PPL Corporation

NYSE:PPL 株式レポート

時価総額:US$26.2b

PPL 過去の業績

過去 基準チェック /46

PPLは、平均年間29%の収益成長を遂げていますが、 Electric Utilities業界の収益は、年間 成長しています。収益は、平均年間6.1% 9.9%収益成長率で 成長しています。 PPLの自己資本利益率は8.1%であり、純利益率は13.1%です。

主要情報

28.95%

収益成長率

29.18%

EPS成長率

Electric Utilities 業界の成長6.28%
収益成長率9.89%
株主資本利益率8.12%
ネット・マージン13.07%
前回の決算情報31 Mar 2026

最近の業績更新

Recent updates

Seeking Alpha May 06

PPL Corporation: Careful Before Q1 Earnings

Summary PPL Corporation remains a 'Hold' with a reiterated price target of $24, reflecting persistent overvaluation and substantial investment risks. PPL trades at over 20x P/E, 25% above its 20-year average, with current market enthusiasm not properly discounting regulatory and CapEx uncertainties. Despite solid fundamentals, 7-8% EPS growth, and a secure dividend, PPL faces regulatory pushback, equity dilution, and significant capital outflows. Near-term catalysts, including 1Q26 results and data center agreements, are unlikely to materially shift the multi-year risk/reward profile. Read the full article on Seeking Alpha
ナラティブの更新 Apr 25

PPL: Future Returns Will Reflect Pennsylvania Case Outcomes And 2026 EPS Framework

Analysts have modestly increased the blended price target for PPL to approximately $42.13, citing a mix of target raises and reductions across recent research that reflect updated views on growth, margins, and P/E assumptions. Analyst Commentary Recent research points to a mixed but generally constructive tone around PPL, with several firms lifting price targets and a few trimming them, as estimates and assumptions are refreshed following recent earnings and regulatory updates.
ナラティブの更新 Apr 11

PPL: Future Returns Will Reflect Pennsylvania Outcomes And 2026 EPS Confidence

The updated analyst price target for PPL edges slightly higher to about $41.33. Analysts generally point to supportive regulatory backdrops, visible earnings growth expectations, and recent management commentary from investor meetings as key reasons behind their refined assumptions.
ナラティブの更新 Mar 26

PPL: Future Returns Will Reflect Pennsylvania Decisions And 2026 Earnings Outlook

Analysts have nudged the PPL fair value estimate to $41.20 from $40.67, reflecting a series of higher price targets across the Street tied to views on earnings visibility, regulatory outcomes in Pennsylvania, and the company’s regulated growth profile. Analyst Commentary Recent research on PPL has centered on how much value investors might ascribe to its regulated growth plan, earnings visibility and upcoming regulatory decisions in Pennsylvania, which is feeding directly into a series of price target moves.
ナラティブの更新 Mar 12

PPL: Future Returns Will Balance Rate Cases With 2026 Earnings Visibility

Narrative Update The analyst price target for PPL has moved modestly higher to approximately $40.67. This reflects analysts' updated views after a series of price target increases into the $38 to $44 range, supported by expectations around constructive regulatory outcomes, visible earnings growth in 2026, and what they describe as an attractive valuation profile.
ナラティブの更新 Feb 25

PPL: Future Returns Will Reflect Rate Case Outcomes And Regulated Earnings Visibility

The analyst price target for PPL has been revised from $39.67 to $40.50 as analysts factor in higher fair value assumptions, supported by recent target increases across the Street, as well as expectations for constructive regulatory outcomes and clearer earnings visibility. Analyst Commentary Bullish and more cautious analysts are both active on PPL right now, and their recent target changes give you a clearer sense of what they are focused on in terms of valuation, execution, and potential growth.
ナラティブの更新 Feb 11

PPL: Future Returns Will Reflect Sector Pressures And Regulated Earnings Visibility

Analysts have made a modest upward adjustment to their price target on PPL to about $39.67. The change reflects slightly higher modeled revenue growth and a lower discount rate, partly offset by a small pullback in profit margin assumptions and a marginally lower future P/E multiple discussed in recent reports.
ナラティブの更新 Jan 27

PPL: Future Returns Will Balance Data Center Timelines And Regulated Visibility

Analysts have trimmed their blended price target for PPL by about $0.30 to $39.60, citing slightly revised assumptions on fair value, discount rate, revenue growth, profit margins and future P/E to reflect the mix of recent target moves from firms covering regulated utilities. Analyst Commentary Recent research on PPL reflects a mix of modest upward and downward price target revisions, with analysts adjusting their views as they refresh assumptions for regulated utilities and independent power producers.
ナラティブの更新 Jan 11

