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Duke Energy (DE:D2MN)
NYSE:D2MN
Earnings Data
Report Date
May 12, 2026Before Open (Confirmed)
Period Ending
2026 (Q1)Consensus EPS Forecast
1.5Last Year’s EPS
1.49Same Quarter Last Year
Moderate Buy
Based on 14 Analysts Ratings
Earnings Call Summary
Earnings Call Sentiment|Positive
The call conveyed strong operational execution, above-guidance 2025 results (EPS +7%), an increased and well-articulated capital plan ($103B) designed to drive ~9.6% earnings base growth, constructive regulatory progress, and material data center contract wins (4.5 GW ESAs with a ~9 GW late-stage pipeline). These positives are balanced against execution and timing risks tied to the large buildout, near-term financing needs (including $10B equity planned), FFO-to-debt pressure into 2026 (~14%) before a 15% target, and regulatory/affordability scrutiny. Overall, the strength of results, clear growth cadence toward an EPS inflection in 2028, and steps to shore up credit and protections for customers make the call broadly positive despite notable risks.Company Guidance
Solid 2025 Financial Performance
Reported and adjusted EPS of $6.31 for 2025, a 7% increase year-over-year and above the guidance midpoint; 2026 EPS guidance set at $6.55 to $6.80.
Extended Long-Term Growth Outlook
Company extended its 5% to 7% long-term EPS growth target through 2030 (off the 2025 guidance midpoint) and expressed confidence in earning in the top half of that range beginning in 2028.
Largest Regulated Five-Year Capital Plan
Announced a $103 billion five-year capital plan (an increase of $6 billion, ~18% vs prior plan) expected to drive 9.6% earnings-based CAGR through 2030 (up ~150 bps vs prior plan).
Improved Balance Sheet and Cash Metrics
Recovered and securitized nearly $3 billion of storm costs; 2025 FFO to debt improved to 14.8% with a 2026 forecast of ~14% and a long-term target of 15%.
Advancing Generation and Storage
Adding ~14 GW incremental capacity over the next five years; installed a 100 MW battery (largest on system to date) and plan ~4.5 GW of battery additions through 2031; broke ground on 5 GW of new natural gas in The Carolinas and Indiana and secured long-lead equipment and workforce contracts.
Economic Development / Data Center Wins
Signed an additional 1.5 GW of electric service agreements (ESAs) since Q3; now ~4.5 GW of data center load secured under ESAs (customers include Microsoft and Compass) with a late-stage pipeline of ~9 GW, supporting an expected load-driven earnings inflection in 2028.
Constructive Regulatory Outcomes
Comprehensive settlements and South Carolina rate case orders fully approved; multiyear rate plans in multiple jurisdictions (NC, FL, IN) and grid riders support timely cost recovery and revenue visibility.
Credit and Strategic Transactions
Transactions (Brookfield minority investment in Duke Energy Florida; sale of Piedmont Tennessee to Spire) expected to strengthen credit profile, satisfy near-term equity needs and provide proceeds to support capital plan.
Operational Resilience and Customer Focus
Responded to recent winter storms with ~95% of ~200,000 outages restored within 24 hours; emphasized keeping rate changes below inflation on average over the last decade and use of affordability tools (securitization, CWIP, tax credits).
DE:D2MN 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
DE:D2MN Earnings-Related Price Changes
Report Date | Price 1 Day Before | Price 1 Day After | Percentage Change |
|---|---|---|---|
Feb 10, 2026 | €103.27 | €102.46 | -0.79% |
Nov 04, 2025 | €104.96 | €105.82 | +0.82% |
Aug 05, 2025 | €104.08 | €106.07 | +1.91% |
May 06, 2025 | €103.81 | €102.57 | -1.19% |
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 Duke Energy (DE:D2MN) report earnings?
Duke Energy (DE:D2MN) is schdueled to report earning on May 12, 2026, Before Open (Confirmed).
What is Duke Energy (DE:D2MN) earnings time?
Duke Energy (DE:D2MN) earnings time is at May 12, 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 the P/E ratio of Duke Energy stock?
The P/E ratio of Duke Energy is N/A.
What is DE:D2MN EPS forecast?
DE:D2MN EPS forecast for the fiscal quarter 2026 (Q1) is 1.5.