CenterPoint Energy is executing an aggressive rate base expansion, with net PPE growing 17% from $30.2B in 2024Q1 to $35.4B in 2026Q2, driving revenue growth of 10.7% YoY in 2026Q2. However, the company's earned ROE appears to trail authorized levels due to re...
Price trend, volume and key moving averages
Start with the evidence for owning the stock and the risks that can break the thesis.
Revenue grew 10.7% YoY in 2026Q2 to $2.2B, with operating margin stable at 24.8%, but net margin of 11.3% implies earned ROE below authorized levels, indicating regulatory lag.
CenterPoint is seeing a 700% surge in data center interconnection requests in Texas, with data centers making up roughly two‑thirds of new load growth in Houston. This momentum is projected to add 10 GW of new electric demand by the end of 2029.
The company has committed about $65.5 B in capex through 2035 to modernize the grid, improve reliability, and support economic growth. An extra $500 M has been added to fund a new transmission project.
CenterPoint reaffirmed its 2026 non‑GAAP earnings guidance, forecasting an 8 % rise over 2025. Long‑term, it expects non‑GAAP EPS to grow at the mid‑ to high‑end of its 7 %‑9 % annual guidance range through 2035, driven by capex and investments.
Trailing total returns as of 10/3/2026, which may include dividends or other distributions. Benchmark is S&P 500 (^GSPC).
Check whether operating performance supports the current valuation.
Recent results and news deserve attention only when they alter the forward view.
| Quarter | EPS (Act vs Est) | Revenue (Act vs Est) |
|---|---|---|
Q3 2026Latest Jul 28, 2026 | $0.40+7.2% vs $0.37 | $2.2B+1.3% vs $2.1B |
Q2 2026 Apr 23, 2026 | $0.56+2.0% vs $0.55 | $3.0B+4.2% vs $2.9B |
Q1 2026 Feb 19, 2026 | $0.45+0.0% vs $0.45 | $2.5B+11.0% vs $2.2B |
Q4 2025 Oct 23, 2025 | $0.50+10.9% vs $0.45 | $2.0B-6.1% vs $2.1B |
Houston, TX, Sept. 29, 2026 (GLOBE NEWSWIRE) -- CenterPoint Energy, Inc. (NYSE: CNP) has scheduled a conference call for Tuesday, October 27, 2026, at 7:00 a.m. Central time or 8:00 a.m. Eastern time, to discuss Third Quarter results. Earnings will be released on the same day before the market opens.
Representative Kevin Hern (Republican-Oklahoma) recently sold shares of Honeywell International Inc. (NASDAQ: HON). In a filing disclosed on September 25th, the Representative disclosed that they had sold between $15,001 and $50,000 in Honeywell International stock on August 31st. The trade occurred in the Representative's "HERN FAMILY FOUNDATION" account. Representative Kevin Hern also recently made the following
Representative Kevin Hern (Republican-Oklahoma) recently sold shares of Crane (NYSE: CR). In a filing disclosed on September 25th, the Representative disclosed that they had sold between $50,001 and $100,000 in Crane stock on August 31st. The trade occurred in the Representative's "HERN FAMILY FOUNDATION" account. Representative Kevin Hern also recently made the following trade(s): Sold $15,001
Representative Kevin Hern (Republican-Oklahoma) recently sold shares of Colgate-Palmolive Company (NYSE: CL). In a filing disclosed on September 25th, the Representative disclosed that they had sold between $1,001 and $15,000 in Colgate-Palmolive stock on August 27th. The trade occurred in the Representative's "KEVIN HERN TRADITIONAL IRA" account. Representative Kevin Hern also recently made the following trade(s):
Benchmark CNP against direct peers instead of judging its metrics in isolation.
Key metrics vs top competitors for CenterPoint Energy, Inc. (CNP)
| Company | Price | Market Cap | P/E Ratio | Rev Growth (1Y) | Net Margin | ROE | Div Yield |
|---|---|---|---|---|---|---|---|
| $37.21 | $24.51B | 23.26 | 8.26% | 11.24% | 9.64% | 2.35% | |
| $39.51 | $18.94B | 20.26 | 21.76% | 13.15% | 7.75% | — | |
| $45.67 | $9.43B | 19.69 | 9.21% | 14.55% | 9.56% | — | |
| $78.79 | $18.16B | 21.53 | 1.65% | 15.26% | 9.01% | — | |
| $35.07 | $2.9B | 14.74 | 1.34% | 11.83% | 8.29% | — | |
| $94.62 | $11.47B | 18.74 | 4.2% | 11.52% | 8.99% | — |
CenterPoint Energy, Inc. (CNP) vs competitors — business, growth, and fundamentals comparison against the closest industry rivals.
Verify the primary filings, follow material updates, and answer the remaining questions.
CenterPoint Energy, Inc. (CNP) SEC filings — annual & quarterly reports (10-K, 10-Q)
Jul 31, 2026·SEC
Jul 28, 2026·SEC
May 15, 2026·SEC
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CenterPoint Energy, Inc. (CNP) stock FAQ — growth, dividends, profitability & financials explained
CenterPoint Energy, Inc. (CNP) reported $9.62B in revenue for fiscal year 2025. This represents a 135% increase from $4.10B in 1996.
CenterPoint Energy, Inc. (CNP) grew revenue by 8.3% over the past year. This is steady growth.
Yes, CenterPoint Energy, Inc. (CNP) is profitable, generating $1.12B in net income for fiscal year 2025 (11.2% net margin).
Yes, CenterPoint Energy, Inc. (CNP) pays a dividend with a yield of 2.35%. This makes it attractive for income-focused investors.
CenterPoint Energy, Inc. (CNP) has a return on equity (ROE) of 9.6%. This is below average, suggesting room for improvement.
CenterPoint Energy, Inc. (CNP) had negative free cash flow of $2.69B in fiscal year 2025, likely due to heavy capital investments.
CenterPoint Energy, Inc. (CNP) has a dividend payout ratio of 55%. This suggests the dividend is well-covered and sustainable.
