Recent 8-K filings for FE

• April 28, 2026, 7:59 PM ET earnings materiality 0.75 positive item 2.02item 7.01item 9.01 ◈ Earnings Releases

  FirstEnergy Q1 GAAP EPS $0.70 vs $0.62 YoY; Core EPS $0.72; reaffirms FY26 guidance

  Q1 2026 GAAP net income $405M ($0.70/diluted share) vs $360M ($0.62) in Q1 2025.

• February 17, 2026, 6:59 PM ET earnings materiality 0.80 positive item 2.02item 7.01item 9.01

  FirstEnergy reports 2025 Core EPS $2.55, affirms 2026 guidance, unveils $36B capital plan

  2025 Core EPS $2.55 (top of raised guidance); GAAP EPS $1.77; revenue $15.1B, up from $13.5B in 2024.

• December 9, 2025, 6:59 PM ET other material materiality 0.70 positive item 7.01item 9.01

  FirstEnergy initiates 2026 Core EPS guidance $2.62-$2.82; 7.5% YoY growth

  2026 Core EPS midpoint $2.72, 7.5% above revised 2025 midpoint of $2.53.

• November 20, 2025, 6:59 PM ET regulatory materiality 0.65 neutral item 7.01item 9.01

  PUCO approves $4.4B rate base, 9.63% ROE for FirstEnergy Ohio utilities

  PUCO order sets distribution rate base at $4.4B, ROE 9.63%, and net revenue adjustment of $34M for Ohio companies.

• October 22, 2025, 7:59 PM ET earnings materiality 0.75 positive item 2.02item 7.01item 9.01

  FirstEnergy Q3 Core EPS $0.83 (+9% YoY); narrows FY2025 guidance to $2.50-$2.56; boosts 2025 capex to $5.5B

  GAAP EPS $0.76 (Q3), $1.85 YTD; Core EPS $0.83 (Q3), $2.02 YTD – 15% YoY increase in YTD Core.

• September 29, 2025, 7:59 PM ET other material materiality 0.60 neutral item 5.02item 9.01

  FirstEnergy amends executive severance plans, adds CEO to plan, boosts change-in-control pay

  CEO now eligible for Executive Severance Plan with 1.5x base salary severance for qualified separation, effective Jan 1, 2026.

• July 30, 2025, 7:59 PM ET earnings materiality 0.65 positive item 2.02item 7.01item 9.01

  FirstEnergy Q2 Core EPS $0.52 beats prior year $0.51; affirms FY2025 guidance upper half

  Q2 2025 GAAP EPS $0.46, Core EPS (non-GAAP) $0.52 vs $0.51 in Q2 2024.

• June 12, 2025, 7:59 PM ET debt materiality 0.70 neutral item 1.01item 8.01item 2.03item 3.02item 9.01 ◈ Debt Financings

  FirstEnergy closes $2.5B convertible note offering; plans $1.2B buyback of 2026 notes

  Issued $1.35B of 3.625% convertible notes due 2029 and $1.15B of 3.875% notes due 2031.

• June 10, 2025, 7:59 PM ET debt materiality 0.65 neutral item 8.01

  FirstEnergy prices $2.15B of convertible notes due 2029 and 2031

  Priced $1.15B of 3.625% notes due 2029 and $1.0B of 3.875% notes due 2031; greenshoe up to $350M additional.

• June 9, 2025, 7:59 PM ET debt materiality 0.65 neutral item 8.01item 9.01

  FirstEnergy proposes $1.8B convertible note offering to refinance 2026 notes and debt

  Offers $950M 2029 convertible notes and $850M 2031 convertible notes; underwriters may purchase up to $150M additional of each.

• April 23, 2025, 7:59 PM ET earnings materiality 0.75 positive item 2.02item 7.01item 9.01

  FirstEnergy Q1 GAAP EPS $0.62, Core EPS $0.67; affirms FY 2025 guidance

  GAAP earnings $360M ($0.62/share) vs $253M ($0.44) in Q1 2024; revenue $3.8B vs $3.3B.

• February 26, 2025, 6:59 PM ET earnings materiality 0.75 positive item 2.02item 7.01item 9.01

  FirstEnergy reports 2024 Core EPS $2.37 (+8% YoY); expands Energize365 to $28B through 2029

  Full year 2024 GAAP EPS $1.70, Operating EPS $2.63 (guidance range), Core EPS $2.37 (up 8% from $2.20 in 2023).

• November 8, 2024, 6:59 PM ET other material materiality 0.70 neutral item 7.01item 9.01

  FirstEnergy withdraws Ohio ESP V, targets new plan by early 2025; $26B capex plan reaffirmed

  Withdrew Ohio ESP V on Oct 29; will revert to ESP IV and file ESP VI plus base rate case by early 2025.

• October 29, 2024, 7:59 PM ET earnings materiality 0.65 neutral item 2.02item 7.01item 9.01

  FirstEnergy Q3 operating EPS $0.85 in line; narrows FY guidance to $2.61-$2.71, ups capex to $4.6B

  Q3 GAAP EPS from continuing ops $0.73 (vs $0.74 YoY); operating (non-GAAP) EPS $0.85 (vs $0.88), within guidance.

• September 12, 2024, 7:59 PM ET regulatory materiality 0.80 negative item 7.01item 8.01item 9.01

  FirstEnergy settles SEC probe for $100M penalty over Ohio bribery scheme

  FirstEnergy pays $100M civil penalty to resolve SEC investigation; penalty fully reserved in Q2 2024.

• August 13, 2024, 7:59 PM ET regulatory materiality 0.75 positive item 7.01item 8.01item 9.01

  FirstEnergy resolves Ohio HB6 investigations with $20M settlement; avoids criminal charges

  FirstEnergy will pay $19.5M to Ohio AG plus $500K for independent compliance consultant, totaling $20M.

• July 30, 2024, 7:59 PM ET earnings materiality 0.80 positive item 2.02item 7.01item 9.01

  FirstEnergy Q2 operating EPS $0.56, above guidance; reaffirms FY24 outlook

  Operating EPS $0.56, up 19% YoY and above midpoint of $0.46-$0.56 guidance.

• July 22, 2024, 7:59 PM ET regulatory materiality 0.65 positive item 7.01item 9.01

  USAO confirms FirstEnergy completed all 3-year DPA obligations; reporting duties ending Aug 21

  USAO filed status report on July 21, 2024, acknowledging FirstEnergy successfully completed required DPA obligations.

• June 4, 2024, 7:59 PM ET other material materiality 0.75 positive item 7.01item 9.01

  FirstEnergy outlines $26B CapEx plan (2024-2028), 6-8% EPS growth target; FET sale strengthens balance sheet

  CapEx grows from $4.3B in 2024 to $6.2B in 2028, ~75% under formula rate recovery.

• April 25, 2024, 7:59 PM ET earnings materiality 0.60 neutral item 2.02item 7.01item 9.01 ◈ Earnings Releases

  FirstEnergy Q1 operating EPS $0.55 above midpoint; affirms FY2024 outlook

  GAAP EPS $0.44 vs $0.51 YoY; operating (non-GAAP) EPS $0.55 vs $0.60, above Q1 guidance midpoint.

Earnings & guidance

Materiality & sentiment trend

Max materiality 0.80 · Median 0.65 · Most common event other_material

11 positive 2 negative 15 neutral

source · FE on sec.gov