PPL: Future Returns Will Be Shaped By Data Center Interconnection Timelines

Narrative Update on PPL Analyst Price Target Analysts now see fair value for PPL nudging up from about $39.87 to $39.93 per share, reflecting updated assumptions around discount rates, revenue growth, profit margins, and future P/E multiples in the context of recent price target revisions in the $38 to $41 range. Analyst Commentary Recent price target moves for PPL cluster in a tight band around the high $30s to about $41, which lines up with the modest upward shift in the blended fair value estimate.
分析記事 Jan 07

PPL (NYSE:PPL) Has More To Do To Multiply In Value Going Forward

Did you know there are some financial metrics that can provide clues of a potential multi-bagger? In a perfect world...
ナラティブの更新 Dec 18

PPL: Future Returns Will Be Driven By Expanding Data Center Interconnection Demand

The Analyst Price Target for PPL has been trimmed slightly, with our fair value estimate easing about $0.60 to $39.87 as analysts factor in modestly higher long term revenue growth and still solid, though slightly softer, margin and valuation assumptions. Analyst Commentary Street research on PPL over the past several months reflects an overall constructive stance, with the stock consistently rated favorably even as price targets have moved within a relatively narrow band.
ナラティブの更新 Dec 04

PPL: Future Returns Will Be Driven By Expanding Data Center Demand

The Analyst Price Target for PPL has been trimmed slightly, falling by about $0.13 per share, as analysts fine tune their assumptions in response to recent utilities sector underperformance and evolving views on regulated and diversified utility valuations. Analyst Commentary Recent Street research on PPL reflects a generally constructive stance, with price targets being fine tuned in response to sector performance and evolving expectations for regulated and diversified utilities.
ナラティブの更新 Nov 19

PPL: Future Share Gains Will Be Driven By Expanding Data Center Demand

Analysts have increased their price target on PPL Corp. by $3 to $41, citing optimism for the utilities sector and expectations for continued outperformance because of sector growth trends and positive data center pipeline commentary.
分析記事 Nov 08

PPL Corporation (NYSE:PPL) Third-Quarter Results: Here's What Analysts Are Forecasting For Next Year

PPL Corporation ( NYSE:PPL ) investors will be delighted, with the company turning in some strong numbers with its...
ナラティブの更新 Nov 05

PPL: Future Utility Demand Will Be Driven By Expanding Data Center Pipelines

Analysts have raised the price target for PPL Corp. from $39.92 to $40.60, citing improved revenue growth forecasts and continued strength in the utilities sector.
ナラティブの更新 Oct 22

Analyst Commentary Highlights Renewed Optimism for PPL Amid Upgraded Price Targets and Growth Outlook

Analysts have increased their price target for PPL to $39.92 from $38.54, citing expectations of improving revenue growth as well as stronger long-term opportunities in renewables and nuclear energy. Analyst Commentary Recent Street research has highlighted both positive and cautious perspectives regarding PPL's valuation, strategic direction, and sector outlook.
ナラティブの更新 Oct 08

Data Center Demand And PA KY Upgrades Will Drive Progress

Analysts have modestly increased their fair value estimate for PPL Corp., raising the price target by $0.23 to $38.54. They cite updates to sector outlooks and continued optimism around utilities’ performance and growth prospects.
分析記事 Sep 09

PPL (NYSE:PPL) Hasn't Managed To Accelerate Its Returns

If we want to find a potential multi-bagger, often there are underlying trends that can provide clues. Typically, we'll...
分析記事 Aug 26

Are Investors Undervaluing PPL Corporation (NYSE:PPL) By 20%?

Key Insights The projected fair value for PPL is US$45.87 based on 2 Stage Free Cash Flow to Equity PPL is estimated to...
分析記事 Aug 01

Shareholders Should Be Pleased With PPL Corporation's (NYSE:PPL) Price

When close to half the companies in the United States have price-to-earnings ratios (or "P/E's") below 18x, you may...
分析記事 Jun 17

Is Now The Time To Put PPL (NYSE:PPL) On Your Watchlist?

