DUK · Utilities
Duke Energy CORP
Ranked earnings events from SEC filings, earnings calls, press releases and news. Full Picture: everything published this earnings window
News · 2026-11-07
- Data Center / Load GrowthImportance 23 · Surprise 24The report says Duke Energy is working to serve rising data center power demand. It says hyperscale customers will cover their share of grid investment costs, linking load growth to customer contributions toward…
News · 2026-11-06
- Capital Expenditure PlanImportance 64 · Surprise 42Duke Energy plans to continue its $103 billion growth strategy despite public pushback against data centers in a recent election. Its large-load pipeline stands at 15.4 GW and is driven by data center demand. By 2031,…
- Guidance / OutlookImportance 57 · Surprise 60Duke Energy narrowed its 2026 adjusted earnings guidance to $6.70-$6.80 per share, with results expected near the upper end. Management reaffirmed its target of 5-7% annual adjusted earnings growth through 2030. The…
- Generation Capacity ExpansionImportance 46 · Surprise 42Duke Energy plans significant investment in battery storage and natural gas generation by 2031 to meet rising electricity demand. The generation buildout is tied to the company’s data-center-driven large-load pipeline…
- Data Center / Load GrowthImportance 38 · Surprise 24Duke Energy reported a 15.4 GW large-load pipeline, driven by data center demand. CEO Harry Sideris said the company will continue its growth strategy despite public pushback against data centers in a recent election.…
- Tax Strategy Customer SavingsImportance 34 · Surprise 42Duke Energy Florida expects a typical residential customer using 1,000 kWh per month to pay $33 less for electricity in January 2027 than a year earlier. The reduction follows a tax strategy approved by the Florida…
8-K · 2026-11-05
- Guidance / OutlookImportance 63 · Surprise 60Duke Energy narrowed its 2026 adjusted EPS guidance to $6.70–$6.80, citing strong year-to-date performance and confidence in delivering near the top of the range. It reaffirmed long-term adjusted EPS growth of 5%–7%…
- Generation Capacity ExpansionImportance 52 · Surprise 42Duke Energy says it is executing a generation build intended to add 16 gigawatts of capacity by 2031. The company says the capacity is intended to support customer value, economic growth and reliable service. The…
- Asset Sale ImpactImportance 46 · Surprise 42Piedmont Natural Gas closed the sale of its Tennessee business on March 31, 2026. Piedmont Natural Gas LDC reported a $652 million gain on sales of other assets and other, net, for the nine months ended September 30,…
- Income Tax Rate ChangesImportance 44 · Surprise 46The consolidated reported effective tax rate increased to 15.3% in the third quarter of 2026 from 10.8% a year earlier. Reported income tax expense rose to $299 million from $176 million, while pretax income increased…
- Operating Expense TrendsImportance 40 · Surprise 30Third-quarter operation, maintenance and other expense decreased 22.1% to $1,373 million from $1,762 million. Fuel used in electric generation and purchased power expense increased 19.6% to $2,738 million from $2,289…
- Regulatory SettlementsImportance 40 · Surprise 42For the nine months ended September 30, 2026, Duke Energy Carolinas and Duke Energy Progress recorded $248 million pretax related to legal settlements, North Carolina rate-case regulatory settlements, and an…
- Liquidity and Debt PositionImportance 36 · Surprise 14At September 30, 2026, Duke Energy reported $451 million of cash and cash equivalents, up from $245 million at December 31, 2025. Long-term debt increased to $84,332 million from $80,108 million, while current…
- Operating Income and MarginsImportance 32 · Surprise 24For the nine months ended September 30, 2026, Gas Utilities and Infrastructure reported $2.172 billion in operating revenues and $946 million in operating income. The segment’s $946 million operating income included…
- Quarterly Earnings PerformanceImportance 31 · Surprise 32Third-quarter 2026 reported and adjusted EPS were both $1.99, up from $1.81 in the third quarter of 2025, while net income available to common stockholders increased to $1,551 million from $1,407 million. Electric…
