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Sentiment · FY2026 Q2
As of FY2026 Q1, the Tellvest earnings-call sentiment score for NiSource (NI) is 8/10.
NiSource delivered Q1 consolidated adjusted EPS of $1.06, representing 8% year-over-year growth and accounting for 52% of projected midpoint earnings guidance, as the Alphabet partnership and Amazon expansion accelerated the data center strategy to approximately 4 GW of signed capacity. Management reaffirmed FY2026 guidance of $2.02-2.07 and raised the consolidated EPS CAGR by 100 basis points to 9-10% through 2033, while launching the pooled generation strategy and enhancing the consolidated CapEx plan to $28.6 billion.
Scored from NiSource’s FY2026 Q1 earnings call. The newest quarter is available with Tellvest Pro.
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| Quarter | Revenue | Rev YoY | EPS | EPS YoY | Gross margin | Op margin | Net margin | FCF |
|---|---|---|---|---|---|---|---|---|
| FY2024 Q4 | $1.59B | +11.7% | $0.47 | -5.4% | 49.7% | 26.3% | 14.1% | $-249M |
| FY2025 Q1 | $2.18B | +27.9% | $1.00 | +29.9% | 50.7% | 34.8% | 21.7% | $49M |
| FY2025 Q2 | $1.28B | +18.3% | $0.22 |
| +15.8% |
| 48.7% |
| 20.5% |
| 8.0% |
| $-163M |
| FY2025 Q3 | $1.27B | +18.3% | $0.20 | +5.3% | 53.3% | 23.4% | 7.4% | $-173M |
| FY2025 Q4 | $1.90B | +19.8% | $0.53 | +11.6% | 58.1% | 27.1% | 13.5% | $-134M |
| FY2026 Q1 | $2.36B | +8.2% | $1.06 | +6.0% | 59.5% | 34.7% | 21.5% | $-363M |
| FY2026 Q2 | $1.34B | +4.6% | $0.09 | -59.1% | 17.0% | 17.0% | 3.4% | $-417M |