OGE Energy (OGE) Q4 2025 Earnings Call Transcript

Motley Fool Transcribing, The Motley Fool

Wed, February 18, 2026 astatine 9:23 AM CST 25 min read

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Wednesday, Feb. 18, 2026 astatine 9 a.m. ET

• Chairman, President, and Chief Executive Officer — Robert Sean Trauschke

• Chief Financial Officer — Charles B. Walworth

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Robert Sean Trauschke: Good morning, everyone, and convey you for joining america today. It is surely large to beryllium with you. 2025 was different beardown year, and a continuation of the momentum we are gathering and mounting the instauration for a agelong runway of aboriginal maturation with procreation and transmission opportunities. This morning, we reported consolidated net of $2.32 per stock for the year, including $2.47 per stock astatine the electrical institution and a holding institution nonaccomplishment of $0.15.

This clip past year, we talked astir however we would present successful 2025, and we did, including delivering net successful the apical fractional of guidance, filed for betterment of procreation needs to conscionable increasing demand, secured financing for semipermanent growth, leveraged the beardown section economies to thrust occupation maturation and concern successful our work area, were named an Oklahoma Top Workplace, and we were recognized by the Southeast Electric Exchange for our top-ranked information performance. We stay committed to our North Star for reliable electricity, immoderate of the lowest outgo successful the nation.

We met our commitments and more, strengthened our fiscal position, and continued investing successful reliability and maturation portion keeping affordability beforehand and halfway for our customers, lengthening that runway for continued aboriginal growth. Since our past call, we executed a well-subscribed equity offering, filed for procreation preapproval of the 300 megawatt Frontier Energy Storage Project, issued 2 RFPs, and a 2026 draught IRP.

And arsenic I look up for the remainder of 2026, we volition beforehand our transmission strategy and finalize the opportunities from the SPP ITP, recognizing its captious relation successful reliability and its increasing publication to semipermanent concern opportunities, we volition unafraid support for the Frontier Energy Storage Project successful some states, and we volition record for procreation preapproval successful some jurisdictions pursuing the results of the RFP we issued past month. We bash program to record a complaint reappraisal midyear successful Oklahoma, and we volition measure the timing of an Arkansas complaint reappraisal aboriginal successful the year. Building connected these beardown fiscal results, we proceed to put successful our aboriginal and fortify our committedness to the communities we serve.

In enactment with this momentum, time we volition big a ribbon cutting for our caller combustion turbines astatine Tinker Air Force Base. These caller units showcase our ongoing investments and assemblage partnerships to payment each customers; successful this case, supply captious enactment to our country's nationalist defense. Over the past 10 years, we person built and enactment into work astir 1 gigawatt of generation. Tomorrow, we chopped the archetypal ribbon connected the adjacent 1.3 gigawatts of procreation we volition physique and enactment into work earlier the extremity of the decade. Yesterday, we issued our draught 2026 IRP which outlines our semipermanent assets strategy.