What to Expect From PPL Corporation's Next Quarterly Earnings Report
Ahead of the event, analysts expect PPL to report a profit of $0.38 per share on a diluted basis, unchanged from the year-ago quarter. The company beat the consensus estimates in three of the last four quarters while missing the forecast on another occasion.
More News from Barchart
Our exclusive Barchart Brief newsletter is your FREE midday guide to what's moving stocks, sectors, and investor sentiment - delivered right when you need the info most. Subscribe today!
For the full year, analysts expect PPL to report EPS of $1.82, up 7.7% from $1.69 in fiscal 2024. Its EPS is expected to rise 8.2% year-over-year to $1.97 in fiscal 2026.
PPL stock has outperformed the S&P 500 Index's ($SPX) 13.6% gains over the past 52 weeks, with shares up 25.3% during this period. Similarly, it outperformed the Utilities Select Sector SPDR Fund's (XLU) 19.6% gains over the same time frame.
PPL has formed a joint venture with Blackstone Inc. (BX) Infrastructure to build gas-fired generation stations for data centers under long-term energy services agreements. This move aligns with U.S. policies that promote domestic manufacturing and the reshoring of tech infrastructure. The JV targets high data center interest areas and anticipates significant demand growth. PPL is investing in grid modernization and transmission infrastructure to meet this demand and strengthen reliability. These investments are expected to drive earnings growth and improve customer service. The company's focus on reliability has led to fewer power outages. Overall, PPL's strategic investments position it well for future growth in the data center market.
On Apr. 30, PPL shares closed up marginally after reporting its Q1 results. Its adjusted EPS of $0.60 surpassed Wall Street expectations of $0.53. The company's revenue was $2.5 billion, beating Wall Street forecasts of $2.4 billion. PPL expects full-year adjusted EPS in the range of $1.75 to $1.87.
Analysts' consensus opinion on PPL stock is reasonably bullish, with an overall 'Moderate Buy' rating. Out of 15 analysts covering the stock, 10 advise a 'Strong Buy' rating, one suggests a 'Moderate Buy,' and four give a 'Hold.' PPL's average analyst price target is $38.20, indicating a potential upside of 6.2% from the current levels.
On the date of publication, Neha Panjwani did not have (either directly or indirectly) positions in any of the securities mentioned in this article. All information and data in this article is solely for informational purposes. This article was originally published on Barchart.com
Hashtags

Try Our AI Features
Explore what Daily8 AI can do for you:
Comments
No comments yet...
Related Articles
Yahoo
14 minutes ago
- Yahoo
Why consumer stocks are falling out of favor on Wall Street
Consumer-facing stocks are losing favor as investors grow cautious about lower-income spending. Yahoo Finance Senior Reporter Allie Canal joins Market Domination Overtime with Josh Lipton to discuss how earnings are showing a split between lower- and higher-income consumer trends. To watch more expert insights and analysis on the latest market action, check out more Market Domination Overtime here. Consumer facing stocks are falling out of favor with US investors. Senior reporter Allie Canal joins us now with the Yahoo Finance Investor playbook. Allie. Hi, Josh. Yeah, Wall Street seems to be growing a bit more cautious on the consumer, especially lower income Americans, and that bifurcation, it's showing up in this week's earnings. So earlier this week we saw Chipotle shares fall double digits after the company cut its full year outlook. Hilton dropped on weak US room revenue. Hasbro flagged ongoing pricing sensitivities, and even American Airlines and Southwest, both those airliners warning on soft domestic travel. Now, excluding the airlines, many of these names fall under the consumer discretionary sector. And despite the S&P 500 trading at record highs, up around 10% on the year, consumer discretionary is barely positive. That actually makes this sector one of the worst performers in 2025. And then on the flip side, you have companies catering to wealthier households, like J.P. Morgan and Amex. They're holding up much better in this environment, and to that point, we've seen sectors like financials, industrials, communication services, technology, those sectors continue to outperform. We heard from Bank of America, which said that their survey data showed that industrials and financials, that actually drew the largest inflows last week, underscoring some of that investor appetite when it comes to these cyclical names with strong earnings momentum. And then what was the biggest outflow? That was consumer discretionary. So we're seeing this trade play out in real time. We talked to a few strategists about this bifurcation. Here's a little bit more of what they told us. I still think that we have a bit of a K-shaped economy. Uh maybe that's another similarity, like the meme stocks being all the rage again to what was happening in 2020, 2021, where you had this bifurcation. I think that we're having we have a bifurcated, uh, economy right now. Haves and have nots, both at the consumer level and at the stock level. The divergence between higher income and middle income and higher and lower income consumers is significant. That is what we're seeing in a very, very nuanced consumer market. This is a hyperpromotional environment to get people, especially lower income and lower middle income consumers to spend money, you have to be out promoting, you have to be out with deals. Yeah, so it's really interesting to see how this is playing out this earnings season, and the takeaway here is really that caution is rising around those lower income spenders, and until there's a bit more clarity on household demand, we may continue to see investors rotate into some of these higher income plays, at least for now, Josh.