- Generation Mix ShiftsImportance 30 · Surprise 40In the three months ended September 30, 2026, Duke Energy’s electric generation increased 4.8% to 62,782 GWh. Coal generation rose 18.0% to 12,780 GWh, while renewable generation increased 17.2% to 1,312 GWh; natural…
- Market Demand TrendsImportance 25 · Surprise 32For the three months ended September 30, 2026, consolidated electric sales rose 5.9% year over year to 77,147 GWh, while total retail sales increased 5.2% to 64,111 GWh; weather-normal retail sales were up 2.0%. Duke…
- Revenue Performance and MixImportance 24 · Surprise 14Third-quarter 2026 total operating revenues increased 6.6% to $9,104 million from $8,542 million in the prior-year quarter. Regulated electric revenue rose 7.0% to $8,677 million from $8,106 million, while regulated…
News · 2026-11-05
- Capital Expenditure PlanImportance 64 · Surprise 42Duke Energy has a $103 billion capital plan supporting infrastructure investment across its utility operations. The company is also considering potential additional capital for generation and transmission beyond that…
- Guidance / OutlookImportance 51 · Surprise 60Duke Energy narrowed its FY 2026 adjusted EPS guidance to $6.70–$6.80 per share. Management said it expects to finish the year near the top end of that range. The company reaffirmed a long-term EPS growth target of 5%…
- Guidance and OutlookImportance 51 · Surprise 60Duke Energy narrowed its 2026 earnings guidance to $6.70-$6.80 per share and said it expects to finish near the top end. It reaffirmed a long-term EPS growth target of 5% to 7% through 2030. The outlook is supported by…
- Large Load Tariff ProceedingImportance 40 · Surprise 42Duke Energy signed no new electric service agreements for large-load customers of at least 50 megawatts in the third quarter. The report attributes the pause to a pending state ruling on tariffs, expected in…
- Market Demand TrendsImportance 31 · Surprise 32Duke Energy reported that weather-normalized retail electric sales volumes increased 2% year over year in the third quarter of 2026. The company attributed demand growth to increased electricity demand, alongside…
- Florida Rate ReductionsImportance 25 · Surprise 42Duke Energy secured approval for lower Florida electricity rates in 2027 after adopting a tax approach that avoids a planned base rate hike. The report links the customer bill relief to tax planning, but does not…
- Quarterly Earnings PerformanceImportance 18 · Surprise 14Duke Energy reported Q3 2026 adjusted EPS of $1.99, up 9.9% from $1.81 a year earlier and 6.4% above the $1.87 consensus estimate. Revenue increased 6.6% year over year to $9.10 billion from $8.54 billion, exceeding…
Earnings call · 2026-11-04
- Capital Expenditure PlanImportance 70 · Surprise 50Duke’s earnings growth is underpinned by a $103 billion capital plan, with an additional $5 billion–$10 billion of potential investment to serve large-load customers as contracts are finalized, particularly in Indiana…
- Guidance / OutlookImportance 64 · Surprise 50Duke narrowed its 2026 adjusted EPS guidance to $6.70–$6.80 and expects to finish near the top end of the range. Management reaffirmed long-term EPS growth of 5%–7% through 2030 and expects to earn in the top half of…
- Generation Capacity ExpansionImportance 64 · Surprise 50Duke is advancing a generation expansion program intended to add 16 gigawatts of capacity by 2031, using an all-of-the-above approach that includes combined-cycle plants, combustion turbines, battery storage and solar.…
- Guidance and OutlookImportance 64 · Surprise 50Duke narrowed its 2026 adjusted EPS guidance to $6.70–$6.80 and expects to finish near the top end. It reaffirmed long-term EPS growth of 5%–7% through 2030, with confidence in the top half of that range beginning in…
- Data Center Power AgreementsImportance 60 · Surprise 42Duke said 5.2 gigawatts of data centers under construction remain on schedule to begin taking energy in the second half of 2027 and into 2028. It is working to convert a 15.4-gigawatt late-stage large-load pipeline…
