FirstEnergy Corp.

NYSE:FE 株式レポート

時価総額:US$26.8b

FirstEnergy 過去の業績

過去 基準チェック /16

FirstEnergyの収益は年間平均-0.1%の割合で減少していますが、 Electric Utilities業界の収益は年間 増加しています。収益は年間6% 6.8%割合で 増加しています。 FirstEnergyの自己資本利益率は9.4%であり、純利益率は6.9%です。

主要情報

-0.11%

収益成長率

-1.63%

EPS成長率

Electric Utilities 業界の成長6.28%
収益成長率6.85%
株主資本利益率9.38%
ネット・マージン6.94%
前回の決算情報31 Mar 2026

最近の業績更新

Recent updates

Seeking Alpha May 21

FirstEnergy: A Fairly Valued Utility Waiting On Regulatory Proof

Summary FirstEnergy (FE) is fundamentally stronger, but its valuation lacks a wide margin of safety due to regulatory risks. Q1 results were solid, with core EPS up 7.5% YoY and 2026 guidance reaffirmed, yet FE trades at ~16.5x forward earnings. The $36B five-year capex plan and data center opportunities hinge on regulatory approvals, with heavy $28B debt and potential dilution remaining concerns. I rate FE a Hold, awaiting clearer project timelines and regulatory outcomes before considering an upgrade. Read the full article on Seeking Alpha
ナラティブの更新 May 07

FE: Higher 2026 Dividend Framework Will Support A More Attractive Outlook

Analysts have inched their price target for FirstEnergy higher to about $53.23 from $53, reflecting updated assumptions around discount rates, revenue growth, profit margins, and future P/E levels. What's in the News The Board has declared a quarterly dividend of $0.465 per share of common stock, payable June 1, 2026, to shareholders of record as of May 7, 2026.
ナラティブの更新 Apr 22

FE: Steady Outlook Will Rely On Higher 2026 Dividend Payout Ratio

Analysts have lifted their price target on FirstEnergy to $53, up slightly from about $52.46. This reflects updated assumptions for revenue growth, profit margins and future P/E expectations.
ナラティブの更新 Apr 05

FE: Steady Outlook Will Rely On Rising 2026 Dividend Payouts

Analysts have maintained their price target for FirstEnergy at $52.46, citing unchanged assumptions around fair value, discount rate, revenue growth, profit margin, and future P/E as the basis for keeping their outlook steady. What's in the News The Board of Directors declared a quarterly dividend of $0.465 per share of common stock, payable June 1, 2026, to shareholders of record on May 7, 2026 (Key Developments).
ナラティブの更新 Mar 22

FE: Future Dividend Plans And Earnings Payouts Will Support Balanced Returns

Analysts have nudged their price target on FirstEnergy higher to about $52.46 from roughly $51.62, reflecting updated assumptions around slightly different revenue growth, profit margin, and future P/E expectations. What's in the News The board declared a quarterly dividend of $0.465 per share of common stock, payable June 1, 2026, to shareholders of record on May 7, 2026, described as a 4.5% increase from the previous quarterly dividend (Key Developments).
ナラティブの更新 Mar 07

FE: Ohio Grid Investments And Dividend Plans Will Support Balanced Future Returns

Analysts have adjusted their price target on FirstEnergy slightly higher to about $51.62 from roughly $51.38. This reflects small tweaks to their fair value model that include a modestly different assumed future P/E multiple and profit margin profile.
ナラティブの更新 Feb 21

FE: Ohio Grid Spending And Dividend Policy Will Support Balanced Long-Term Returns

Analysts have nudged their blended fair value estimate for FirstEnergy to $51.38 per share from $50.23, reflecting updated assumptions for slightly lower revenue growth, a modestly adjusted profit margin outlook, and a small change in future P/E expectations. What's in the News The Board of Directors declared a quarterly dividend of $0.465 per share of common stock, payable June 1, 2026, to shareholders of record on May 7, 2026.
ナラティブの更新 Feb 07

