NiSource Q1 GAAP EPS $1.06 vs $1.00 YoY; adjusted EPS $1.06 vs $0.98; raises long-term CAGR guidance

NISOURCE INC.

2026-Q1 EPS reported $1.06 vs consensus $1.08 ▼ miss (-2.3%)

Net income available to common shareholders $510.7M ($1.06 GAAP EPS), up from $474.8M ($1.00) YoY.
Non-GAAP adjusted net income $509.6M ($1.06 adjusted EPS), up from $462.3M ($0.98) in Q1 2025.
GenCo cost savings from Alphabet & Amazon collaboration expected to deliver ~$1.4B in customer value.
Reaffirming 2026 adjusted EPS guidance of $2.02-$2.07 (~8% YoY growth at midpoint); raising 2026-2033 CAGR to 9%-10%.
CEO Lloyd Yates cites strong start to 2026, execution on strategy, and grid investment for growing energy demand.

item 2.02 item 9.01

Key facts

Extracted from this filing and checked against the source text.

Earnings Releases SEC 8-K Item 2.02 confidence 0.9

NISOURCE INC. reported quarter ended March 31, 2026 results: net income $510.7 million, EPS $1.06. Guidance reaffirmed.

Period: quarter ended March 31, 2026
Net income: $510.7 million
EPS: $1.06
Guidance: reaffirmed
Result: reported results

Exact text from the filing

the midpoint MERRILLVILLE, Ind . - NiSource Inc. (NYSE: NI) today announced, on a GAAP basis, net income available to common shareholders for the quarter ended March 31, 2026 of $510.7 million, or $1.06 of earnings per diluted share, compared to net income available to common shareholders of $474.8 million, or $1.00 of earnings per diluted share, for the same period of

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Source: SEC EDGAR

accession 0001111711-26-000044

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