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Sentiment · FY2026 Q1
What companies say about each other on earnings calls — extracted verbatim from public transcripts. Mentions from the newest quarter are a Pro feature.
“the PJM board approved approximately $3 billion of investment for the ValleyLink joint venture between FirstEnergy, AEP, and Dominion”
PJM approved a ~$3B transmission investment for the ValleyLink joint venture between FirstEnergy, AEP, and Dominion, expanding Dominion's participation in a large multi-utility transmission buildout.
“you probably know we've announced the joint planning agreements with Dominion and FirstEnergy to propose those projects through the regional transmission expansion plan.”
AEP has joint transmission planning agreements with Dominion Energy and FirstEnergy for PJM regional transmission expansion projects, expected to be upside to AEP's capital plan pending Q1 PJM approval.
“For the projects that were selected by PJM yesterday as part of the JV or you're part of with Dominion and AEP, are there any assumptions on those projects that are reflected in the current plan?”
FirstEnergy is part of a PJM-awarded competitive transmission joint venture with Dominion Energy and AEP; management expects roughly $675 million of project spend and called it a significant opportunity — a modest positive read-through for Dominion's transmission investment pipeline.
“Allendale, South Carolina welcomed Hampton Lumber in July, when the company established its first East Coast sawmill, bringing more than 125 new jobs to the region.”
Hampton Lumber's first East Coast sawmill is a new economic-development customer in Dominion's South Carolina territory.
“Stonepeak has been a great partner with us,”
Stonepeak is Dominion's financing partner on the Coastal Virginia Offshore Wind project, sharing in any cost overruns.
“we are well below the prescribed maximums at both Moody's and S&P as it relates to that even with what we have in our current plan.”
Dominion notes it is well within both Moody's and S&P hybrid-issuance limits, a reference to S&P Global Ratings' credit thresholds.
“Of particular note is our estimate of Moody's full-year CFO pre-working-capital to debt, which is both nearly 100 basis points above our downgrade threshold and the highest result we have reported for this metric since 2012.”
Dominion references Moody's credit metric and downgrade threshold in assessing its balance-sheet strength.
“In September 2025, Eli Lilly and Company announced plans for a $5 billion state-of-the-art manufacturing facility that will generate 650 high-wage jobs and 1,800 construction jobs in Virginia.”
Eli Lilly's $5B Virginia manufacturing facility is a large new load Dominion is connecting, a positive read on Lilly's manufacturing expansion.
“That's about 100 basis point cushion relative to our downgrade threshold at Moody's 200 basis points at S&P.”
Dominion cites a 200 basis point cushion above its S&P downgrade threshold, referencing S&P Global Ratings.
“That's about 100 basis point cushion relative to our downgrade threshold at Moody's 200 basis points at S&P.”
Dominion cites its FFO-to-debt cushion above the downgrade thresholds at Moody's and S&P.
“that's the MOU that we entered into with Amazon. They've expressed some interest in helping finance an SMR at North Anna 3.”
Amazon has an MOU with Dominion and has expressed interest in helping finance a small modular reactor at North Anna 3, a read-through on Amazon's nuclear/power procurement for data centers.
“the South Carolina CCGT that we're now authorized and seeking approval to build with our partners, Santee Cooper.”
Dominion is partnering with Santee Cooper to build a South Carolina combined-cycle gas plant, an incremental generation investment.
“Siemens Gamesa successfully completed all necessary modifications for turbine handling and installation.”
Siemens Gamesa, Dominion's offshore wind turbine supplier, completed modifications on the Charybdis vessel for turbine installation.
“under the agreement we have with Stonepeak capital between $11.3 billion and $11.8 billion is shared about 2/3 at Dominion and 1/3 with Stonepeak”
Stonepeak is Dominion's 50% cost-sharing partner on the Coastal Virginia Offshore Wind project, funding a third of overrun capital between $11.3B and $11.8B.
“Siemens Gamesa continues to make excellent and on-time progress in the fabrication of the project's turbines.”
Siemens Gamesa is manufacturing the wind turbines for Dominion's Coastal Virginia Offshore Wind project and remains on schedule.
Dominion closed 2025 with record operating EPS of $3.42, above the guidance midpoint, and full-year GAAP earnings of $3.45 per share. New 2026 operating EPS guidance was introduced at $3.40 to $3.60 with a $3.50 midpoint, implying 6.1% growth. The five-year capital plan was raised 30% to approximately $65 billion, CVOW surpassed 70% completion with the first turbine installed, and the data center pipeline exceeded 48 gigawatts with 20-year visibility.
