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. |
|---|---|---|
| Travis Miller | Morningstar | 9 (0%) |
| Paul Patterson | Glenrock Associates | 7 (0%) |
| Paul Fremont | Ladenburg Thalmann | 7 (0%) |
| Andrew Kadavy | Wells Fargo | 6 (17%) |
| Michael Sullivan | Wolfe Research | 6 (0%) |
| Anthony Crowdell | Mizuho Securities | 5 (0%) |
| Nick Campanella | Barclays | 5 (0%) |
| Nathan Richardson | Barclays | 5 (0%) |
| Stephen D'Ambrisi | RBC Capital Markets | 5 (0%) |
| Julien Dumoulin-Smith | Jefferies | 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 | 3 | 12 (0%) |
| Barclays | 2 | 10 (0%) |
| Morningstar | 1 | 9 (0%) |
| Wells Fargo | 2 |
| 8 (13%) |
| Ladenburg Thalmann | 1 | 7 (0%) |
| Glenrock Associates | 1 | 7 (0%) |
| Wolfe Research | 1 | 6 (0%) |
| Mizuho Securities | 1 | 5 (0%) |
Evergy posted Q1 2026 adjusted EPS of $0.69, up significantly from $0.55 a year ago (18.5% growth), as a fifth ESA was signed expanding the steady-state peak load to 2.5 GW. Two existing ESAs were amended with higher load profiles, raising the retail load growth CAGR to 7-8% through 2030 and rate base CAGR to approximately 12%. FY2026 guidance of $4.14-$4.34 was reaffirmed along with the 6-8%+ long-term growth target.
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 |
| 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 Q4 | $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% | — |
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).
What EVRG 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.
“we have 2 Google -- Google is our counterparty for 2 of the data centers. Meta for another.”
Meta is the counterparty/offtaker for another of Evergy's data-center electric service agreements, reflecting Meta's data-center expansion in Kansas/Missouri.
“we have 2 Google -- Google is our counterparty for 2 of the data centers. Meta for another.”
Google is the investment-grade counterparty/offtaker for two of Evergy's signed data-center electric service agreements, underscoring Google's data-center buildout in Evergy's territory.
“In fact, in the first quarter, we saw strong results from Panasonic and from the start-up of operations of a large data center in March, which was a couple of months ahead of plan.”
Panasonic's EV battery plant is a large industrial load customer for Evergy whose continued ramp drove commercial/industrial demand growth in the quarter.
| Company | Score | Trend | Rev YoY |
|---|---|---|---|
EVRG Evergy | 7 | +5.5% | |
| 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% | |
| 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% | |
| 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% |