Every material Form 8-K FirstEnergy has filed with the SEC since April 25, 2024, read and summarized by AI: what happened, the key figures, whether it reads positive or negative for shareholders, and how big a deal it is (impact 1-5). Newest first; each brief links to its own page and to the filing on SEC.gov.
FirstEnergy reported third-quarter 2026 GAAP earnings of $557 million, or $0.96 per share, up from $441 million, or $0.76 per share, a year earlier, and Core Earnings (non-GAAP) of $0.98 per share, up from $0.83. It reaffirmed its 2026 Core Earnings guidance of $2.62 to $2.82 per share and said it expects results at or slightly above the midpoint, so shareholders see higher quarterly earnings with no change to the full-year outlook.
Q3 2026 revenue was $4.6 billion, compared with $4.1 billion in Q3 2025.
Year-to-date Core Earnings were $2.20 per share, a 9% increase from $2.02 in the same period of 2025.
2026 Core Earnings guidance of $2.62 to $2.82 per share was reaffirmed, with results expected at or slightly above the midpoint.
Contracted large-load demand reached 7.9 gigawatts, and the company expects at least a 25% increase to its current $19 billion 2026–2030 transmission plan when it rolls forward to 2027–2031.
FirstEnergy reported second quarter 2026 GAAP earnings of $288 million, or $0.50 per share, up from $268 million, or $0.46 per share, a year earlier, on revenue of $3.7 billion. Core Earnings, its non-GAAP measure, were $0.50 per share, down from $0.52 in the second quarter of 2025, and the company reaffirmed its 2026 Core EPS guidance range of $2.62 to $2.82 per share, so shareholders see higher GAAP profit and an unchanged outlook alongside a slight decline in the core per-share figure.
Q2 2026 GAAP earnings were $288 million ($0.50 per share), versus $268 million ($0.46 per share) in Q2 2025; revenue was $3.7 billion versus $3.4 billion.
Core EPS was $0.50 per share versus $0.52 a year earlier; the company said Q2 results were in line with plan.
2026 Core EPS guidance of $2.62 to $2.82 per share was reaffirmed; the 2026 capital plan is $6 billion, with $2.9 billion deployed through the first half.
Contracted data center demand reached 6.4 GW, and West Virginia demand rose 137% to 4.3 GW; a webcast is scheduled for 9:00 a.m. EDT on July 29, 2026.
FirstEnergy, its FirstEnergy Transmission subsidiary and Brookfield-linked investor North American Transmission Company II signed a Fifth Amended and Restated LLC Agreement on May 20, 2026, extending existing governance rights to two new transmission joint ventures, Valley Link and Grid Growth. At the same meeting, shareholders re-elected all nine board nominees, ratified PricewaterhouseCoopers, approved executive pay on an advisory basis, and rejected a shareholder proposal for an independent board chair.
Fifth LLC Agreement dated May 20, 2026 amends and restates the Fourth LLC Agreement in its entirety; ownership percentages (investor 49.9%, FirstEnergy 50.1%) and board size are not changed
Shareholder proposal for an independent board chair failed: 161,118,889 for and 330,473,855 against
Advisory say-on-pay approved with 471,763,712 for and 19,555,719 against
PricewaterhouseCoopers LLP ratified as 2026 auditor with 514,201,293 for and 16,173,608 against
FirstEnergy reported first quarter 2026 GAAP net income of $405 million, or $0.70 per share, up from $360 million, or $0.62 per share, a year earlier, on revenue of $4.2 billion versus $3.8 billion. Core Earnings (non-GAAP) rose 7.5% to $0.72 per share, and the company reaffirmed its 2026 Core EPS guidance of $2.62 to $2.82 per share, so shareholders see higher first quarter earnings with the full-year outlook unchanged.
Q1 2026 GAAP EPS was $0.70 versus $0.62 in Q1 2025; GAAP earnings were $405 million versus $360 million.
Q1 2026 Core EPS was $0.72 versus $0.67 in Q1 2025, a 7.5% increase.
2026 Core EPS guidance of $2.62 to $2.82 per share was reaffirmed, along with Core EPS compound annual growth near the top end of 6-8% for 2026 to 2030.
The company invested nearly $1.4 billion in capital in the first quarter and reaffirmed a $36 billion 2026-2030 capital investment plan.
FirstEnergy reported 2025 GAAP earnings of $1.02 billion, or $1.77 per basic share, up from $978 million, or $1.70 per share, in 2024, on revenue of $15.1 billion. Core Earnings (non-GAAP) rose 7.6% to $2.55 per share, and the company reaffirmed its 2026 Core Earnings guidance of $2.62 to $2.82 per share, while announcing a $36 billion capital investment plan for 2026 to 2030.
