NI
FY2026 Q1 · Calendar Q2 2026
NiSource Inc
NiSource delivered Q1 2026 adjusted EPS of $1.06, narrowly beating the $1.05 consensus while revenue fell short by approximately 6.3%. The quarter's central development was the expansion of the Genco data-center power platform: management announced a new 340 MW partnership with Alphabet and an incremental 400 MW commitment from Amazon, bringing total projected customer savings from Genco agreements to $1.4 billion over 15 years. The capital plan increased by $600 million to approximately $28.6 billion to support these initiatives, and the company raised its long-term EPS CAGR outlook while reaffirming 2026 EPS guidance of $2.02-$2.07. AI-driven productivity initiatives were quantified for the first time, with management citing a 20%+ improvement across operations. Despite these operational advances, the stock declined, with an abnormal move of -2.8% on the report session and -3.5%…
EPS surprise+1.0%
Market move-1.4%
