Entergy (ETR) FY2025 10-K Annual Report

Filed: Feb 19, 2026
Utilities
Electric ServicesSEC EDGAR

Entergy (ETR) 10-K annual report for fiscal year 2025, filed with SEC EDGAR on Feb 19, 2026. This page provides AI-powered analysis including business overview, management discussion & analysis (MD&A), risk factors, and key financial data such as revenue, net income, gross margin, operating margin, and return on equity (ROE) extracted from XBRL.

Entergy FY2025 10-K Analysis

Business Overview

  • Core business model: Energy generation and utility operations, including regulated electric and gas distribution across multiple U.S. states
  • Executive leadership update: Appointment of Kimberly A. Fontan as EVP and CFO beginning 2022, and Kimberly Cook-Nelson as EVP and COO in 2025
  • No shares repurchased in Q4 2025, with remaining $350M authorized under share repurchase program unchanged
  • Notable equity activity: Withheld 448,353 shares in early 2025 to cover income tax related to restricted stock and performance unit vesting
  • Total recorded stockholders as of January 31, 2026: 17,784, reflecting shareholder base size and market presence

Management Discussion & Analysis

  • No revenue or profitability figures disclosed; focus on capital structure, investments, and regulatory matters
  • Debt to capital ratio 53.1% in 2025 vs 52.9% in 2024; net debt to net capital 53.1% vs 52.2%
  • Planned capital investments: $155M in 2026, $120M in 2027, $140M in 2028, $165M in 2029, mainly for Generation segment
  • Long-term debt obligations total $71M (2026), $196M (2027), $378M (2028), $96M (2029-30), $865M (post-2030)
  • Management highlights regulatory approvals, ongoing settlements, tariff risks, and FERC pension cost recovery ruling as key factors impacting future operations and cash flow

Risk Factors

  • Legal risk from adverse March 2024 ruling in opportunity sales proceeding; $131.8 million regulatory asset write-off impacting net income
  • Macroeconomic exposure to natural gas price increase; Entergy Arkansas paid $74 million in January 2026 vs $25 million in January 2025
  • Operational costs rose by $13.9 million due to increased non-nuclear generation outage work in 2025 vs 2024
  • Competitive pressure from increased industrial demand; industrial sales up 19% YoY to 12,095 GWh driven by primary metals and technology customers
  • Financial risk from increased leverage; $700 million mortgage bonds issued (5.45% coupon) in May 2024 and May 2025 secondary offering

Entergy FY2025 Key Financial Metrics
XBRL

Revenue

$12.9B

+9.0% YoY

Net Income

$1.8B

+66.6% YoY

Operating Margin

24.7%

+242bp YoY

Net Margin

13.6%

+470bp YoY

ROE

10.4%

+339bp YoY

Total Assets

$71.9B

+11.0% YoY

EPS (Diluted)

$3.91

+59.6% YoY

Operating Cash Flow

$5.2B

+14.8% YoY

Source: XBRL data from Entergy FY2025 10-K filing on SEC EDGAR. All figures in USD.

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