secwatch.observer — SEC 8-K summary
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Issuer:     CONSTELLATION ENERGY GENERATION LLC (—)
CIK:        0001168165
Form:       8-K
Filed at:   2026-05-11T23:59:59+00:00
Accession:  0001868275-26-000063
Event type: earnings
Sentiment:  positive
Materiality: 0.80
Item codes: 2.02, 7.01, 9.01
LLM model:  deepseek-v4-flash:cloud@v2

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

Source:
  EDGAR index:    https://www.sec.gov/Archives/edgar/data/1168165/000186827526000063/0001868275-26-000063-index.htm
  Primary doc:    https://www.sec.gov/Archives/edgar/data/1168165/000186827526000063/ceg-20260511.htm
  HTML page:      https://secwatch.observer/filing/0001868275-26-000063

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