NiSource Inc · NI · Next earnings

NiSource Inc reports Wednesday, Nov 4, 2026

NI reports before market open with consensus EPS at $0.20 and revenue at $1.35B. Last quarter: NiSource Q1 EPS Beats on Genco Expansion With Alphabet, Reaffirms 2026 Guidance

Reports Before market open45 days awayDate estimated Utilities

What the street expects

Consensus for the coming report
Consensus EPS $0.20 Calendar consensus
Consensus revenue $1.35B Calendar consensus
Report date Nov 4, 2026 Wednesday, date estimated
Session Before market open 45 days away

Where NI left off: FY2026 Q1

Full report

NiSource Q1 EPS Beats on Genco Expansion With Alphabet, Reaffirms 2026 Guidance

EPS surprise +1.0% Reported $1.06 vs $1.05
Revenue surprise -6.3% Reported $2.36B vs $2.52B
Stock move -1.4% Event window
Subsequent drift -3.5% Up to 20 sessions

2026 adjusted EPS guidance of $2.02-$2.07 per share was reaffirmed, unchanged from the prior quarter. Management raised its long-term EPS CAGR outlook, though no specific new range was disclosed in the available analysis. The capital plan was increased by $600 million to approximately $28.6 billion total, reflecting expanded Genco initiatives. Guidance sentiment was maintained.

What to watch on the call

Carried forward from the last transcript

Risks management flagged

  • Regulatory approval timelines for IURC special contracts and state legislation could delay Genco projects
  • Federal order for Schahfer coal plant may affect compliance costs
  • Counterparty credit risk with large hyperscaler customers
  • Execution risk on Genco project buildout and capital deployment
  • Potential market volatility affecting capacity purchase economics

Questions analysts left open

  • Size and conversion timeline of the 3-GW strategic negotiation pipeline
  • Earnings accretion mechanics and whether benefits scale linearly
  • Resource mix and balance between new generation builds vs. purchases
  • Impact of the expanded ATM capacity on future financing
  • When separate Genco financial reporting will be provided

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Recent NI quarters

All NI earnings
-1.4%FY2026 Q1

Sources

  1. FN2 corporate events calendar, resolved from the earnings calendar feed
  2. FN2 earnings calendar analyst consensus
  3. Earnings call transcript analysis, FY2026 Q1

Methodology

The report date comes from FN2's resolved corporate-events calendar and is marked estimated until the company confirms it. Consensus figures are the calendar's latest analyst estimates for the fiscal period and are not an FN2 forecast.

Risks and open questions are carried forward verbatim from FN2's structured analysis of the previous earnings call. Missing values stay missing and are never estimated.

By FN2 Research · Updated . For educational purposes only; not investment advice.