- Large Load Tariff ProceedingImportance 50 · Surprise 42Duke reached a settlement in early October with North Carolina Public Staff and several large customers on its proposed large-load tariff, and expects the commission to issue an order alongside the rate cases. The…
- Liquidity and Debt PositionImportance 47 · Surprise 24Duke remains on track to achieve its 14.5% FFO-to-debt target for 2026 and has a long-term target of 15%. The company is supporting its growth plan with $10 billion of equity and had priced $825 million through its ATM…
- Nuclear Fleet ExpansionImportance 33 · Surprise 24Management said nuclear remains important to Duke's current and future power system, with plans to add 300 megawatts across existing units over the next five years. The company is pursuing life extensions intended to…
- Interest Rate EnvironmentImportance 33 · Surprise 24Duke said it is actively managing interest-rate exposure while addressing its financing needs and expects higher interest expense as it funds business growth. Brookfield plans to accelerate $1 billion of its investment…
- Gas Supply FlexibilityImportance 29 · Surprise 24Duke is evaluating a liquefied natural gas storage facility at the Davie-Davidson site to support its generation fleet. Management said the facility could increase supply flexibility and diversity, reduce exposure to…
- Quarterly Earnings PerformanceImportance 24 · Surprise 14Third-quarter 2026 adjusted and reported EPS were both $1.99, up 10% from $1.81 in the prior-year quarter. Electric Utilities and Infrastructure contributed a $0.20 increase, driven by rate cases and riders, higher…
- Operating Expense TrendsImportance 21 · Surprise 24Duke expects lower quarterly results in its gas segment during the first winter heating season following the Piedmont Tennessee sale. Year-to-date weather benefits totaled $0.22 per share, and management said it would…
- Data Center / Load GrowthImportance null · Surprise 40Duke reported third-quarter demand growth of 2%, its strongest quarterly growth since 2022, and residential customer growth of nearly 2%, above the national average. Advanced manufacturing loads are beginning to come…
- Rate Case OutcomesImportance null · Surprise 42Duke reached comprehensive settlements in its Duke Energy Carolinas and Duke Energy Progress North Carolina rate cases, with rates expected to remain below the national average. The company expects commission orders by…
News · 2026-11-04
- Data Center / Load GrowthImportance 20 · Surprise 24Third-party reporting expects rising electricity demand from AI-driven data centers and robust economic development in Duke Energy’s service territories to have supported third-quarter 2026 sales. The broader…
News · 2026-11-03
- Florida Rate ReductionsImportance 46 · Surprise 42The Florida Public Service Commission approved Duke Energy Florida’s request to lower customer rates in 2027. A typical residential customer using 1,000 kWh per month will have a January 2027 bill that is $33 lower…
News · 2026-10-30
- Renewable Generation TransitionImportance 34 · Surprise 42Duke Energy completed a 74.9-MW solar project in Florida. The project adds solar generation capacity in the region and is described as part of broader renewable energy development in the USA and Canada. The report…
News · 2026-10-22
- Data Center Power AgreementsImportance 37 · Surprise 42Duke Energy reached an agreement with Amazon, Google, Meta and Microsoft concerning allocation of data center costs. The arrangement may support Duke Energy’s future capital spending by shifting or sharing costs…
News · 2026-10-21
- Revenue Performance and MixImportance 20 · Surprise 14Duke Energy reported second-quarter 2026 revenue of $7.59 billion, up 1.10% year over year. Adjusted earnings per share was $1.43, exceeding consensus estimates. The company is scheduled to release third-quarter 2026…
News · 2026-10-19
- Revenue Performance and MixImportance 18 · Surprise 14Duke Energy reported second-quarter 2026 revenue of $7.59 billion. Revenue increased 1.10% year over year. The digest does not provide segment or geographic revenue breakdowns, while adjusted EPS was $1.43 and diluted…
News · 2026-10-18
