PG&E Corporation · PCG · Next earnings

PG&E Corporation reports Thursday, Feb 11, 2027

PCG reports before market open with consensus EPS at $0.40 and revenue at $6.90B. Last quarter: PG&E Reaffirms Guidance While Seeking Credit and Policy Clarity

Reports Before market open99 days awayDate estimated Utilities

What the street expects

Consensus for the coming report
Consensus EPS $0.40 Calendar consensus
Consensus revenue $6.90B Calendar consensus
Report date Feb 11, 2027 Thursday, date estimated
Session Before market open 99 days away

Where PCG left off: FY2026 Q3

Full report

PG&E Reaffirms Guidance While Seeking Credit and Policy Clarity

EPS surprise -0.8% Reported $0.41 vs $0.41
Revenue surprise -9.3% Reported $6.19B vs $6.82B
Stock move -1.3% Event window
Subsequent drift 0.0% Up to 20 sessions

Management reaffirmed 2026 core EPS guidance of $1.64-$1.66 and 2027 guidance of $1.78-$1.82; no change was identified in the supplied analysis.

What to watch on the call

Carried forward from the last transcript

Risks management flagged

  • Wildfire-liability policy reform may stall, increasing financing uncertainty.
  • Fitch's negative outlook and heightened rating scrutiny could pressure credit metrics.
  • Undergrounding and other capital projects require regulatory approvals.
  • The strategic review could create execution risk, including possible restructuring.
  • Dividend policy and capital allocation remain areas of investor concern.

Questions analysts left open

  • Timeline and likelihood of wildfire-liability legislation and the CPUC report's impact.
  • Details and timing of the strategic review and possible corporate restructuring.
  • Capital-allocation priorities for undergrounding and data-center projects.
  • Dividend-policy consistency during the strategic review.
  • Debt metrics, the FFO-to-debt target, and the credit-rating outlook.

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Recent PCG quarters

All PCG earnings
-1.3%FY2026 Q3-3.1%FY2026 Q2-0.3%FY2026 Q1+2.7%FY2025 Q4

Sources

  1. FN2 corporate events calendar, resolved from the earnings calendar feed
  2. FN2 earnings calendar analyst consensus
  3. Earnings call transcript analysis, FY2026 Q3

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.