Constellation Energy Geçmiş Kazanç Performansı
Geçmiş kriter kontrolleri 2/6
Constellation Energy yıllık ortalama 50.8% oranında kazançlarını artırırken, Electric Utilities sektöründe kazançlar growing at 6.7% annual. Gelirler growing yılda ortalama 7% oranında artmaktadır. Constellation Energy'in özkaynak karlılığı 10.7% ve net marjı 11.1%'dir.
Anahtar bilgiler
50.84%
Kazanç büyüme oranı
45.09%
EPS büyüme oranı
| Electric Utilities Sektör Büyümesi | 6.28% |
| Gelir büyüme oranı | 6.99% |
| Özkaynak getirisi | 10.74% |
| Net Marj | 11.08% |
| Son Kazanç Güncellemesi | 30 Jun 2026 |
Yakın geçmiş performans güncellemeleri
Recent updates
Seeking Alpha • Sep 14
Constellation Energy Has More Upside Than The Market Reflects
Summary Constellation Energy is rated Buy, driven by its unmatched nuclear fleet, robust cash flow, and government-backed incentives supporting double-digit base earnings growth into the 2030s. CEG’s premium valuation is justified by its fleet scarcity, long-duration contracts, and policy-backed Production Tax Credits (PTCs) that provide a strong earnings floor through at least 2032. Recent Calpine acquisition, accelerated buybacks, and the Crane Clean Energy Center restart—anchored by a 20-year Microsoft contract—enhance contracted revenue visibility and earnings per share. Key risks are policy changes to PTCs or execution failures on major projects, but CEG’s asset base and capital return plan offer meaningful downside protection. Read the full article on Seeking Alpha
Yeni Anlatı • Aug 16
Constellation Energy ($CEG): The Nuclear Scarcity Play Powering the AI Demand Boom
The market is underappreciating how scarce true 24/7 carbon-free baseload has become just as AI data centers and electrification drive the sharpest sustained rise in U.S. power demand in decades. Most investors still treat CEG as a “utility with nuclear exposure.” It is better understood as the owner of the largest, highest-quality fleet of scarce, dispatchable zero-carbon generation that hyperscalers cannot easily replicate or replace.
Anlatı Güncellemesi • Jul 28
CEG: Long Dated Nuclear And PJM Capacity Will Power AI Demand
Constellation Energy's analyst fair value estimate has edged down from about $360.24 to $352.91 as analysts trim price targets by roughly $8 to $51 across firms. This largely reflects updated power price forward curves and refreshed sector models while still citing solid capacity revenues and the company's role in ongoing energy market restructuring.Anlatı Güncellemesi • Jun 26
CEG: Long Dated Nuclear Contracts Will Anchor AI Data Center Demand
Analysts have modestly adjusted their view on Constellation Energy, with the updated fair value estimate moving from about $370.58 to $360.24. This revision reflects a slightly higher discount rate, lower revenue growth expectations, and a reduced future P/E multiple that aligns with a mix of recently raised and lowered price targets around the sector.
Anlatı Güncellemesi • Jun 12
CEG: AI Power Demand And Calpine Deal Will Support Future Upside
Analysts have trimmed their fair value estimate for Constellation Energy by about $9.57 to roughly $431.43, reflecting a series of recent price target reductions across the Street as they adjust assumptions for revenue growth, profit margins, and future P/E ratios. Analyst Commentary Recent Street research on Constellation Energy has featured a cluster of price target cuts, but the overall tone has not been uniformly cautious.
