earnings
confidence high
sentiment positive
materiality 0.70
Alliant Energy Q1 GAAP EPS $0.87 vs $0.83; reaffirms FY guidance; signs 370 MW data center deal
WISCONSIN POWER & LIGHT CO
- Q1 GAAP EPS $0.87 ($0.82 ongoing) vs $0.83/$0.83 in Q1 2025.
- Reaffirmed FY 2026 ongoing EPS guidance $3.36-$3.46; targeting over 6% CAGR.
- Signed ~370 MW data center service agreement in Iowa; total contracted data center demand ~3.4 GW.
- Non-GAAP ongoing EPS excludes $0.05/share deferred tax remeasurement benefit.
- Higher revenue requirements from rate base investments at IPL/WPL drove earnings; offset by higher financing and O&M costs.