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Percentage of questions scored as challenging — where the analyst pushed back, pressed for specifics, or questioned management's assumptions.
| Analyst | Firm | Questions · challengingPercentage of questions scored as challenging — where the analyst pushed back, pressed for specifics, or questioned management's assumptions. |
|---|---|---|
| Travis Miller | Morningstar | 9 questions · 0% challenging |
| Paul Patterson | Glenrock Associates | 7 questions · 0% challenging |
| Paul Fremont | Ladenburg Thalmann | 7 questions · 0% challenging |
| Andrew Kadavy | Wells Fargo | 6 questions · 17% challenging |
| Michael Sullivan | Wolfe Research | 6 questions · 0% challenging |
| Anthony Crowdell | Mizuho Securities | 5 questions · 0% challenging |
| Nick Campanella | Barclays | 5 questions · 0% challenging |
| Nathan Richardson | Barclays | 5 questions · 0% challenging |
| Stephen D'Ambrisi | RBC Capital Markets | 5 questions · 0% challenging |
| Julien Dumoulin-Smith | Jefferies | 4 questions · 0% challenging |
| Firm | Analysts | Questions · challengingPercentage of questions scored as challenging — where the analyst pushed back, pressed for specifics, or questioned management's assumptions. |
|---|---|---|
| Jefferies | 3 analysts | 12 questions · 0% challenging |
| Barclays | 2 analysts | 10 questions · 0% challenging |
| Morningstar | 1 analyst | 9 questions · 0% challenging |
| Wells Fargo | 2 analysts | 8 questions · 13% challenging |
| Ladenburg Thalmann | 1 analyst | 7 questions · 0% challenging |
| Glenrock Associates | 1 analyst | 7 questions · 0% challenging |
| Wolfe Research | 1 analyst | 6 questions · 0% challenging |
| Mizuho Securities | 1 analyst | 5 questions · 0% challenging |
Evergy delivered FY2025 adjusted EPS of $3.83, up modestly from $3.81 despite significant weather headwinds, as four Energy Service Agreements were signed for 1.9 GW of data center load. The long-term EPS growth rate was raised to 6-8%+ through 2030, and the five-year CAPEX plan increased to $21.6B supporting 11.5% rate base growth. LLPS tariffs were approved in both Kansas and Missouri, and management introduced FY2026 guidance at a $4.24 midpoint.
Demand | Regulation Policy | Capex Investment | Capital Allocation | Cloud & AI | Revenue Growth | Margin | Guidance Reliability | |
|---|---|---|---|---|---|---|---|---|
| 2024Q4 | 6 | 5 | 3 | 2 | 1 | 1 | 1 | |
| 2025Q1 | 5 | 2 | 2 | 2 | 2 | 1 | 1 | |
| 2025Q2 | 4 | 3 | 5 | 2 | 1 | |||
| 2025Q3 | 6 | 4 | 3 | 1 | 3 | 3 | 1 | |
| 2025Q4 | 4 | 3 | 2 | 4 | 1 | 1 | 1 | |
| 2026Q1 | 6 | 1 | 2 | 2 | 3 | 1 | 1 |
| '24Q4 | '25Q1 | '25Q2 | '25Q3 | '25Q4 | '26Q1 | |
|---|---|---|---|---|---|---|
| Demand | 6 | 5 | 4 | 6 | 4 | 6 |
| Regulation Policy | 5 | 2 | 3 | 4 | 3 | 1 |
| Capex Investment | 3 | 2 | 5 | 3 | 2 | 2 |
| Capital Allocation | 2 | 2 | 2 | 1 | 4 | 2 |
| Cloud & AI | 1 | 2 | 3 | 1 | 3 | |
| Revenue Growth | 1 | 1 | 1 | 3 | 1 | 1 |
| Margin | 1 | 1 | 1 | |||
| Guidance Reliability | 1 | 1 |
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| Quarter | Revenue | Rev YoY | EPS | EPS YoY | Op margin | Net margin | FCF |
|---|---|---|---|---|---|---|---|
| FY2024 Q4 | $1.21B | +2.1% | $0.34 | +36.0% | 14.7% | 6.4% | $-119M |
| FY2025 Q1 | $1.37B | +2.4% | $0.54 | +1.9% | 20.9% | 9.1% | $-143M |
| FY2025 Q2 | $1.43B | -1.7% | $0.74 | -17.8% | 23.4% | 12.0% | $-303M |
| FY2025 Q3 | $1.80B | -1.4% | $2.03 | +0.5% | 35.9% | 26.4% | $225M |
| FY2025 Q4Selected | $1.33B | +9.5% | $0.37 | +8.8% | 17.1% | 6.3% | $-531M |
| FY2026 Q1 | $1.44B | +5.5% | $0.64 | +18.5% | 22.1% | 10.5% | $-489M |
| FY2026 Q2 | $1.50B | +5.1% | $0.91 | +23.0% | 25.4% | 14.3% | — |
| Year | Revenue | Rev YoY | EPS | EPS YoY | Op margin | Net margin | FCF |
|---|---|---|---|---|---|---|---|
| FY2022 | $5.86B | — | $3.26 | — | 22.3% | 12.8% | $-365M |
| FY2023 | $5.51B | -6.0% | $3.18 | -2.5% | 23.3% | 13.3% | $-354M |
| FY2024 | $5.82B | +5.7% | $3.79 | +19.2% | 24.8% | 15.0% | $-353M |
| FY2025Selected | $5.92B | +1.7% | $3.68 | -2.9% | 25.2% | 14.5% | $-752M |
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).
