10-QPeriod: Q1 FY2012

FIRSTENERGY CORP Quarterly Report for Q1 Ended Mar 31, 2012

Filed May 1, 2012For Securities:FE

Summary

FirstEnergy Corp. reported a significant increase in earnings for the first quarter of 2012, with earnings per share rising to $0.73 from $0.15 in the prior year's first quarter. This substantial improvement was largely driven by the full inclusion of Allegheny subsidiaries' results, which were only partially accounted for in the first quarter of 2011, as well as favorable mark-to-market adjustments and merger-related cost reductions. The company continues to manage its financial position through strategic debt refinancing and remarketing of bonds. Operationally, FirstEnergy is investing in new generation capacity to ensure reliability, particularly in response to PJM's requests for Reliability Must-Run arrangements. Regulatory matters remain active, with ongoing proceedings in Ohio regarding the extension of Electric Security Plans and potential rate adjustments in New Jersey. Investors should note the substantial growth in the Competitive Energy Services segment, alongside steady performance in Regulated Distribution and Regulated Independent Transmission. While overall financial performance has improved, the company faces ongoing regulatory reviews and environmental compliance challenges, which are key factors to monitor.

Financial Statements
Beta
Revenue$3.99B
Operating Expenses$3.24B
Operating Income$740.00M
Interest Expense$246.00M
Net Income$306.00M
EPS (Basic)$0.73
EPS (Diluted)$0.73
Shares Outstanding (Basic)418.00M
Shares Outstanding (Diluted)420.00M

Key Highlights

  • 1FirstEnergy reported a significant year-over-year increase in diluted earnings per share, rising to $0.73 in Q1 2012 from $0.15 in Q1 2011.
  • 2The substantial earnings growth was primarily driven by the full-quarter inclusion of results from the Allegheny subsidiaries, along with favorable mark-to-market adjustments and reduced merger-related costs.
  • 3The Regulated Distribution segment saw a notable increase in net income, largely due to the consolidation of Allegheny results and lower merger costs, despite a decrease in distribution deliveries for pre-merger companies.
  • 4The Competitive Energy Services segment experienced a significant surge in net income, driven by higher revenues and operating efficiencies, and the full inclusion of Allegheny subsidiaries.
  • 5FirstEnergy is actively managing its financial structure, with debt refinancing and remarketing of Pollution Control Revenue Bonds (PCRBs) occurring in early April 2012.
  • 6The company is proposing an extension of its Electric Security Plan (ESP) in Ohio for two additional years, which aims to freeze base distribution rates and secure generation supply over a longer period.
  • 7Operational developments include an application for a feasibility study for new peaking generation at the Eastlake Plant and the completion of a Root Cause Analysis for cracks found at the Davis-Besse Shield Building, which was deemed to not affect structural integrity.

Frequently Asked Questions

The primary driver for the substantial increase in earnings per share was the full inclusion of the Allegheny subsidiaries' financial results for the entire quarter in 2012, compared to only one month in the first quarter of 2011. Additionally, favorable mark-to-market adjustments and a decrease in merger-related costs contributed to the improved performance.

FirstEnergy is pursuing new generation capacity by filing an application for a feasibility study to install approximately 800 MW of new combustion turbine peaking generation at its Eastlake Plant. Furthermore, PJM has requested Reliability Must-Run arrangements for several of FirstEnergy's plants to ensure regional reliability.

FirstEnergy's Ohio utilities have filed an application with the Public Utilities Commission of Ohio (PUCO) to extend their current Electric Security Plan (ESP) for two additional years. This extension, if approved, would freeze base distribution rates through May 2016, continue economic development and assistance programs, and secure generation supply over a longer period to mitigate price spikes for customers.

FirstEnergy is actively managing its financial obligations through strategic debt management. This includes refinancing and remarketing of Pollution Control Revenue Bonds (PCRBs) and issuing new First Mortgage Bonds (FMBs) to retire maturing debt. The company also maintains substantial available liquidity through its revolving credit facilities.