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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. |
|---|---|---|
| Nick Campanella | Barclays | 16 (0%) |
| Andrew Weisel | Scotiabank | 12 (0%) |
| Paul Fremont | Ladenburg Thalmann | 11 (9%) |
| Shar Pourreza | Wells Fargo | 9 (22%) |
| Julien Dumoulin-Smith | Jefferies | 6 (0%) |
| Paul Zimbardo | Jefferies | 6 (0%) |
| Bill Appicelli | UBS | 5 (0%) |
| Rinny Singh | Bank of America | 4 (0%) |
| Stephen D'Ambrisi | RBC Capital Markets | 3 (0%) |
| James Kennedy | Guggenheim | 2 (0%) |
| Firm | Analysts | Questions (Challenge)Percentage of questions scored as challenging — where the analyst pushed back, pressed for specifics, or questioned management's assumptions. |
|---|---|---|
| Barclays | 1 | 16 (0%) |
| Jefferies | 3 | 13 (0%) |
| Scotiabank | 1 | 12 (0%) |
| Ladenburg Thalmann | 1 |
| Quarter | Revenue | Rev YoY | EPS | EPS YoY | Op margin | Net margin | FCF |
|---|---|---|---|---|---|---|---|
| FY2024 Q4 | $976M | +1.6% | $0.58 | +23.4% | 22.6% | 15.4% | $-561M |
| FY2025 Q1 | $1.13B | +9.4% | $0.83 | +33.9% | 22.8% | 18.9% | $-333M |
| FY2025 Q2 | $961M | +7.5% | $0.68 | +100.0% | 23.2% |
| 11 (9%) |
| Wells Fargo | 1 | 9 (22%) |
| UBS | 1 | 5 (0%) |
| Bank of America | 1 | 4 (0%) |
| RBC Capital Markets | 1 | 3 (0%) |
| 18.1% |
| $-240M |
| FY2025 Q3 | $1.21B | +11.9% | $1.09 | -5.2% | 28.8% | 23.2% | $1.47B |
| FY2025 Q4 | $1.06B | +9.0% | $0.55 | -5.2% | 18.4% | 13.3% | $-2.21B |
| FY2026 Q1 | $1.18B | +5.0% | $0.87 | +4.8% | 21.0% | 18.9% | $-46M |
| FY2026 Q2 | $971M | +1.0% | $0.65 | -4.4% | 19.1% | 17.5% | $527M |
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).
Q1 2026 ongoing EPS of $0.82 grew 4.8% year-over-year as a fifth ESA was signed at 370 MW, bringing contracted demand to 3.4 GW, and a 1.1 GW simple-cycle CT contract was secured. IPL's credit rating was upgraded to A- reflecting the constructive regulatory environment, while Iowa base rate stability was expected through end of decade. Management reaffirmed 2026 earnings guidance and the 7%+ CAGR across 2027-2029.
Demand | Capex Investment | Regulation Policy | Revenue Growth | Geographic Expansion | Capital Allocation | Guidance Reliability | Supply Chain | |
|---|---|---|---|---|---|---|---|---|
| 2024Q4 | 6 | 7 | 5 | 1 | 3 | 1 | ||
| 2025Q1 | 2 | 3 | 4 | 2 | 1 | 4 | 2 | 1 |
| 2025Q2 | 4 | 4 | 2 | 2 | 2 | 2 | ||
| 2025Q3 | 6 | 1 | 5 | 3 | 2 | 3 | ||
| 2025Q4 | 8 | 3 | 5 | 3 | 1 | 1 | 1 | 1 |
| 2026Q1 | 7 | 7 | 5 | 2 | 2 | 2 | 2 |
| '24Q4 | '25Q1 | '25Q2 | '25Q3 | '25Q4 | '26Q1 | |
|---|---|---|---|---|---|---|
| Demand | 6 | 2 | 4 | 6 | 8 | 7 |
| Capex Investment | 7 | 3 | 4 | 3 | 7 | |
| Regulation Policy | 5 | 4 | 2 | 1 | 5 | 5 |
| Revenue Growth | 1 | 2 | 5 | 3 | 2 | |
| Geographic Expansion | 3 | 1 | 2 | 3 | 1 | 2 |
| Capital Allocation | 1 | 4 | 2 | 2 | 1 | |
| Guidance Reliability | 2 | 2 | 3 | 1 | 2 | |
| Supply Chain | 1 | 1 | 2 |
What LNT 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.
“Second, Standard & Poor’s upgraded IPL’s credit rating from BBB+ to A-.”
S&P upgraded Alliant subsidiary IPL's credit rating one notch, a rating-agency action on the reporting company.
“including the individual customer rate filing for the Meta data center at Beaver Dam and construction authority filings for LNG storage”
Meta is building a data center at Beaver Dam, Wisconsin served by Alliant, indicating continued Meta data center capacity expansion.
“we joined the QTS leadership in Cedar Rapids to welcome U.S. Secretary of Energy Chris Wright and Iowa legislators to tour the site. This $10 billion development”
Alliant highlights QTS's Cedar Rapids data center as the largest economic investment in Iowa's history, signaling major ongoing hyperscale build activity by QTS.
| Company | Score | Trend | Rev YoY |
|---|---|---|---|
LNT Alliant Energy | 5 | +5.0% | |
| 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% | |
| EVRG Evergy | 7 | +5.5% | |
| EXC Exelon | 6 | +7.9% | |
| FE FirstEnergy | 7 | +11.6% | |
| 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% |