“Investing Activities Net cash flow used in investing activities increased $217.9 million for the six months ended June 30, 2026 compared to the six months ended June 30, 2025 primarily due to an increase of $179.6 million in non-nuclear generation constructio…”10-Q · Jul 31, 2026 ↗
Entergy Corporation
ETR
Market read
Entergy Corporation's current read is isolated; its market group is not confirming.
No new filing conclusion is available. 0 of 14 group members are active now; 0 filing-linked outsiders are moving with the group, and 0 of 7 directly disclosed connections are confirming.
- Interest expense increased and is attributed to recent mortgage bond issuances in 2026; filings cite specific series amounts and coupon rates.
- Sale of Entergy New Orleans' natural gas distribution business (July 1, 2025) reduced natural gas revenues/expenses and lowered net income in 2026 vs 2025.
Invalidation: The isolated read changes if ETR's group or a disclosed connection begins moving with it.
Research brief
The story so far
No new filing conclusion is available. 0 of 14 group members are active now; 0 filing-linked outsiders are moving with the group, and 0 of 7 directly disclosed connections are confirming.
No thresholded supportive filing evidence is available yet.
No thresholded adverse filing evidence is available yet.
- Interest expense increased and is attributed to recent mortgage bond issuances in 2026; filings cite specific series amounts and coupon rates.
- Sale of Entergy New Orleans' natural gas distribution business (July 1, 2025) reduced natural gas revenues/expenses and lowered net income in 2026 vs 2025.
Company research
Understand the business, not just the ticker
Use the company’s filings to identify the few operating, demand, cost, capital and regulatory variables that determine its earnings power.
- Which operating variable is changing?
- Is that change durable, cyclical or one-off?
- What evidence would disprove the current interpretation?
- Latest annual revenue changed +9.0% year over year.
- Operating margin changed +2.4 percentage points in the latest annual period.
- Diluted shares increased 4.3% in the latest annual period.
- Capital investment and capacity has repeated adverse evidence across 4 filings.
- Energy and commodity prices has repeated adverse evidence across 3 filings.
- EV/sales is 32% above the available filing-peer median; determine whether growth and quality justify the difference.
Price as of Sep 9, 2026
107.20Reported annual revenue and per-share history. This is accounting history, not a forecast.
What management says matters
Persistent and emerging business drivers
“Interest expense increased primarily due to the issuance of $500 million of 5.25% Series mortgage bonds in February 2025 and the issuance of $425 million of 5.20% Series mortgage bonds in May 2026, partially offset by lower carrying costs on the deferred fuel…”10-Q · Jul 31, 2026 ↗
“Other Income Statement Variances Other operation and maintenance expenses increased primarily due to an increase of $0.7 million in legal expenses associated with various regulatory proceedings and several individually insignificant items.”10-Q · May 1, 2026 ↗
“Investing Activities Net cash flow used in investing activities decreased $14.4 million for the six months ended June 30, 2026 compared to the six months ended June 30, 2025 primarily due t o a decrease of $20.4 million in non-nuclear generation construction…”10-Q · Jul 31, 2026 ↗
Valuation discipline
Descriptive valuation snapshot
Price/sales 3.7× · EV/sales 5.7×. Comparisons use only industry-matched filing peers.
Mechanical 2.0-year scenarios are available as editable assumptions, not consensus.
Price action
How the market is pricing the story
Jodie does not have enough daily observations to draw a useful short-term chart for this asset. The latest quoted price was checked 9 Sept, 15:55 GMT-4; this is a coverage limitation, not a flat-price conclusion.
Developments
No sourced recent-development timeline yet
Jodie has not returned a relevant primary source or news item for ETR. This is an evidence-coverage gap, not a conclusion that nothing material happened.
Business and financial condition
Reported financial figures are not available yet
Jodie has not returned structured SEC XBRL fundamentals for this asset. This is a coverage limitation, not an assessment of the business or its financial health.
Filing analysis
No comparable filing assessment is available yet
Jodie has not yet found a suitable current-versus-prior filing comparison for ETR. This does not mean the latest filing was neutral or immaterial.
Business ecosystem
The relationships behind ETR
Customers, suppliers, partners and competitors named in company filings—not inferred from headlines.
Depends on
AMZNAmazon.com, Inc.customerMay 1, 2026 ▾
“In March 2024, Entergy Mississippi executed a large customer supply and service agreement to serve two data centers campuses located in Madison County, Mississippi in which Amazon Web Services is investing.”
PWFiling-linked namesupplierFeb 19, 2026 ▾
“The operator of Big Cajun 2 - Unit 3, Pelican Power, has advised Entergy Louisiana and Entergy Texas that it has adequate coal supply, rail car, and barge capacity to meet 2026 obligations.”
Depended on by
CTRICenturi Holdings, Inc.customerFeb 26, 2026 ▾
“Our customers include American Electric Power, Enbridge, Entergy, Exelon, NiSource, National Grid, Sempra Energy and Southern Company, among others.”
Filing peers
Companies whose filings use similar operating language.
Open the three relationships above to see Jodie’s filing proof. Pro unlocks 7 more links, every receipt, and alerts when connected names begin moving. Unlock the full network →
What is moving around it
Live connections
ETR is currently a Follower in the organic co-movement group Regulated Electric Utilities. This group is discovered from market behaviour rather than assigned from an industry taxonomy. 3 filing-linked names are in the relationship map; none is currently confirmed as moving with the group.
Context history
Theme membership history
No durable theme membership has been observed for this name yet.