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Sentiment · FY2026 Q2
As of FY2026 Q1, the Tellvest earnings-call sentiment score for Duke Energy (DUK) is 8/10.
Duke posted Q1 adjusted EPS of $1.93 versus $1.76 in the prior year as 7.6 GW of data center ESAs were signed including 2.7 GW in Q1 alone. The Carolina utilities combination was approved with $2.3 billion in projected savings while a multiyear $3.1 billion clean energy tax credit monetization was secured. Five GW of gas generation was under construction with an additional 2.5 GW in development, and FY2026 guidance and the 5-7% long-term growth rate were reaffirmed.
Scored from Duke Energy’s FY2026 Q1 earnings call. The newest quarter is available with Tellvest Pro.
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| Quarter | Revenue | Rev YoY | EPS | EPS YoY | Op margin | Net margin | FCF |
|---|---|---|---|---|---|---|---|
| FY2024 Q4 | $7.36B | +2.1% | $1.54 | +7.7% | 28.7% | 16.5% | $288M |
| FY2025 Q1 | $8.25B | +7.5% | $1.76 | +22.2% | 28.4% | 16.7% | $-971M |
| FY2025 Q2 | $7.51B | +4.7% | $1.25 | +10.6% | 24.2% | 13.1% | $-417M |
| FY2025 Q3 | $8.67B | +6.3% | $1.81 | +15.3% | 26.9% | 16.4% | $10.06B |
| FY2025 Q4 | $7.94B | +7.9% | $1.50 | -2.6% | 26.5% | 14.9% | $-463M |
| FY2026 Q1 | $9.18B | +11.3% | $1.97 | +11.9% | 29.7% | 16.9% | $-2.58B |
| FY2026 Q2 | $7.59B | +1.1% | $1.38 | +10.4% | 27.0% | 14.4% | $-5.48B |