US EditionOtter Tail (OTTR) Q4 2025 Earnings Call Transcript
Otter Tail's 2025 diluted EPS fell 9% to $6.55 while increasing dividends by 10% amid a $1.9 billion capital plan emphasizing renewables and battery storage expansion.
- On Tuesday, Feb. 17, 2026, Otter Tail reported full-year 2025 diluted EPS of $6.55, a 9% decrease, and initiated 2026 guidance of $5.22–$5.62 with a midpoint of $5.42.
- Amid operational shifts, Otter Tail's Plastics segment earnings declined as PVC prices fell 15–20%, while the five‑year plan stays at $1.9 billion with more focus on battery storage and renewables.
- Earlier this year, Otter Tail received approval for interim rates of $28.6 million from the Minnesota Public Utilities Commission and $5.7 million in South Dakota, both subject to refund, while ending 2025 with a $386 million cash position and a 63% equity layer.
- Management said no external equity is needed through at least 2030, will retire $80 million parent debt in 2026, and reaffirmed long‑term EPS and TSR targets, relying on Plastics cash for electric expansion.
- Transmission and MISO Tranche 2.1 face potential delays due to landowner resistance and a FERC complaint, despite reliability benefits, management says.
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