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Constellation Energy Posts Q3 EPS Miss, Narrows 2025 Outlook as Shares Slide

Strong nuclear operations underscored momentum following Maryland's Conowingo certification.

Overview

  • Adjusted operating earnings rose to $3.04 per share from $2.74 a year earlier, below the $3.12 analyst consensus.
  • Constellation tightened its 2025 adjusted EPS guidance to a range of $9.05 to $9.45 per share.
  • GAAP earnings were $2.97 per share versus $3.82 a year ago, with lower nuclear Production Tax Credit revenue weighing on results.
  • The nuclear fleet generated 46,477 GWh with a 96.8% capacity factor in the quarter as planned and unplanned outage days declined.
  • Shares fell about 6% in premarket trading to roughly $329 after the release, while Maryland issued a water quality certification for the Conowingo Dam and management said it is preparing to close the Calpine acquisition.