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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

The Utilities - Regulated Electric sector showed robust revenue growth with a median of 12.90% as of FY2026 Q1. While most companies recorded revenue increases, some experienced revenue declines or negligible growth. For EPS, OGE, DOMINION ENERGY, and others recorded high growth rates, while AMERICAN ELECTRIC POWER, PG&E Corp, and others showed declines, indicating significant performance disparities among companies.

  • Most companies' revenue growth: 17 out of 19 companies recorded positive revenue YoY, showing a median of 12.90%.
  • High EPS growth rates for some companies: Some companies, such as OGE (244.44%) and DOMINION ENERGY (54.00%), recorded very high EPS growth rates.
Where companies diverge: Divergent Revenue Growth: Some companies, such as EIX (-6.55%), experienced a decline in revenue or showed only marginal growth. · Extreme EPS Growth Discrepancies: While some companies, such as AEP (-21.05%), saw EPS decline, others, like OGE (244.44%), achieved exceptionally high growth.

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%
PEGPUBLIC SERVICE ENTERPRISE GROUP INCFY2026 Q1$3.22B+16.7%$1.18+11.3%
EDCONSOLIDATED EDISON INCFY2026 Q1$4.89B+14.2%$2.25+8.2%
PCGPG&E CorpFY2026 Q1$5.98B+2.1%$0.28-17.6%
AEEAMEREN CORPFY2026 Q1$2.1B+15.5%$1.07+9.2%
CNPCENTERPOINT ENERGY INCFY2026 Q1$2.96B+14.0%$0.45-18.2%
EIXEDISON INTERNATIONALFY2026 Q1$3.81B-6.5%$3.72
FEFIRSTENERGY CORPFY2026 Q1$3.77B+14.5%$0.62+40.9%
PPLPPL CorpFY2025 Q3$6.25B$0.96
ESEVERSOURCE ENERGYFY2026 Q1$4.12B+23.6%$1.50+0.7%
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%
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%
HEHAWAIIAN ELECTRIC INDUSTRIES INCFY2026 Q1$744.07M-6.1%$0.15-60.5%

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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