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Percentage of questions scored as challenging — where the analyst pushed back, pressed for specifics, or questioned management's assumptions.
| Analyst | Firm | Questions · challengingPercentage of questions scored as challenging — where the analyst pushed back, pressed for specifics, or questioned management's assumptions. |
|---|---|---|
| Nick Campanella | Barclays | 12 questions · 0% challenging |
| Michael Sullivan | Wolfe Research | 11 questions · 18% challenging |
| Julien Dumoulin-Smith | Jefferies | 9 questions · 0% challenging |
| Carly Davenport | Goldman Sachs | 9 questions · 0% challenging |
| David Arcaro | Morgan Stanley | 8 questions · 0% challenging |
| Jeremy Tonet | JPMorgan | 8 questions · 0% challenging |
| Bill Appicelli | UBS | 7 questions · 0% challenging |
| Anthony Crowdell | Mizuho Securities | 6 questions · 0% challenging |
| Shar Pourreza | Wells Fargo | 6 questions · 0% challenging |
| Paul Patterson | Glenrock Associates | 5 questions · 20% challenging |
| Firm | Analysts | Questions · challengingPercentage of questions scored as challenging — where the analyst pushed back, pressed for specifics, or questioned management's assumptions. |
|---|---|---|
| Jefferies | 2 analysts | 13 questions · 0% challenging |
| Barclays | 1 analyst | 12 questions · 0% challenging |
| Wolfe Research | 1 analyst | 11 questions · 18% challenging |
| Goldman Sachs | 1 analyst | 9 questions · 0% challenging |
| Wells Fargo | 2 analysts | 9 questions · 0% challenging |
| Morgan Stanley | 1 analyst | 8 questions · 0% challenging |
| JPMorgan | 1 analyst | 8 questions · 0% challenging |
| UBS | 1 analyst | 7 questions · 0% challenging |
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PSEG reported Q1 non-GAAP operating earnings of $1.43 per share, up from $1.31 a year earlier, driven by new distribution rates. Full-year 2025 guidance was reiterated at $3.94-$4.06. The data center pipeline surged to 6,400 MW, and the nuclear fleet achieved a 99.9% capacity factor. PSE&G invested approximately $800 million during Q1, on track for the $3.8 billion annual plan. The LIPA contract uncertainty was resolved favorably, and customer affordability concerns from PJM capacity costs were acknowledged.
Regulation Policy | Cloud & AI | Capex Investment | Revenue Growth | Demand | Cost Pressure | Competitive Dynamics | Capital Allocation | |
|---|---|---|---|---|---|---|---|---|
| 2024Q4 | 9 | 5 | 1 | 3 | 2 | 1 | 2 | |
| 2025Q1 | 11 | 6 | 3 | 2 | 3 | 4 | 2 | 1 |
| 2025Q2 | 12 | 6 | 3 | 2 | 3 | 1 | 2 | 1 |
| 2025Q3 | 8 | 5 | 6 | 4 | 3 | 3 | 2 | 2 |
| 2025Q4 | 7 | 1 | 5 | 6 | 2 | 1 | ||
| 2026Q1 | 11 | 2 | 6 | 2 | 3 | 4 | 1 |
| '24Q4 | '25Q1 | '25Q2 | '25Q3 | '25Q4 | '26Q1 | |
|---|---|---|---|---|---|---|
| Regulation Policy | 9 | 11 | 12 | 8 | 7 | 11 |
| Cloud & AI | 5 | 6 | 6 | 5 | 1 | 2 |
| Capex Investment | 1 | 3 | 3 | 6 | 5 | 6 |
| Revenue Growth | 3 | 2 | 2 | 4 | 6 | 2 |
| Demand | 2 | 3 | 3 | 3 | 3 | |
| Cost Pressure | 1 | 4 | 1 | 3 | 2 | |
| Competitive Dynamics | 2 | 2 | 2 | 4 | ||
| Capital Allocation | 2 | 1 | 1 | 2 | 1 | 1 |
Calendar quarter Q1 2025Earnings call Apr 30, 2025
FY2025 Q1 in brief
PSEG reported Q1 non-GAAP operating earnings of $1.43 per share, up from $1.31 a year earlier, driven by new distribution rates.
