---
schema_version: "secwatch.filing_event.v1"
accession: "0001111711-26-000044"
form_type: "8-K"
ticker: "NI"
cik: "0001111711"
company_name: "NISOURCE INC."
filed_at: "2026-05-06T23:59:59+00:00"
generated_at: "2026-05-14T22:30:43.772049+00:00"
event_type: "earnings"
sentiment: "positive"
materiality_score: 0.75
calibrated_materiality_score: 0.75
confidence: "high"
source: SEC EDGAR
---

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

## Summary
- 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.

## SEC filing metadata
- accession: 0001111711-26-000044
- form_type: 8-K
- ticker: NI
- cik: 0001111711
- company_name: NISOURCE INC.
- filed_at: 2026-05-06T23:59:59+00:00
- event_type: earnings
- sentiment: positive
- materiality_score: 0.75
- calibrated_materiality_score: 0.75
- confidence: high
- sec_items: 2.02, 9.01
- EDGAR index: https://www.sec.gov/Archives/edgar/data/1111711/000111171126000044/0001111711-26-000044-index.htm
- EDGAR primary document: https://www.sec.gov/Archives/edgar/data/1111711/000111171126000044/nix-20260506.htm

## Machine-readable alternates
- HTML: https://secwatch.observer/filing/0001111711-26-000044
- JSON: https://secwatch.observer/filing/0001111711-26-000044.json
- Plain text: https://secwatch.observer/filing/0001111711-26-000044.txt

## Source-grounded claims
- claim_id: 8438162cabcfaa457060aafe2802674e95bcfa9a
  claim: NISOURCE INC. reported quarter ended March 31, 2026 results: net income $510.7 million, EPS $1.06. Guidance reaffirmed.
  evidence_excerpt: 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
  evidence_url: https://www.sec.gov/Archives/edgar/data/1111711/000111171126000044/0001111711-26-000044-index.htm

This AI-assisted summary is a reading aid. Review the linked SEC EDGAR filing before relying on any specific claim.