Hawaiian Electric Industries Inc (HE) Q3 2024 Earnings Call Highlights: Navigating Challenges ...

In This Article:

  • Consolidated Net Loss: $104.4 million or $0.91 per share for the third quarter.

  • Wildfire Liabilities Accrual: Additional $203 million pre-tax loss recorded for estimated wildfire liabilities.

  • Pacific Current Asset Impairment: $35.2 million pre-tax asset impairment recorded.

  • Utility Core Net Income: $43.7 million in the third quarter, down from $53.8 million in the same quarter last year.

  • Bank Core Net Income: $19.4 million for the quarter, up from $17.6 million in the same quarter last year.

  • Holding Company Core Net Loss: $10.9 million compared to $9.9 million in the same quarter last year.

  • Core Net Income: $52.2 million for the third quarter, compared to $61.5 million in the same quarter last year.

  • Cash on Hand: $678 million at the holding company and $148 million at the utility as of the end of the third quarter.

  • Equity Issuance Proceeds: Approximately $558 million from newly issued shares of common stock.

  • Accounts Receivable Backed Credit Facility: $250 million facility approved for short-term and up to $100 million for long-term financing needs.

Release Date: November 08, 2024

For the complete transcript of the earnings call, please refer to the full earnings call transcript.

Positive Points

  • Hawaiian Electric Industries Inc (NYSE:HE) finalized a definitive settlement agreement for the Maui wildfire tort litigation, providing a clearer path forward for the company.

  • The utility has rapidly advanced its wildfire risk mitigation strategies, including the implementation of a public safety power shutoff program and deployment of advanced technologies.

  • American Savings Bank, a subsidiary of HE, continues to perform well with strong net income and profitability, benefiting from strategic balance sheet repositioning.

  • Economic indicators in Hawaii remain healthy, supporting strong credit quality across the bank's loan portfolio.

  • HE successfully closed an equity offering, raising approximately $558 million, which will be used to fund the first settlement payment and for general corporate purposes.

Negative Points

  • HE recorded a consolidated net loss of $104.4 million for the quarter, impacted by significant one-time losses related to wildfire liabilities and asset impairments.

  • The utility's core net income decreased due to higher operating and maintenance expenses, including costs related to wildfire mitigation and increased insurance premiums.

  • HE faces ongoing legal proceedings with insurers regarding the Maui wildfire claims, adding uncertainty to the settlement process.

  • The company recorded a $35.2 million pre-tax asset impairment at Pacific Current, reflecting challenges in its strategic review process.

  • Despite resolving the going concern issue, HE still faces significant financial obligations with the settlement payments scheduled over the next four years.