ES · Full Picture

EVERSOURCE ENERGY — the full picture

Trailing window · 2026-05-11 to 2026-08-09

One earnings window, everything merged: the filing, the call, press releases and news digests, folded into ranked threads.

What to look at first

  1. Regulated Capital Investment Plan · Capital expenditurePriority 67
    1 forward row(s); quote_verified
    Investors were told a tentatively awarded US$2.20 billion ISO New England transmission project was highlighted as a future growth driver.
  2. Net Income and Profitability · Operating income & profitabilityPriority 65
    -10.3% net_income (realized); quote_verified
    Eversource's Q2 net income was reported as US$53.68 million and EPS fell from US$0.96 to US$0.14 while sales rose to US$2,903.19 million.
  3. Aquarion Sale Debt Reduction · Debt, leverage & refinancingPriority 64
    1 forward row(s); quote_verified
    A US$1.7 billion cash inflow from the Aquarion sale was earmarked for debt reduction.
  4. Liquidity and Debt Position · UnclassifiedPriority 59
    quote_verified
    Rating agencies maintained Eversource's credit metrics above downgrade triggers following Q2, supporting balance sheet strength.
  5. Revolution Wind Charge · UnclassifiedPriority 54
    -5.7% operating_income (realized); quote_verified
    Eversource has recorded a USD-164 million charge related to the Revolution Wind project in the second quarter of 2026.
  6. Transmission ROE Refund · UnclassifiedPriority 37
    1 forward row(s); quote_verified
    A FERC decision lowered transmission return on equity, creating a pending transmission return on equity refund affecting Eversource's results.
  7. Grid Modernization and Reliability · Supply chain & operationsPriority 31
    quote_verified
    Analysts expressed skepticism regarding a proposed advanced metering infrastructure initiative that has a negative benefit-to-cost ratio.
  8. Guidance / Outlook · Guidance & outlookPriority 31
    quote_verified
    The company reaffirmed its full-year earnings per share guidance and long-term growth projections after Q2 results.
  9. Revenue Performance and Mix · Revenue growth & mixPriority 29
    quote_verified
    Eversource reported quarterly revenue of $2.9 billion and a net profit of $53.68 million for the quarter ending June 30.
  10. Competition and Pricing Pressure · Competition & market sharePriority 28
    quote_verified
    Sudbury's aggregation program offers rates ranging from 13.265 to 14.329 cents per kilowatt-hour, lower than Eversource’s 17.323 cents per kilowatt-hour basic service rate, through January 31, 2027.

Threads by pillar

Revenue & Demand Priority 29 · 1 thread

Costs & Margins Priority 67 · 2 threads

Capital & Balance Sheet Priority 70 · 2 threads

Guidance & Outlook Priority 31 · 1 thread

Macro & Market Conditions Priority 28 · 1 thread

Unclassified Priority 64 · 3 threads

Expected impact by metric

metricforward netforward grossrealized
net_income——-10.3%
operating_income——-5.7%