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Edge16 Oct 2026
Winner, Winner: The Chicken McNugget Story
How a 1940s breeding contest, a Cornell food scientist, and a hedge by Ray Dalio helped McDonald's turn the Chicken McNugget into a fast-food icon.
NiSource
NiSource (NI) investor relations material
NiSource Q3 2026 earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Q3 2026 earnings summary28 Oct, 2026
Executive summary
Q3 consolidated adjusted EPS was $0.27 vs. $0.19 YoY; 2026 guidance narrowed to the upper half of $2.02–$2.07.
The 2027–2033 capital plan totals $40.0B and targets 10%–11% consolidated adjusted EPS CAGR.
Five GenCo agreements across three customers, including Microsoft, are expected to generate $1.75B in savings for existing NIPSCO electric customers.
Financial highlights
Q3 revenue was $1,349.4M, operating income $340.3M, net income attributable to common shareholders $129.5M and diluted EPS $0.27; each increased YoY.
Q3 adjusted operating income was $342.3M vs. $293.5M; adjusted net income was $130.9M vs. $91.8M.
Nine-month adjusted net income was $718.1M vs. $656.0M; adjusted EPS was $1.49 vs. $1.38, while GAAP diluted EPS was $1.42 in both periods.
Nine-month operating cash flow was $1,669.5M; capital expenditures were $3,102.5M.
Outlook and guidance
2026 adjusted EPS guidance narrowed to the upper half of $2.02–$2.07; 2027 guidance is $2.22–$2.30, including GenCo EPS of $0.05–$0.09.
2027–2033 adjusted EPS CAGR target is 10%–11%; base-plan adjusted EPS growth is 6%–8% annually, with 8%–10% rate base growth.
Consolidated investment growth is projected at 9%–10%; average residential bill increases are expected below 4% annually from 2027–2031.
GenCo adjusted EPS contribution is projected at $0.32–$0.40 in 2030 and $0.52–$0.68 in 2033.
Guidance depends on regulatory approvals, construction, financing costs and customer load ramps; strategic opportunities could support results above the range.
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Latest events from NiSource
- Q2 2026 adjusted EPS was $0.16, with major data center deals and $28.6B capital plan reaffirmed.NI
Q2 2026 - Innovative capital plan and data center strategy drive strong growth and customer savings.NIInvestor presentation
- All directors re-elected, compensation approved, and auditor ratified with strong shareholder turnout.NIAGM 2026
- Q1 2026 EPS up 8%, driven by tech partnerships and a $28.6B investment plan.NIQ1 2026
- $28B capital plan, GenCo data center strategy, and regulatory alignment drive growth and savings.NIInvestor presentation
- Votes will be held on director elections, executive pay, and auditor ratification for 2026.NIProxy filing
- Q3 2025 results, $28B capital plan, and data center deal drive robust long-term EPS growth.NIQ3 2025
- Q3 EPS and net income rose, 2024 guidance reaffirmed, and $19.3B CapEx plan supports growth.NIQ3 2024
- Q1 2025 net income and EPS surged, with guidance and capital plan reaffirmed.NIQ1 2025
Next NiSource earnings date
Q4 202610 Feb, 2027
NiSource
Next NiSource earnings date
Q4 202610 Feb, 2027
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Frequently asked questions
NiSource Inc is a regulated utility company that provides natural gas and electricity to residential, commercial, and industrial customers. The company operates through subsidiaries across several U.S. states, focusing on energy delivery, infrastructure modernization, and customer service. NiSource Inc is headquartered in Merrillville, Indiana, and its shares are listed on the NYSE.