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Sentiment · FY2026 Q2
As of FY2026 Q1, the Tellvest earnings-call sentiment score for PG&E Corporation (PCG) is 8/10.
PG&E delivered Q1 core EPS of $0.43, on track for a fifth consecutive year of double-digit growth, with 2026 guidance reaffirmed at $1.64-$1.66 and the 2027-2030 growth rate of 9%+ unchanged. Electric rates declined 23% for vulnerable customers since January 2024. The data center pipeline advanced to 4.6 gigawatts in final engineering. Diablo Canyon received a 20-year NRC license renewal, and CAISO awarded 25 transmission projects totaling $4.16 billion to PG&E. The CEA report was delivered but legislative wildfire reform remained ahead.
Scored from PG&E Corporation’s FY2026 Q1 earnings call. The newest quarter is available with Tellvest Pro.
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| Quarter | Revenue | Rev YoY | EPS | EPS YoY | Op margin | Net margin | FCF |
|---|---|---|---|---|---|---|---|
| FY2024 Q4 | $6.63B | -5.8% | $0.30 | -30.2% | 15.7% | 10.2% | $-896M |
| FY2025 Q1 | $5.98B | +2.1% | $0.28 | -17.6% | 21.2% | 10.6% | $213M |
| FY2025 Q2 | $5.90B | -1.5% | $0.24 | 0.0% | 18.6% | 9.3% | $-2.01B |
| FY2025 Q3 | $6.25B | +5.2% | $0.36 | +33.3% | 19.3% | 13.6% | $-80M |
| FY2025 Q4 | $6.80B | +2.6% | $0.29 | -3.3% | 18.0% | 9.8% | $-1.20B |
| FY2026 Q1 | $6.88B | +15.0% | $0.39 | +39.3% | 21.4% | 12.9% | $-926M |
| FY2026 Q2 | $5.90B | +0.1% | $0.33 | +37.5% | 21.4% | 12.9% | $-2.53B |