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Sentiment · FY2026 Q1
| Analyst | Firm | Questions | ChallengePercentage of questions scored as challenging — where the analyst pushed back, pressed for specifics, or questioned management's assumptions. |
|---|---|---|---|
| Julien Dumoulin-Smith | Jefferies | 13 | 0% |
| Steve Fleishman | Wolfe Research | 10 | 0% |
| Travis Miller | Morningstar | 10 | 0% |
| Nick Campanella | Barclays | 8 | 0% |
| Will Appicelli | UBS | 8 | 0% |
| Rick Sunderland | Truist Securities | 6 | 0% |
| Paul Fremont | Ladenburg Thalmann | 5 | 0% |
| Elias Jossen | JPMorgan | 5 | 0% |
| Shahriar Pourreza | Wells Fargo | 4 | 0% |
| Nick Amicucci | Evercore ISI | 4 | 0% |
| Firm | Analysts | Questions | ChallengePercentage of questions scored as challenging — where the analyst pushed back, pressed for specifics, or questioned management's assumptions. |
|---|---|---|---|
| Jefferies | 1 | 13 | 0% |
| Wolfe Research | 1 | 10 | 0% |
| Morningstar | 1 | 10 | 0% |
| Barclays | 1 |
| 8 |
| 0% |
| UBS | 1 | 8 | 0% |
| Wells Fargo | 2 | 8 | 0% |
| Evercore ISI | 2 | 6 | 0% |
| Truist Securities | 1 | 6 | 0% |
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.
Regulation Policy | Capex Investment | Demand | Revenue Growth | Capital Allocation | Margin | Cost Pressure | Supply Chain | |
|---|---|---|---|---|---|---|---|---|
| 2024Q4 | 4 | 6 | 7 | 2 | 1 | 1 | ||
| 2025Q1 | 12 | 6 | 9 | 1 | 2 | 1 | 2 | |
| 2025Q2 | 4 | 3 | 5 | 1 | 1 | 1 | 1 | 1 |
| 2025Q3 | 6 | 12 | 6 | 5 | 7 | 4 | 1 | 1 |
| 2025Q4 | 7 | 1 | 5 | 3 | 1 | 2 | ||
| 2026Q1 | 4 | 9 | 4 | 2 | 1 | 1 | 2 | 2 |
| '24Q4 | '25Q1 | '25Q2 | '25Q3 | '25Q4 | '26Q1 | |
|---|---|---|---|---|---|---|
| Regulation Policy | 4 | 12 | 4 | 6 | 7 | 4 |
| Capex Investment | 6 | 6 | 3 | 12 | 1 | 9 |
| Demand | 7 | 9 | 5 | 6 | 5 | 4 |
| Revenue Growth | 2 | 1 | 1 | 5 | 3 | 2 |
| Capital Allocation | 1 | 2 | 1 | 7 | 1 | |
| Margin | 1 | 1 | 1 | 4 | 1 | |
| Cost Pressure | 2 | 1 | 1 | 1 | 2 | |
| Supply Chain | 1 | 1 | 2 | 2 |
| Company | Score | Trend | Rev YoY |
|---|---|---|---|
NI NiSource | 8 | +8.2% | |
| ATO Atmos Energy | 7 | +0.6% |