Duke Energy

Q2 FY2026 EarningsFY26 Q2 results missed consensus across most financial metrics despite positive regulatory momentum. Operating revenue of $7,592M missed the $7,680M expected by 1.15%, while GAAP EPS of $1.38 beat the $1.31 consensus, primarily driven by one-time regulatory items. Adjusted EPS of $1.43 reflected a 14.4% YoY increase, supported by rate case implementations and weather-normal volume growth, though higher interest expense and depreciation offset gains. Cash from operations of $4,272M (6 months) was significantly higher than expectations, aided by strategic asset sales.