OGE Energy

Q2 FY2026 EarningsQ2 FY26 results presented a significant miss on the top line but a beat on profitability. Revenue of $711.9M fell short of the $782.6M consensus by 9.03%, primarily due to lower recoverable fuel costs. However, Diluted EPS of $0.56 beat the $0.55 consensus, supported by regulatory deferrals (PISA) and a favorable tax rate. Management maintained its FY26 EPS guidance of $2.38–$2.48, signaling confidence in utility segment stability despite mild Q1 weather impacts.