NiSource reports third quarter 2026 earnings and raises long-term growth guidance
The company narrowed 2026 EPS guidance, extended its capital plan to $40 billion through 2033, and highlighted a Microsoft partnership for data center investments.
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Electric and natural gas utility
nisource.comLast updated
In short: NiSource beat Q3 estimates and signed a Microsoft energy deal while facing NIPSCO outage scrutiny.
The company narrowed 2026 EPS guidance, extended its capital plan to $40 billion through 2033, and highlighted a Microsoft partnership for data center investments.
The 20-year deal secures $1.75 billion in customer savings and adds 1,100 MW of generation capacity starting in 2028.
The company will provide a business update on October 28, 2026. Executive leadership will review the results.
GAAP net income fell to $45.5 million, adjusted EPS $0.16; NiSource reaffirmed 2026 EPS guidance, 9%-10% CAGR, and $28.6 billion capital plan.
NiSource wins major data center deals with Amazon and Microsoft, lifting the long-term EPS growth...
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NiSource Q3 EPS $0.27 beats, revenue $1.345B misses; 2026 guidance below consensus, but $40B capital plan through 2033 supports growth.
NiSource reported higher Q3 2026 adjusted earnings and a $40 billion capital plan, targeting 10%-11% annual adjusted EPS growth through 2033.
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