Description

Entergy’s $57 Billion Capital Plan: Data Centers, Grid Expansion & Regulatory Risk! 

Entergy Corporation reported first quarter 2026 adjusted earnings per share (EPS) of $0.86, reflecting strong operational execution driven primarily by customer investments and regulatory actions. The company maintained its 2026 guidance while increasing its long-term adjusted EPS outlook, supported by an 8.5% compound annual retail sales growth forecast through 2029, with industrial growth expected at 16%. This growth is underpinned largely by data center expansion alongside various Gulf South industrial sectors such as LNG, petrochemicals, and primary metals. A significant development this quarter was the execution of a new electric service agreement with Meta for a North Louisiana data center, contributing an estimated $2 billion in “Fair Share” customer benefits. These benefits arise from data centers covering their incremental infrastructure costs as well as a share of fixed costs, thereby relieving existing customers and communities.