Yahoo
14 minutes ago
- Yahoo
Fannie Mae Announces Scheduled Release of Second Quarter 2025 Financial Results
Company to Host Webcast WASHINGTON, July 25, 2025 /PRNewswire/ -- Fannie Mae (OTCQB: FNMA) plans to report its second quarter 2025 financial results on Wednesday morning, July 30, 2025, before the opening of U.S. financial markets. Fannie Mae has scheduled a webcast to discuss the company's results at 8:00 a.m., ET, on July 30, 2025. Prior to the webcast, the company's second quarter 2025 earnings news release, quarterly report on Form 10-Q, earnings presentation to accompany the webcast, and other supplemental information will be available on the company's Quarterly and Annual Results webpage at Following the webcast, a transcript will be published to the same webpage. WEBCAST PARTICIPATION DETAILS – Fannie Mae Second Quarter 2025 Financial Results Event day and timeWednesday, July 30, 20258:00 AM (ET) Webcast link: Click on the link above to attend the presentation from your laptop, tablet, or mobile device. The webcast will stream through your selected device. If you have difficulty accessing the webcast, please click the "Listen by Phone" button on the webcast player and dial the number provided. Follow Fannie Fannie Mae Newsroomhttps:// Photo of Fannie Maehttps:// Fannie Mae Resource Center1-800-2FANNIE View original content to download multimedia: SOURCE Fannie Mae Error in retrieving data Sign in to access your portfolio Error in retrieving data Error in retrieving data Error in retrieving data Error in retrieving data
Yahoo
14 minutes ago
- Yahoo
Homebuilding sector playbook: 4 top stock picks
Wedbush Securities managing director of equity research Jay McCanless joins Market Domination with Josh Lipton and Prairie Operating Company executive vice president of market strategy Lou Basenese to explain to investors how to play the homebuilding sector, highlighting stock picks like PulteGroup (PHM), Taylor Morrison (TMHC), Tri Pointe (TPH), and M/I Homes (MHO), while cautioning against names like DR Horton (DHI) and LGI Homes (LGIH). To watch more expert insights and analysis on the latest market action, check out more Market Domination here. We're taking a look at the names of the home builder space, companies including DR Horton and PulteGroup reporting earnings on Tuesday, surprising analysts with solid earnings beats. We're navigating how to play the home builder sector with the Yahoo Finance playbook, and joining me now is Jay McCanless, Managing Director of Equity Research at Wedbush Securities. Jay, always good to see you, sir. So we did have a lot of a lot of news, a lot of data on that housing sector, Jay. We had earnings, we had new home sales, existing home sales, you, of course, Jay, know the home builder space so well. Maybe start broadly, Jay, high level. You look at the home builders as a sector, which you've covered a long time, you know, are you cautious, Jay? Are you constructive? How are you thinking about it? Yep, and thanks for having me on. So I'd say on the builders that get most of their business from from move up, these are people are selling a home to buy a new home. We're still constructive on those names. I would put Pulte in that group, as well as Taylor Morrison, Tri Pointe, and MHO, MI Homes. But we're a little more conservative, cautious on the entry level sellers with names like DR Horton, as well as LGIA, and some of the other names there. And I think it all comes down to confidence, you know. Every builder this week talked about how the consumer, especially the low-end consumer, is just not very confident about their financial situation and what's going on with tariffs, etc. So until we see some improvement there and or some improvement in mortgage rates, which have basically been stuck at about 7% for for over a year now, it's hard to see how things are going to get better on the low end. Given the uncertainty there, Jay, you're kind of mentioning about the backdrop, are builders changing at all what they're building, Jay? Are they sort of adjusting in terms of, you know, size and price? Absolutely. So what we've seen is a couple of things: The builders have dialed back on their housing starts until the consumer, I think I think, feels a little more engaged, more ready to buy a home. But the other thing