FE: Ohio Grid Investments And Stable Outlook Will Support Balanced Long-Term Returns

Analysts have nudged their price target on FirstEnergy higher to about $50.23, up from $50.00. The change reflects small adjustments to fair value estimates, discount rate assumptions, revenue growth expectations, profit margin forecasts, and future P/E multiples.
ナラティブの更新 Jan 23

FE: Ohio And West Virginia Grid Projects Will Shape Balanced Long-Term Returns

Analysts have maintained their price target for FirstEnergy at US$50.00, with only very minor adjustments to inputs such as discount rate, revenue growth, profit margin, and future P/E assumptions to reflect updated modeling views. What's in the News FirstEnergy plans to invest US$14b between 2025 and 2029 in Ohio transmission and distribution infrastructure, workforce and facilities to support reliability, economic activity and future energy needs, subject to engagement with the Public Utilities Commission of Ohio and other stakeholders (Key Developments).
ナラティブの更新 Jan 08

FE: Ohio Grid Investments Will Drive Long Term Returns

Analysts have slightly revised their fair value estimate for FirstEnergy to US$50.00 per share. This reflects marginal tweaks to assumptions around discount rate, revenue growth, profit margin and future P/E, while keeping their overall price target essentially unchanged.
ナラティブの更新 Dec 24

FE: Grid Modernization And New Gas Plant Will Drive Long Term Returns

Analysts have modestly raised their price target on FirstEnergy to approximately $50.00, reflecting slightly lower long term revenue growth and profit margin assumptions that are more than offset by a marginally higher expected future price to earnings multiple. What's in the News FirstEnergy is proposing a 1,200 megawatt combined cycle natural gas plant in West Virginia that could create more than 3,260 construction jobs and generate about $68 million in state and local tax revenue, with ongoing operations expected to support nearly 2,200 jobs and $85.9 million in annual tax revenue if regulators approve the project (company announcement).
ナラティブの更新 Dec 10

FE: Grid Modernization Program Will Drive Attractive Long Term Returns

Analysts have modestly raised their price target on FirstEnergy to approximately $50.00. This reflects slightly stronger projected revenue growth that more than offsets a marginally lower profit margin outlook and a small uptick in the assumed future valuation multiple.
ナラティブの更新 Nov 26

FE: Grid Modernization And New West Virginia Plant Will Support Stable Outlook

Analysts have revised FirstEnergy's target price slightly lower from $50.00 to approximately $49.92. This adjustment reflects their latest reassessment of profit margins, discount rate, and future earnings projections.
ナラティブの更新 Nov 06

FE: Core Earnings Outlook Will Strengthen as Reliability Projects Move Forward

Analysts have raised their price target for FirstEnergy from $48.45 to $50.00, citing improved profit margin expectations as well as slight adjustments to revenue growth and future earnings multiples. What's in the News FirstEnergy has revised its 2025 Core Earnings guidance upward to $2.50 to $2.56 per share, narrowing its original range and reflecting a strong financial outlook.
ナラティブの更新 Oct 23

Analysts Boost FirstEnergy Price Target as Guidance Narrows and Reliability Projects Advance

Analysts have raised their price target for FirstEnergy from $46.92 to $48.45, citing modest adjustments in fair value estimates and forward valuation metrics. What's in the News FirstEnergy Corp.
ナラティブの更新 Oct 09

Data Center Demand And $28B Grid Investments Will Expand Infrastructure

Analysts have raised their price target for FirstEnergy from $46.25 to $46.92 per share, citing slightly improved revenue growth projections, although there is a modest decrease in expected profit margins. What's in the News A new substation in Morgan County, West Virginia is improving power reliability for nearly 2,000 Potomac Edison customers.
分析記事 Sep 30

