---
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"
generated_at: "2026-05-14T18:30:16.444329+00:00"
event_type: "earnings"
sentiment: "positive"
materiality_score: 0.8
calibrated_materiality_score: 0.8
confidence: "high"
source: SEC EDGAR
---

# Constellation Q1 adjusted EPS $2.74 beats prior year $2.14; affirms FY guidance $11-$12

## Summary
- 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%.

## SEC filing metadata
- accession: 0001868275-26-000063
- form_type: 8-K
- cik: 0001168165
- company_name: CONSTELLATION ENERGY GENERATION LLC
- filed_at: 2026-05-11T23:59:59+00:00
- event_type: earnings
- sentiment: positive
- materiality_score: 0.8
- calibrated_materiality_score: 0.8
- confidence: high
- sec_items: 2.02, 7.01, 9.01
- EDGAR index: https://www.sec.gov/Archives/edgar/data/1168165/000186827526000063/0001868275-26-000063-index.htm
- EDGAR primary document: https://www.sec.gov/Archives/edgar/data/1168165/000186827526000063/ceg-20260511.htm

## Machine-readable alternates
- HTML: https://secwatch.observer/filing/0001868275-26-000063
- JSON: https://secwatch.observer/filing/0001868275-26-000063.json
- Plain text: https://secwatch.observer/filing/0001868275-26-000063.txt

## Source-grounded claims
- claim_id: 324b55a2a6ce12ce4df3db0f2f5bc0738e1a8f17
  claim: CONSTELLATION ENERGY GENERATION LLC reported first quarter of 2026 results: EPS GAAP Net Income of $4.49 per share and Adjusted (non-GAAP) Operating Earnings of $2.74 per share for the first quarter o. Guidance reaffirmed.
  evidence_excerpt: GAAP Net Income of $4.49 per share and Adjusted (non-GAAP) Operating Earnings of $2.74 per share for the first quarter of 2026 • Affirming full year 2026 Adjusted Operating Earnings guidance of $11.00 - $12.00 per share
  evidence_url: https://www.sec.gov/Archives/edgar/data/1168165/000186827526000063/0001868275-26-000063-index.htm

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