earnings
confidence high
sentiment positive
materiality 0.85
NiSource Q3 GAAP EPS $0.20 vs $0.19; reaffirms 2025 guide, introduces 2026 guidance, boosts capex to $28B
NISOURCE INC.
2025-Q3 EPS
reported $1.42
vs consensus $0.20
▲ beat
(+596.8%)
- GAAP net income $94.7M ($0.20 EPS) vs $85.7M ($0.19) in Q3 2024; adj. EPS $0.19 vs $0.20.
- Reaffirms upper half of 2025 adj. EPS guidance $1.85-$1.89; introduces 2026 adj. EPS $2.02-$2.07.
- Extends base plan 6%-8% annual EPS growth to 2026-2030; new consolidated capex $28B incl. $7B for data centers.
- Introduces 2026-2033 consolidated adj. EPS CAGR of 8%-9%, driven by 45% capex increase over prior 5-year plan.
- CEO Lloyd Yates highlights GenCo approval and data center agreement as transformative growth drivers.