2025 GAAP earnings were $1.02 billion, or $1.77 per basic share, compared with $978 million, or $1.70 per share, in 2024
Core Earnings were $2.55 per share, up 7.6% from $2.37 in 2024, at the top end of the increased and revised guidance range
2026 Core Earnings guidance of $2.62 to $2.82 per share was affirmed, and the 2026-2030 capital investment plan is $36 billion, an increase of nearly 30% over the previous five-year plan
FirstEnergy director Melvin Williams notified the company on February 8, 2026 that he will not seek re-election to the Board when his current term expires at the 2026 Annual Meeting of Shareholders. The filing states his decision was not due to any disagreement with the company on its operations, policies or practices.
Melvin Williams gave notice on February 8, 2026.
He will leave the Board when his current term ends at the 2026 Annual Meeting of Shareholders.
The filing says there was no disagreement with the company on operations, policies or practices.
FirstEnergy reported third-quarter 2025 GAAP earnings of $441 million, or $0.76 per share, on revenue of $4.1 billion, up from $419 million and $3.7 billion a year earlier. The company narrowed its 2025 Core EPS guidance to $2.50 to $2.56 per share, within the upper half of its original $2.40 to $2.60 range, and raised its 2025 capital investment plan to $5.5 billion, while affirming a 6-8% annual Core Earnings growth target through 2029.
Q3 2025 Core EPS was $0.83, up 9% from $0.76 in Q3 2024; year-to-date Core EPS was $2.02, up 15% from $1.76.
2025 Core EPS guidance narrowed to $2.50 to $2.56 per share, versus the original $2.40 to $2.60 range.
2025 capital investment plan increased 10%, from $5.0 billion to $5.5 billion.
Company affirmed a 6-8% compounded annual Core Earnings growth rate target for 2025 through 2029.
FirstEnergy reported second quarter 2025 GAAP earnings of $268 million, or $0.46 per share, up from $45 million, or $0.08 per share, a year earlier, on revenue of $3.4 billion versus $3.3 billion. It affirmed its 2025 Core Earnings guidance of $2.40 to $2.60 per share, with the company targeting the upper half of that range, and kept its 6-8% Core Earnings growth target for 2025 through 2029. For shareholders, revenue and profit both rose, and the company reaffirmed rather than changed its full-year outlook.
Q2 2025 GAAP EPS was $0.46 versus $0.08 in Q2 2024; Core EPS was $0.52 versus $0.51.
First-half 2025 Core EPS was $1.19 versus $1.00 in the first half of 2024, a 19% year-over-year increase.
Full-year 2025 Core EPS guidance of $2.40 to $2.60 was affirmed, with the company targeting the upper half of the range.
Deployed $2.5 billion in capital investments through June 2025 against a $5 billion 2025 investment plan.
On June 17, 2025, FirstEnergy's Board approved changes to certain outstanding long-term incentive awards for its CEO, CFO, and other named executive officers. For the unfinished parts of the 2023-2025 and 2024-2026 performance periods, the 65% Operating EPS measure is replaced by Core EPS, which the company now uses for reporting and guidance, and the EPS payout is capped at 100% of target.
Board action dated June 17, 2025, on the Compensation Committee's recommendation, applies to all eligible recipients of the 2023 and 2024 LTIP awards
Operating EPS (weighted 65%) is replaced by Core EPS for January 1, 2025 onward; the relative total shareholder return measure (weighted 35%) is unchanged
2023-2025 awards: threshold $7.32 and target $7.76; 2024-2026 awards: threshold $7.44 and target $7.88, each with a 25% threshold payout and 100% target payout
The change follows the company's early 2025 decision to report and guide on Core EPS, effective with the quarter ended March 31, 2025
FirstEnergy completed the sale of $2.5 billion of convertible senior notes on June 12, 2025, consisting of $1.35 billion due 2029 and $1.15 billion due 2031. The company expects about $1.2 billion of the net proceeds to fund a repurchase of part of its $1.5 billion of 4.00% convertible notes due 2026, with the rest for debt repayment, redemption or refinancing, and general corporate purposes. For shareholders, the notes could lead to new common shares or cash settlement of conversions above principal, and the filing notes that 2026 note repurchases may affect the stock price.
$1.35 billion of 3.625% convertible notes due January 15, 2029 and $1.15 billion of 3.875% convertible notes due January 15, 2031, including full exercise of the initial purchasers' options for $200 million and $150 million, respectively
Expected net proceeds of about $2.47 billion, with about $1.2 billion planned for repurchasing part of the $1.5 billion of 2026 notes
Initial conversion price of about $47.78 per share, a premium of about 20% over the June 9, 2025 closing price on the NYSE
Hedging by holders of the 2026 notes could increase or reduce the market price of the stock and could result in a higher effective conversion price
FirstEnergy reported first quarter 2025 GAAP earnings of $360 million, or $0.62 per share, on revenue of $3.8 billion, up from $253 million, or $0.44 per share, on revenue of $3.3 billion a year earlier. Core Earnings (non-GAAP) were $0.67 per share, compared with $0.49 per share in the first quarter of 2024. The company affirmed its full-year 2025 Core Earnings guidance of $2.40 to $2.60 per share and its 6-8% targeted compound Core Earnings growth rate from 2025 through 2029.
