포틀랜드 제너럴 일렉트릭(PGE)은 오리건 전역에서 전기의 발전, 도매 조달, 송전, 배전 및 직접 소매 판매를 모두 아우르는 완전 통합형 전기 유틸리티로 기능합니다. ...
$2.13 주당
$2.13 주당
예상 EPS $3.39 · 매출 $3.69B · 7 명의 애널리스트
예상 EPS $3.58 · 매출 $3.97B · 7 명의 애널리스트
EPS $0.91 · 매출 $928.00M
| 지표 | 최신 | 전년 대비YoY는 Year-over-Year(전년 대비)를 의미합니다. 최근 연도 값을 이전 연도 값과 비교하여 장기 추세의 강도를 보여줍니다. | 전분기 대비QoQ는 Quarter-over-Quarter(전분기 대비)를 의미합니다. 최근 분기를 직전 분기와 비교하여 단기 모멘텀 변화를 보여줍니다. |
|---|---|---|---|
| 매출고객에게 물건을 판매하여 청구서가 지급되기 전까지 들어온 총 금액입니다. 고객의 모든 카드 결제의 총합이라고 보시면 됩니다. (YoY는 올해를 작년 성과와 비교하며, QoQ는 최근 3개월을 이전 3개월과 비교합니다). | $3.4B | -1.9% | -10.5% |
| 순이익절대적인 최종 이익입니다. 회사가 모든 공급업체, 직원, 은행, 세무 당국에 비용을 지불하고 남은 실제 금액입니다. | $306.0M | -2.2% | +51.1% |
| 매출총이익률기본적인 마진입니다. 100달러짜리 운동화를 판매한다면, 이 비율은 원료와 끈 비용을 지불한 직후의 이익이 가격의 얼마인지를 나타내며, 매장 임대료나 TV 광고 같은 비용은 제외됩니다. | +33.6% | -27.0% | -42.9% |
| 영업이익률본업의 효율성 점수입니다. 고객이 지불하는 1달러 중에서 제품을 만들고 모든 일상적인 회사 운영비(급여, 마케팅, 임대료 등)를 지불한 후 회사가 보유하는 금액을 나타냅니다. | +16.4% | +10.2% | +28.4% |
| 순이익률최종 이익 비율입니다. 모든 비용, 세금, 이자를 차감한 후, 매출 1달러 중 회사가 실제로 보유하는 정확한 액수입니다. | +9.1% | -0.3% | +68.8% |
| 잉여현금흐름기업 현금흐름의 핵심입니다. 일상적인 운영비를 지불하고 생존에 필요한 큰 설비(공장, 서버 등)에 투자한 후 남은 사용 가능한 실제 현금입니다. 배당금이나 자사주 매각에 사용될 수 있는 '자유' 현금입니다. | $-71.0M | +85.5% | -1833.3% |
| FCF 마진궁극의 현금 전환율입니다. 일반 매출을 즉시 사용 가능한 현금으로 얼마나 잘 전환하는지를 나타냅니다. 비율이 높을수록 현금 창출 능력이 우수합니다. | -2.1% | +85.2% | -2036.0% |
| 부채/자본재무 리스크 지표입니다. 차입금으로 구축된 자산과 주주의 자기자본 비율을 비교합니다. 높으면 레버리지가 크고 위험이 큽니다. | 133.8% | -1.8% | +5.1% |
| 유동비율12개월 생존 점검입니다. 현재 보유한 현금과 즉시 현금화 가능한 자산으로 1년 내 갚아야 할 즉시 청구서를 갚을 수 있는지를 비교합니다. 1 이상이면 당장 지급에 충분합니다. | 1.08x | +17.9% | -10.2% |
| 총자산회사의 절대적인 규모입니다. 계산대의 현금, 창고의 재고, 소프트웨어 특허, 공장 등 회사가 보유한 모든 가치 있는 자산을 합친 것입니다. | $13.5B | +7.7% | +3.3% |
| 지표 | 연간 (실적 vs 추정치) | 연간 서프라이즈 | 분기 (실적 vs 추정치) | 분기 서프라이즈 |
|---|---|---|---|---|
| EPS 서프라이즈 | 2.76 vs 3.15 | -12.3% | 0.58 vs 1.24 | -53.1% |
| 매출 서프라이즈 | $3.4B vs $3.5B | -4.7% | $787.0M vs $783.4M | +0.5% |
| 날짜 | 임원 | 직책 | 증권 | 구분 | 주식 수 | 가격 |
|---|---|---|---|---|---|---|
| Jul 27, 2026 | Lewis Michael A | director | Common Stock | D | 1,537 | $51.83 |
| Jul 24, 2026 | Pineda Patricia Salas | director | Common Stock | A | 3,073 | $52.05 |
| Jul 24, 2026 | O'Leary John H. | director | Common Stock | A | 3,073 | $52.05 |
| Jul 24, 2026 | Millegan Michael | director | Common Stock | A | 3,073 | $52.05 |
| Jul 24, 2026 | Lewis Michael A | director | Common Stock | A | 3,073 | $52.05 |
Operator: Good morning, everyone, and welcome to today's conference call with Portland General Electric. Today is Friday, July 31, 2026. This call is being recorded. [Operator Instructions] For opening remarks, I will turn the conference call over to Portland General Electric's Senior Manager of Investor Relations, Erin Schwartz. Please go ahead. Erin Schwartz: Thank you, Didi. Good morning, everyone, and thank you for joining us today. Before we begin, I would like to remind you that we issued a press release this morning and have prepared a presentation to supplement our discussion, which we will be referencing throughout the call. The press release and slides are available on our website at investors.portlandgeneral.com. Referring to Slide 2, some of our remarks this morning will constitute forward-looking statements. We caution you that such statements involve inherent risks and uncertainties, and actual results may differ materially from our expectations. For a description of some of the factors that could cause actual results to differ materially, please refer to our press release and our most recent forms 10-K and 10-Q, which are available on our website. Turning to Slide 3. Leading our discussion today are Maria Pope, President and CEO; and Joe Trpik, Senior Vice President of Finance and CFO. Following their prepared remarks, we will open the line for your questions. Now I will turn things over to Maria. Maria Pope: Thank you, Erin, and good morning, everyone. We appreciate you joining us today. The second