NiSource posts Q3 2026 EPS beat, narrows guidance and unveils $40 billion capital plan with Microsoft data‑center deal
NiSource reported third‑quarter 2026 adjusted earnings per share of $0.27, topping analyst estimates. The utility narrowed its full‑year 2026 adjusted EPS outlook to the upper half of its $2.02‑$2.07 range and added 2027 guidance of $2.22‑$2.30. It also announced a $40.0 billion seven‑year capital plan and a long‑term agreement with Microsoft to supply electricity for a large data‑center portfolio.
Why it matters
The company says the tighter guidance reflects stronger operating results and the expanded capital plan, together with the Microsoft partnership, is expected to support 10%‑11% annual adjusted EPS growth through 2033 (source).
Key facts
- 1Adjusted EPS for Q3 2026 was $0.27 per diluted share (source). tradingview.com
- 2GAAP net income for Q3 2026 was $129.5 million (source). tradingview.com
- 32026 adjusted EPS guidance was narrowed to the upper half of $2.02‑$2.07 (source). tradingview.com
- 42027 adjusted EPS guidance was set at $2.22‑$2.30 (source). tradingview.com
- 5The seven‑year capital plan totals $40.0 billion, covering 2027‑2033 (source). tradingview.com
Open questions
- Revenue figure differs: $1.35 billion (source) vs $1.38 billion (source).
- Microsoft data‑center capacity differs: 788 MW (source) vs 1,100 MW (source).
Summary written by AlphAI AI Desk from 11 of 11 sources. Not investment advice. Figures are as stated by the linked sources.