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Sentiment · FY2026 Q2
As of FY2026 Q1, the Tellvest earnings-call sentiment score for FirstEnergy (FE) is 7/10.
FirstEnergy opened 2026 with core earnings of $0.72 per share, up 7.5% from $0.67 a year earlier, with each regulated business posting year-over-year gains and GAAP earnings of $0.70 versus $0.62. Customer-focused investment reached $1.4 billion in the quarter, a 33% increase, while base O&M fell close to 5% under the continuous improvement program. Management reaffirmed 2026 core earnings guidance of $2.62 to $2.82 and the 6% to 8% long-term CAGR through 2030, targeting near the top end off the $2.72 midpoint. The data center pipeline strengthened, with roughly 4 gigawatts in final contract negotiations expected to contract this quarter and West Virginia interest growing to 1.8 gigawatts of highly credible projects plus more than 6 gigawatts in dialogue. Moody's raised its outlook on FirstEnergy to positive, reflecting an improved credit profile.
Scored from FirstEnergy’s FY2026 Q1 earnings call. The newest quarter is available with Tellvest Pro.
All prior quarters are free.
| Quarter | Revenue | Rev YoY | EPS | EPS YoY | Op margin | Net margin | FCF |
|---|---|---|---|---|---|---|---|
| FY2024 Q4 | $3.18B | +1.0% | $0.45 | +48.7% | 19.3% | 8.2% | $-250M |
| FY2025 Q1 | $3.77B | +14.5% | $0.62 | +40.9% | 20.0% | 9.6% | $-368M |
| FY2025 Q2 | $3.38B | +3.0% | $0.46 | +475.0% | 19.1% | 7.9% | $-136M |
| FY2025 Q3 | $4.15B | +11.2% | $0.76 | +4.1% | 20.0% | 10.6% | $3.07B |
| FY2025 Q4 | $3.80B | +19.6% | $-0.08 | -118.7% | 15.9% | -1.3% | $-30M |
| FY2026 Q1 | $4.20B | +11.6% | $0.70 | +12.9% | 19.7% | 9.6% | $-1.11B |
| FY2026 Q2 | $3.68B | +8.8% | $0.50 | +8.7% | 18.4% | 9.6% | $2.24B |
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