Access earnings results, analyst expectations, report, slides, earnings call, and transcript.

The earnings call summary and Q&A highlight strong financial metrics, optimistic guidance, and substantial capital investments, particularly in transmission and data centers. The reaffirmed earnings guidance and shareholder return plan further boost sentiment. While some management responses were vague, the overall outlook remains positive, driven by growth prospects and strategic investments.
The earnings call summary indicates strong financial performance with record revenue, increased dividends, and promising capital investments. Management's responses during the Q&A session were generally positive, showing confidence in handling regulatory issues and future growth. The guidance remains optimistic, with ongoing investments and strategic plans. Despite some uncertainties in regulatory timelines, the overall sentiment is positive, suggesting a likely stock price increase.
The earnings call reflects strong financial performance, with significant increases in EPS and dividends, and a positive outlook on shareholder returns. The Q&A reveals constructive settlement discussions and no major risks from industrial customers. While debt and investment risks exist, the company has a solid growth plan. The positive dividend increase and reaffirmed shareholder return proposition further support a positive sentiment, likely resulting in a 2%-8% stock price increase.
The earnings call presents several positive factors: increased capital investments, dividend growth, and a strong ROE. Despite some uncertainties, the company maintains a solid growth outlook with a 6-8% CAGR and improved credit ratings. The Q&A reveals management's confidence in achieving the upper range of growth targets, and the recent regulatory settlement supports future revenue growth. Although some responses lacked clarity, the overall sentiment is positive, with optimistic guidance and strategic initiatives likely to boost the stock price.
All transcripts are sourced directly from the official live webcast or the company’s official investor relations website. We use the exact words spoken during the call with no paraphrasing of the core discussion.
Full verbatim transcripts are typically published within 4–12 hours after the call ends. Same-day availability is guaranteed for all S&P 500 and most mid-cap companies.
No material content is ever changed or summarized in the “Full Transcript” section. We only correct obvious spoken typos (e.g., “um”, “ah”, repeated 10 times”, or clear misspoken ticker symbols) and add speaker names/titles for readability. Every substantive sentence remains 100% as spoken.
When audio quality is poor or multiple speakers talk over each other, we mark the section instead of guessing. This ensures complete accuracy rather than introducing potential errors.
They are generated by a specialized financial-language model trained exclusively on 15+ years of earnings transcripts. The model extracts financial figures, guidance, and tone with 97%+ accuracy and is regularly validated against human analysts. The full raw transcript always remains available for verification.