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Sentiment · FY2026 Q2
| 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 |
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).
| 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 | 11 (0%) |
| Steve Fleishman | Wolfe Research | 10 (0%) |
| Carly Davenport | Goldman Sachs | 10 (0%) |
| Julien Dumoulin-Smith | Jefferies | 10 (0%) |
| Anthony Crowdell | Mizuho Securities | 9 (0%) |
| Ryan Levine | Citigroup | 8 (0%) |
| David Arcaro | Morgan Stanley | 8 (0%) |
| Richard Sunderland | Truist Securities | 8 (0%) |
| Gregg Orrill | UBS | 6 (0%) |
| Shar Pourreza | Wells Fargo | 5 (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 | 2 | 13 (0%) |
| Wolfe Research | 2 | 11 (0%) |
| Jefferies | 1 | 10 (0%) |
| Goldman Sachs | 1 |
| 10 (0%) |
| Mizuho Securities | 1 | 9 (0%) |
| Citigroup | 1 | 8 (0%) |
| Morgan Stanley | 1 | 8 (0%) |
| Truist Securities | 1 | 8 (0%) |
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.
Regulation Policy | Capex Investment | Cloud & AI | Capital Allocation | Demand | Credit | Pricing | Cost Pressure | |
|---|---|---|---|---|---|---|---|---|
| 2024Q4 | 10 | 7 | 2 | 1 | 3 | 1 | ||
| 2025Q1 | 9 | 5 | 4 | 2 | 3 | 1 | 1 | 1 |
| 2025Q2 | 14 | 2 | 2 | 6 | 2 | 2 | 2 | 1 |
| 2025Q3 | 6 | 2 | 1 | 2 | 1 | 1 | 1 | |
| 2025Q4 | 8 | 1 | 3 | 2 | 3 | 2 | 2 | |
| 2026Q1 | 8 | 2 | 4 | 2 | 2 | 2 |
| '24Q4 | '25Q1 | '25Q2 | '25Q3 | '25Q4 | '26Q1 | |
|---|---|---|---|---|---|---|
| Regulation Policy | 10 | 9 | 14 | 6 | 8 | 8 |
| Capex Investment | 7 | 5 | 2 | 2 | 1 | 2 |
| Cloud & AI | 2 | 4 | 2 | 1 | 3 | 4 |
| Capital Allocation | 1 | 2 | 6 | 2 | 2 | 2 |
| Demand | 3 | 2 | 1 | 3 | 2 | |
| Credit | 3 | 1 | 2 | 1 | 2 | |
| Pricing | 1 | 2 | 2 | 2 | ||
| Cost Pressure | 1 | 1 | 1 | 1 |
What PCG 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.
“Following our fourth quarter call, Moody's revised their outlook to positive, reflecting continued improvement in our credit trajectory.”
Moody's revised PG&E's outlook to positive, an early step toward a potential upgrade as PG&E works toward investment-grade credit ratings.
| Company | Score | Trend | Rev YoY |
|---|---|---|---|
PCG PG&E Corporation | 8 | +15.0% | |
| 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% | |
| LNT Alliant Energy | 5 | +5.0% | |
| NEE NextEra Energy | 6 | +7.3% | |
| 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% |