Loading
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. |
|---|---|---|
| Julien Dumoulin-Smith | Jefferies | 15 (0%) |
| Travis Miller | Morningstar | 12 (0%) |
| Stephen D'Ambrisi | RBC Capital Markets | 9 (0%) |
| Ryan Levine | Citigroup | 7 (0%) |
| Paul Patterson | Glenrock Associates | 6 (0%) |
| Shar Pourreza | Wells Fargo | 6 (0%) |
| Chris Ellinghaus | Siebert Williams Shank | 5 (0%) |
| Nick Campanella | Barclays | 5 (0%) |
| Fei She | Barclays | 5 (0%) |
| Richard Sunderland | Truist Securities | 4 (0%) |
| Firm | Analysts | Questions (Challenge)Percentage of questions scored as challenging — where the analyst pushed back, pressed for specifics, or questioned management's assumptions. |
|---|---|---|
| Jefferies | 1 | 15 (0%) |
| Barclays | 3 | 14 (0%) |
| Morningstar | 1 | 12 (0%) |
| RBC Capital Markets | 1 |
| 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% |
| 9 (0%) |
| Wells Fargo | 2 | 8 (0%) |
| Citigroup | 1 | 7 (0%) |
| Glenrock Associates | 1 | 6 (0%) |
| Siebert Williams Shank | 1 | 5 (0%) |
| $-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 |
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).
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.
Capex Investment | Regulation Policy | Demand | Guidance Reliability | Revenue Growth | Margin | Innovation & R&D | Cost Pressure | |
|---|---|---|---|---|---|---|---|---|
| 2024Q4 | 4 | 4 | 1 | 1 | 1 | |||
| 2025Q1 | 6 | 5 | 3 | 2 | 2 | 3 | 2 | |
| 2025Q2 | 6 | 3 | 4 | 2 | 2 | 1 | ||
| 2025Q3 | 8 | 3 | 4 | 3 | 4 | 2 | ||
| 2025Q4 | 5 | 6 | 5 | 3 | 3 | 3 | 1 | 1 |
| 2026Q1 | 6 | 6 | 6 | 2 | 2 | 1 | 1 |
| '24Q4 | '25Q1 | '25Q2 | '25Q3 | '25Q4 | '26Q1 | |
|---|---|---|---|---|---|---|
| Capex Investment | 4 | 6 | 6 | 8 | 5 | 6 |
| Regulation Policy | 4 | 5 | 3 | 3 | 6 | 6 |
| Demand | 3 | 4 | 4 | 5 | 6 | |
| Guidance Reliability | 1 | 2 | 2 | 3 | 3 | 2 |
| Revenue Growth | 1 | 2 | 4 | 3 | 2 | |
| Margin | 3 | 2 | 2 | 3 | 1 | |
| Innovation & R&D | 1 | 1 | 1 | 1 | ||
| Cost Pressure | 2 | 1 |
What PNW 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.
“We are proud to support TSMC’s accelerated expansion in Arizona and are working closely with the company on the infrastructure needed to power their growth.”
APS is powering TSMC's accelerating Arizona fab expansion, a major driver of Pinnacle West's extra-high-load-factor demand growth.
| Company | Score | Trend | Rev YoY |
|---|---|---|---|
PNW Pinnacle West | 8 | +11.4% | |
| 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% | |
| PEG Public Service Enterprise Group | 9 | +19.4% | |
| 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% |