Eversource Energy (ES) Earnings Dates, Call Summary & Reports

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Earnings Data

Report Date

May 06, 2026

After Close (Confirmed)

Period Ending

2026 (Q1)

Consensus EPS Forecast

1.57

Last Year’s EPS

1.5

Same Quarter Last Year

Analyst Consensus

Hold

Based on 9 Analysts Ratings

Earnings Call Summary

Q4 2025

Earnings Call Date:Feb 12, 2026|

% Change Since:

Earnings Call Sentiment|Positive

The call emphasized strong operational execution, reliable earnings growth, meaningful capital deployment, and tangible balance sheet improvement, balanced against identifiable near-term challenges including segment-specific pressures, regulatory timing risks (Aquarion sale and storm cost prudency), settlement charges, and substantial multi-year financing needs. Management presented clear mitigation plans (securitization, alternative financings, targeted equity issuance) and reiterated long-term growth targets and regulatory engagement to derisk the plan.

Company Guidance

Eversource guided 2026 EPS of $4.80–$4.95 and reiterated five‑year non‑GAAP EPS growth of 5%–7% off 2025 non‑GAAP EPS of $4.76 (2025 GAAP EPS $4.05), targeting the upper half of that range (implying >~6% growth) by 2028 measured off 2027 results. The company updated its 2026–2030 capital plan to $26.5 billion (up $2.3 billion vs. prior plan and $1.5 billion for the 2026–29 overlap), excluding Aquarion which would add $1.3 billion; electric distribution is the largest incremental driver (+$696 million, now >$11 billion), gas distribution +$523 million (nearly $7 billion), transmission +$233 million (over $7 billion), technology & facilities $1.2 billion (+$75 million), and rate base is expected to grow 8.3% from 2024–2030. Financing needs total $34.5–$35.0 billion (infrastructure $27.8 billion plus dividends $6.7–$7.2 billion), with projected operating cash flows of $24.2–$24.7 billion (~70% funding), $8.5–$9.0 billion from incremental debt/other financing (equity‑like content $1.3–$2.5 billion), securitization proceeds up to $1.5 billion (~3% of inflows), and equity issuance of $800–$1,100 million (unchanged by Aquarion); Eversource reported >400 bps improvement in FFO‑to‑debt at Moody’s (300 bps at S&P). Key timing and other metrics noted: 2026 moderate near‑term headwinds (higher depreciation, property tax, interest, share dilution, tax rate), dividends paid $3.01 in 2025 (+5.2%), >$4.0 billion deployed in 2025 capital, AMI >100,000 MA meters installed, PURA Aquarion remand decision due March 25, Connecticut storm prudency decision expected July (enabling securitization cash likely by Q3 2027), and Revolution Wind first power in weeks with COD targeted H2 2026.

Strong recurring non-GAAP and GAAP earnings

Full-year 2025 non-GAAP EPS of $4.76 vs $4.57 in 2024, an increase of ~4.2%. Full-year GAAP EPS of $4.05 vs $2.27 in 2024, a notable increase (~78%). Q4 EPS of $1.12 (GAAP and non-GAAP) vs GAAP $0.20 and non-GAAP $1.01 for Q4 2024, demonstrating quarter-over-quarter improvement.

Dividend increase

Paid dividends of $3.01 per share in 2025, representing a 5.2% increase year-over-year, supporting shareholder yield continuity.

Operational reliability and customer service

Top-decile MAIFI and SAIDI performance; customers experience an outage on average only once in nearly two years. Responded effectively to major weather events and maintained high system reliability.

Large capital deployment and expanded five-year plan

Deployed over $4.0B of capital in 2025. Announced a 2026–2030 capital plan of $26.5B (up $2.3B vs prior plan), including >$11B electric distribution, nearly $7B gas distribution, and >$7B transmission; overlapping 2026–2029 increase of $1.5B.

