Latest Earnings Results: Q3 '26
Estimated EPS
$3.90
Reported EPS
$5.06
Surprise
+29.84%
Estimated Rev
$9.23B
Reported Rev
$9.55B
Surprise
+3.43%
• Reported GAAP EPS of $5.06 up 66.45% YoY • Reported revenue of $9.55B up 45.36% YoY • Constellation raised the midpoint and narrowed its full-year Adjusted (non-GAAP) Operating Earnings guidance range to $12.50-$12.80 per share, raising the midpoint for the second time this year.
Bullish Takeaway
Constellation raised full-year earnings guidance, entered long-term customer agreements supporting nuclear capacity investment and expansion, and signed Peak+s 20-year, 270-MW existing-fleet agreement beginning in 2028.
Bearish Takeaway
Constellation cited unfavorable interest and nuclear PTC portfolio; September cash and equivalents were $603M with $19.04B long-term debt, and RISEC's closing remains subject to regulatory approvals.
Generated by Stocktwits using AI and company-reported earnings data for Q3 '26. This recap is intended to help readers understand the quarter quickly. Verify key figures in the linked source materials; the summary may contain errors and is not investment advice.
Historical Earnings
Quarterly
Annual
EPS
Revenue
| Fiscal Period | Estimated | Reported | Surprise | Result |
|---|---|---|---|---|
Q4 '26 | $2.92 | -- | -- | N/A |
Q3 '26 | $3.90 | $5.06 | 29.84% | BEAT |
Q2 '26 | $2.29 | $2.55 | 11.23% | BEAT |
Q1 '26 | $2.54 | $2.74 | 7.67% | BEAT |
Q4 '25 | $2.25 | $2.30 | 2.02% | BEAT |