Duke Energy (DUK) Q1 2026 (USD): adj. EPS 1.93 (exp. 1.87), Revenue USD 9.178bln (exp. 8.44bln)

EPS was driven by recovery of infrastructure investments and favourable weather, partly offset by higher O&M expenses, storm costs and depreciation on a growing asset base.  Electric Utilities and Infrastructure adjusted segment income rose to USD 1.404bln (from USD 1.276bln) Gas Utilities and Infrastructure adjusted segment income rose to USD 361mln (from USD 349mln) Other recorded an adjusted segment loss of USD 263mln.  Secured 7.6 GW of economic development projects under Electric Service Agreements COMMENTARY:CEO said the company is investing to maximise its existing fleet, construct new generation and strengthen the grid while pursuing solutions to keep rates low. GUIDANCE:Maintains FY26 adj. EPS view 6.55-6.80 (exp. 6.70), and long-term adj. EPS growth of 5-7% through 2030 off the 2025 midpoint of 6.30.