Question · Q4 2025
Eli Josen asked about the drivers for the EPS growth outlook, specifically inquiring if there were any headwinds elsewhere in the business, such as potential declines in Clean Energy Ventures (CEV) contributions, that would keep the overall growth rate largely consistent despite the upside from Leaf River storage capacity and Storage and Transportation (S&T) earnings. He also sought clarification on whether there was material upside from the S&T business within the stated growth range, assuming successful execution of outlined projects.
Answer
Steve Westhoven, President and CEO, affirmed that the company is an energy infrastructure and services company focused on growth, with all current indicators being positive. He stated that the company is focused on executing its capital plan to increase earnings across all segments, implying no significant headwinds. Westhoven also noted that while the company normalizes expectations annually, there is always potential for upside in the business, particularly if policy initiatives allow for accelerated execution of infrastructure projects.
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