Question · Q4 2025
Marcella Petiprin inquired about the timeline for data center ramp-up beyond 2026 and whether the final engineering stage is fully integrated into the 0%-3% bill growth target and CapEx opportunities. She also asked about incentives for continued balance sheet improvement and the path to multi-agency investment grade ratings.
Answer
CEO Patti Poppe clarified that load growth, including the data center ramp, is factored into the 0%-3% bill growth target, with approximately 50% of the 3.6 GW expected online by 2030. CFO Carolyn Burke stated that Fitch recently upgraded PG&E to investment grade, and while Moody's and S&P metrics meet criteria, further multi-agency upgrades depend more on progress with SB 254 than solely on balance sheet improvement, with a commitment to mid-teens FFO to debt metrics.
Ask follow-up questions
Fintool can predict
PCG's earnings beat/miss a week before the call