Anlatı Güncellemesi • May 29
CEG: Reset Street Expectations And PJM Delay Will Shape Medium Term Outlook
Analysts have trimmed the blended price target for Constellation Energy from about $330 to roughly $293. This reflects a series of recent target reductions across the Street as they factor in updated growth, profitability and sector performance assumptions.Analiz Makalesi • May 14
Constellation Energy Corporation Just Beat EPS By 73%: Here's What Analysts Think Will Happen Next
Constellation Energy Corporation ( NASDAQ:CEG ) investors will be delighted, with the company turning in some strong...Anlatı Güncellemesi • May 14
CEG: PJM Reforms And 2026 Contracting Acceleration Will Support Future Upside
Analysts have trimmed the fair value estimate for Constellation Energy to $441 from $465.80, citing more cautious assumptions on revenue growth, profit margins and a slightly higher discount rate, even though longer term P/E expectations remain broadly in line with prior views. Analyst Commentary Recent Street research on Constellation Energy has centered on recalibrated price targets, with most adjustments reflecting more conservative modeling rather than a wholesale shift in long term views.Anlatı Güncellemesi • Apr 29
CEG: Data Center Power Contracts Will Support Long Dated Nuclear Cash Flows
Analysts have collectively trimmed their price targets on Constellation Energy, with the fair value estimate moving from about $399.93 to $370.58 as they factor in updated earnings outlooks, revised contracting expectations and changes to long term P/E assumptions. Analyst Commentary Recent research shows a clear reset in expectations around Constellation Energy, with most updates centered on revised earnings trajectories, contracting assumptions and recalibrated long term P/E multiples.Anlatı Güncellemesi • Apr 15
CEG: PJM Reliability Shifts And Contracting Acceleration Will Drive Future Upside
The analyst price target for Constellation Energy has been trimmed by about $15 to reflect updated views on long term earnings visibility and valuation, as analysts weigh slightly lower fair value estimates against revised expectations for revenue growth, profit margins, and future P/E multiples. Analyst Commentary Recent research on Constellation Energy reflects a mix of trimmed and increased price targets, with many firms updating models around long term earnings visibility, contracting timelines, and regulatory developments in key power markets.Anlatı Güncellemesi • Apr 01
CEG: PJM Contracting Acceleration Through 2026 Will Drive Bullish Outlook
Analysts now set a revised fair value estimate of $330.00 for Constellation Energy, up from $296.83. This reflects updated views on longer term earnings power, slightly higher assumed profit margins, and a richer future P/E multiple, despite more cautious revenue growth assumptions and a recent mix of target cuts and reaffirmed optimism across Street research.Anlatı Güncellemesi • Mar 18
CEG: Nuclear Modernization And PJM Contracting Into 2026 Will Shape Balanced Outlook
Narrative Update on Constellation Energy The updated analyst price target framework for Constellation Energy reflects a fair value adjustment of about $12, along with revised assumptions for slower revenue growth, slightly higher profit margins, and a higher future P/E multiple. These changes come as analysts respond to mixed target moves and evolving demand expectations linked to PJM market developments and contracting activity into 2026.Anlatı Güncellemesi • Mar 04
CEG: PJM Backstop And Contracting Momentum Will Drive Future Upside
Analysts have adjusted their price targets on Constellation Energy within a wide range, from $330 to $454. This reflects differing views on contracting momentum through 2026 and evolving PJM market developments.Anlatı Güncellemesi • Feb 18
CEG: Nuclear Fleet And Calpine Data Center Deals Will Define Balanced Outlook
Narrative Update Overview The analyst price target for Constellation Energy has shifted by $32.98, as analysts balance Wells Fargo's $18 target cut with TD Cowen's new $440 target. The new target highlights both elevated regulatory risk and potential upside from the Calpine integration and gas PPA deals tied to the nuclear fleet.Analiz Makalesi • Feb 05
Why We're Not Concerned Yet About Constellation Energy Corporation's (NASDAQ:CEG) 29% Share Price Plunge
Constellation Energy Corporation ( NASDAQ:CEG ) shareholders that were waiting for something to happen have been dealt...Anlatı Güncellemesi • Feb 03
CEG: Nuclear License Extensions And Gas PPAs Will Support Future Upside
Analysts have adjusted their price target for Constellation Energy by about US$1.50, citing updated views on the Calpine integration, potential upside from gas PPA contracts and ongoing interest in the company’s nuclear portfolio. Analyst Commentary Recent research on Constellation Energy has centered on how the company’s mix of nuclear assets, gas PPA contracts and the Calpine integration could influence valuation over the next few years.Anlatı Güncellemesi • Jan 20
CEG: Nuclear License Extensions And Calpine Integration Will Drive Future Upside
