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Duke Energy reports Q1 2026 adjusted EPS $1.93, reaffirming 2026 guidance $6.55–$6.80

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Duke Energy reported first-quarter 2026 reported EPS of $1.97 and adjusted EPS of $1.93, up from $1.76 a year earlier, driven by recovery of infrastructure investments and favorable weather. The company reaffirmed 2026 adjusted EPS guidance of $6.55 to $6.80 and a long-term adjusted EPS growth rate of 5%–7% through 2030. Management highlighted 7.6 GW of economic development projects secured and completion of $5.3 billion in strategic transactions to strengthen the balance sheet.

Financial Highlights

  • Reported earnings per share (EPS), Q1 2026: $1.97 (GAAP).
  • Adjusted EPS, Q1 2026: $1.93, compared with adjusted EPS $1.76 in Q1 2025.
  • Net income available to common stockholders, Q1 2026: $1,536 million (reported).
  • Total operating revenues, Q1 2026: $9,178 million; Operating income: $2,725 million.
  • Company reaffirmed 2026 adjusted EPS guidance: $6.55 to $6.80 and long-term adjusted EPS growth of 5%–7% through 2030.

Business Highlights

  • Secured a total of 7.6 GW of economic development projects under Electric Service Agreements, supporting load growth in served jurisdictions.
  • Closed $5.3 billion of strategic transactions in Q1 2026 to strengthen the balance sheet and support future growth initiatives.
  • Segment performance: Electric Utilities and Infrastructure adjusted segment income rose to $1,404 million (from $1,276 million) due to infrastructure investment recovery and favorable weather, partially offset by higher O&M and depreciation.
  • Gas Utilities and Infrastructure reported adjusted segment income of $361 million (vs. $349 million prior year), reflecting infrastructure investment recovery; Q1 results included gains from asset sales related to Piedmont's Tennessee business and renewable natural gas investments (treated as special items).
  • Operational drivers included continued grid modernization and infrastructure investment across jurisdictions, alongside higher O&M (including storm costs) and increasing depreciation on a growing asset base.

Original SEC Filing: Duke Energy CORP [ DUK ] - 8-K - May. 04, 2026

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