the builders have done where they can is bring the square footages down. That's the easiest way to solve for affordability is you know, take the bonus room off, do something like that, one less bathroom. But I think at some point, we need we need to get some help on rates because I think the the builders, and especially some of the entry level names, Horton, Lennar, they've done about all they can do on shrinking the shrinking the envelope. At this point, it's again, need some rate help or or need some help on the income side for consumers to get a little more income to to be able to to afford these homes. Lou, I want to bring you here as well. Jay talked about rate help. I'm just looking at the 30-year fixed here, Lou, mortgage news daily. We're still at 6.81%. Yeah, I mean, I look at the the data here, and Jay, I'm curious your thoughts here. I look at it for existing home sales, and you see those mortgage rates once they jumped above 5%, we just shifted into reverse and now neutral with those rates pinned up there, even new home sales. So you you talked about a kind of a 911 for rate help. How much help do you think 25 basis points lends to the to the to the sector? Is it need to be more like 50 to 100 before you really see the impact, and how quickly could it help impact the the the progress in the sector? Yeah, sure. So what the builders have told us is they are buying down mortgage rates generally to somewhere in they call it 5 and a quarter to 5 and three quarters on a 30-year mortgage. So the the faster we can get the actual base rate down to that level, that's when it helps. But, you know, if we were to go to low sixes, high fives, again, I think that could help. But yeah, the 25 basis points we've seen versus last year, it's certainly heading the right way, but but we would like to see more. I think the other thing that builders have been doing is is not only doing rate buy-downs to make the homes more affordable, but they're trying to do things like adding some closing cost assistance, where where people are eligible for it, helping them apply for down payment assistance. There are multiple organizations that provide that now. So the the the builders doing everything they can without being able to move the rates, of course, beyond doing the buy-downs. But yeah, we we'd love to see something more like a five handle instead of the six handle where we are. Jay, what what is investor sentiment around the space and sector right now versus, you know, six months ago, 12 months ago? I'd say it's been surprisingly positive. We had a lot of inbounds ahead of earning season. You know, you saw Horton have a very sharp upward move, I think, 17% on Tuesday. You know, people understand that there's a lack of housing in this country. They understand that the demographics and the population tailwinds are still there. It's just the consumer doesn't feel as confident this year as they did last year. So I think investors are kind of being picky and choosy about what what they want to own right now. But I think again, they realize the underlying demand trends are still pretty strong for the group. So it's just, when's the right time to get in, right? So we we think for for the move up names now is a good time. And then when we get to later on in the fall and people start to think about spring '26, then maybe some of these entry level names will will look a little more attractive then. Jay, just I'm curious, final question here. Given Trump's immigration policies, Jay, what, if anything, have you heard from the home builders about any kind of material impact to labor? So I'll I'll I'll add the tariffs onto that as well. The tariff impact has been much less, I think, than the builders expected. Some of the builders had had built in a little conservatism into their guidance, and they've rolled that off now. In terms of of ICE affecting ICE raids affecting the the ability to get homes built, it really hasn't panned out that way. I think if anything, the builders have talked about excess availability of labor, which is helping them get get better rates to get the homes built, and build them a little more quickly than than they could have a year ago and especially two years ago. Jay, always great to have you on the show. Thanks so much for joining us. Thank you.