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DTE Energy Company (DTE)
NYSE:DTE
Earnings Data
Report Date
Apr 23, 2026Before Open (Confirmed)
Period Ending
2026 (Q1)Consensus EPS Forecast
2.08Last Year’s EPS
2.1Same Quarter Last Year
Moderate Buy
Based on 11 Analysts Ratings
Earnings Call Summary
Earnings Call Sentiment|Positive
The call emphasized multiple material wins: a clear EPS beat in 2025, strong reliability improvements, significant renewable and storage buildout, and a large data center contract (1.4 GW) with pronounced upside from additional data center opportunities. Management reiterated confident 2026 guidance (6%–8% EPS growth) and a long‑term plan with expanded capital investment and financing actions. Offsetting risks include higher O&M and corporate costs, sizable incremental capital requirements ($36.5B 5‑year plan), regulatory and community scrutiny around data centers, and some dependence on tax credits and favorable policy. On balance, the positive operational and financial momentum and the substantial growth opportunities outweigh the highlighted risks.Company Guidance
Strong Financial Results and EPS Beat
2025 operating earnings of $1.5 billion and operating EPS of $7.36, which was above the high end of 2025 guidance.
2026 EPS Guidance and Growth Outlook
2026 operating EPS guidance of $7.59 to $7.73 per share, representing 6% to 8% growth over the 2025 guidance midpoint; management confident in delivering at the high end.
Large Data Center Win and Material Upside
Executed first large data center agreement for 1.4 GW with MPSC approval and construction started; contract includes a 19‑year power supply agreement and 15‑year storage contract; nearly $2 billion of incremental storage investment tied to this load; management in advanced discussions for an additional ~3 GW with a 3–4 GW broader pipeline, which could push 2027–2030 CAGR above 8%.
Major Reliability Improvements
Best all‑weather SAIDI performance in nearly 20 years with a nearly 90% reduction in average outage duration versus 2023; restored power to 99.9% of impacted customers within 48 hours; targets to reduce outages by 30% and cut outage duration in half by 2029.
Cleaner Energy Buildout and Renewables Progress
Placed 330 MW of solar in service in 2025, 745 MW under construction, ~2,500 MW of renewable generation online; plan to build ~900 MW of renewables per year over the next 5 years; 220 MW battery storage project and Belle River conversion to a 1,300 MW gas peaking resource in 2026.
Utility Earnings and Segment Strength
DTE Electric operating earnings ~ $1.2 billion (up $112 million vs 2024); DTE Gas operating earnings $295 million (up $32 million vs 2024); DTE Vantage operating earnings $162 million driven by RNG tax credits and custom energy solutions; Energy Trading $114 million driven by contracted/hedged portfolios.
Affordability and Customer Benefits
Residential electric bill <2% of median household income and 18% below the national average; near‑term data center growth expected to create $300 million of annual benefits for existing customers once fully ramped; $125 million of energy assistance accessed for vulnerable customers in 2025 and $15 million donated to assistance organizations.
Balance Sheet and Financing Plan
Targeting annual equity issuances of $500–$600 million (2026–2028 and similar through 2030) to support capital plan; ended 2025 with FFO to debt ~15.4% and targeting ~15%; incremental equity generally ~40% of incremental CapEx.
DTE 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
DTE Earnings-Related Price Changes
Report Date | Price 1 Day Before | Price 1 Day After | Percentage Change |
|---|---|---|---|
Feb 17, 2026 | $144.94 | $144.69 | -0.17% |
Oct 30, 2025 | $137.61 | $136.82 | -0.58% |
Jul 29, 2025 | $135.03 | $134.79 | -0.18% |
May 01, 2025 | $133.60 | $132.47 | -0.85% |
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 DTE Energy Company (DTE) report earnings?
DTE Energy Company (DTE) is schdueled to report earning on Apr 23, 2026, Before Open (Confirmed).
What is DTE Energy Company (DTE) earnings time?
DTE Energy Company (DTE) earnings time is at Apr 23, 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 DTE EPS forecast?
DTE EPS forecast for the fiscal quarter 2026 (Q1) is 2.08.