Rate base growth and targeted investments

Customer-focused investments drive an 8.3% growth in rate base from 2024 through 2030; major projects include the $1.8B Cambridge underground substation and continued investment in grid modernization and resiliency.

AMI and grid modernization milestones

Advanced Metering Infrastructure in Massachusetts surpassed 100,000 smart meter installations; remaining AMI investment in MA and potential CT AMI upside remains part of the capital plan.

Progress on offshore wind and related projects

Revolution Wind onshore substation complete, project 87% complete, first power expected in weeks; company states no change to the contingent liability recorded in 2025 based on current construction updates and cost estimates.

Regulatory wins supporting recovery and affordability

Obtained several constructive regulatory outcomes in 2025: PBR adjustments in MA (NSTAR Electric +$55M, NSTAR Gas +$10M), recovery mechanisms advanced (98% of $2.0B deferred storm costs in current rates or pending reviews), and MA rate relief plan implemented to assist customers during peak winter usage.

Balance sheet and credit metric improvements

Improved FFO-to-debt metrics by >400 basis points at Moody's and ~300 basis points at S&P over the prior 12 months (ending Sept 30), reflecting cash flow and balance sheet enhancements.

Clear long-term growth guidance

2026 EPS guidance of $4.80–$4.95 with a stated long-term EPS CAGR target of 5%–7% and a plan to reach the upper half of that range by 2028 (off 2027 base), indicating confidence in multi-year growth despite near-term headwinds.

Eversource Energy (ES) Earnings, Revenues Date & History

The upcoming earnings date is based on a company’s previous reporting, and may be updated when the actual date is announced

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ES Earnings History

Report Date	Fiscal Quarter	Forecast / EPS	Last Year's EPS	EPS YoY Change	Slides	Play Transcript
May 06, 2026	2026 (Q1)	1.57 / -	1.5	―	―	―
Feb 12, 2026	2025 (Q4)	1.10 / 1.12	1.01	10.89% (+0.11)
Nov 04, 2025	2025 (Q3)	1.15 / 1.19	1.13	5.31% (+0.06)
Jul 31, 2025	2025 (Q2)	0.95 / 0.96	0.95	1.05% (+0.01)
May 01, 2025	2025 (Q1)	1.51 / 1.50	1.49	0.67% (+0.01)
Feb 11, 2025	2024 (Q4)	0.99 / 1.01	0.95	6.32% (+0.06)
Nov 04, 2024	2024 (Q3)	1.08 / 1.13	0.97	16.49% (+0.16)
Jul 31, 2024	2024 (Q2)	0.95 / 0.95	1	-5.00% (-0.05)
May 01, 2024	2024 (Q1)	1.48 / 1.49	1.41	5.67% (+0.08)
Feb 14, 2024	2023 (Q4)	0.97 / 0.95	0.92	3.26% (+0.03)

The table shows recent earnings report dates and whether the forecast was beat or missed. See the change in forecast and EPS from the previous year.

Beat

Missed

ES Earnings-Related Price Changes

Report Date	Price 1 Day Before	Price 1 Day After	Percentage Change
Feb 12, 2026	$70.32	$73.36	+4.32%
Nov 04, 2025	$73.00	$72.10	-1.23%
Jul 31, 2025	$64.63	$64.09	-0.83%
May 01, 2025	$57.06	$56.82	-0.42%

Earnings announcements can affect a stock’s price. This table shows the stock's price the day before and the day after recent earnings reports, including the percentage change.

FAQ

When does Eversource Energy (ES) report earnings?

Eversource Energy (ES) is schdueled to report earning on May 06, 2026, After Close (Confirmed).

What is Eversource Energy (ES) earnings time?

Eversource Energy (ES) earnings time is at May 06, 2026, After Close (Confirmed).

Where can I see when companies are reporting earnings?

You can see which companies are reporting today on our designated earnings calendar.

What companies are reporting earnings today?

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What is ES EPS forecast?

ES EPS forecast for the fiscal quarter 2026 (Q1) is 1.57.