The earnings call highlighted Otter Tail Corporation's robust financial performance and strategic investment plans which outpaced expectations, despite challenges in the Plastics and Manufacturing segments and ongoing legal issues.

Company Guidance

During Otter Tail Corporation's third quarter 2025 earnings call, the company updated its guidance to reflect a stronger financial outlook. They increased the midpoint of their 2025 earnings per share (EPS) guidance from $6.26 to $6.47, driven by better-than-expected results in their Plastics segment and revised expectations for lower raw material costs for the remainder of the year. The company introduced a new 5-year capital investment plan totaling $1.9 billion, which is expected to yield a 10% compound annual growth rate (CAGR) in the rate base. Otter Tail enhanced its long-term EPS growth target to 7% to 9% and projected a total shareholder return of 10% to 12%, with a focus on utility growth and maintaining low electric rates. Despite a decrease in Q3 EPS from $2.03 to $1.86 compared to the previous year, the company highlighted improvements in certain areas, such as manufacturing efficiencies and corporate cost reductions, and reaffirmed its strong balance sheet with $325 million in cash on hand.

Q3 Financial Results Surpass Expectations

Otter Tail Corporation's Q3 financial results exceeded expectations, with a diluted earnings per share of $1.86. The company increased the midpoint of its 2025 earnings guidance to $6.47 per share from $6.26.

Significant Capital Investment Plans

Otter Tail Power's new capital investment plan totals $1.9 billion, with an expected rate base CAGR of 10%. This is part of a strategy to increase long-term earnings per share growth to 9% from 6-8%.

Vinyltech Expansion Progress

The second phase of Vinyltech's expansion project is progressing well, targeting a 15% increase in Plastics segment total production capacity.

Strong Balance Sheet

Otter Tail Corporation reports a strong balance sheet with $325 million of cash on hand and no need for external equity through at least 2030.

Electric Segment Growth

The Electric segment is expected to convert its rate base growth into earnings per share growth near a 1:1 ratio over the long term.

Otter Tail (OTTR) 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

Daily Earnings Calendar >

OTTR Earnings History

Report Date	Fiscal Quarter	Forecast / EPS	Last Year's EPS	EPS YoY Change	Slides	Play Transcript
Feb 16, 2026	2025 (Q4)	1.29 / -	1.3	―	―	―
Nov 03, 2025	2025 (Q3)	1.88 / 1.86	2.03	-8.37% (-0.17)
Aug 04, 2025	2025 (Q2)	1.72 / 1.85	2.07	-10.63% (-0.22)
May 05, 2025	2025 (Q1)	1.53 / 1.62	1.77	-8.47% (-0.15)
Feb 17, 2025	2024 (Q4)	1.27 / 1.30	1.37	-5.11% (-0.07)
Nov 04, 2024	2024 (Q3)	1.98 / 2.03	2.19	-7.31% (-0.16)
Aug 05, 2024	2024 (Q2)	1.69 / 2.07	1.95	6.15% (+0.12)
May 06, 2024	2024 (Q1)	1.46 / 1.77	1.49	18.79% (+0.28)
Feb 12, 2024	2023 (Q4)	1.25 / 1.37	1	37.00% (+0.37)
Oct 30, 2023	2023 (Q3)	1.62 / 2.19	2.01	8.96% (+0.18)

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

OTTR Earnings-Related Price Changes

Report Date	Price 1 Day Before	Price 1 Day After	Percentage Change
Nov 03, 2025	$77.96	$82.00	+5.18%
Aug 04, 2025	$75.73	$80.42	+6.19%
May 05, 2025	$79.95	$74.51	-6.80%
Nov 04, 2024	$76.54	$79.49	+3.85%

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 Otter Tail (OTTR) report earnings?

Otter Tail (OTTR) is schdueled to report earning on Feb 16, 2026, After Close (Confirmed).

What is Otter Tail (OTTR) earnings time?

Otter Tail (OTTR) earnings time is at Feb 16, 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 OTTR EPS forecast?

OTTR EPS forecast for the fiscal quarter 2025 (Q4) is 1.29.

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