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Sentiment · FY2026 Q2
| 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 | 12 (0%) |
| Michael Sullivan | Wolfe Research | 11 (18%) |
| Julien Dumoulin-Smith | Jefferies | 9 (0%) |
| Carly Davenport | Goldman Sachs | 9 (0%) |
| David Arcaro | Morgan Stanley | 8 (0%) |
| Jeremy Tonet | JPMorgan | 8 (0%) |
| Bill Appicelli | UBS | 7 (0%) |
| Anthony Crowdell | Mizuho Securities | 6 (0%) |
| Shar Pourreza | Wells Fargo | 6 (0%) |
| Paul Patterson | Glenrock Associates | 5 (20%) |
| Firm | Analysts | Questions (Challenge)Percentage of questions scored as challenging — where the analyst pushed back, pressed for specifics, or questioned management's assumptions. |
|---|---|---|
| Jefferies | 2 | 13 (0%) |
| Barclays | 1 | 12 (0%) |
| Wolfe Research | 1 | 11 (18%) |
| Goldman Sachs | 1 |
| 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 Q1 | $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% |
| 9 (0%) |
| Wells Fargo | 2 | 9 (0%) |
| Morgan Stanley | 1 | 8 (0%) |
| JPMorgan | 1 | 8 (0%) |
| UBS | 1 | 7 (0%) |
| 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).
PSEG reported Q1 non-GAAP operating earnings of $1.55 per share, up from $1.43 a year earlier, driven by strong regulated capital investment. Full-year 2026 guidance was maintained at $4.28-$4.40, and the 6-8% CAGR through 2030 was reaffirmed. Nuclear operational excellence continued with strong capacity factors. Data center demand was leveling off in New Jersey. PJM resource adequacy and backstop auction uncertainty remained key topics. New nuclear development momentum was building.
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 |
| Company | Score | Trend | Rev YoY |
|---|---|---|---|
PEG Public Service Enterprise Group | 9 | +19.4% | |
| 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% | |
| PCG PG&E Corporation | 8 | +15.0% | |
| 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% |