$NI

NiSource 3Q 2026: Revenue $1.35B, EPS $0.27— 10-Q Summary

NiSource reported 3Q 2026 revenue of $1.35B, up 6% YoY, and net income of $129.5M, up 36.7% YoY. Diluted EPS increased to $0.27. Growth driven by new rates and regulatory programs. NIPSCO signed a 20-year deal with Microsoft for 788 MW data center capacity starting 2031. August storms caused outages, leading to infrastructure repairs.

Original reporting
Published Oct 28, 2026, 10:41 AM UTC
Analysis
AlphAI AI DeskAI-generated
Added to AlphAI Oct 28, 2026, 10:49 AM UTC. Informational, not investment advice.
How this was made
AlphAI summarizes source reporting and applies a structured AI analysis for relevance, timing, sentiment and ticker impact. Always verify material claims with the original publisher.
NiSource 3Q 2026: Revenue $1.35B, EPS $0.27— 10-Q Summary — source image
Decision brief

The 30-second read

$NIBullishMed
01

Why it matters

The earnings beat could prompt short‑term buying in NI and related utility peers.

02

Market read

First‑report earnings for a mid‑cap utility, likely to move the stock and influence the sector.

03

What to watch

Regulatory approval for the Microsoft data center deal may be delayed, tempering upside.

Relevance 8/10Novelty 8/10Timing: after market close

Background

NiSource filed its Q3 2026 10‑Q, providing the first public disclosure of the quarter's financials.

Company-level read

Ticker impact

$NIBullishHigh confidence
Context

Q3 2026 revenue $1.35B, EPS $0.27, net income up 36.7% versus prior year.

Expected impact

likely modest upside as market prices in stronger earnings

Evidence & confidence

Revenue and profit growth exceed prior-year figures, indicating improved performance.

Market effects

Utility sector may see modest lift from NiSource's stronger results.

U.S. utility stocks could experience slight buying pressure.

Limited to U.S. utilities; no broad global effect.

Counterpoint

If guidance is weak, the rally could be short-lived.

Key entities

  • NiSource Inc.

    U.S. utility holding company reporting Q3 2026 results.

Related articles

$NIHighAI 8/10

NiSource Q3 Net Income Rises

NiSource (NI) reported Q3 net income of $129.5M, or $0.27 per share, up from $94.7M, or $0.20 per share, in 2025. Revenues rose to $1.35B. The company narrowed 2026 EPS guidance to the upper half of $2.02-$2.07 and expects 2027 EPS of $2.22-$2.30. It extended its capital plan through 2033, with $40B in expenditures expected to drive 9-10% investment base growth and 10-11% EPS growth annually from 2027-2033.

$NIMedAI 8/10

NiSource announces third quarter results

NISOURCE INC. (NI) filed an SEC Form 8-K — Results of Operations and Financial Condition. Exhibit 99.1 FOR IMMEDIATE RELEASE October 28, 2026 FOR ADDITIONAL INFORMATION Media Investors media@nisource.com investors@nisource.com NiSource announces third quarter results • Narrowing 2026 non-GAAP consolidated adjusted EPS guidance to upper half of $2.02-$2.07 range • Intr

$NIMed

NiSource Non-GAAP EPS of $0.27 beats by $0.04 (NI:NYSE)

NiSource reported Q3 Non-GAAP EPS of $0.27, exceeding estimates by $0.04. The company narrowed its 2026 EPS guidance to the upper half of $2.02-$2.07, above the $0.05 consensus. It also introduced 2027 EPS guidance and extended its base plan. According to the company, these updates reflect its strategic initiatives and operational performance.

$NIMed

NiSource Inc. (NI) Q3 EPS Up; Narrows 2026 EPS View

NiSource Inc. reported Q3 2026 GAAP and adjusted EPS of $0.27, up from $0.20 and $0.19 respectively. It narrowed 2026 adjusted EPS guidance to the upper half of $2.02–$2.07 and announced a $40.0B capex plan for 2027–2033, expecting 10%–11% adjusted EPS CAGR.