8-K
filed May 11, 2026, 7:59 PM ET
CIK 0001168165
earnings
confidence high
sentiment positive
materiality 0.80
Constellation Q1 adjusted EPS $2.74 beats prior year $2.14; affirms FY guidance $11-$12
CONSTELLATION ENERGY GENERATION LLC
- GAAP Net Income $1,590M ($4.49 per share) vs $118M ($0.38) a year ago; Adjusted Operating Earnings $972M ($2.74 per share) vs $673M ($2.14).
- Affirming full-year 2026 Adjusted Operating Earnings guidance of $11.00 - $12.00 per share.
- Calpine acquisition closed January 2026; integration costs of $119M after tax and amortization of acquired contracts of $154M.
- Pastoria Solar (105 MW) commissioned Apr 16; Pin Oak Creek (460 MW) commercial Apr 30; Freestone net metering for CyrusOne data center approved.
- Nuclear capacity factor 92.3% (ex-Salem/STP); gas/oil/hydro EFOF 4.5%; renewables capture 96.7%.
Machine-readable event card
- schema_version
- secwatch.filing_event.v1
- accession
- 0001868275-26-000063
- form_type
- 8-K
- ticker
- null
- cik
- 0001168165
- company_name
- CONSTELLATION ENERGY GENERATION LLC
- filed_at
- 2026-05-11T23:59:59+00:00
- discovered_at
- 2026-05-14T18:02:32.024481+00:00
- generated_at
- 2026-05-14T18:30:16.444329+00:00
- sec_items
- ["2.02", "7.01", "9.01"]
- event_type
- earnings
- sentiment
- positive
- materiality_score
- 0.8
- calibrated_materiality_score
- 0.8
- confidence
- high
- secwatch_canonical_url
- https://secwatch.observer/filing/0001868275-26-000063
- json_url
- https://secwatch.observer/filing/0001868275-26-000063.json
- markdown_url
- https://secwatch.observer/filing/0001868275-26-000063.md
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- https://secwatch.observer/filing/0001868275-26-000063.txt
- edgar_index_url
- https://www.sec.gov/Archives/edgar/data/1168165/000186827526000063/0001868275-26-000063-index.htm
- edgar_primary_document_url
- https://www.sec.gov/Archives/edgar/data/1168165/000186827526000063/ceg-20260511.htm
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- deepseek-v4-flash:cloud@v2
- review_status
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- corrected
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- correction_note
- null
- correction_timestamp
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