Latest Earnings Results: Q3 '26
Estimated EPS
$1.39
Reported EPS
$1.52
Surprise
+9.12%
Estimated Rev
$4.26B
Reported Rev
$4.17B
Surprise
-2.11%
• Reported GAAP EPS of $1.52 up 22.58% YoY • Reported revenue of $4.17B up 6.56% YoY • Xcel Energy narrowed 2026 ongoing EPS guidance to $4.10 to $4.16 per share from $4.04 to $4.16 and initiated 2027 guidance of $4.48 to $4.62 per share.
Bullish Takeaway
Xcel Energy reported higher ongoing EPS with increased infrastructure recovery and equity-method earnings, forecast $$70B in 2027-2031 capital spending, and cited potential $$1.1B customer benefits if Google's agreement is approved.
Bearish Takeaway
Xcel Energy reported higher interest charges tied primarily to higher debt levels, Smokehouse Creek Fire claims that could exceed its $$525M insurance coverage, and increased O&M expenses.
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 | $0.87 | -- | -- | N/A |
Q3 '26 | $1.39 | $1.52 | 9.12% | BEAT |
Q2 '26 | $0.79 | $0.93 | 17.46% | BEAT |
Q1 '26 | $0.91 | $0.91 | 0.36% | BEAT |
Q4 '25 | $0.96 | $0.96 | -0.10% | MISSED |