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 9/24/2026, 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 |
French insurance group CNP Assurances is considering a potential takeover of Coface , Bloomberg News reported on Friday, citing people with knowledge of the matter.
CenterPoint (CNP) has been upgraded to a Zacks Rank #2 (Buy), reflecting growing optimism about the company's earnings prospects. This might drive the stock higher in the near term.
Investors interested in stocks from the Utility - Electric Power sector have probably already heard of Enel SpA (ENLAY) and CenterPoint Energy (CNP). But which of these two stocks offers value investors a better bang for their buck right now?
The heavy selling pressure might have exhausted for CenterPoint (CNP) as it is technically in oversold territory now. In addition to this technical measure, strong agreement among Wall Street analysts in revising earnings estimates higher indicates that the stock is ripe for a trend reversal.
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 |
|---|---|---|---|---|---|---|---|
| $37.16 | $24.48B | 23.23 | 8.26% | 11.24% | 9.64% | 2.35% | |
| $39.25 | $18.82B | 20.13 | 21.76% | 13.15% | 7.75% | — | |
| $44.71 | $9.24B | 19.27 | 9.21% | 14.55% | 9.56% | — | |
| $78.42 | $18.08B | 21.43 | 1.65% | 15.26% | 9.01% | — | |
| $35.45 | $2.93B | 14.90 | 1.34% | 11.83% | 8.29% | — | |
| $92.05 | $11.15B | 18.23 | 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.
