NiSource Reports FY Non-GAAP EPS of $1.93 with Strong Revenue Growth
Written by Emily J. Thompson, Senior Investment Analyst
Updated: Feb 11 2026
0mins
Should l Buy NI?
Source: seekingalpha
- Significant Revenue Growth: NiSource reported fiscal year revenue of $2.1 billion, reflecting a robust 17.6% year-over-year increase, which underscores the company's strong demand in the energy market and effective operational strategies, thereby enhancing its competitive position.
- Net Income Surge: The net income soared by 98.3% to $255.2 million, demonstrating the company's success in cost control and revenue growth, further solidifying its financial health and stability.
- Adjusted EBITDA Increase: Adjusted EBITDA rose by 36.0% to $395.3 million, representing 18.8% of net sales, indicating significant improvements in profitability and operational efficiency, which are crucial for sustaining growth.
- Margin Improvement: Gross margin and adjusted gross margin increased by 90 and 40 basis points, respectively, reflecting the company's successful cost management and pricing strategies, which enhance its long-term profitability and investment appeal.
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Analyst Views on NI
Wall Street analysts forecast NI stock price to rise
8 Analyst Rating
7 Buy
1 Hold
0 Sell
Strong Buy
Current: 45.970
Low
41.88
Averages
47.24
High
50.00
Current: 45.970
Low
41.88
Averages
47.24
High
50.00
About NI
NiSource Inc. is an energy holding company. The Company operates through two segments: Columbia Operations and NIPSCO Operations. Columbia Operations segment, through its wholly owned subsidiary NiSource Gas Distribution Group, Inc, provides natural gas to approximately 2.4 million residential, commercial and industrial customers in Ohio, Pennsylvania, Virginia, Kentucky, and Maryland. It operates approximately 37,200 miles of distribution main pipeline plus the associated individual customer service lines and 330 miles of transmission main pipeline. NIPSCO Operations segment NIPSCO Operations includes NIPSCO Holdings I and its subsidiaries, including NIPSCO, which has fully regulated gas and electric operations in northern Indiana. The Company has six renewable generation facilities in service: Rosewater, Indiana Crossroads Wind, Indiana Crossroads Solar, Dunns Bridge I Solar, Cavalry Solar and Storage and Dunns Bridge II Solar and Storage.
About the author
Emily J. Thompson
Emily J. Thompson, a Chartered Financial Analyst (CFA) with 12 years in investment research, graduated with honors from the Wharton School. Specializing in industrial and technology stocks, she provides in-depth analysis for Intellectia’s earnings and market brief reports.
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