PUGET ENERGY INC /WA
Utilities · Electric Services · WA · SEC filings ↗ · Compare ⊕
Financials
SEC XBRL · annual| FY25 | FY24 | FY23 | FY22 | FY21 | FY20 | |
|---|---|---|---|---|---|---|
| Revenue | $5.42B | $4.85B | $4.73B | $4.13B | $3.73B | $3.22B |
| Operating income | $755.7M | $607.2M | $331.1M | $777.6M | $577.7M | $507.8M |
| Net income | $369.4M | $265.3M | $53.7M | $414.3M | $260.8M | $182.7M |
| Total assets | $20.91B | $18.96B | $17.73B | $17.19B | $15.87B | $15.04B |
| Total liabilities | — | — | — | — | — | — |
| Equity | $5.71B | $5.37B | $4.96B | $4.96B | $4.56B | $4.14B |
| EPS (diluted) | — | — | — | — | — | — |
| Shares out. | 200 | 200 | 200 | 200 | 200 | 200 |
Reported figures from the company's SEC filings (XBRL). Blank where a line item isn't cleanly tagged — never estimated.
Key ratios
from filings · FY2025- Operating margin
- 14.0%
- Net margin
- 6.8%
- Return on equity
- 6.5%
- Return on assets
- 1.8%
- Return on capital (ROCE)
- 4.0%
- Liabilities / assets
- —
- Debt / equity
- —
- Book value / share
- $28536735.00
- Revenue growth (YoY)
- 11.6%
- Net income growth (YoY)
- 39.3%
Computed from the company's own SEC figures — no market price, so these are facts, not a valuation. Book value per share is reported equity ÷ shares; it is not the stock price.
Financial health
forensic scores · FY2025- Accruals / assets
- −3.3%clean
- Piotroski F-Score
- 8/8strong
Altman Z″is a textbook bankruptcy-distress score from book values only (>2.6 safe · 1.1–2.6 grey · <1.1 distress). Accruals = (net income − operating cash flow) ÷ assets; persistently high accruals are an earnings-quality red flag. Beneish M-Scoreis an eight-ratio screen comparing this year with last (M > −1.78 = elevated manipulation-risk screen, not proof). Piotroski F-Scorecounts how many of nine fundamental-health checks pass (shown as passed / applicable; we use operating margin and total liabilities as documented proxies where the exact input isn't XBRL-tagged). Computed from SEC filings — descriptive factors, not advice or a forecast.
Quality score
EDS ScoreOur own multi-factor score from free SEC data — profitability, growth, financial strength, earnings quality, and event/ownership catalysts. No market price and no licensed model: each axis is the share of source-backed checks it passes. Descriptive factors, not advice or a forecast. What these scores mean →
Signs
● 4 good- Operating margin is positive
- Revenue is growing year-over-year
- Positive operating cash flow
- Clean earnings (low accruals)
Derived from the company's own SEC figures (fundamentals, forensic scores, filing discipline) — descriptive factors, not advice or a forecast.
Insider transactions
SEC Form 4 · most recent| Insider | Date | Type | Shares | Price |
|---|---|---|---|---|
| Valdman Bertrand AOfficer — EVP and COO | Feb 6, 2009 | D | 20,635 | $30.00 |
| Reynolds Stephen POfficer — Chairman, President and CEO | Feb 6, 2009 | D | 40,107 | $30.00 |
| Oconnor Jennifer LOfficer — Sr VP and General Counsel | Jan 30, 2009 | Gift | 400 | $0.00 |
| Narodick Sally GDirector | Feb 6, 2009 | D | 4,147 | $30.00 |
| Mortimer Kenneth PDirector | Feb 6, 2009 | D | 4,916 | $30.00 |
| Moriguchi TomioDirector | Feb 6, 2009 | D | 1,362 | $30.00 |
| Markell Eric MOfficer — EVP and CFO | Feb 6, 2009 | D | 29,076 | $30.00 |
| Harris Kimberly JOfficer — EVP and CRO | Feb 6, 2009 | D | 23,254 | $30.00 |
| Gaines Donald EOfficer — VP Finance and Treasurer | Feb 6, 2009 | D | 5,093 | $30.00 |
Headline trade per Form 4 (officers, directors, 10%+ owners). Buy/sell read from the filing's structured data — blank where a field isn't cleanly tagged.
Material events
SEC Form 8-K · most recent- Entered a material agreement · New financial obligation · Other material eventMar 27, 2026
- Regulation FD disclosureMar 2, 2026
- Regulation FD disclosureNov 7, 2025
- Director / officer changeAug 1, 2025
- Director / officer changeJun 11, 2025
- Director / officer changeApr 15, 2025
- Entered a material agreement · New financial obligation · Other material eventMar 13, 2025
- Director / officer changeJan 3, 2025
Events the company reported on Form 8-K, labelled by the SEC item code it filed under — its own classification, not our interpretation.
Recent SEC filings
All filings ↗Event-driven situations (1)
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