Idacorp

Q2 FY2026 EarningsQ2 FY26 results missed consensus on the top line but beat on profitability. Operating revenues of $469.8M fell -10.7% below expectations due to lower wholesale energy volumes and milder weather impact. However, Diluted EPS of $1.79 exceeded the $1.78 consensus, driven by strong Idaho base rate adjustments and robust industrial load growth (+17.3% YoY). The company remains focused on its $6.3B-$7.2B five-year capital plan to address sustained 2.3% customer growth and AI-driven industrial demand.