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Fiscal Spend '24: Trad Energy Gen
3 tickers · $258.76B total market cap
Group: Fiscal Spend
As of Spring 2025, the thesis for traditional energy generation companies like Rolls-Royce (RR/ LN) and Energie Baden-Württemberg AG (ENR GR) is mixed. The fiscal policies enacted under the new administration have provided some support for traditional energy sectors to ensure energy security amidst geopolitical tensions and fluctuating global energy markets. However, the continuing shift towards renewable energy, driven by both policy and market forces, poses significant strategic challenges for traditional energy companies.
Fiscal Spend '24: Trad Energy Gen tracks 3 publicly listed stocks in this theme: CMI, ENR.XETRA, RR.LSE. See the constituent table for details.
Thesis update: 2025-04-01
Constituents
Build 20260520T081747
| Company | Previous Quarter Report Date | Next Expected Report Date | Last Quarter Earnings Move % | Earnings Move % | Intra-Quarter Move % | Since Last Report % | Market cap | Weight |
|---|---|---|---|---|---|---|---|---|
Siemens Energy AGENR.XETRA | 05/12/2026 (AMC) | 05/12/2026 (AMC) | -0.73% | -1.31% | 3.37% | -5.83% | $166.46B | 33.3333 |
Cummins Inc.CMI | 05/05/2026 (BMO) | 05/05/2026 (BMO) | -4.61% | 8.99% | 13.67% | -7.87% | $91.00B | 33.3333 |
Rolls-Royce Holdings plcRR.LSE | 02/26/2026 (AMC) | — | -1.43% | — | -13.00% | — | $1.30B | 33.3333 |
| Average | -2.25% | 3.84% | 1.35% | -6.85% | $86.25B | 33.3333 | ||
| Median | -1.43% | 3.84% | 3.37% | -6.85% | $91.00B | 33.3333 | ||
| Std Dev | 1.69% | 5.15% | 10.98% | 1.02% | $67.51B | 0.0% | ||
| Min | -4.61% | -1.31% | -13.00% | -7.87% | $1.30B | 33.3333 | ||
| Max | -0.73% | 8.99% | 13.67% | -5.83% | $166.46B | 33.3333 | ||
| % Positive Tickers | 0.00% | 50.00% | 66.67% | 0.00% |
* Provisional value: before LstRpt% reaches its 2-day post-report lock window (BMO/AMC adjusted), EarningsPerf is calculated from current vs pre-report and then locks to final LstRpt%.