Alliant Energy (LNT)
NASDAQ:LNT
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Earnings Data
Report Date
Jul 30, 2026After Close (Confirmed)
Period Ending
2026 (Q2)Consensus EPS Forecast
0.69Last Year’s EPS
0.68Same Quarter Last Year
Moderate Buy
Based on 8 Analysts Ratings
Earnings Call Summary
Earnings Call Sentiment|Positive
The call conveys a largely positive operational and strategic momentum driven by strong data center contracting (3.4 GW contracted, new 370 MW ESA), reaffirmed 2026 guidance, proactive financing (retired $1.1B maturities, $400M term loan, sales-of-receivables increase) and a favorable multi-year earnings outlook (7%+ CAGR 2027–2029). Headwinds are present but appear manageable: mild weather trimmed margins (~$0.04/share), O&M and financing costs rose, regulatory timing and local pushback in Wisconsin create execution risk, and meaningful remaining capital needs (~$1B equity and up to $800M debt planned) require continued access to markets. Overall, positive execution and strategic positioning outweigh the near-term operational and financing challenges.Company Guidance
Solid Quarterly Earnings
First-quarter GAAP earnings of $0.87 per share and ongoing earnings of $0.82 per share; Q1 ongoing earnings represented approximately 25% of the midpoint of full-year 2026 guidance despite mild weather.
Large Data Center Contracting Momentum
Executed a new 370 MW electric service agreement in Iowa (full load ramp expected by 2030) and now have five fully executed data center agreements representing ~3.4 GW of contracted demand (three projects under active construction); contracted demand represents more than a 60% increase in current peak demand.
Resource and Reliability Actions
Entered agreement with a counterparty to construct simple-cycle natural gas capacity and executed a contract for up to 1.1 GW of combustion turbine capacity (in-service target ~2031); emphasized batteries and peakers as primary near-term resource additions to capture speed-to-market and leverage local wind resources.
Reaffirmed Guidance and Multi-Year Growth Outlook
Company reaffirmed 2026 earnings guidance and expects compound annual earnings growth of 7%+ across 2027–2029.
Proactive and Diversified Financing Execution
Retired $1.1 billion of parent-level/Alliant Energy Finance maturities using available cash and new debt (including a $400 million term loan); remaining 2026 debt plans include up to $800 million of long-term issuances (up to $300M at WPL, up to $500M at IPL).
Capital and Equity Funding Progress
Of approximately $2.4 billion expected common equity need through 2029, roughly $1.3 billion (~54%) has been secured through forward equity agreements; approximately $1 billion of remaining equity capacity to be raised, and a new $1 billion at-the-market program was filed.
Improved Liquidity and Credit Position
Increased IPL sales-of-receivables program capacity from $110 million to $180 million (≈+63.6%) and received an S&P credit rating upgrade for IPL from BBB+ to A-.
Constructive Regulatory Decisions for Wind Projects
Iowa Utilities Commission approved advanced ratemaking for up to 1 GW of new wind generation at a current blended ROE of 9.8%; Wisconsin Public Service Commission approved the 153 MW Ventre North wind project—expected to reduce fuel costs and generate tax credits for customers.
Operational Performance and Storm Response
Despite heavy storm activity, company reported strong reliability and safety statistics through 2026, with field teams recognized for effective service restoration.
LNT Earnings History
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
LNT Earnings-Related Price Changes
Report Date | Price 1 Day Before | Price 1 Day After | Percentage Change |
|---|---|---|---|
Apr 30, 2026 | $73.43 | $74.06 | +0.86% |
Feb 19, 2026 | $69.49 | $70.48 | +1.43% |
Nov 06, 2025 | $65.71 | $66.30 | +0.90% |
Aug 07, 2025 | $64.61 | $64.14 | -0.73% |
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 Alliant Energy (LNT) report earnings?
Alliant Energy (LNT) is schdueled to report earning on Jul 30, 2026, After Close (Confirmed).
What is Alliant Energy (LNT) earnings time?
Alliant Energy (LNT) earnings time is at Jul 30, 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?
You can see a list of the companies which are reporting today on TipRanks earnings calendar.
What is LNT EPS forecast?
LNT EPS forecast for the fiscal quarter 2026 (Q2) is 0.69.