Constellation第三季每股净收益5.19美元、调整后每股收益5.06美元：核电机组发电466.77亿千瓦时，全年指引收窄至12.50至12.80美元
美国马里兰州巴尔的摩消息—电力企业 Constellation Energy（纳斯达克：CEG）11月9日公布2026年第三季度业绩。按公司官方业绩稿正文，该季按美国通用会计准则计算的归属普通股股东净收益为18.35亿美元、每股5.19美元，去年同期为9.30亿美元、每股2.97美元；调整后（非通用会计准则）经营收益为17.92亿美元、每股5.06美元，去年同期为9.52亿美元、每股3.04美元。公司称，调整后收益增长主要来自有利的市场与组合条件以及 Calpine 的并入，部分被不利的利息因素与核电生产税收抵免组合因素抵销。该季营业收入为95.5亿美元，去年同期为65.7亿美元。
公司把2026年全年调整后经营收益指引的中点上调并收窄至每股12.50至12.80美元；首席财务官 Shane Smith 在业绩稿中表示，这是今年内第二次上调指引中点。运营方面，包括 Salem 与南德克萨斯州项目核电站自有份额在内的核电机组该季发电466.77亿千瓦时，去年同期为464.77亿千瓦时；不含上述两站、按权益计的核电站产能因子为97.2%，去年同期为96.8%。
交易与协议方面，公司已同意以7.15亿美元（可按惯例作购买价格调整）向 Shell Energy North America 收购 RISEC Holdings 全部股权，其持有装机609兆瓦的罗得岛州能源中心燃气联合循环电厂，交易须取得所需监管批准等惯常交割条件。业绩稿还列出：与亚马逊签订20年期、690兆瓦购电协议并配套零售供电协议，支持 Calvert Cliffs 清洁能源中心逾30亿美元投资（含190兆瓦扩容、预计2030至2032年投运）；与谷歌达成20年期合作，支持伊利诺伊州、宾夕法尼亚州与新泽西州11台核电机组逾43亿美元投资、增加约890兆瓦出力，首批提升预计2028年投运，另有15年期、2700兆瓦的金融能源跟随协议；通过 Peak+ 产品签订首份20年期、270兆瓦协议，自2028年起供应。董事长、总裁兼首席执行官 Joe Dominguez 在业绩稿中表示，该季宣布的协议合计为电网增加逾1000兆瓦无排放发电能力。
Constellation Third-Quarter GAAP Net Income of $5.19 Per Share and Adjusted Operating Earnings of $5.06; Nuclear Fleet Generates 46,677 GWh as Full-Year Guidanc
BALTIMORE, Maryland — Constellation Energy Corporation (Nasdaq: CEG) reported on November 9 its financial results for the third quarter of 2026. According to the company's official earnings release, GAAP net income attributable to common shareholders was $1,835 million, or $5.19 per share, up from $930 million, or $2.97 per share, in the third quarter of 2025. Adjusted (non-GAAP) operating earnings were $1,792 million, or $5.06 per share, up from $952 million, or $3.04 per share. The company said the adjusted increase primarily reflected favorable market and portfolio conditions and the addition of Calpine, partially offset by unfavorable interest and nuclear production tax credit portfolio effects. Operating revenues were $9.55 billion, compared with $6.57 billion a year earlier.
Constellation raised the midpoint of, and narrowed, its full-year 2026 adjusted operating earnings guidance to $12.50 to $12.80 per share. Chief Financial Officer Shane Smith said in the release that the quarter's performance allowed the second midpoint increase this year. The nuclear fleet, including the company's owned output from the Salem and South Texas Project generating stations, produced 46,677 gigawatt-hours in the quarter, compared with 46,477 GWh a year earlier; excluding Salem and STP, the nuclear plants at ownership achieved a 97.2% capacity factor, compared with 96.8% a year earlier.
On transactions and agreements, the company agreed to acquire all of the equity interests in RISEC Holdings, owner of the 609-megawatt Rhode Island State Energy Center natural gas-fired combined-cycle facility, from Shell Energy North America for $715 million, subject to customary purchase price adjustments and regulatory approvals. The release also listed a 20-year, 690 MW power purchase agreement with Amazon and a related retail supply agreement enabling more than $3 billion of investment at the Calvert Cliffs Clean Energy Center, including a 190 MW expansion expected online between 2030 and 2032; a 20-year collaboration with Google enabling more than $4.3 billion of investment across 11 nuclear units in Illinois, Pennsylvania and New Jersey to add approximately 890 MW, with the first uprate expected in 2028, alongside a 15-year, 2,700 MW financial energy load-following agreement; and a first Peak+ agreement, a 20-year, 270 MW arrangement beginning in 2028. Chairman, President and Chief Executive Officer Joe Dominguez said the agreements announced in the quarter add more than 1,000 megawatts of new, emissions-free generation to the grid.
—-
来源：Constellation Energy（公司
发布：GSM·美国（发布链接）
图片来源：核电站冷却塔（资料图）。（Wikimedia Commons／CC BY-SA 4.0）|Nuclear power plant cooling towers (file photo). (Wikimedia Commons / CC BY-SA 4.0)
GSM Global · 本篇英文版 English edition of this story
