Revenue: As of FY2026 Q2, the actual value is USD 711.9 M.

EPS: As of FY2026 Q2, the actual value is USD 0.56, beating the estimate of USD 0.5524.

EBIT: As of FY2026 Q2, the actual value is USD 204.5 M.

OGE Energy Corp. Consolidated Financial Performance

Net Income

• For the three months ended June 30, 2026, net income was $116.3 million, an increase from $107.5 million in the same period of 2025.
• For the six months ended June 30, 2026, net income was $166.5 million, compared to $170.2 million in the same period of 2025.

Operating Revenues

• Total operating revenues for the three months ended June 30, 2026, were $711.9 million, down from $741.6 million in 2025.
• Total operating revenues for the six months ended June 30, 2026, were $1,464.5 million, down from $1,489.3 million in 2025.

Operating Expenses

• Three Months Ended June 30, 2026: Fuel, purchased power and direct transmission expense was $217.7 million, a decrease from $261.1 million in 2025. Other operation and maintenance expenses increased to $138.7 million from $127.1 million in 2025. Depreciation and amortization was $138.1 million, slightly down from $140.6 million in 2025. Taxes other than income were $25.8 million, compared to $26.2 million in 2025. Total operating expenses were $302.6 million, an increase from $293.9 million in 2025.
• Six Months Ended June 30, 2026: Fuel, purchased power and direct transmission expense was $554.4 million, a decrease from $585.1 million in 2025. Other operation and maintenance expenses increased to $275.2 million from $248.9 million in 2025. Depreciation and amortization was $274.5 million, slightly down from $278.0 million in 2025. Taxes other than income were $55.7 million, compared to $57.4 million in 2025. Total operating expenses were $605.4 million, an increase from $584.3 million in 2025.

Operating Income

• Operating income for the three months ended June 30, 2026, was $191.6 million, up from $186.6 million in 2025.
• Operating income for the six months ended June 30, 2026, was $304.7 million, down from $319.9 million in 2025.

Interest Expense

• Interest expense for the three months ended June 30, 2026, was $66.7 million, a decrease from $72.2 million in 2025.
• Interest expense for the six months ended June 30, 2026, was $126.6 million, a decrease from $139.5 million in 2025.

OG&E Segment Financial Performance

Net Income

• OG&E contributed net income of $120.1 million for the three months ended June 30, 2026, an increase from $107.7 million in 2025.
• OG&E contributed net income of $178.0 million for the six months ended June 30, 2026, compared to $178.7 million in 2025.

Operating Revenues by Classification (OG&E)

• Three Months Ended June 30, 2026: Residential revenues were $261.1 million (2025: $261.0 million), Commercial revenues were $215.6 million (2025: $225.9 million), Industrial revenues were $56.5 million (2025: $60.2 million), Oilfield revenues were $49.3 million (2025: $53.2 million), and Public authorities and street light revenues were $62.3 million (2025: $64.5 million).
• Six Months Ended June 30, 2026: Residential revenues were $521.5 million (2025: $548.3 million), Commercial revenues were $427.6 million (2025: $434.7 million), Industrial revenues were $117.2 million (2025: $122.4 million), Oilfield revenues were $107.7 million (2025: $112.4 million), and Public authorities and street light revenues were $124.2 million (2025: $125.3 million).

Operational Metrics (OG&E)

• MWh Sales (in millions): Total sales for the three months ended June 30, 2026, were 8.8 million MWh, up from 8.1 million MWh in 2025. For the six months ended June 30, 2026, total sales were 16.8 million MWh, up from 16.3 million MWh in 2025.
• Number of Customers: As of June 30, 2026, the number of customers was 917,157, an increase from 909,131 in 2025.
• Weighted-Average Cost of Energy per Kilowatt-Hour (in cents): For the three months ended June 30, 2026, the cost of natural gas was 3.438 cents (2025: 3.498 cents), coal was 2.662 cents (2025: 2.761 cents), total fuel was 3.086 cents (2025: 3.120 cents), and total fuel and purchased power was 2.406 cents (2025: 3.076 cents).
• Degree Days: For the three months ended June 30, 2026, actual heating degree days were 127 (normal: 250), and actual cooling degree days were 772 (normal: 553).

Other Operations Financial Performance

• Other operations resulted in a loss of - $3.8 million for the three months ended June 30, 2026, compared to a loss of - $0.2 million in 2025.

2026 Outlook

OGE Energy Corp.’s consolidated earnings guidance for 2026 remains unchanged, projected at $2.43 per average diluted share, within a range of $2.38 to $2.48 per average diluted share. This guidance assumes normal weather for the remainder of the year, as OG&E’s earnings have significant seasonality due to weather.