Analysts have made a modest upward revision to their Constellation Energy price target, lifting it by about US$4 to reflect slightly higher assumptions for fair value, revenue growth, profit margins and future P/E. This revision is supported by recent research that highlights the Calpine integration and gas PPA deals as potential upside drivers, alongside positive momentum in nuclear.Anlatı Güncellemesi • Jan 06
CEG: Nuclear And Data Center Demand Will Drive Future Commercial Momentum
Analysts have raised their price expectations for Constellation Energy, with an updated implied fair value of about $476 compared with the prior $393, citing higher projected revenue growth, a modestly higher future P/E multiple, and supportive Street research that highlights commercial momentum in nuclear and data center linked demand. Analyst Commentary Recent Street research shows a cluster of price target increases and at least one rating upgrade on Constellation Energy, with several reports pointing to commercial momentum in nuclear generation, growing data center related demand, and supportive market conditions for power producers.Anlatı Güncellemesi • Dec 22
CEG Will Balance Nuclear Momentum And Data Center Power Demand Opportunities
Constellation Energy's analyst fair value estimate has been raised sharply from $238.32 to $342.23 as analysts cite strengthening nuclear momentum, improving revenue growth and profit margins, and the company’s positioning to benefit from rising power demand and data center related deals. Analyst Commentary Recent Street research on Constellation Energy shows a notable series of upward price target revisions alongside a shift in stance from some previously neutral voices.Anlatı Güncellemesi • Dec 08
CEG: Data Center Power Deals Will Drive Nuclear Cash Flows Higher
Analysts have raised their average price target on Constellation Energy by roughly $30 to $400, citing accelerating commercial momentum, growing nuclear and thermal cash flows, and the scarcity value of its generation assets in an environment of robust electricity demand and expanding data center power needs. Analyst Commentary Recent research updates reflect a broadly constructive stance toward Constellation Energy, with several firms lifting price targets in response to strengthening fundamentals and a more supportive power market backdrop.Anlatı Güncellemesi • Nov 24
CEG: Data Economy Power Deals And Calpine Merger Will Drive Share Gains
Constellation Energy's analyst price target has increased by more than $50, as analysts cite continued commercial momentum, strengthening cash flows, and the company's strong positioning amid growing demand in the power sector. Analyst Commentary Recent updates from Street research firms reflect a continued focus on Constellation Energy's performance and prospects, as analysts adjust both price targets and ratings based on updated fundamentals.Anlatı Güncellemesi • Nov 08
CEG: Expanding Power Deals Will Drive Commercial Momentum Forward
Constellation Energy’s analyst price target has been raised from approximately $386 to $404. This change is due to analysts expecting stronger revenue growth and continued commercial momentum, supported by expanding industry demand.Anlatı Güncellemesi • Oct 25
AI Power Demand And Nuclear Momentum Will Unlock New Opportunities Ahead
Analysts have increased their average price target for Constellation Energy from $359 to $386 per share. They cite the company's commercial momentum, robust electricity demand, and strategic positioning as key factors, particularly amid expanding opportunities in data center power and generation assets.Anlatı Güncellemesi • Oct 11
Bipartisan Support And Nuclear Restarts Will Unlock Markets
Analysts have raised their price target for Constellation Energy from $355.25 to $359.31 per share. This change reflects expectations of stronger profit margins and positive momentum following sector upgrades and an improving outlook for independent power producers.Anlatı Güncellemesi • Sep 24
Bipartisan Support And Nuclear Restarts Will Unlock Markets
Consensus analyst price targets for Constellation Energy were raised to $355.25, with robust electricity demand, strong cash flow, accelerating AI-driven power needs, and anticipated growth from the Calpine acquisition cited as key drivers, partially offset by valuation concerns, resulting in a modest upward revision in fair value. Analyst Commentary Bullish analysts highlight robust electricity demand growth and strong cash flow generation as key drivers supporting the industry and Constellation’s leadership position.Anlatı Güncellemesi • Sep 06
Bipartisan Support And Nuclear Restarts Will Unlock Markets
Constellation Energy’s consensus price target was raised from $333.84 to $346.19 as analysts see the company well-positioned to benefit from rising AI-driven power demand, strong earnings growth, and accretive acquisitions. Analyst Commentary Analysts highlight that AI-driven demand is transforming the "Energy & Power" sector, positioning Constellation Energy as a key beneficiary of this emergent "Power revolution".Gelir ve Gider Dağılımı
Gelir ve Gider Dağılımı
Constellation Energy nasıl para kazanır ve harcar. LTM bazında en son bildirilen kazançlara dayanmaktadır.