It's common for many investors, especially those who are inexperienced, to buy shares in companies with a good story...
分析記事 Jun 02

Returns On Capital Signal Difficult Times Ahead For PPL (NYSE:PPL)

When researching a stock for investment, what can tell us that the company is in decline? When we see a declining...
Seeking Alpha Apr 21

PPL Corporation: Good Prospects, But Appears Overvalued Right Now

Summary PPL Corporation operates as a regulated utility in Rhode Island, Pennsylvania, and Kentucky, with a large customer base and stable revenue growth. Kentucky is the largest earnings contributor, while Pennsylvania shows potential due to new data centers supporting AI deployment. The company is investing more money in Kentucky over the next four years than elsewhere, but it is not neglecting Pennsylvania. PPL Corporation boasts a strong balance sheet, making it resilient against rising interest rates, but appears overvalued compared to peers. Consider adding PPL Corporation to a watch list for potential purchase on any price pullback due to its robust growth prospects and financial stability. Read the full article on Seeking Alpha
Seeking Alpha Feb 02

PPL: I Am Not Electrified Despite Industry Demand

Summary PPL's transformative moves in 2021 included divesting UK assets and acquiring Narragansett, reducing net debt but cutting earnings power significantly. Despite a 40% rise in shares since fall 2023, PPL's high leverage and massive capital spending needs remain concerning. The company projects modest earnings and dividend growth in 2024, but net debt continues to rise due to elevated capital spending. Trading at 20 times earnings, I remain cautious due to PPL's poor past performance and substantial capital spending requirements. Read the full article on Seeking Alpha
Seeking Alpha Nov 16

PPL: Recovery Of Underlying At Risk Earning <5% Return On Capital

Summary PPL Corporation operates in the Northeastern and Southeastern U.S., focusing on regulated segments in Pennsylvania, Kentucky, and Rhode Island. Despite sector tailwinds, PPL's valuation and returns on invested capital match industry averages, offering no significant advantage over comparably priced securities with equal risk. Management's capital deployment has improved operating efficiencies, but the required investment for growth limits potential returns in my view. Read the full article on Seeking Alpha
Seeking Alpha Aug 28

PPL: Outperformed My 'Hold' Rating, But I Still Believe It's Overvalued

Summary I failed to properly rate PPL, which saw a 32% return, outperforming the S&P 500 since my last article. PPL's fundamentals are solid, but its current valuation and low yield make it unattractive compared to other utility investments. Despite strong growth prospects and a constructive regulatory environment, PPL's premium is unwarranted in my view, potentially leading to poor returns at current valuations. I recommend holding PPL with a price target of $22, emphasizing the importance of investing in undervalued stocks for better returns. Read the full article on Seeking Alpha

収支内訳

PPL 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:PPL 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 269,3121,217610
31 Dec 259,0421,179590
30 Sep 258,9791,090510
30 Jun 258,806986500
31 Mar 258,662992420
31 Dec 248,462886420
30 Sep 248,282822380
30 Jun 248,25983970
31 Mar 248,201762490
31 Dec 238,312739400
30 Sep 238,571773-500
30 Jun 238,662717-170
31 Mar 238,535724-540
31 Dec 227,902713470
30 Sep 227,097708-300
30 Jun 226,475743-290
31 Mar 226,06788-270
31 Dec 215,78318-210
30 Sep 215,66941-120
30 Jun 215,557-51-70
31 Mar 215,532638-10
31 Dec 205,47463920
30 Sep 206,057839-830
30 Jun 206,5901,196-1590
31 Mar 207,1301,483-2370
31 Dec 195,602735-80
30 Sep 197,7541,795-2990
30 Jun 197,6931,765-2830
31 Mar 197,7381,840-2690
31 Dec 187,7851,825-2570
30 Sep 187,7721,488-2390
30 Jun 187,7451,398-2190
31 Mar 187,6221,175-1970
31 Dec 177,4471,126-1670
30 Sep 177,3531,511-1230
30 Jun 177,3971,629-820
31 Mar 177,4571,819-380
31 Dec 167,5171,896-1120
30 Sep 167,4651,84100
30 Jun 167,4541,76200
31 Mar 167,4501,52900
31 Dec 157,6691,60100
30 Sep 157,8351,59700
30 Jun 157,8361,61200

質の高い収益: PPLは 高品質の収益 を持っています。

利益率の向上: PPLの現在の純利益率 (13.1%)は、昨年(11.5%)よりも高くなっています。


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: PPLの収益は過去 5 年間で年間29%増加しました。

成長の加速: PPLの過去 1 年間の収益成長率 ( 22.7% ) は、5 年間の平均 ( 年間29%を下回っています。

収益対業界: PPLの過去 1 年間の収益成長率 ( 22.7% ) はElectric Utilities業界9.5%を上回りました。


株主資本利益率

高いROE: PPLの 自己資本利益率 ( 8.1% ) 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2026/05/18 06:05
終値2026/05/15 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

PPL Corporation 13 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。31

アナリスト機関
Jacob KilsteinArgus Research Company
Daniel FordBarclays
Michael LoneganBarclays