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Constellation Energy
Constellation Energy (CEG) investor relations material
Constellation Energy AGM 2026 summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.AGM 2026 summary28 Apr, 2026
Opening remarks and agenda
The meeting began with introductions and a statement on forward-looking statements and associated risks.
The agenda included business matters, a CEO presentation, voting, and a Q&A session.
Financial performance review
Adjusted operating earnings reached $9.39 per share in 2025, exceeding guidance for the fourth consecutive year.
A 20-year power purchase agreement was signed with Meta for 1,121 MW of nuclear energy.
The Crane Clean Energy Center is returning to service ahead of schedule.
$400 million in share repurchases were completed and the dividend was increased by 10% in 2025.
Board and executive committee updates
The board thanked the executive team for strong leadership and highlighted the successful acquisition of Calpine.
Alan S. Armstrong resigned from the board after being appointed U.S. senator; votes for his re-election were not counted.
Clarify the 10% long-term EPS growth target
Synergies from Calpine credit profile upgrade
Strategic criteria for new nuclear investment
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Latest events from Constellation Energy
- 2026 outlook: $11–$12 EPS, 20%+ growth, $5B buyback, and strong dividend and credit metrics.CEG
Guidance8 Apr 2026 - Alan Armstrong resigned from the board and is no longer a director nominee for 2026.CEGProxy filing30 Mar 2026
- Record TSR, Calpine integration, and robust governance mark a transformative year.CEGProxy filing19 Mar 2026
- Annual meeting covers director elections, executive pay, auditor ratification, and a DEI proposal.CEGProxy filing19 Mar 2026
- Full-year Adjusted Operating Earnings rose despite lower GAAP Net Income, with major portfolio expansion.CEGQ4 202524 Feb 2026
- Q2 2024 adjusted EPS rose to $1.68; guidance and share repurchases increased on strong nuclear output.CEGQ2 20242 Feb 2026
- 835 MW nuclear restart and Microsoft deal drive EPS growth to 13%+ by 2030.CEGInvestor Update20 Jan 2026
- Earnings and guidance surged on strong nuclear, commercial results, and a landmark Microsoft PPA.CEGQ3 202417 Jan 2026
- $26.6B–$29.1B deal forms the largest, cleanest U.S. power fleet, boosting EPS and cash flow.CEGM&A Announcement10 Jan 2026
Next Constellation Energy earnings date
Q1 202611 May, 2026
Constellation Energy
Next Constellation Energy earnings date
Q1 202611 May, 2026
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