PPL Corporation Sees 23.5% EPS Growth, Model Predicts No Beat
PPL Corporation expects fourth-quarter 2025 earnings of $0.42 per share, a 23.5% year-over-year rise, and revenues of $2.34 billion, up 5.8%. A quantitative model forecasts no earnings beat, while P/E trades at 19.2× versus an industry average of 17.2× and ROE lags at 9.1%.
1. Earnings Forecast and Estimates
PPL Corporation will report fourth-quarter 2025 results on February 20 before market open, with consensus estimates at $0.42 earnings per share (23.5% increase year-over-year) and $2.34 billion in revenues (5.8% growth). The company has beaten estimates in two of the last four quarters, averaging a -1.0% surprise, and a quantitative model projects no beat this quarter.
2. Valuation and Performance Metrics
Over the past three months, the stock gained 2.8% compared with a 1.7% industry rise. The forward twelve-month P/E ratio stands at 19.16× versus an industry average of 17.17×, while trailing return on equity is 9.08%, below the industry’s 10.7% benchmark.
3. Capital Investment and Growth Drivers
PPL Corporation plans to invest $20 billion from 2025 through 2028 in infrastructure across generation, transmission and distribution, with over 60% of capital eligible for contemporaneous regulatory recovery. Investments in grid modernization, cost reduction and energy efficiency, combined with rising demand from data centers in Pennsylvania and private sector growth in Kentucky, underpin its growth outlook.