Company: EAI
Filing Date: 2025-10-31
Form Type: 10-Q
Source: 0000065984-25-000132
Chunk: 2

Company: ENTERGY ARKANSAS, LLC
Filing Date: 2025-10-31
Form: 10-Q
Item: Item 3
Chunk 2
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ergy 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 volume/weather variance is primarily due to an increase in industrial usage and an increase in weather-adjusted residential usage, partially offset by the effect of less favorable weather on residential sales.  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 weather-adjusted residential usage is primarily due to an increase in customers.

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 three months ended September 30, 2025 and 2024 are as follows:

20252024% Change(GWh)Residential2,357 2,243 5 Commercial1,724 1,650 4 Industrial3,380 2,682 26 Governmental59 54 9   Total retail  7,520 6,629 13 Sales for resale:  Associated companies592 577 3   Non-associated companies1,336 1,343 (1)Total9,448 8,549 11 

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

Nine Months Ended September 30, 2025 Compared to Nine Months Ended September 30, 2024

Following is an analysis of the change in operating revenues comparing the nine months ended September 30, 2025 to the nine months ended September 30, 2024:

Amount(In Millions)2024 operating revenues$1,893.0 Fuel, rider, and other revenues that do not significantly affect net income41.8 Volume/weather98.1 Retail one-time bill credit92.3 Retail electric price50.1 2025 operating revenues$2,175.3 

Entergy Arkansas’s results include revenues from rate mechanisms designed to recover fuel, purchased power, and other