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    Carlyle Davenport

    Vice President in Equity Research at Goldman Sachs

    Carly Davenport is a Vice President in Equity Research at Goldman Sachs, specializing in the power and utilities sector, including specific coverage of companies like Vistra, Ameren, Duke Energy, and WEC Energy Group. She has delivered 23 analyst ratings with an overall average return of 4.01% and holds a Smart Score of 50.1%, positioning her in the 45th percentile among her peers for performance. Davenport began her career in equity research at Goldman Sachs as an intern in 2015, advanced through associate and analyst roles, and became Vice President after nearly seven years covering oil and gas before shifting focus to renewables and grid infrastructure; she is recognized as a 2024 Business Insider Rising Star and is active in mentoring and professional networks within her firm. She holds FINRA registration and is licensed with Goldman Sachs & Co. LLC.

    Carlyle Davenport's questions to SOUTHERN (SO) leadership

    Carlyle Davenport's questions to SOUTHERN (SO) leadership • Q2 2025

    Question

    Carlyle Davenport from Goldman Sachs inquired about the impact of the updated capital plan and 8% rate base growth on the 2027 earnings rebasing timeline and long-term growth outlook. She also asked about the procurement status for turbines and gas supply for the newly planned combined cycle facilities.

    Answer

    David Poroch, SVP & incoming CFO, stated that while the company is encouraged by market momentum, it will stick to its plan of assessing sustainability before revisiting the 5-7% growth rate set point, potentially as early as 2027. He confirmed a full financial update would come in Q4. CEO Chris Womack added that the company has secured reservations and paid fees for turbines and has strong relationships with OEMs and EPCs, ensuring their ability to execute.

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