Calendar quarter Q4 2025Earnings call Feb 19, 2026
FY2025 Q4 in brief
Evergy delivered FY2025 adjusted EPS of $3.83, up modestly from $3.81 despite significant weather headwinds, as four Energy Service Agreements were signed for 1.9 GW of data center load.
Newest quarter FY2026 Q2 is part of Pro · see what Pro adds →
Sources. Tellvest earnings-call sentiment score for Evergy (EVRG), FY2025 Q4: 9/10. Scores: Evergy’s public earnings-call transcripts and SEC-reported results — the base band is anchored to reported GAAP revenue growth; transcript, EPS and guidance adjustments are applied separately (documented exceptions apply to a few issuers). Price: EVRG daily closing prices for the trailing year; dots mark earnings calls, colored by that quarter’s score; the newest quarter’s score is part of Tellvest Pro. How to read a company earnings-call score.
GAAP revenue YoY +9.49% → base 7. The base score is anchored to the GAAP revenue YoY band before transcript, EPS, and guidance adjustments.
What EVRG and other companies said about each other on FY2025 Q4 earnings calls — extracted verbatim from public transcripts. Mentions from the newest quarter are a Pro feature.
“Moody's lowered our downgrade threshold a year ago from 15% to 14% after our February call.”
Moody's lowered Evergy's FFO-to-debt downgrade threshold from 15% to 14%, giving Evergy more balance-sheet headroom for its elevated capital plan.
“In a recent press release, a Panasonic executive mentioned that they plan to start 2 new production lines at their Kansas facility this year”
Panasonic's advanced-manufacturing facility in Kansas continues ramping electricity load for Evergy, adding 2 new production lines this year toward ~50% of total capacity.
“With Meta, also an expansion, and then with Beale Infrastructure, which is a Blue Owl company.”
Beale Infrastructure (a Blue Owl company) signed a data-center electric service agreement with Evergy, among the four ESA counterparties driving Evergy's load growth.
“With Meta, also an expansion, and then with Beale Infrastructure, which is a Blue Owl company.”
Meta signed an electric service agreement with Evergy to expand a data center project in Kansas/Missouri, part of Evergy's 1.9 GW of large-load ESAs.
“So we're really excited to reach the agreements with Google for 2 of these, 1 new and 1 expansion of a previous project.”
Google signed electric service agreements with Evergy for two data center projects (one new, one expansion), part of 1.9 GW of large-load ESAs anchoring Evergy's growth.
| Company | Score | Trend | Rev YoY |
|---|---|---|---|
EVRG Evergy | 9 | +9.5% | |
| AEE Ameren | 4 | -8.2% | |
| AEP American Electric Power | 5 | +7.3% | |
| CMS CMS Energy | 7 | +12.3% | |
| CNP CenterPoint Energy | 7 | +10.7% | |
| D Dominion Energy | 9 | +20.4% | |
| DTE DTE Energy | 7 | +23.4% | |
| DUK Duke Energy | 6 | +7.8% | |
| ED Consolidated Edison | 7 | +8.9% | |
| EIX Edison International | 9 | +30.9% | |
| ES Eversource Energy | 8 | +13.4% | |
| ETR Entergy | 5 | +7.9% | |
| EXC Exelon | 6 | -1.1% | |
| FE FirstEnergy | 8 | +19.6% | |
| LNT Alliant Energy | 6 | +9.0% | |
| NEE NextEra Energy | 5 | +21.9% | |
| PCG PG&E Corporation | 7 | +2.6% | |
| PEG Public Service Enterprise Group | 9 | +18.3% | |
| PNW Pinnacle West | 6 | +3.0% | |
| PPL PPL Corporation | 7 | +2.9% | |
| SO Southern Company | 7 | +10.1% | |
| WEC WEC Energy Group | 8 | +11.1% | |
| XEL Xcel Energy | 8 | +14.1% |