Investors Appear Satisfied With FirstEnergy Corp.'s (NYSE:FE) Prospects

It's not a stretch to say that FirstEnergy Corp.'s ( NYSE:FE ) price-to-earnings (or "P/E") ratio of 20x right now...
ナラティブの更新 Aug 27

Data Center Demand And $28B Grid Investments Will Expand Infrastructure

FirstEnergy’s fair value estimate saw a marginal increase to $46.25, as the slight rise in its future P/E multiple outweighed an essentially stable net profit margin. What's in the News JCP&L, a FirstEnergy subsidiary, is investing $1.6 million to modernize power infrastructure in Northern Monmouth County, enhancing reliability and outage response for thousands of customers.
Seeking Alpha Mar 31

FirstEnergy: A Defensive Play With Limited Upside

Summary FirstEnergy is a recession-resistant utility stock, benefiting from steady consumer demand and stable revenue, making it a potentially attractive defensive investment. FE stock has been rangebound for a decade, offering neither strong capital appreciation nor significant dividend growth, making it a stable but uninspiring investment compared to other utilities. Despite steady revenue and a safe dividend, the Company's lackluster dividend growth and limited capital appreciation make it less attractive compared to peers like Duke Energy and Consolidated Edison. I rate FirstEnergy a 'Hold' due to its stable but unremarkable dividend growth and limited total return, recommending it for watchlists rather than immediate purchase. Read the full article on Seeking Alpha
Seeking Alpha Oct 03

FirstEnergy's De-Risked Balance Sheet: The Ultimate Differentiator

Summary FirstEnergy Corp. is a $25 billion American electric utility company serving over 6 million customers through generation, transmission, and distribution. FirstEnergy Corp. saw a 10.47% YoY revenue growth, while operating income per share rose 19% to $0.56 despite higher maintenance costs and share dilution. FirstEnergy Corp.'s $26 billion Energize365 program focuses on grid modernization and service reliability, distinguishing itself from competitors by leveraging a strong balance sheet to fund growth without heavy reliance on. FirstEnergy's valuation is slightly elevated compared to peers due to its strong balance sheet, leading to a hold rating while awaiting a price dip for more favorable entry. Read the full article on Seeking Alpha
Seeking Alpha Jun 16

FirstEnergy: An Emerging Value Case With A High Yield, But Not Discounted Enough

Summary The Utilities sector has turned lower against the S&P 500 in the last month as its AI-play rally has lost steam. FirstEnergy has a decent earnings outlook and a fair valuation, but the stock is not a compelling buy quite yet. Ahead of earnings due out next month, I highlight key price levels to monitor. Read the full article on Seeking Alpha
Seeking Alpha Apr 02

FirstEnergy: Dividend Distribution Potential, And Cheap Valuation

Summary FirstEnergy Corp. expects an EPS growth rate of 6%-8% from now to 2028, potentially leading to increased dividend distribution. The company's recent initiatives, such as the Energize365 plan and data-driven improvements, could attract investor attention. My dividend discount model suggests undervaluation. Read the full article on Seeking Alpha

