Dafinchi AI

EVGO

Energy & Utilities

Adjusted EBITDA loss narrowed to negative $1.9 million, a $6 million improvement compared to Q2 2024.
Adjusted G&A as a percentage of revenue improved from 38.5% to 30.9%, demonstrating operating leverage.
Ancillary revenues surged 157% year-over-year to $8.8 million, driven primarily by growth in the hubs business for autonomous vehicle companies.
Charging network gross margin improved by 210 basis points to 37.2%, and adjusted gross margin increased 240 basis points to 28.9%.
Charging network revenues were $51.8 million, up 46% year-over-year, and eXtend revenues grew 35% to $37.4 million.
EVgo reported Q2 2025 revenue of $98 million, a 47% year-over-year increase, with growth across nearly all revenue categories.
Operational stall base grew 2.6x over three years, while revenues grew 14x, reflecting strong scale and efficiency gains.
Throughput per public stall increased 22% year-over-year to 281 kWh per stall per day, with July throughput approaching 300 kWh per stall per day.

OGS

Energy & Utilities

Interest expense decreased by $1.3 million compared to Q2 2024, driven by lower weighted average interest rates on commercial paper.
ONE Gas reported net income of $32 million or $0.53 per diluted share for Q2 2025, up from $27.2 million or $0.48 per diluted share in Q2 2024.
Operating and maintenance expenses rose 7.5% year-over-year, primarily due to higher labor costs and timing of expenses.
Revenue increased by approximately $21.1 million from new rates and $1.5 million from customer growth.
The company declared a quarterly dividend of $0.67 per share, unchanged from the previous quarter.

EVRG

Energy & Utilities

Adjusted earnings totaled $191 million compared to $207 million in Q2 2024, with weather-normalized demand growth of 1.4%.
Evergy reported Q2 2025 adjusted earnings of $0.82 per share, exceeding internal budget and overcoming $0.09 of unfavorable weather impact.
Losses of approximately $0.08 per share were recorded related to the decision to exit Evergy Ventures, excluded from adjusted earnings.
Recovery of and return on regulated investments contributed $0.09 per share, while higher O&M and infrastructure investment expenses reduced EPS by $0.05 and $0.07 respectively.
Weather-normalized demand increased 1.4% driven by residential and commercial usage, with industrial sales showing year-over-year growth in June.

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