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Sentiment · FY2026 Q2
| 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 reported Q1 operating earnings of $0.95 per share and GAAP results of $0.69 per share, with all financial guidance affirmed including the 2026 $3.50 operating EPS midpoint. CVOW reached 75% completion and delivered first power, while data center demand accelerated with over 50 gigawatts in various stages of contracting including approximately 10.4 gigawatts under electrical service agreements. Battery storage legislation expanded the opportunity set, and the Millstone nuclear recontracting emerged as a catalyst.
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 |
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).
| Company | Score | Trend | Rev YoY |
|---|---|---|---|
D Dominion Energy | 7 | +26.2% | |
| 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% |