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| 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 | 14 (0%) |
| Carly Davenport | Goldman Sachs | 12 (0%) |
| Jeremy Tonet | JPMorgan | 11 (9%) |
| Anthony Crowdell | Mizuho Securities | 8 (13%) |
| Steve Fleishman | Wolfe Research | 7 (0%) |
| Shar Pourreza | Wells Fargo | 7 (0%) |
| Paul Zimbardo | Jefferies | 6 (0%) |
| David Arcaro | Morgan Stanley | 6 (0%) |
| James Kennedy | Guggenheim | 3 (0%) |
| Richard 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 | 14 (0%) |
| Goldman Sachs | 1 | 12 (0%) |
| JPMorgan | 1 | 11 (9%) |
| Wolfe Research | 2 |
| 9 (0%) |
| Mizuho Securities | 1 | 8 (13%) |
| Wells Fargo | 1 | 7 (0%) |
| Morgan Stanley | 1 | 6 (0%) |
| Jefferies | 1 | 6 (0%) |
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 | Guidance Reliability | Capital Allocation | Innovation & R&D | |
|---|---|---|---|---|---|---|---|---|
| 2024Q4 | 5 | 4 | 5 | 1 | ||||
| 2025Q1 | 4 | 7 | 4 | 2 | 2 | 1 | 2 | |
| 2025Q2 | 2 | 1 | 1 | 1 | 1 | |||
| 2025Q3 | 11 | 4 | 2 | 2 | 4 | 2 | 2 | |
| 2025Q4 | 9 | 5 | 3 | 3 | 1 | 3 | 2 | 1 |
| 2026Q1 | 6 | 4 | 1 | 2 | 3 | 2 | 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 | |
| Guidance Reliability | 1 | 1 | 3 | 3 | ||
| Capital Allocation | 2 | 2 | 2 | 2 | ||
| Innovation & R&D | 2 | 1 | 4 |
| Quarter | Revenue | Rev YoY | EPS | EPS YoY | Op margin | Net margin | FCF |
|---|---|---|---|---|---|---|---|
| FY2024 Q4 | $3.40B | -3.8% | $0.14 | -46.2% | 22.7% | -2.2% | $-2.87B |
| FY2025 Q1 | $4.08B | +12.2% | $0.75 | +50.0% | 30.0% | 15.8% | $-2.03B |
| FY2025 Q2 | $3.81B | +9.3% | $0.88 | +35.4% | 28.8% | 19.9% | $-1.77B |
| FY2025 Q3 | $4.53B | +14.9% | $1.18 | +5.4% | 29.6% | 22.2% | $-1.08B |
| FY2025 Q4 | $4.09B | +20.4% | $0.64 | +357.1% | 18.5% | 14.3% | $-2.40B |
| FY2026 Q1 | $5.14B | +26.2% | $0.69 | -8.0% | 28.0% | 12.1% | $-2.14B |
| FY2026 Q2 | $4.56B | +19.6% | $0.37 | -58.0% | 23.5% | 7.5% | $-1.20B |
| Year | Revenue | Rev YoY | EPS | EPS YoY | Op margin | Net margin | FCF |
|---|---|---|---|---|---|---|---|
| FY2022 | $16.75B | — | $1.06 | — | 9.1% | 5.9% | $-4.06B |
| FY2023 | $14.39B | -14.1% | $2.29 | +116.0% | 23.6% | 13.6% | $-3.66B |
| FY2024 | $14.46B | +0.5% | $2.41 | +5.2% | 25.1% | 12.9% | $-7.41B |
| FY2025 |
Management’s own words, often on a non-GAAP, constant-currency, or adjusted basis — so these can differ from the GAAP figures above (e.g. constant-currency revenue growth excludes currency swings).
| $16.51B |
| +14.2% |
| $3.45 |
| +43.2% |
| 26.7% |
| 18.2% |
| $-7.28B |
Calendar quarter Q4 2025Earnings call Feb 23, 2026
FY2025 Q4 in brief
Dominion closed 2025 with record operating EPS of $3.42, above the guidance midpoint, and full-year GAAP earnings of $3.45 per share.
Newest quarter FY2026 Q2 is part of Pro · see what Pro adds →
GAAP revenue YoY +20.4% → base 8. The base score is anchored to the GAAP revenue YoY band before transcript, EPS, and guidance adjustments.
Sources. Tellvest earnings-call sentiment score for Dominion Energy (D), FY2025 Q4: 9/10. Scores: Dominion Energy’s public earnings-call transcripts and SEC-reported results — the base band is anchored to reported GAAP revenue growth; transcript, EPS and guidance adjustments are applied separately (documented exceptions apply to a few issuers). Price: D daily closing prices for the trailing year; dots mark earnings calls, colored by that quarter’s score; the newest quarter’s score is part of Tellvest Pro. How to read a company earnings-call score.
What D and other companies said about each other on FY2025 Q4 earnings calls — extracted verbatim from public transcripts. Mentions from the newest quarter are a Pro feature.
“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.
| Company | Score | Trend | Rev YoY |
|---|---|---|---|
D Dominion Energy | 9 | +20.4% | |
| AEE Ameren | 4 | -8.2% | |
| AEP American Electric Power | 5 | +7.3% | |
| CMS CMS Energy | 7 | +12.3% | |
| CNP CenterPoint Energy | 7 | +10.7% | |
| DTE DTE Energy | 7 | +23.4% | |
| DUK Duke Energy | 6 | +7.8% | |
| ED Consolidated Edison | 7 | +8.9% | |
| EIX Edison International | 9 | +30.9% | |
| ES Eversource Energy | 8 | +13.4% | |
| ETR Entergy | 5 | +7.9% | |
| EVRG Evergy | 9 | +9.5% | |
| EXC Exelon | 6 | -1.1% | |
| FE FirstEnergy | 8 | +19.6% | |
| LNT Alliant Energy | 6 | +9.0% | |
| NEE NextEra Energy | 5 | +21.9% | |
| PCG PG&E Corporation | 7 | +2.6% | |
| PEG Public Service Enterprise Group | 9 | +18.3% | |
| PNW Pinnacle West | 6 | +3.0% | |
| PPL PPL Corporation | 7 | +2.9% | |
| SO Southern Company | 7 | +10.1% | |
| WEC WEC Energy Group | 8 | +11.1% | |
| XEL Xcel Energy | 8 | +14.1% |