Kazanç ve Gelir Geçmişi
| Tarih | Gelir | Kazançlar | G+A Giderleri | Ar-Ge Giderleri |
|---|---|---|---|---|
| 30 Jun 26 | 31,270 | 3,465 | 87 | 0 |
| 31 Mar 26 | 29,867 | 3,791 | 70 | 0 |
| 31 Dec 25 | 25,533 | 2,319 | 55 | 0 |
| 30 Sep 25 | 24,841 | 2,739 | 38 | 0 |
| 30 Jun 25 | 24,820 | 3,009 | 28 | 0 |
| 31 Mar 25 | 24,195 | 2,984 | 20 | 0 |
| 31 Dec 24 | 23,568 | 3,749 | 9 | 0 |
| 30 Sep 24 | 23,982 | 2,860 | -4 | 0 |
| 30 Jun 24 | 23,544 | 2,391 | -21 | 0 |
| 31 Mar 24 | 23,514 | 2,410 | -38 | 0 |
| 31 Dec 23 | 24,918 | 1,623 | -58 | 0 |
| 30 Sep 23 | 26,455 | 1,694 | -72 | 0 |
| 30 Jun 23 | 26,395 | 774 | -85 | 0 |
| 31 Mar 23 | 26,414 | -170 | -106 | 0 |
| 31 Dec 22 | 24,440 | -160 | 0 | 0 |
| 30 Sep 22 | 22,639 | -152 | -79 | 0 |
| 30 Jun 22 | 20,993 | 644 | -52 | 0 |
| 31 Mar 22 | 19,681 | 694 | -18 | 0 |
| 31 Dec 21 | 19,649 | -205 | 0 | 0 |
| 30 Sep 21 | 18,448 | -228 | 0 | 0 |
| 30 Jun 21 | 18,702 | -786 | 0 | 0 |
| 31 Mar 21 | 18,429 | -249 | 0 | 0 |
| 31 Dec 20 | 17,603 | 589 | 0 | 0 |
| 30 Sep 20 | 17,916 | 967 | 0 | 0 |
| 30 Jun 20 | 18,031 | 1,174 | 0 | 0 |
| 31 Mar 20 | 18,361 | 807 | 0 | 0 |
| 31 Dec 19 | 18,924 | 1,125 | 0 | 0 |
| 30 Sep 19 | 19,349 | 551 | 0 | 0 |
| 30 Jun 19 | 19,853 | 528 | 0 | 0 |
| 31 Mar 19 | 20,221 | 597 | 0 | 0 |
| 31 Dec 18 | 20,437 | 370 | 0 | 0 |
| 30 Sep 18 | 20,025 | 2,770 | 0 | 0 |
| 30 Jun 18 | 19,497 | 2,840 | 0 | 0 |
| 31 Mar 18 | 19,134 | 2,428 | 0 | 0 |
| 31 Dec 17 | 18,500 | 2,710 | 0 | 0 |
| 30 Sep 17 | 18,231 | 445 | 0 | 0 |
| 30 Jun 17 | 18,515 | 378 | 0 | 0 |
| 31 Mar 17 | 17,890 | 604 | 0 | 0 |
| 31 Dec 16 | 17,757 | 483 | 0 | 0 |
| 30 Sep 16 | 17,657 | 692 | 0 | 0 |
| 30 Jun 16 | 17,390 | 833 | 0 | 0 |
| 31 Mar 16 | 18,032 | 1,239 | 0 | 0 |
| 31 Dec 15 | 19,135 | 1,372 | 0 | 0 |
| 30 Sep 15 | 19,643 | 1,127 | 0 | 0 |
Kaliteli Kazançlar: CEG büyük bir tek seferlik kazanç ile $2.3B, 30th June, 2026 tarihine ait son 12 aylık mali sonuçları etkiliyor.
