings guidance.
  • Continued investment in infrastructure modernization.
  • Growth in large customer load inquiries.
  • Successful rollout of Clean Energy Future programs.
  • Strong nuclear reliability and performance.

Challenges Ahead

  • Higher O&M and depreciation expenses due to capital investments.
  • Weather-dependent revenue risks.
  • Market volatility affecting nuclear contract pricing outlook.
  • Potential delays in load conversions from inquiries to customers.
  • Uncertainty around long-term contracting for nuclear output.

Revenue & Expenses

Visualization of income flow from segment revenue to net income