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Industry top-down

Utilities - Regulated Electric

Latest reported revenue & EPS across the covered companies in this industry, with year-over-year (YoY) change. From disclosed earnings — not investment advice.

23 companiesMedian revenue YoY: +10.9%EPS beat rate:

AI industry top-down

Utilities - The regulated electric industry recorded overall solid revenue growth during FY2026 Q1. Many companies showed revenue growth exceeding 10% year-over-year, and some companies achieved high double-digit EPS growth. However, some companies, such as AEP, PCG, and CNP, experienced a decrease in EPS, while EIX saw negative revenue growth, indicating performance disparities among companies. Overall, while the industry maintained a favorable revenue trend, profitability volatility was observed among individual companies.

  • Most companies' revenue grew by over 10% year-over-year
  • Many companies recorded double-digit EPS growth
Where companies diverge: Some companies experienced a decrease in EPS, leading to performance discrepancies across companies. · Some companies also experienced revenue growth rates in the low single digits or a decline.

AI synthesis of disclosed results and analyst research across these companies — not investment advice.

Companies — latest quarter

CompanyPeriodRevenueRev YoYEPSEPS YoYSurprise
SOSOUTHERN COFY2026 Q1$7.78B+17.0%$1.21+17.5%
AEPAMERICAN ELECTRIC POWER CO INCFY2026 Q1$5.63B+10.7%$1.50-21.1%
DDOMINION ENERGY, INCFY2026 Q1$4.09B+15.9%$0.77+54.0%
ETRENTERGY CORP /DE/FY2026 Q1$2.85B+1.9%$0.82
EXCEXELON CORPFY2026 Q1$6.71B+11.1%$0.90+36.4%
PCGPG&E CorpFY2026 Q1$5.98B+2.1%$0.28-17.6%
EDCONSOLIDATED EDISON INCFY2026 Q1$4.89B+14.2%$2.25+8.2%
PEGPUBLIC SERVICE ENTERPRISE GROUP INCFY2026 Q1$3.22B+16.7%$1.18+11.3%
AEEAMEREN CORPFY2026 Q1$2.1B+15.5%$1.07+9.2%
FEFIRSTENERGY CORPFY2026 Q1$3.77B+14.5%$0.62+40.9%
ESEVERSOURCE ENERGYFY2026 Q1$4.12B+23.6%$1.50+0.7%
CNPCENTERPOINT ENERGY INCFY2026 Q1$2.96B+14.0%$0.45-18.2%
PPLPPL CorpFY2025 Q3$6.25B$0.96
EIXEDISON INTERNATIONALFY2026 Q1$3.81B-6.5%$3.72
CMSCMS ENERGY CORPFY2026 Q1$2.4B+11.8%$1.01+5.2%
EVRGEvergy, Inc.FY2026 Q1$1.29B+1.1%$0.54+1.9%
LNTALLIANT ENERGY CORPFY2026 Q1$1.13B+9.4%$0.83+33.9%
015760KOREA ELECTRIC POWER CORPORATIONFY2026 Q2₩21.92T-0.1%₩416.00-76.5%
PNWPINNACLE WEST CAPITAL CORPFY2026 Q1$1.03B+8.5%$-0.04
OGEOGE ENERGY CORP.FY2026 Q1$741.1M+27.2%$0.31+244.4%
IDAIDACORP INCFY2025 Q3$1.39B+9.9%$4.82+6.4%
PORPORTLAND GENERAL ELECTRIC CO /OR/FY2026 Q1$928M-0.1%$0.91-15.7%
NWENorthWestern Energy Group, Inc.FY2026 Q1$466.63M-1.8%$1.25+17.9%

YoY = vs. the same quarter last year · Surprise = EPS actual vs. consensus. Latest reported quarter per company, from disclosed earnings filings. QoQ is omitted because quarterly filings don’t break out Q4 (US) and report cumulatively (KR).

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