Guidance was significantly lowered due to Q1 margin compression from severe winter weather, elevated customer acquisition spending, and solar inventory write-downs. Gross profit declined 20%, diluted EPS fell from $0.40 to $0.11, and adjusted EBITDA came in well below expectations. However, management expects recovery in subsequent quarters with normalized margins and improved performance.
Mixed results with flat revenues and declining adjusted EBITDA (-2.8% YoY) offset by strong meter growth (17% annually), improved renewables segment performance, solid cash generation ($201M), and maintained 2025 guidance. Electricity margin compression is a concern, but operational improvements in growth initiatives like Diversegy and Roded show promise.
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