Sentiment · FY2026 Q2
As of FY2026 Q1, the Tellvest earnings-call sentiment score for Xcel Energy (XEL) is 6/10.
Xcel Energy delivered Q1 ongoing earnings of $0.91 per share up from $0.84, reaffirming 2026 guidance of $4.04-$4.16 and the 6-8%+ long-term growth rate with a 9% CAGR through 2030. The data center pipeline accelerated with a Google ESA signed while record capital investment execution was on track and the incremental investment pipeline gained visibility. Rate case outcomes progressed constructively across jurisdictions, weather-adjusted electric sales grew 2.8%, and wildfire litigation resolution advanced.
Scored from Xcel Energy’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 | $3.12B | -9.4% | $0.81 | +9.5% | 11.1% | 14.9% | $-1.55B |
| FY2025 Q1 | $3.91B | +7.0% | $0.84 | -4.5% | 17.3% | 12.4% | $1.92B |
| FY2025 Q2 | $3.29B | +8.6% | $0.76 | +40.7% | 17.6% | 13.5% | $-1.35B |
| FY2025 Q3 | $3.92B | +7.4% | $0.90 | -25.6% | 19.1% | 13.4% | $-1.29B |
| FY2025 Q4 | $3.56B | +14.1% | $0.95 | +17.3% | 16.3% | 15.9% | $717M |
| FY2026 Q1 | $4.02B | +2.9% | $0.89 | +6.0% | 18.2% | 13.8% | $-1.32B |
| FY2026 Q2 | $3.12B | -5.1% | $0.93 | +22.4% | 22.6% | 18.8% | $0 |