Loading
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. |
|---|---|---|
| Julien Dumoulin-Smith | Jefferies | 14 (0%) |
| Carly Davenport | Goldman Sachs | 12 (0%) |
| Nick Campanella | Barclays | 9 (0%) |
| Jeremy Tonet | JPMorgan | 7 (0%) |
| Shar Pourreza | Wells Fargo | 6 (17%) |
| Richard Sunderland | Truist Securities | 4 (0%) |
| David Arcaro | Morgan Stanley | 4 (0%) |
| Anthony Crowdell | Mizuho Securities | 4 (0%) |
| Durgesh Chopra | Evercore ISI | 4 (25%) |
| Alexander Calvert | Wells Fargo | 4 (0%) |
| Firm | Analysts | Questions (Challenge)Percentage of questions scored as challenging — where the analyst pushed back, pressed for specifics, or questioned management's assumptions. |
|---|---|---|
| Jefferies | 2 | 16 (0%) |
| Goldman Sachs | 1 | 12 (0%) |
| Wells Fargo | 2 | 10 (10%) |
| Barclays | 1 |
| 9 (0%) |
| JPMorgan | 2 | 8 (0%) |
| Wolfe Research | 2 | 7 (0%) |
| Morgan Stanley | 1 | 4 (0%) |
| Truist Securities | 1 | 4 (0%) |
| 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 |
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).
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.
Capital Allocation | Demand | Regulation Policy | Capex Investment | Cloud & AI | Revenue Growth | Innovation & R&D | Guidance Reliability | |
|---|---|---|---|---|---|---|---|---|
| 2024Q4 | 3 | 4 | 4 | 1 | 3 | 4 | 1 | 1 |
| 2025Q1 | 2 | 3 | 2 | 2 | 2 | 1 | 1 | |
| 2025Q2 | 9 | 2 | 2 | 4 | 1 | 1 | 1 | |
| 2025Q3 | 3 | 3 | 5 | 1 | 3 | 1 | 1 | |
| 2025Q4 | 3 | 5 | 4 | 2 | 3 | 2 | 1 | 2 |
| 2026Q1 | 3 | 5 | 5 | 2 | 2 | 1 |
| '24Q4 | '25Q1 | '25Q2 | '25Q3 | '25Q4 | '26Q1 | |
|---|---|---|---|---|---|---|
| Capital Allocation | 3 | 2 | 9 | 3 | 3 | 3 |
| Demand | 4 | 3 | 2 | 3 | 5 | 5 |
| Regulation Policy | 4 | 2 | 2 | 4 | 5 | |
| Capex Investment | 1 | 2 | 4 | 5 | 2 | 2 |
| Cloud & AI | 3 | 2 | 1 | 1 | 3 | 2 |
| Revenue Growth | 4 | 1 | 1 | 3 | 2 | |
| Innovation & R&D | 1 | 1 | 1 | 1 | 1 | |
| Guidance Reliability | 1 | 1 | 1 | 2 |
What DUK and other companies said about each other on FY2026 Q1 earnings calls — extracted verbatim from public transcripts. Mentions from the newest quarter are a Pro feature.
“I'm thinking Homer City shipping port and the Duke Energy and Southern Company deals, I think it's 2.6 Bcf a day of supply in total.”
Duke Energy is a counterparty on EQT's large-scale gas supply deals (~2.6 Bcf/day total across named projects); EQT confirmed progress.
“a $10 million fixed video order for Duke Energy”
Duke Energy is named as a customer placing a $10 million fixed video security order with Motorola Solutions, a read-through on Duke's security infrastructure spend.
“In the Carolinas, we have signed EPC contracts for the first 3 new gas generation facilities, a programmatic approach that gives our EPC provider Zachry line of sight to an order book of projects.”
Zachry is Duke's EPC provider for the first three Carolinas gas generation facilities, with a programmatic order book supporting a sustained construction pipeline.
“The first turbine secured under our framework agreement with GE Vernova are being built, with the turbines for the first Person County combined cycle project expected to be delivered in the second half of this year.”
GE Vernova is supplying turbines under a framework agreement for Duke's gas generation build, with first deliveries expected in the second half of the year.
“we completed the sale of our Piedmont Natural Gas Tennessee business to Spire for $2.5 billion.”
Duke divested its Piedmont Natural Gas Tennessee operations to Spire for $2.5 billion, expanding Spire's regulated gas footprint.
“We closed on the first tranche of Brookfield's minority investment in Duke Energy Florida in early March, receiving $2.8 billion in cash proceeds for a 9.2% interest in our Florida utility.”
Brookfield took a 9.2% minority stake in Duke Energy Florida for $2.8 billion, funding Duke's capital plan; Brookfield gains exposure to a regulated Florida utility.
| Company | Score | Trend | Rev YoY |
|---|---|---|---|
DUK Duke Energy | 8 | +11.3% | |
| 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 | +26.2% | |
| DTE DTE Energy | 7 | +15.8% | |
| 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% |