quarter was marked by continued execution across our strategic priorities. Strong industrial demand growth of 11% when compared to second quarter of last year, advancement of key proceedings -- excuse me, key regulatory proceedings, disciplined cost management and continued progress on resource planning. Beginning with Slide 4, I'll speak to our financial results and key drivers. For the second quarter, we reported GAAP net income of $68 million or $0.59 per diluted share and non-GAAP net income of $74 million or $0.64 per diluted share. Our non-GAAP results exclude business transformation, optimization and acquisition-related expenses, which are not reflective of ongoing operational performance. These costs relate to the holding company formation, the pending Washington acquisition and our customer affordability work. These results were in line with our expectations for the quarter and reflect strong execution. As a result, we are reaffirming our full year earnings guidance of $3.33 to $3.53 per diluted share and our long-term earnings and dividend growth guidance of 5% to 7%. Turning to Slide 5 for updates on our 5 strategic priorities. First, industrial demand growth remains an important element of our long-term outlook. Today, we serve 12 different data center customers, which make up approximately 1/3 of our total industrial usage. Total industrial load growth was approximately 10% compounded annually over the last 5 years. We …
| 이름 | 직함 | 보수 | 성별 | 출생 연도 | 상태 |
|---|---|---|---|---|---|
Maria MacGregor Pope | President, Chief Executive Officer & Director | USD 2,875,860 | Female | 1965 | Active |
Benjamin F. Felton | Executive Vice President & Chief Operating Officer | USD 1,334,549 | Male | 1970 | Active |
Joseph R. Trpik Jr. | Senior Vice President of Finance & Chief Financial Officer | USD 1,233,603 | Male | 1970 | Active |
Maria Angelica Espinosa | Senior VP, Chief Legal, Corporate Affairs & Compliance Officer | USD 1,078,851 | Female | 1978 | Active |
John Carter McFarland | Senior VP and Chief Commercial, Customer & Digital Officer | USD 512,605 | Male | 1981 | Active |
Juan Diego Gallegos | Vice President of People & Culture and Chief Human Resources Officer | — | Male | 1981 | Active |
Sujata Pagedar | Company Secretary & Assistant General Counsel | — | Female | — | Active |
Nick White | Manager of Investor Relations | — | Male | — | Active |
Kristen Sheeran | Vice President of Policy & Sustainability | — | Female | — | Active |
BlackRock Inc. increased its stake in shares of Portland General Electric Company (NYSE: POR) by 7.4% during the undefined quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The institutional investor owned 18,719,655 shares of the utilities provider's stock after acquiring an additional 1,292,219 shares during the quarter.
Markets are clawing back from a brutal Thursday selloff, but the real action is in the analyst calls, where BMO Capital just pulled the trigger on three major chip stocks at once and DZ Bank opened SpaceX coverage with a Sell.
Portland General Electric is positioned as an attractive long-term utility investment, trading at a discount due to perceived regulatory headwinds in Oregon. POR's upcoming acquisition of Pacificorp assets will expand operations into Washington, a more regulatorily friendly state, expected to reduce its valuation discount. Management maintains 2026 EPS guidance of $3.33–$3.53, with stronger earnings anticipated in the second half, aided by a 30% price increase for large load customers.
Portland General Electric NYSE: POR reported second-quarter GAAP net income of $68 million, or $0.59 per diluted share, and non-GAAP net income of $74 million, or $0.64 per diluted share, as industrial demand growth and regulatory recovery helped offset power-cost timing effects and financing costs.
Portland General Electric Company (POR) Q2 2026 Earnings Call Transcript