- Data Center / Load GrowthImportance 26 · Surprise 24Duke Energy is identified as a beneficiary of rising electricity demand. Data-center power demand is cited as a growth opportunity for utilities, although Duke is characterized as pursuing a more traditional utility…
News · 2026-10-16
- Capital Expenditure PlanImportance 73 · Surprise 50Duke Energy plans to invest $103 billion in infrastructure while continuing to pay dividends, implying substantial reliance on external financing because historical capital spending has exceeded operating cash flow.…
- Renewable Generation TransitionImportance 34 · Surprise 42Duke Energy Florida completed the Bailey Mill Solar Center in Jefferson County with 74.9 megawatts of clean-energy capacity. The facility is expected to power approximately 15,000 homes and save customers $250 million…
- Dividend DeclarationImportance 18 · Surprise 14Duke Energy’s dividend increases have been modest at approximately 2% annually. The company’s dividend payout is supported by a long-term adjusted EPS growth target of 5% to 7% through 2030. The planned $103 billion…
News · 2026-10-15
- Industrial Customer ExpansionImportance 31 · Surprise 42Duke Energy Ohio & Kentucky selected two sites in southwest Ohio and Northern Kentucky for its 2026 Site Readiness Program to attract industrial and other economic-development projects. The program has evaluated 44…
News · 2026-10-14
- Large Load Tariff ProceedingImportance 47 · Surprise 60A new North Carolina regulatory framework for large-load customers requires upfront payments to cover associated grid costs. The framework is relevant to Duke Energy’s ability to serve electricity-intensive customers,…
News · 2026-10-13
- Large Load Tariff ProceedingImportance 47 · Surprise 60On October 13, 2026, the Federal Energy Regulatory Commission approved Duke Energy Carolinas' proposed large-load transmission tariff measures. The rules are intended to protect existing residential and small-business…
- Quarterly Earnings PerformanceImportance 23 · Surprise 22Duke Energy’s second-quarter 2026 diluted EPS increased 10.4% to $1.38. Jefferies attributed the earnings framework more to rate increases and riders than to top-line expansion. Jefferies consequently lowered its Duke…
News · 2026-10-12
- Data Center / Load GrowthImportance 31 · Surprise 42Duke Energy announced an agreement in North Carolina intended to protect customers from data-center infrastructure costs. The report does not specify the agreement’s dollar value, implementation timeframe, or detailed…
- Guidance / OutlookImportance 13 · Surprise 6Jefferies expects Duke Energy to raise the bottom end of its 2026 EPS guidance to $6.70. The firm does not expect Duke Energy to increase its 5%–7% annual compound EPS growth guidance at the November 5, 2026 results…
- Quarterly Dividend DeclarationImportance 9 · Surprise 6Duke Energy declared a quarterly dividend of USD 1.085 per share in its Q2 2026 company update. The dividend declaration was reported on October 12, 2026. Duke Energy’s Q2 2026 revenue was reported at USD 7.59 billion…
News · 2026-10-10
- Data Center Power AgreementsImportance 40 · Surprise 42Duke Energy has agreements with major technology companies to strengthen financial safeguards for North Carolina data centers. The arrangements link long-term data-center load commitments with protections intended to…
- Grid Modernization and ReliabilityImportance 20 · Surprise 24Hurricane Isaias caused outages across Duke Energy’s Florida service territory and threatened widespread outages in the western Carolinas. Duke Energy restored service to approximately 10,000 Florida customers, leaving…
- Quarterly Dividend DeclarationImportance 5 · Surprise 6Duke Energy declared a quarterly cash dividend of US$1.085 per common share, payable December 16, 2026. The company also declared a US$359.375 dividend on its Series A preferred shares, payable December 16, 2026. Both…
News · 2026-10-09
- Large Load Tariff ProceedingImportance 40 · Surprise 42Duke Energy’s North Carolina utilities reached a settlement with the North Carolina Public Staff to protect existing customers from costs associated with serving data centers and other large-load customers. Under the…