Company: EAI
Filing Date: 2025-10-31
Form Type: 10-Q
Source: 0000065984-25-000132
Chunk: 132

Company: ENTERGY ARKANSAS, LLC
Filing Date: 2025-10-31
Form: 10-Q
Item: Item 4
Chunk 132
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 costs such that the revenues and expenses associated with these items generally offset and do not 

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Table of ContentsEntergy Arkansas, LLC and SubsidiariesManagement’s Financial Discussion and Analysis

affect net income.  “Fuel, rider, and other revenues that do not significantly affect net income” includes the revenue variance associated with these items.

The volume/weather variance is primarily due to an increase in industrial and residential usage.  The increase in industrial usage is primarily due to an increase in demand from large industrial customers, primarily in the primary metals and technology industries, and an increase in demand from small industrial customers.  The increase in residential usage is primarily due to an increase in customers.

The retail one-time bill credit variance represents the disbursement of settlement proceeds in the form of a one-time bill credit provided to Entergy Arkansas’s retail customers during the August 2024 billing cycle through the Grand Gulf credit rider as a result of the System Energy settlement with the APSC.  There is no effect on net income because Entergy Arkansas previously recorded a regulatory liability for the effects of the System Energy settlement with the APSC.  See Note 2 to the financial statements in the Form 10-K for discussion of the System Energy settlement with the APSC and see Note 2 to the financial statements herein and in the Form 10-K for discussion of the Grand Gulf credit rider.

The retail electric price variance is primarily due to an increase in formula rate plan rates effective January 2025.  See Note 2 to the financial statements in the Form 10-K for discussion of the 2024 formula rate plan filing.

Total electric energy sales for Entergy Arkansas for the nine months ended September 30, 2025 and 2024 are as follows:

20252024% Change(GWh)Residential6,242 6,018 4 Commercial4,377 4,330 1 Industrial8,986 7,466 20 Governmental147 141 4   Total retail  19,752 17,955 10 Sales for resale:  Associated companies1,688 1,562 8   Non-associated companies3,792 3,292 15 Total25,232 22,809 11 

See Note 12 to the financial statements herein for additional discussion of Entergy Arkansas’s operating revenues.

Other Income Statement Variances

Third Quarter 2025 Compared to Third Quarter 2024

Other operation and maintenance expenses increased primarily due