収支内訳

FirstEnergy の稼ぎ方とお金の使い方。LTMベースの直近の報告された収益に基づく。


収益と収入の歴史

NYSE:FE 収益、費用、利益 ( )USD Millions
日付収益収益G+A経費研究開発費
31 Mar 2615,3381,065-2520
31 Dec 2514,9011,020-2450
30 Sep 2514,2831,3301320
30 Jun 2513,8641,3081530
31 Mar 2513,7641,085-230
31 Dec 2413,286978-330
30 Sep 2413,2578923920
30 Jun 2413,0158942950
31 Mar 2412,7411,0842340
31 Dec 2312,6851,123280
30 Sep 2312,710545-1340
30 Jun 2312,698458-2150
31 Mar 2312,510410-2240
31 Dec 2212,268406-3050
30 Sep 2211,7531,239-2790
30 Jun 2211,4021,321-2900
31 Mar 2211,2061,192-2990
31 Dec 2110,9431,239-9590
30 Sep 2110,8261,021-2000
30 Jun 2110,7241,065-840
31 Mar 2110,6241,3141280
31 Dec 2010,6071,0035370
30 Sep 2010,7356131,1460
30 Jun 2010,6765421,1460
31 Mar 2010,6705741,0490
31 Dec 1910,8449007230
30 Sep 1910,8741,2024030
30 Jun 1910,9751,1593330
31 Mar 1911,0849632630
31 Dec 1811,0636551440
30 Sep 1811,337-530-1050
30 Jun 1811,081-575-280
31 Mar 1810,847-504920
31 Dec 1710,740-2891550
30 Sep 1711,233-5,0241700
30 Jun 1712,231-4,9451630
31 Mar 1713,149-6,2481130
31 Dec 1610,5045511080
30 Sep 1614,322-6072420
30 Jun 1614,530-5922420
31 Mar 1614,5906842420
31 Dec 1514,6105782420
30 Sep 1514,5494988350
30 Jun 1514,3184368350

質の高い収益: FEは 高品質の収益 を持っています。

利益率の向上: FEの現在の純利益率 (6.9%)は、昨年(7.9%)よりも低くなっています。


フリー・キャッシュフローと収益の比較


過去の収益成長分析

収益動向: FEの収益は過去 5 年間で年間0.1%減少しました。

成長の加速: FEは過去 1 年間の収益成長がマイナスであったため、5 年間の平均と比較することはできません。

収益対業界: FEは過去 1 年間で収益成長率がマイナス ( -1.8% ) となったため、 Electric Utilities業界平均 ( 9.5% ) と比較することが困難です。


株主資本利益率

高いROE: FEの 自己資本利益率 ( 9.4% ) は 低い とみなされます。


総資産利益率


使用総資本利益率


過去の好業績企業の発掘

企業分析と財務データの現状

データ最終更新日(UTC時間)
企業分析2026/05/25 08:34
終値2026/05/22 00:00
収益2026/03/31
年間収益2025/12/31

データソース

企業分析に使用したデータはS&P Global Market Intelligence LLC のものです。本レポートを作成するための分析モデルでは、以下のデータを使用しています。データは正規化されているため、ソースが利用可能になるまでに時間がかかる場合があります。

パッケージデータタイムフレーム米国ソース例
会社財務10年
  • 損益計算書
  • キャッシュ・フロー計算書
  • 貸借対照表
アナリストのコンセンサス予想+プラス3年
  • 予想財務
  • アナリストの目標株価
市場価格30年
  • 株価
  • 配当、分割、措置
所有権10年
  • トップ株主
  • インサイダー取引
マネジメント10年
  • リーダーシップ・チーム
  • 取締役会
主な進展10年
  • 会社からのお知らせ

* 米国証券を対象とした例であり、非米国証券については、同等の規制書式および情報源を使用

特に断りのない限り、すべての財務データは1年ごとの期間に基づいていますが、四半期ごとに更新されます。これは、TTM(Trailing Twelve Month)またはLTM(Last Twelve Month)データとして知られています。詳細はこちら

分析モデルとスノーフレーク

本レポートを生成するために使用した分析モデルの詳細は当社のGithubページでご覧いただけます。また、レポートの使用方法に関するガイドYoutubeのチュートリアルも掲載しています。

シンプリー・ウォールストリート分析モデルを設計・構築した世界トップクラスのチームについてご紹介します。

業界およびセクターの指標

私たちの業界とセクションの指標は、Simply Wall Stによって6時間ごとに計算されます。

アナリスト筋

FirstEnergy Corp. 10 これらのアナリストのうち、弊社レポートのインプットとして使用した売上高または利益の予想を提出したのは、 。アナリストの投稿は一日中更新されます。27

アナリスト機関
Jacob KilsteinArgus Research Company
Nicholas CampanellaBarclays
Gregg OrrillBarclays