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Sentiment · FY2026 Q2
As of FY2026 Q1, the Tellvest earnings-call sentiment score for Pinnacle West (PNW) is 8/10.
Pinnacle West earned $0.27 per share versus a loss of $0.04 in the prior year, with weather-normalized sales growth of 9.4% driven by C&I at 14.6% as TSMC expanded to four fabs under development. The data center pipeline grew to 28.3 GW, up 12%, and Kentucky load nearly doubled to 3.5 GW. Management reaffirmed all 2026 guidance including $4.55-$4.75 EPS while completing all equity funding needs with $850 million in forward contracts.
Scored from Pinnacle West’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 | $1.10B | +10.5% | $-0.06 | — | 7.7% | -0.6% | $-92M |
| FY2025 Q1 | $1.03B | +8.5% | $-0.04 | -126.7% | 5.5% | -0.4% | $-221M |
| FY2025 Q2 | $1.36B | +3.8% | $1.58 | -10.2% | 22.6% | 14.2% | $-448M |
| FY2025 Q3 | $1.82B | +2.9% | $3.39 | +0.6% | 35.7% | 22.7% | $42M |
| FY2025 Q4 | $1.13B | +3.0% | $0.12 | +300.0% | 12.9% | 1.4% | $-193M |
| FY2026 Q1 | $1.15B | +11.4% | $0.27 | +775.0% | 34.9% | 2.9% | $-393M |
| FY2026 Q2 | $1.46B | +7.1% | $1.43 | -9.5% | 21.0% | 12.3% | $-335M |