Q1 2025 GAAP EPS was $0.62 versus $0.44 in Q1 2024; GAAP earnings were $360 million versus $253 million.
Q1 2025 Core EPS (non-GAAP) was $0.67 versus $0.49 a year earlier.
Revenue was $3.8 billion versus $3.3 billion in Q1 2024.
2025 Core EPS guidance of $2.40 to $2.60 per share was affirmed, not changed.
FirstEnergy reported full-year 2024 GAAP earnings from continuing operations of $978 million, or $1.70 per share, down from $1.96 in 2023, on revenue of $13.5 billion, up from $12.9 billion. Core (non-GAAP) earnings rose 8% to $2.37 per share, and the company introduced 2025 Core earnings guidance of $2.40 to $2.60 per share and a targeted 6-8% compound annual Core earnings growth rate through the five-year planning period. The GAAP decline reflects $0.93 per share in special items.
Full-year 2024 GAAP EPS was $1.70, versus $1.96 in 2023; Operating (non-GAAP) EPS was $2.63, versus $2.56.
Fourth-quarter 2024 GAAP EPS was $0.45, versus $0.30 a year earlier; Core EPS was $0.61, versus $0.52.
2025 Core EPS guidance is $2.40 to $2.60 per share, representing 5.5% growth at the midpoint over 2024 Core earnings.
Energize365 is extended through 2029 with a base capital investment plan of $28 billion, an 8% increase over the prior five-year program.
FirstEnergy reported third quarter 2024 GAAP earnings from continuing operations of $419 million, or $0.73 per share, on revenue of $3.7 billion, and operating earnings of $0.85 per share, within its guidance range. The company narrowed its full-year 2024 operating earnings guidance to $2.61 to $2.71 per share, lowering the top of the prior $2.61 to $2.81 range, and raised its 2024 capital investment plan to $4.6 billion.
Q3 2024 GAAP earnings from continuing operations were $419 million ($0.73 per share), compared with $421 million ($0.74 basic per share) in Q3 2023.
Q3 2024 operating EPS was $0.85, down from $0.88 in Q3 2023, while revenue rose to $3.7 billion from $3.5 billion.
2024 operating EPS guidance narrowed to $2.61 to $2.71 from $2.61 to $2.81, citing mild weather, lower Ohio distribution revenues and higher storm restoration costs.
The 2024 capital investment plan increased by $300 million to $4.6 billion, and the company affirmed its targeted 6% to 8% long-term annual operating earnings growth.
FirstEnergy reported second quarter 2024 GAAP earnings of $45 million, or $0.08 per share, down from $235 million, or $0.41 per share, a year earlier, while operating (non-GAAP) EPS rose 19% to $0.56 on revenue of $3.3 billion. The company affirmed its 2024 operating EPS guidance of $2.61 to $2.81 and gave third quarter guidance of $0.85 to $0.95 per share. The GAAP decline reflects $0.48 per share of special items, including a $0.28 charge tied to an asset retirement obligation regulatory change.
GAAP earnings were $45 million, or $0.08 per share, versus $235 million, or $0.41 per share, in Q2 2023; revenue was $3.3 billion versus $3.0 billion.
Operating EPS was $0.56 versus $0.47 a year earlier, above the midpoint of company guidance.
Special items totaled $0.48 per share in Q2 2024, including a $0.28 asset retirement obligation regulatory change.
2024 operating EPS guidance of $2.61 to $2.81 was affirmed; third quarter guidance is $490 million to $547 million, or $0.85 to $0.95 per share.
FirstEnergy reported first quarter 2024 GAAP earnings of $253 million, or $0.44 per share, down from $292 million, or $0.51 per share, a year earlier, on revenue of $3.3 billion, up from $3.2 billion. Operating (non-GAAP) earnings were $0.55 per share, compared with $0.60 a year earlier, and the company affirmed its 2024 operating EPS guidance of $2.61 to $2.81. Shareholders also get second quarter guidance of $290 million to $345 million, or $0.50 to $0.60 per share.
Q1 2024 GAAP earnings $253 million ($0.44 per share) vs. $292 million ($0.51) in Q1 2023; revenue $3.3 billion vs. $3.2 billion
Q1 2024 operating EPS $0.55 vs. $0.60 in Q1 2023
Q2 2024 earnings guidance $290 million to $345 million, or $0.50 to $0.60 per share
2024 operating EPS guidance of $2.61 to $2.81 affirmed; long-term 6% to 8% annual operating EPS growth target reaffirmed
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