Loading…
Loading…
Sentiment · FY2026 Q1
| Analyst | Firm | Questions | ChallengePercentage of questions scored as challenging — where the analyst pushed back, pressed for specifics, or questioned management's assumptions. |
|---|---|---|---|
| Carly Davenport | Goldman Sachs | 12 | 0% |
| Andy Weisel | Scotiabank | 9 | 0% |
| Paul Patterson | Glenrock Associates | 6 | 17% |
| Steve Fleishman | Wolfe Research | 5 | 0% |
| Tony Crowdell | Mizuho Securities | 5 | 0% |
| Sophie Karp | KeyBanc Capital Markets | 5 | 0% |
| Will Appicelli | UBS | 5 | 0% |
| Shahriar Pourreza | Wells Fargo | 4 | 0% |
| Angie Storozynski | Seaport Research Partners | 4 | 25% |
| Jeremy Tonet | JPMorgan | 4 | 0% |
| Firm | Analysts | Questions | ChallengePercentage of questions scored as challenging — where the analyst pushed back, pressed for specifics, or questioned management's assumptions. |
|---|---|---|---|
| Goldman Sachs | 1 | 12 | 0% |
| Scotiabank | 1 | 9 | 0% |
| Wells Fargo | 3 | 8 | 13% |
| Glenrock Associates | 1 |
| 6 |
| 17% |
| Jefferies | 2 | 6 | 0% |
| Wolfe Research | 1 | 5 | 0% |
| KeyBanc Capital Markets | 1 | 5 | 0% |
| Mizuho Securities | 1 | 5 | 0% |
Eversource posted Q1 2026 non-GAAP EPS of $1.73, up 15.3% from $1.50 a year ago, though FY2026 EPS guidance was lowered to $4.57-$4.72 from $4.80-$4.95, a 4.7% midpoint reduction driven by the FERC ROE decision and Aquarion sale timing. The gas segment drove earnings growth, and storm cost securitization advanced in both Connecticut and New Hampshire. A January blizzard restoration showcased grid resilience, while the $26.5B capital plan remained on track.
Regulation Policy | Capital Allocation | Capex Investment | Credit | M&A | Revenue Growth | Margin | Guidance Reliability | |
|---|---|---|---|---|---|---|---|---|
| 2024Q4 | 5 | 3 | 4 | 2 | 3 | 2 | 2 | 1 |
| 2025Q1 | 8 | 2 | 2 | 5 | 1 | 1 | 1 | |
| 2025Q2 | 6 | 5 | 4 | 3 | 1 | 1 | 1 | |
| 2025Q3 | 6 | 1 | 4 | 2 | 2 | 1 | ||
| 2025Q4 | 2 | 3 | 3 | 2 | 2 | 2 | 1 | |
| 2026Q1 | 11 | 5 | 1 | 2 | 1 |
| '24Q4 | '25Q1 | '25Q2 | '25Q3 | '25Q4 | '26Q1 | |
|---|---|---|---|---|---|---|
| Regulation Policy | 5 | 8 | 6 | 6 | 2 | 11 |
| Capital Allocation | 3 | 2 | 5 | 1 | 3 | 5 |
| Capex Investment | 4 | 2 | 4 | 4 | 3 | 1 |
| Credit | 2 | 5 | 3 | 2 | ||
| M&A | 3 | 1 | 1 | 2 | 2 | |
| Revenue Growth | 2 | 1 | 1 | 2 | 2 | |
| Margin | 2 | 1 | 1 | 1 | 2 | |
| Guidance Reliability | 1 | 1 | 1 |
| Company | Score | Trend | Rev YoY |
|---|---|---|---|
ES Eversource Energy | 6 | +9.4% | |
| 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% | |
| DTE DTE Energy | 7 | +15.8% | |
| DUK Duke Energy | 8 | +11.3% | |
| ED Consolidated Edison | 6 | +6.2% | |
| EIX Edison International | 6 | +7.7% | |
| 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% |