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Industry-level sentiment and macro signals, built from public earnings calls. Part of the Utilities sector.
Showing calendar 2026 Q2Free· the newest quarter (2026 Q3) is Pro.
Industry Sentiment Index · Calendar 2026 Q2
As of 2026 Q2, the Tellvest aggregate earnings-call sentiment for the Electric Utilities industry is 5.7/10 across 23 companies.
2024 Q4–2026 Q2. Each earlier point averages the available scores of this quarter’s 23-company panel in that quarter; companies without a score in an earlier quarter don’t contribute, so the number behind each point can vary.
Earnings-call analysis · calendar 2026 Q2
What management and analysts said on calls mapped to this calendar quarter.
Data center contracts grew at company after company on the second-quarter calls, and the industry's average sentiment score still fell from 6.65 to 5.7. Of the 23 companies, 15 scored lower, five scored higher and three held steady. American Electric Power (AEP) raised its 2026 earnings guidance and every other company reaffirmed or held it. Scores sit close to the base score the rubric sets from reported revenue and earnings growth (22 of 23 are within one point of it), so a reaffirmed outlook and a bigger data center pipeline did little to offset flat or falling GAAP revenue.
Market context
Public price data. It covers the trailing year to the latest close, not calendar 2026 Q2.
Method
A composite score derived from averaging overall earnings sentiment across all analyzed companies in this industry for the selected calendar quarter. Score is 0–10 (10 = most positive).
| Signal | Companies | Direction breakdown |
|---|---|---|
| CAPEX | 21 | 201 |
| AI & Tech | 12 | 1011 |
| Credit | 6 | 42 |
| Inflation | 6 | 114 |
| Labor Market | 6 | 3111 |
| Oil Energy | 4 | 211 |
| Regulation Policy | 4 | 121 |
| Supply Chain | 4 | 211 |
| Enterprise Spending | 3 | 3 |
| Company | Sentiment |
|---|---|
| CNP CenterPoint Energy | 8/10 |
| ED Consolidated Edison | 8/10 |
| D Dominion Energy | 7/10 |
| EVRG Evergy | 7/10 |
| FE FirstEnergy | 7/10 |
| NEE NextEra Energy | 7/10 |
| EXC Exelon | 7/10 |
| DUK Duke Energy | 6/10 |
| PCG PG&E Corporation | 6/10 |
| PPL PPL Corporation | 6/10 |
| AEP American Electric Power | 6/10 |
| PNW Pinnacle West | 5/10 |
| WEC WEC Energy Group | 5/10 |
| XEL Xcel Energy | 5/10 |
| ES Eversource Energy | 5/10 |
| ETR Entergy | 5/10 |
| CMS CMS Energy | 5/10 |
| DTE DTE Energy | 5/10 |
| EIX Edison International | 5/10 |
| SO Southern Company | 5/10 |
| LNT Alliant Energy | 4/10 |
| AEE Ameren | 4/10 |
| PEG Public Service Enterprise Group | 3/10 |
% change over the trailing year, log scale. 1Y and YTD are each name’s own price return. Equal-weight: average of every full-history member, weighted equally, not rebalanced.