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Industry-level sentiment and macro signals, built from public earnings calls. Part of the Utilities sector.
Showing calendar 2026 Q1Free· the newest quarter (2026 Q2) is Pro.
Industry Sentiment Index · Calendar 2026 Q1
As of 2026 Q1, the Tellvest aggregate earnings-call sentiment for the Regulated Electric industry is 6.7/10 across 23 companies.
2024 Q4–2026 Q1. 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 Q1
What management and analysts said on calls mapped to this calendar quarter.
The group's average sentiment score eased from 6.96 to 6.65, a move driven less by operating results than by revenue-growth base resets, since first-quarter revenue comparisons reset the scoring band for several names whose data center load pipelines actually strengthened. Cost-pressure flags fell from 11 to 8 across the set, while a single pricing-pressure flag appeared where the prior quarter had none (0 to 1), at NextEra Energy.
Market context
Public price data. It covers the trailing year to the latest close, not calendar 2026 Q1.
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 | 22 | 202 |
| AI & Tech | 15 | 141 |
| Regulation Policy | 8 | 422 |
| Credit | 4 | 121 |
| Supply Chain | 4 | 22 |
| Company | Sentiment |
|---|---|
| PEG Public Service Enterprise Group | 9/10 |
| PCG PG&E Corporation | 8/10 |
| PNW Pinnacle West | 8/10 |
| DUK Duke Energy | 8/10 |
| ETR Entergy | 8/10 |
| EVRG Evergy | 7/10 |
| D Dominion Energy | 7/10 |
| WEC WEC Energy Group | 7/10 |
| PPL PPL Corporation | 7/10 |
| FE FirstEnergy | 7/10 |
| AEE Ameren | 7/10 |
| DTE DTE Energy | 7/10 |
| NEE NextEra Energy | 6/10 |
| XEL Xcel Energy | 6/10 |
| EXC Exelon | 6/10 |
| ES Eversource Energy | 6/10 |
| EIX Edison International | 6/10 |
| ED Consolidated Edison | 6/10 |
| CMS CMS Energy | 6/10 |
| SO Southern Company | 6/10 |
| AEP American Electric Power | 5/10 |
| LNT Alliant Energy | 5/10 |
| CNP CenterPoint Energy | 5/10 |
% 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.