PPL Q2 Earnings Call Highlights

Impact · against what's priced in

PPL's outlook is strengthened by accelerating data center demand in Pennsylvania and the scale of its Kentucky generation pipeline, providing upside beyond its reaffirmed EPS targets. Blackstone's involvement via the Invitium venture provides modest positive exposure to this regulated utility growth.

PPL+0.50

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In context

The growth of signed data-center agreements to 32 GW in Pennsylvania and the potential for $3.5 billion to $4 billion in additional Kentucky generation investments create visible upside beyond the reaffirmed 6% to 8% annual EPS growth target.

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• PPL▲167%
• data centers▲26%
• utilities▲20%
• guidance
• earnings
• infrastructure
• BX