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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.
“this Oracle deal gives our existing customers $300 million annually of affordability benefits once they reach the full ramp.”
Oracle is DTE's first 1.4 GW data center customer; the contract yields $300M annual affordability benefit, a read on Oracle data-center buildout.
“We have a strong project development pipeline in place at DTE Vantage with multiple custom energy solutions projects underway, including a project with Ford Motor Company, which is expected to come online in 2026 and a project to build and operate a 42- megawatt combined heat and power project for a large industrial customer, which is expected to begin construction later this year.”
DTE Vantage is building a custom energy solutions project for Ford Motor Company, expected online in 2026, under a long-term fixed-fee contract.
“we did announce the 2.1 gigawatts of frame agreements with Switch and UFM. UFM has already upped their demand from the 100 megawatts to 220 megawatts.”
DTE Electric's data center pipeline includes an agreement with the University of Michigan, whose projected demand has already grown from 100 to 220 megawatts.
“we did announce the 2.1 gigawatts of frame agreements with Switch and UFM. UFM has already upped their demand from the 100 megawatts to 220 megawatts.”
DTE Electric signed a nonbinding frame agreement with data center operator Switch as part of 2.1 gigawatts of announced data center demand.
“One project to highlight is the Ford Motor Company Custom Energy Solutions project that is in construction. This project will provide central utility plant services to Ford’s facility in Marshall, Michigan and is underpinned by a long-term fixed fee contract with no commodity risk.”
DTE Vantage is building a custom energy solutions project for Ford's Marshall, Michigan facility under a long-term fixed-fee contract with no commodity risk, expected to begin commercial operations in 2026.
“Yeah. Paul, this is Dave. Yeah, it was associated with the Ford project. It was a little over $50 million was the ITC associated with the Ford project.”
DTE Vantage recognized over $50 million in investment tax credits tied to a project built for Ford, indicating continued industrial energy-infrastructure investment activity by Ford.
“Switch, a leading colocation provider, plans to build this 1.4-gigawatt site using some of our land from an existing site, with the project expected to ramp up through 2032.”
Switch signed a term sheet for a 1.4-gigawatt colocation data center on DTE land, ramping through 2032 — a sign of continued large-scale data-center capex commitment from Switch.
DTE delivered full-year 2025 operating EPS of $7.36, beating the high end of the $7.09-7.23 guidance range, with a second data center deal expected within weeks and the first 1.4 GW deal approved with construction started. FY2026 guidance of $7.59-7.73 was formalized from the Q3 early outlook with high-end confidence, while the company prepared for up to 2.8 GW of new CCGT development. Energy trading reached $114 million for 2025, well above the $50-60 million guidance.
Cloud & AI | Regulation Policy | Capex Investment | Capital Allocation | Guidance Reliability | Demand | Margin | Pricing | |
|---|---|---|---|---|---|---|---|---|
| 2024Q4 | 6 | 10 | 4 | 5 | 3 | 2 | 2 | 1 |
| 2025Q1 | 2 | 11 | 5 | 2 | 2 | 3 | 1 | |
| 2025Q2 | 8 | 5 | 9 | 2 | 4 | 2 | 1 | 1 |
| 2025Q3 | 11 | 3 | 11 | 7 | 7 | 2 | 3 | 1 |
| 2025Q4 | 9 | 7 | 2 | 4 | 3 | 1 | 1 | 3 |
| 2026Q1 | 12 | 8 | 7 | 5 | 1 | 2 | 3 | 2 |
| '24Q4 | '25Q1 | '25Q2 | '25Q3 | '25Q4 | '26Q1 | |
|---|---|---|---|---|---|---|
| Cloud & AI | 6 | 2 | 8 | 11 | 9 | 12 |
| Regulation Policy | 10 | 11 | 5 | 3 | 7 | 8 |
| Capex Investment | 4 | 5 | 9 | 11 | 2 | 7 |
| Capital Allocation | 5 | 2 | 2 | 7 | 4 | 5 |
| Guidance Reliability | 3 | 2 | 4 | 7 | 3 | 1 |
| Demand | 2 | 3 | 2 | 2 | 1 | 2 |
| Margin | 2 | 1 | 1 | 3 | 1 | 3 |
| Pricing | 1 | 1 | 1 | 3 | 2 |
| Analyst | Firm | Questions (Challenge)Percentage of questions scored as challenging — where the analyst pushed back, pressed for specifics, or questioned management's assumptions. |
|---|---|---|
| Mike Sullivan | Wolfe Research | 13 (15%) |
| Tony Crowdell | Mizuho Securities | 9 (11%) |
| Shar Pourreza | Wells Fargo | 9 (0%) |
| Dave Arcaro | Morgan Stanley | 9 (11%) |
| Andy Weisel | Scotiabank | 9 (0%) |
| Julien Dumoulin-Smith | Jefferies | 7 (0%) |
| Paul Fremont | Ladenburg Thalmann | 7 (0%) |
| Jeremy Tonet | JPMorgan | 6 (0%) |
| Travis Miller | Morningstar | 6 (0%) |
| Nick Campanella | Barclays | 6 (0%) |
| Firm | Analysts | Questions (Challenge)Percentage of questions scored as challenging — where the analyst pushed back, pressed for specifics, or questioned management's assumptions. |
|---|---|---|
| Wolfe Research | 1 | 13 (15%) |
| Barclays | 2 | 10 (0%) |
| JPMorgan | 2 | 10 (0%) |
| Jefferies | 3 |
| 9 (0%) |
| Wells Fargo | 1 | 9 (0%) |
| Scotiabank | 1 | 9 (0%) |
| Mizuho Securities | 1 | 9 (11%) |
| Morgan Stanley | 1 | 9 (11%) |
| Company | Score | Trend | Rev YoY |
|---|---|---|---|
DTE DTE Energy | 7 | +15.8% | |
| AEE Ameren | 7 | +3.8% | |
| AEP American Electric Power | 5 | +6.8% | |
| CMS CMS Energy | 6 | +11.6% | |
| CNP CenterPoint Energy | 5 | +1.9% | |
| D Dominion Energy | 7 | +23.1% | |
| 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% |