ETR · Earnings call · 2026Q3T · Full report

Customer Growth and Load

ENTERGY CORP /DE/ · 2026-11-02 · Importance 49 · Surprise 32

Entergy reported strong industrial sales growth and record system peak demand of more than 24,000 megawatts in August, up 2% from the previous peak. Entergy Mississippi’s peak demand was 11% higher, which management attributed to data-center ramping. Management cited a potential project pipeline of 7–12 gigawatts of data-center demand and 3–5 gigawatts of traditional industrial demand, with projects potentially converting to signed agreements within 24 months. The CFO said industrial sales are expected to grow 16% from 2026 through 2030, with no change to that expectation despite quarter-to-quarter differences in year-over-year growth comparisons.

Key facts

• Entergy’s overall customer bill trajectory is around 4%, reflecting growth in its traditional customer base.