Entergy Corp

Company facts

Industry

Electric Services

Headquarters

New Orleans, Louisiana

Most recent report

8-K, filed Sep 2, 2026

Incorporated

Delaware

Filings on record

1,010+ filings

On EDGAR

CIK 65984

Fiscal year ends

December

Filer status

Large accelerated filer

What to read: Jun 2026 10-Q

SECSift found 5 of 10 sections worth reading, with 1 positive, 8 notable, and 6 negative flags.

• For the quarterly period ended June 30, 2026

  Winter Storm Fern cost and natural gas purchase spike ($483M, +133% YoY) are company-specific.
  Negative

  • Natural gas purchases in Jan 2026 were $483M vs $207M in Jan 2025, a $276M spike.

• Results of Operations

  Massive capital plan, equity need, debt covenant pressure, data center deals.
  Positive

  • Operating cash flow increased $924M to $2.722B in H1 2026, helped by $700M in customer advance payments.
  Notable

  • Entergy plans ~$7B equity through 2030; $4.1B already settled/contracted as of June 2026.
  • Entergy Louisiana filed a $12.9B application for 5,278 MW of generation to serve a second Meta data center.
  Negative

  • Grand Gulf nuclear plant placed in NRC Column 2 (regulatory response) after a 'white' finding on an emergency diesel generator.

• NOTES TO FINANCIAL STATEMENTS

  Many specific regulatory, financing, and dispute updates a reader should not miss.
  Notable

  • Entergy Louisiana deferred ~$141.9M in Winter Storm Fern fuel costs; LPSC approved installment over 4 months.
  • Entergy Louisiana filed for 1-year extension of formula rate plan, requesting LPSC action by August 2026.
  • In May 2026, Entergy marketed ~19.2M shares via forward sale agreements at $110.74/share, potentially diluting.
  • Arkansas corporate income tax rate will drop from 4.3% to 4.1% effective 2027; Entergy recorded $16M regulatory liability.
  Negative

  • FERC order on NOLC ADIT could require material refunds or surcharges; amounts not estimable as of June 2026.
  • LPSC complaint seeks $100M surcharge from Entergy Texas for River Bend 70 depreciation; motion to dismiss filed.

• Part I

  Dense with events: Meta data center buildout, nuclear regulatory escalation, storm costs.
  Negative

  • APSC set $90M below-cost benchmark for Jefferson Power Station and denied rehearing.
  • Grand Gulf (System Energy's only asset) in NRC Column 2 after final 'white' finding on diesel generator.

• Other Information (Item 5)

  Nuclear plant safety downgrade and new hedging approval are company-specific operational risks.
  Notable

  • Louisiana Public Service Commission approved a permanent gas hedging program for Entergy Louisiana in June 2026, adding a rider mechanism.
  • EPA extended CCR facility evaluation report deadlines by one year (to Feb 2027 and Feb 2028) and proposed rule amendments.

What changed: Jun 2026 vs. Mar 2026

About 24% of ETR's Jun 2026 10-Q is new information. 372 paragraphs were added, 354 changed, and 87 removed. Below are the most important lines SECSift identified.

• Part I 315
• NOTES TO FINANCIAL STATEMENTS 193
• Results of Operations 107
• Item 6 14
• Item 5 12
• For the quarterly period ended June 30, 2026 7