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Earnings Data
Report Date
Aug 05, 2026Before Open (Confirmed)
Period Ending
2026 (Q2)Consensus EPS Forecast
1.1Last Year’s EPS
1.04Same Quarter Last Year
Moderate Buy
Based on 3 Analysts Ratings
Earnings Call Summary
Earnings Call Sentiment|Positive
Overall the call was positive: the company reported solid year-over-year revenue and earnings growth, demonstrated strong segment-level performance, maintained liquidity and capital plans, increased the dividend, and reaffirmed long-term EPS guidance. Notable execution risks include a schedule delay on the WRU LNG project that reduces 2026 EPS by ~ $0.10, higher operating and financing costs, and pending regulatory timing for Florida City Gas rates. Despite these headwinds, management presented clear mitigation actions, ongoing capital deployment, and expected future margin contributions from projects.Company Guidance
Strong Quarter Financial Performance
Adjusted net income increased 16% year-over-year to approximately $59 million; adjusted earnings per share rose 11% to $2.47. Adjusted gross margin was ~$206 million, up 13% versus Q1 2025.
Regulated and Unregulated Segment Growth
Regulated adjusted gross margin grew 15% to about $148 million and regulated operating income rose 18% to ~$71 million. Unregulated Energy adjusted gross margin increased 8% to ~$59 million and unregulated operating income grew 8% to $28 million.
Incremental Margin Drivers
Company generated incremental margin contributions including $12 million from transmission/infrastructure projects and $11 million from distribution growth, updated rates and higher customer usage; cold weather added ~$0.14 EPS and infrastructure/transmission added ~$0.21 EPS to results.
Customer Growth
Above-average residential customer growth across core service areas: Delmarva +3.3%, Florida Public Utilities +2.2%, Florida City Gas +2.0%, supporting long-term demand and capital deployment opportunities.
Capital Program Progress and Guidance
Invested $122 million in Q1, consistent with full-year 2026 capital guidance of $450–$500 million. Major projects forecasted to contribute ~$31 million gross margin in 2026 and an additional ~$20 million in 2027.
Dividend Increase and Long-Term EPS Guidance
Board approved a $0.20 annualized dividend increase (7.3%) to $2.94 per share. Company reaffirmed long-term EPS CAGR of 8% through 2028 and 2028 EPS guidance of $7.75–$8.00.
Capital Structure and Liquidity
Equity capitalization at 50% with strong liquidity (74% capacity of total debt capital of $793 million). Company expects to issue approximately $60 million of equity in 2026 via ATM/waiver programs and plans to refinance acquisition debt to lower interest expense.
CPK 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
CPK Earnings-Related Price Changes
Report Date | Price 1 Day Before | Price 1 Day After | Percentage Change |
|---|---|---|---|
May 06, 2026 | $125.08 | $126.47 | +1.11% |
Feb 25, 2026 | $132.74 | $133.12 | +0.28% |
Sep 30, 2025 | $132.47 | $132.50 | +0.02% |
Aug 07, 2025 | $118.66 | $120.76 | +1.77% |
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 Chesapeake Utilities (CPK) report earnings?
Chesapeake Utilities (CPK) is schdueled to report earning on Aug 05, 2026, Before Open (Confirmed).
What is Chesapeake Utilities (CPK) earnings time?
Chesapeake Utilities (CPK) earnings time is at Aug 05, 2026, Before Open (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 CPK EPS forecast?
CPK EPS forecast for the fiscal quarter 2026 (Q2) is 1.1.