爱达荷州埃达县博伊西市爱达荷电力母公司10月29日公布三季报:上调2026年全年盈利指引至每股6.40至6.50美元

爱达荷州埃达县博伊西市的爱达荷电力母公司IDACORP于10月29日公布2026年第三季度业绩:公司第三季度净利润为1.602亿美元、摊薄每股收益2.73美元,高于去年同期的1.244亿美元、每股2.26美元。公司同时上调全年盈利指引,2026年每股盈利预期由原来的6.30至6.45美元提高到6.40至6.50美元。
公司披露,按爱达荷州监管和解协议,爱达荷电力在2026年前九个月计入630万美元的额外可再生能源税收抵免摊销,低于2025年同期的3900万美元;这一变化是所得税费用上升的主要原因之一,抵消因素包括建设期间资金成本收入增加。
公司同时更新了全年关键经营指标:爱达荷电力运维费用预期为5.35亿至5.45亿美元,资本支出维持13亿至15亿美元不变,水电发电量预期为550万至600万兆瓦时。公司表示,上述指引以2026年剩余时间天气正常为假设。业绩公布后,公司对全年盈利前景的判断较此前更为乐观,反映出前九个月经营与监管摊销安排的综合影响。
IDACORP, Parent of Idaho Power in Boise, Ada County, Idaho, Reports Third-Quarter Results on October 29: Raises 2026 Earnings Guidance to $6.40 to $6.50 per Share
IDACORP, the Boise, Ada County, Idaho-based parent of Idaho Power, reported its third-quarter 2026 results on October 29: net income of $160.2 million, or $2.73 per diluted share, up from $124.4 million, or $2.26 per share, a year earlier. The company also raised its full-year earnings guidance, lifting the 2026 range to $6.40 to $6.50 per share from $6.30 to $6.45.
The company disclosed that, under an Idaho regulatory settlement, Idaho Power recorded $6.3 million of additional renewable energy tax credit amortization in the first nine months of 2026, down from $39 million in the same period of 2025; the change was one of the main drivers of higher income tax expense, partly offset by increased allowance for funds used during construction.
The company also updated key full-year operating metrics: Idaho Power's operations and maintenance expense is expected at $535 million to $545 million, capital expenditures remain at $1.3 billion to $1.5 billion, and hydroelectric generation is expected at 5.5 million to 6.0 million megawatt-hours. The guidance assumes normal weather for the rest of 2026. After the report, the company's outlook for full-year earnings is more optimistic than before, reflecting the combined effect of nine-month operations and the regulatory amortization arrangements.
来源:GSM·美国(原文链接)
图片来源:爱达荷州议会大厦,位于博伊西。 / The Idaho State Capitol in Boise.

