secwatch.observer — SEC 8-K summary
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Issuer:     NISOURCE INC. (NI)
CIK:        0001111711
Form:       8-K
Filed at:   2026-05-06T23:59:59+00:00
Accession:  0001111711-26-000044
Event type: earnings
Sentiment:  positive
Materiality: 0.75
Item codes: 2.02, 9.01
LLM model:  deepseek-v4-flash:cloud@v2

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

Source:
  EDGAR index:    https://www.sec.gov/Archives/edgar/data/1111711/000111171126000044/0001111711-26-000044-index.htm
  Primary doc:    https://www.sec.gov/Archives/edgar/data/1111711/000111171126000044/nix-20260506.htm
  HTML page:      https://secwatch.observer/filing/0001111711-26-000044

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