Newest quarter FY2026 Q2 is part of Pro · see what Pro adds →
Sources. Tellvest earnings-call sentiment score for Public Service Enterprise Group (PEG), FY2025 Q1: 8/10. Scores: Public Service Enterprise Group’s public earnings-call transcripts and SEC-reported results — the base band is anchored to reported GAAP revenue growth; transcript, EPS and guidance adjustments are applied separately (documented exceptions apply to a few issuers). Price: PEG daily closing prices for the trailing year; dots mark earnings calls, colored by that quarter’s score; the newest quarter’s score is part of Tellvest Pro. How to read a company earnings-call score.
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| Quarter | Revenue | Rev YoY | EPS | EPS YoY | Op margin | Net margin | FCF |
|---|---|---|---|---|---|---|---|
| FY2024 Q4 | $2.46B | -5.4% | $0.57 | -47.7% | 18.1% | 11.6% | $-611M |
| FY2025 Q1Selected | $3.22B | +16.7% | $1.18 | +11.3% | 24.7% | 18.3% | $421M |
| FY2025 Q2 | $2.81B | +15.8% | $1.17 | +34.5% | 29.1% | 20.9% | $-309M |
| FY2025 Q3 | $3.23B | +22.1% | $1.24 | +19.2% | 26.5% | 19.3% | $572M |
| FY2025 Q4 | $2.92B | +18.3% | $0.63 | +10.5% | 17.5% | 10.8% | $-408M |
| FY2026 Q1 | $3.85B | +19.4% | $1.48 | +25.4% | 27.9% | 19.3% | $81M |
| FY2026 Q2 | $2.55B | -8.9% | $0.67 | -42.7% | 18.1% | 13.1% | $1.74B |
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).
What PEG and other companies said about each other on FY2025 Q1 earnings calls — extracted verbatim from public transcripts. Mentions from the newest quarter are a Pro feature.
“We’ve seen Microsoft, Amazon, some of the other hyperscalers sort of pull off of some of the contracts, just seeing if you’re seeing any softness there?”
An analyst asks PSEG management whether hyperscalers like Amazon have been pulling back from power-purchase commitments, implying a possible moderation in data-center capacity build-out plans.
“We’ve seen Microsoft, Amazon, some of the other hyperscalers sort of pull off of some of the contracts, just seeing if you’re seeing any softness there?”
An analyst asks PSEG management whether hyperscalers like Microsoft have been pulling back from power-purchase commitments, implying a possible moderation in data-center capacity build-out plans.
GAAP revenue YoY +16.7% → base 8. The base score is anchored to the GAAP revenue YoY band before transcript, EPS, and guidance adjustments.
| Company | Score | Trend | Rev YoY |
|---|---|---|---|
PEG Public Service Enterprise Group | 8 | +16.7% | |
| AEE Ameren | 8 | +15.5% | |
| AEP American Electric Power | 8 | +10.7% | |
| CMS CMS Energy | 8 | +12.4% | |
| CNP CenterPoint Energy | 6 | +11.4% | |
| D Dominion Energy | 8 | +12.2% | |
| DTE DTE Energy | 7 | +37.0% | |
| DUK Duke Energy | 7 | +7.5% | |
| ED Consolidated Edison | 7 | +12.1% | |
| EIX Edison International | 4 | -6.5% | |
| ES Eversource Energy | 7 | +23.6% | |
| ETR Entergy | 6 | +1.9% | |
| EVRG Evergy | 6 | +2.4% | |
| EXC Exelon | 8 | +11.1% | |
| FE FirstEnergy | 8 | +14.5% | |
| LNT Alliant Energy | 8 | +9.4% | |
| NEE NextEra Energy | 7 | +9.0% | |
| PCG PG&E Corporation | 5 | +2.1% | |
| PNW Pinnacle West | 6 | +8.5% | |
| PPL PPL Corporation | 8 | +8.7% | |
| SO Southern Company | 8 | +17.0% | |
| WEC WEC Energy Group | 8 | +17.5% | |
| XEL Xcel Energy | 5 | +7.0% |