Capex Investment | Regulation Policy | Demand | Revenue Growth | Supply Chain | Capital Allocation | Guidance Reliability | Innovation & R&D | |
|---|---|---|---|---|---|---|---|---|
| 2024Q4 | 5 | 4 | 5 | 1 | ||||
| 2025Q1 | 4 | 7 | 4 | 2 | 2 | 2 | 1 | |
| 2025Q2 | 2 | 1 | 1 | 1 | 1 | |||
| 2025Q3 | 11 | 4 | 2 | 2 | 4 | 2 | 2 | |
| 2025Q4 | 9 | 5 | 3 | 3 | 1 | 2 | 3 | 1 |
| 2026Q1 | 6 | 4 | 1 | 2 | 2 | 3 | 4 |
| '24Q4 | '25Q1 | '25Q2 | '25Q3 | '25Q4 | '26Q1 | |
|---|---|---|---|---|---|---|
| Capex Investment | 5 | 4 | 2 | 11 | 9 | 6 |
| Regulation Policy | 4 | 7 | 1 | 4 | 5 | 4 |
| Demand | 5 | 4 | 2 | 3 | 1 | |
| Revenue Growth | 2 | 1 | 2 | 3 | 2 | |
| Supply Chain | 1 | 2 | 1 | 4 | 1 | |
| Capital Allocation | 2 | 2 | 2 | 2 | ||
| Guidance Reliability | 1 | 1 | 3 | 3 | ||
| Innovation & R&D | 2 | 1 | 4 |
| Analyst | Firm | Questions (Challenge)Percentage of questions scored as challenging — where the analyst pushed back, pressed for specifics, or questioned management's assumptions. |
|---|---|---|
| Nick Campanella | Barclays | 12 (0%) |
| Jeremy Tonet | JPMorgan | 11 (9%) |
| Carly Davenport | Goldman Sachs |
| Tony Crowdell | Mizuho Securities | 8 (13%) |
| Steve Fleishman | Wolfe Research | 7 (0%) |
| Shar Pourreza | Wells Fargo | 7 (0%) |
| Dave Arcaro | Morgan Stanley | 6 (0%) |
| Paul Zimbardo | Jefferies | 4 (0%) |
| Jim Kennedy | Guggenheim | 3 (0%) |
| Rick Sunderland | Truist Securities | 2 (0%) |
| Firm | Analysts | Questions (Challenge)Percentage of questions scored as challenging — where the analyst pushed back, pressed for specifics, or questioned management's assumptions. |
|---|---|---|
| Barclays | 1 | 12 (0%) |
| JPMorgan | 1 | 11 (9%) |
| Goldman Sachs | 1 | 10 (0%) |
| Wolfe Research | 2 | 9 (0%) |
| Mizuho Securities | 1 | 8 (13%) |
| Wells Fargo | 1 | 7 (0%) |
| Morgan Stanley | 1 | 6 (0%) |
| RBC Capital Markets | 2 | 4 (0%) |
| Company | Score | Trend | Rev YoY |
|---|---|---|---|
D Dominion Energy | 7 | +23.1% | |
| AEE Ameren | 7 | +3.8% | |
| AEP American Electric Power | 5 | +6.8% | |
| CMS CMS Energy | 6 | +11.6% | |
| CNP CenterPoint Energy | 5 | +1.9% | |
| DTE DTE Energy | 7 | +15.8% | |
| DUK Duke Energy | 8 | +11.3% | |
| ED Consolidated Edison | 6 | +6.2% | |
| EIX Edison International | 6 | +7.7% | |
| ES Eversource Energy | 6 | +9.4% | |
| ETR Entergy | 8 | +12.0% | |
| EVRG Evergy | 7 | +5.5% | |
| EXC Exelon | 6 | +7.9% | |
| FE FirstEnergy | 7 | +11.6% | |
| LNT Alliant Energy | 5 | +5.0% | |
| NEE NextEra Energy | 6 | +7.3% | |
| PCG PG&E Corporation | 8 | +15.0% | |
| PEG Public Service Enterprise Group | 9 | +19.4% | |
| PNW Pinnacle West | 8 | +11.4% | |
| PPL PPL Corporation | 7 | +10.8% | |
| SO Southern Company | 6 | +8.0% | |
| WEC WEC Energy Group | 7 | +9.0% | |
| XEL Xcel Energy | 6 | +2.9% |