12. Report of Business Segments

 

OGE Energy reports its operations primarily through a single segment, captioned "electric company," which is engaged in the generation, transmission, distribution and sale of electric energy. The "other operations" caption primarily includes the operations of the holding company and other energy-related investments. Intersegment revenues are recorded at prices comparable to those of unaffiliated customers and are affected by regulatory considerations. In accordance with ASC Topic 280, “Segment Reporting,” the Registrants have identified their Chief Executive Officer as the “chief operating decision maker.” The Chief Executive Officer uses net income as the measure of reportable segment profit or loss to make operating decisions, allocate resources, and assess performance. The following tables, which include significant segment expenses, present the results of OGE Energy's business segments for the years ended December 31, 2025, 2024 and 2023.

2025

 

Electric Company

 

 

Other
Operations

 

 

Eliminations

 

 

Total

 

(In millions)

 

 

 

 

 

 

 

 

 

 

 

 

Operating revenues

 

$

3,260.1

 

 

$

 

 

$

 

 

$

3,260.1

 

Fuel, purchased power and direct transmission expense

 

 

1,259.9

 

 

 

 

 

 

 

 

 

1,259.9

 

Other operation and maintenance

 

 

531.0

 

 

 

0.6

 

 

 

 

 

 

531.6

 

Depreciation and amortization

 

 

559.8

 

 

 

 

 

 

 

 

 

559.8

 

Taxes other than income

 

 

109.4

 

 

 

 

 

 

 

 

 

109.4

 

Operating income (loss)

 

 

800.0

 

 

 

(0.6

)

 

 

 

 

 

799.4

 

Other income

 

 

30.4

 

 

 

7.4

 

 

 

(6.4

)

 

 

31.4

 

Interest expense

 

 

225.5

 

 

 

51.2

 

 

 

(6.4

)

 

 

270.3

 

Income tax expense (benefit)

 

 

105.1

 

 

 

(15.3

)

 

 

 

 

 

89.8

 

Net income (loss)

 

$

499.8

 

 

$

(29.1

)

 

$

 

 

$

470.7

 

Total assets

 

$

14,277.5

 

 

$

134.1

 

 

$

(41.1

)

 

$

14,370.5

 

Capital expenditures

 

$

1,054.4

 

 

$

 

 

$

 

 

$

1,054.4

 

 

2024

 

Electric Company

 

 

Other
Operations

 

 

Eliminations

 

 

Total

 

(In millions)

 

 

 

 

 

 

 

 

 

 

 

 

Operating revenues

 

$

2,985.3

 

 

$

 

 

$

 

 

$

2,985.3

 

Fuel, purchased power and direct transmission expense

 

 

1,076.4

 

 

 

 

 

 

 

 

 

1,076.4

 

Other operation and maintenance

 

 

514.1

 

 

 

0.3

 

 

 

 

 

 

514.4

 

Depreciation and amortization

 

 

539.5

 

 

 

 

 

 

 

 

 

539.5

 

Taxes other than income

 

 

109.7

 

 

 

 

 

 

 

 

 

109.7

 

Operating income (loss)

 

 

745.6

 

 

 

(0.3

)

 

 

 

 

 

745.3

 

Other income

 

 

31.9

 

 

 

2.4

 

 

 

(4.5

)

 

 

29.8

 

Interest expense

 

 

214.4

 

 

 

44.6

 

 

 

(4.5

)

 

 

254.5

 

Income tax expense (benefit)

 

 

93.2

 

 

 

(14.1

)

 

 

 

 

 

79.1

 

Net income (loss)

 

$

469.9

 

 

$

(28.4

)

 

$

 

 

$

441.5

 

Total assets

 

$

13,581.3

 

 

$

402.9

 

 

$

(268.2

)

 

$

13,716.0

 

Capital expenditures

 

$

1,090.9

 

 

$

 

 

$

 

 

$

1,090.9

 

 

2023

 

Electric Company

 

 

Other
Operations

 

 

Eliminations

 

 

Total

 

(In millions)

 

 

 

 

 

 

 

 

 

 

 

 

Operating revenues

 

$

2,674.3

 

 

$

 

 

$

 

 

$

2,674.3

 

Fuel, purchased power and direct transmission expense

 

 

911.7

 

 

 

 

 

 

 

 

 

911.7

 

Other operation and maintenance

 

 

505.0

 

 

 

(2.4

)

 

 

 

 

 

502.6

 

Depreciation and amortization

 

 

506.6

 

 

 

 

 

 

 

 

 

506.6

 

Taxes other than income

 

 

99.4

 

 

 

3.8

 

 

 

 

 

 

103.2

 

Operating income (loss)

 

 

651.6

 

 

 

(1.4

)

 

 

 

 

 

650.2

 

Other income

 

 

43.5

 

 

 

8.1

 

 

 

(7.4

)

 

 

44.2

 

Interest expense

 

 

199.9

 

 

 

28.9

 

 

 

(7.4

)

 

 

221.4

 

Income tax expense (benefit)

 

 

68.8

 

 

 

(12.6

)

 

 

 

 

 

56.2

 

Net income (loss)

 

$

426.4

 

 

$

(9.6

)

 

$

 

 

$

416.8

 

Total assets

 

$

12,642.6

 

 

$

301.1

 

 

$

(153.0

)

 

$

12,790.7

 

Capital expenditures

 

$

1,178.2

 

 

$

 

 

$

 

 

$

1,178.2

 

Historical Timeline

Fiscal YearFiled
2025Feb 18, 2026Showing above
2024Feb 19, 2025
2023Feb 21, 2024
2022Feb 23, 2023
2021Feb 24, 2022
2020Feb 25, 2021
2019Feb 27, 2020
2018Feb 21, 2019
2017Feb 22, 2018
2016Feb 23, 2017
2015Feb 26, 2016

About Segments Disclosures

Segment disclosures break a company into its reportable operating units, revealing revenue, profit, and asset allocation that consolidated financial statements obscure. Under ASC 280, segments must match how the chief operating decision maker views the business, providing a window into internal management structure and resource allocation priorities.

Key signals: compare segment margins to identify which units drive profitability and which destroy value. Watch for changes in the number of reportable segments — segment aggregation or disaggregation often coincides with strategic shifts or attempts to obscure declining performance. Intersegment elimination patterns reveal internal pricing practices. The reconciliation between segment totals and consolidated figures exposes corporate overhead allocation and unallocated items. Geographic revenue concentration highlights regulatory and currency exposure. Compare segment-level capital expenditure against segment revenue to assess where management is investing for future growth versus harvesting existing assets.