ES
FY2026 Q1 · Calendar Q2 2026
Eversource Energy
Eversource Energy delivered Q1 2026 results that beat on both EPS and revenue, but a FERC decision cutting the transmission ROE to 9.57% introduces a $70 million earnings headwind that clouds the near-term outlook. Management remains confident, pointing to storm-cost securitization that could deliver $2 billion in cash and near-complete renewable projects. The guidance sentiment shifted from raised (prior quarter) to lowered this quarter, reflecting the FERC impact. The stock dipped 1.85% on the report but drifted +5.31% in subsequent sessions as investors looked past the ROE headwind toward the securitization tailwind.
EPS surprise+6.1%
Market move-2.2%
