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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. |
|---|---|---|
| Andrew Weisel | Scotiabank | 21 questions · 5% challenging |
| Paul Fremont | Ladenburg Thalmann | 16 questions · 0% challenging |
| Michael Sullivan | Wolfe Research | 15 questions · 0% challenging |
| Nick Campanella | Barclays | 13 questions · 8% challenging |
| Julien Dumoulin-Smith | Jefferies | 12 questions · 0% challenging |
| Carly Davenport | Goldman Sachs | 10 questions · 0% challenging |
| Jeremy Tonet | JPMorgan | 7 questions · 0% challenging |
| Shar Pourreza | Wells Fargo | 7 questions · 0% challenging |
| Paul Patterson | Glenrock Associates | 6 questions · 17% challenging |
| Bill Appicelli | UBS | 5 questions · 0% challenging |
| Firm | Analysts | Questions · challengingPercentage of questions scored as challenging — where the analyst pushed back, pressed for specifics, or questioned management's assumptions. |
|---|---|---|
| Scotiabank | 1 analyst | 21 questions · 5% challenging |
| Jefferies | 2 analysts | 16 questions · 0% challenging |
| Ladenburg Thalmann | 1 analyst | 16 questions · 0% challenging |
| Wolfe Research | 1 analyst | 15 questions · 0% challenging |
| Barclays | 1 analyst | 13 questions · 8% challenging |
| Wells Fargo | 2 analysts | 11 questions · 0% challenging |
| Goldman Sachs | 1 analyst | 10 questions · 0% challenging |
| JPMorgan | 1 analyst | 7 questions · 0% challenging |
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WEC Energy delivered Q1 earnings of $2.45 per share, up $0.18 year-over-year, driven by rate-based growth contributing $0.17 as weather-normal retail electric deliveries grew 1.3% with large C&I up 3%. The company reaffirmed 2026 guidance of $5.51-$5.61 and the VLC tariff structure was approved by the commission. The $37.5B capital plan supported the growth trajectory as the Point Beach PPA replacement created additional CAPEX opportunity and Illinois rate case progress continued.
Regulation Policy | Capex Investment | Demand | Cloud & AI | Capital Allocation | Supply Chain | Competitive Dynamics | Revenue Growth | |
|---|---|---|---|---|---|---|---|---|
| 2024Q4 | 7 | 11 | 6 | 5 | 3 | 3 | 2 | 2 |
| 2025Q1 | 7 | 5 | 4 | 2 | 1 | 1 | 1 | |
| 2025Q2 | 4 | 7 | 5 | 4 | 1 | 2 | 1 | |
| 2025Q3 | 6 | 7 | 7 | 6 | 7 | 1 | 1 | 2 |
| 2025Q4 | 8 | 3 | 6 | 3 | 4 | 2 | ||
| 2026Q1 | 12 | 5 | 8 | 1 | 2 | 2 | 1 |
| '24Q4 | '25Q1 | '25Q2 | '25Q3 | '25Q4 | '26Q1 | |
|---|---|---|---|---|---|---|
| Regulation Policy | 7 | 7 | 4 | 6 | 8 | 12 |
| Capex Investment | 11 | 5 | 7 | 7 | 3 | 5 |
| Demand | 6 | 4 | 5 | 7 | 6 | 8 |
| Cloud & AI | 5 | 2 | 4 | 6 | 3 | 1 |
| Capital Allocation | 3 | 1 | 1 | 7 | 4 | |
| Supply Chain | 3 | 2 | 1 | 2 | ||
| Competitive Dynamics | 2 | 1 | 1 | 2 | 2 | |
| Revenue Growth | 2 | 1 | 1 | 2 | 1 |
Calendar quarter Q1 2026Earnings call May 5, 2026
FY2026 Q1 in brief
WEC Energy delivered Q1 earnings of $2.45 per share, up $0.18 year-over-year, driven by rate-based growth contributing $0.17 as weather-normal retail electric deliveries grew 1.3% with large C&I up 3%.
Newest quarter FY2026 Q2 is part of Pro · see what Pro adds →
Sources. Tellvest earnings-call sentiment score for WEC Energy Group (WEC), FY2026 Q1: 7/10. Scores: WEC Energy 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: WEC 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 | $2.28B | +3.0% | $1.43 | +107.2% | 25.9% | 19.9% | $-265M |
| FY2025 Q1 | $3.15B | +17.5% | $2.27 | +15.2% | 29.8% | 23.0% | $462M |
| FY2025 Q2 | $2.01B | +13.4% | $0.76 | +13.4% | 20.1% | 12.2% | $24M |
| FY2025 Q3 | $2.10B | +12.9% | $0.83 | +9.2% | 21.4% | 12.9% | $-626M |
| FY2025 Q4 | $2.54B | +11.1% | $0.97 | -32.2% | 23.0% | 12.5% | $-905M |
| FY2026 Q1Selected | $3.43B | +9.0% | $2.45 | +7.9% | 28.5% | 23.4% | $401M |
| FY2026 Q2 | $2.06B | +2.6% | $0.91 | +19.7% | 21.0% | 14.5% | $-270M |
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).
GAAP revenue YoY +9.04% → base 7. The base score is anchored to the GAAP revenue YoY band before transcript, EPS, and guidance adjustments.
What WEC 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.
“I guess how are the dialogues going with WEC?”
Analyst asks about NextEra's recontracting/PPA dialogue with WEC Energy, the current offtaker of the Point Beach nuclear plant; a signal on WEC's generation planning timeline.
“I can't speak with -- for NextEra. So you'd have to ask them that question. They could always enter into a financial transaction or something like that. But you'll have to run that by NextEra on to what their thoughts are.”
WEC buys power from NextEra's Point Beach nuclear plant under a PPA it plans to replace with its own gas generation as the contract rolls off in 2030/2033, a negative offtake signal for NextEra.
“there was a potential option to purchase some land by the Oak Creek plant for a potential Microsoft expansion that is no longer moving forward but I mean, in total, they still have about 2,200 acres and that was by the Oak Creek site.”
A potential Microsoft data-center expansion near WEC's Oak Creek plant is no longer moving forward, though Microsoft retains about 2,200 acres, a mixed signal on Microsoft's Wisconsin data-center footprint.
“Vantage has stated that it is expected to invest $15 billion to complete this phase in 2028. Construction continues and the first facility could come online late in 2027. We currently have 1.3 gigawatts of demand for this Vantage site in our forecast over the next 5 years.”
Vantage Data Centers is a major electric-load customer for WEC, investing $15 billion in a Wisconsin site with 1.3 GW of demand in WEC's forecast and potential to reach 3.5 GW, a strong data-center demand signal.
| Company | Score | Trend | Rev YoY |
|---|---|---|---|
WEC WEC Energy Group | 7 | +9.0% | |
| 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% | |
| PCG PG&E Corporation | 8 | +15.0% | |
| 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% | |
| XEL Xcel Energy | 6 | +2.9% |