secwatch.observer — SEC 8-K summary
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Issuer:     NISOURCE INC. (NI)
CIK:        0001111711
Form:       8-K
Filed at:   2025-10-29T23:59:59+00:00
Accession:  0001111711-25-000054
Event type: earnings
Sentiment:  positive
Materiality: 0.85
Item codes: 2.02, 9.01
LLM model:  deepseek-v4-flash:cloud@v2

NiSource Q3 GAAP EPS $0.20 vs $0.19; reaffirms 2025 guide, introduces 2026 guidance, boosts capex to $28B
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- 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.

Source:
  EDGAR index:    https://www.sec.gov/Archives/edgar/data/1111711/000111171125000054/0001111711-25-000054-index.htm
  Primary doc:    https://www.sec.gov/Archives/edgar/data/1111711/000111171125000054/nix-20251029.htm
  HTML page:      https://secwatch.observer/filing/0001111711-25-000054

License: Source filings: public domain (SEC EDGAR). Summaries (headline + bullets): CC-BY-4.0; attribute https://secwatch.observer