Büyüyen Kar Marjı: CEG 'nin mevcut net kar marjları (11.1%) geçen yılın (12.1%) değerinden daha düşüktür.
Serbest Nakit Akışı ve Kazanç Analizi
Geçmiş Kazanç Büyüme Analizi
Kazanç Eğilimi: CEG son 5 yılda karlı hale geldi ve kazançlarını yıllık 50.8% oranında artırdı.
Büyüme Hızlandırma: CEG 'un son bir yıldaki kazanç büyümesi ( 15.2% ) 5 yıllık ortalamasının ( 50.8% /yıl) altındadır.
Kazançlar vs. Sektör: CEG geçen yılki kazanç büyümesi ( 15.2% ) Electric Utilities sektörünün 9.1% değerini aştı.
Özkaynak Getirisi
Yüksek ROE: CEG 'nin Özsermaye Getirisi ( 10.7% ) düşük olarak değerlendiriliyor.
Varlık Getirisi
Kullanılan Sermaye Getirisi
Geçmişte güçlü performans gösteren şirketleri keşfedin
Şirket Analizi ve Finansal Veri Durumu
| Veri | Son Güncelleme (UTC saati) |
|---|---|
| Şirket Analizi | 2026/09/19 03:28 |
| Gün Sonu Hisse Fiyatı | 2026/09/18 00:00 |
| Kazançlar | 2026/06/30 |
| Yıllık Kazançlar | 2025/12/31 |
Veri Kaynakları
Şirket analizimizde kullanılan veriler S&P Global Market Intelligence LLC'den alınmıştır. Bu raporu oluşturmak için analiz modelimizde aşağıdaki veriler kullanılmıştır. Veriler normalize edilmiştir, bu da kaynağın mevcut olmasından kaynaklanan bir gecikmeye neden olabilir.
| Paket | Veri | Zaman Çerçevesi | Örnek ABD Kaynağı * |
|---|---|---|---|
| Şirket Finansalları | 10 yıl |
| |
| Analist Konsensüs Tahminleri | +3 yıl |
|
|
| Piyasa Fiyatları | 30 yıl |
| |
| Sahiplik | 10 yıl |
| |
| Yönetim | 10 yıl |
| |
| Önemli Gelişmeler | 10 yıl |
|
* ABD menkul kıymetleri için örnek, ABD dışı için eşdeğer düzenleyici formlar ve kaynaklar kullanılmıştır.
Belirtilmediği sürece tüm finansal veriler yıllık bir döneme dayanmaktadır ancak üç ayda bir güncellenmektedir. Bu, İzleyen On İki Ay (TTM) veya Son On İki Ay (LTM) Verileri olarak bilinir. Daha fazla bilgi edinin.
Analiz Modeli ve Kar Tanesi
Bu raporu oluşturmak için kullanılan analiz modelinin ayrıntılarına Github sayfamızdan ulaşabilirsiniz; ayrıca raporlarımızı nasıl kullanacağınıza dair kılavuzlarımız ve YouTube’da eğitim videolarımız da bulunmaktadır.
Simply Wall St analiz modelini tasarlayan ve oluşturan hakkında bilgi edinin.
Endüstri ve Sektör Metrikleri
Sektör ve bölüm metriklerimiz Simply Wall St tarafından her 6 saatte bir hesaplanmaktadır, sürecimizin ayrıntıları Github'da mevcuttur.
Analist Kaynakları
Constellation Energy Corporation 27 Bu analistlerden 15, raporumuzun girdisi olarak kullanılan gelir veya kazanç tahminlerini sunmuştur. Analistlerin gönderimleri gün boyunca güncellenmektedir.
| Analist | Kurum |
|---|---|
| Eric Beaumont | Barclays |
| Nicholas Campanella | Barclays |
| Sunaina Ocalan | Bernstein |