Equity Profile

ES

Eversource Energy

UtilitiesElectric Utilities$28.2B

May6Wed

Post-Earnings Recap

ReportedQ1-2026After Close4:15 PM EDT

Eversource Energy Misses on EPS, Stock Down 0.55%

Metric	Actual	Expected	Surprise
EPS	$1.61	$1.62	+1.51%
Revenue	—	$4.3B	—

management commentary, guidance changes, and full analysis available with Pro.

Eversource Energy Misses on EPS, Stock Down 0.55%

Key Numbers

Metric	Actual	Expected	Surprise
EPS	$1.61	$1.62	+1.51%
Revenue	—	$4.3B	—

Management Commentary

Tone: Unknown

No transcript is on record, and the analysis is based on numerical results only.

What It Means

Eversource Energy's earnings report shows a slight miss on EPS expectations, which may raise concerns among investors. The stock reacted negatively, declining by 0.55%. The lack of revenue data and guidance updates adds uncertainty to the company's outlook.

Company Snapshot

Eversource Energy (ES) is a major utility company that provides electricity and natural gas to customers in New England. As a key player in the electric utilities sector, its performance is closely tied to energy demand, regulatory changes, and infrastructure investments.

Key Metrics to Watch

Earnings Per Share (EPS)

EPS is a critical measure of profitability, and this quarter's consensus reflects expectations for steady earnings growth.

$1.62

Revenue

Revenue figures indicate the overall sales performance and customer demand, which are essential for assessing the company's financial health.

$4.3B

Wall Street expectations, options signals, track record, and call prep available with Pro.

Original Pre-Earnings Preview

Context

Company Snapshot

Earnings Scorecard·Last 8Q

EPS Beat Streak

EPS Beat Rate

38%

Avg EPS Surprise

-17.61%

Avg Stock Reaction

-0.26%

Last Quarter Recap

In Q4 2025, Eversource reported an EPS of $1.12, slightly beating expectations. The stock saw a modest increase of 0.14% the following day, indicating a positive but cautious market reaction.

Management Promises & Guidance

Continue to invest in infrastructure improvements.
Focus on enhancing customer service and reliability.
Commit to sustainability initiatives and reducing carbon emissions.

Expectations

Wall Street Expectations

Analysts are generally optimistic about Eversource's upcoming earnings, with expectations for solid EPS and revenue growth. However, recent earnings history shows mixed results, leading to some caution among investors.

Bull Case

If Eversource exceeds EPS expectations and demonstrates strong revenue growth, it could signal robust demand and effective cost management, boosting investor confidence.

Bear Case

Conversely, if the company misses EPS or revenue targets, it may raise concerns about operational efficiency and market conditions, leading to a negative stock reaction.

Key Metrics to Watch

Earnings Per Share (EPS)

$1.62

EPS is a critical measure of profitability, and this quarter's consensus reflects expectations for steady earnings growth.

Revenue

$4.3B

Revenue figures indicate the overall sales performance and customer demand, which are essential for assessing the company's financial health.

Expectations

Two Questions That Matter

The print will turn on these two things.

Will Eversource achieve an EPS of at least $1.62?

This EPS target is critical as it reflects the company's profitability and operational efficiency, which investors will closely scrutinize.

How does Eversource plan to manage costs and investments in infrastructure?

Management's commentary on cost management and infrastructure investments will be crucial for understanding future growth and stability.

Edge

What the Street Is Missing

Why consensus could be wrong

The consensus may underestimate Eversource's ability to manage costs effectively while continuing to invest in infrastructure, which could lead to better-than-expected results.

Supporting Evidence

Earnings history shows a 63% beat rate, indicating a tendency to outperform expectations.

Recent investments in infrastructure may yield higher efficiency and customer satisfaction, driving revenue.

Options pricing suggests heightened volatility, which may reflect underlying confidence in a positive surprise.

Key Risk

If operational costs come in lower than expected, it could significantly boost EPS and challenge the current consensus.

Edge

Thesis-Break Levels

Pre-commit to what would confirm each case.

The market is debating whether Eversource can maintain profitability amid rising costs and regulatory pressures.

Bull Confirmed If

An EPS of $1.70 or higher would confirm strong operational performance and effective cost management.

Bear Confirmed If

An EPS below $1.50 would raise concerns about profitability and operational challenges.

Pre-Earnings Positioning

Options Market

Implied Move

±3.35%

Historical Avg

±0.7%

Pricing rich

The options market is pricing in a potential move of about 3.35%, suggesting that traders expect some volatility around the earnings announcement.

Options are pricing ±1.2% while ES has averaged ±0.7% over the last 8 prints — setup is pricing rich.

Detail

ATM IV

0.2%

30d HV

18.7%

Calls (6K)P/C Ratio: 0.58Puts (4K)

Preparation

Post-Print Playbook

Likely market behavior by outcome — not investment advice.

Beat & Raise

If Eversource beats expectations, history suggests a potential stock increase of around +0.23%, confirming a positive outlook.

In-Line / Cautious

If results are in line but cautious commentary is provided, the stock may see muted movement as investors reassess growth prospects.

Miss

A miss could lead to a decline of about -0.33%, reflecting investor disappointment and concerns over operational efficiency.

Earnings Track Record

Preparation

What to Listen For

Call Prep

1Any updates on infrastructure investment plans and their expected impact on future earnings.
2Details on cost management strategies and how they are affecting profit margins.
3Insights into customer demand trends and any changes in regulatory environment.
4Management's outlook on sustainability initiatives and their financial implications.
5Responses to any recent market challenges or competitive pressures.

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Company Snapshot

Key Metrics to Watch

Earnings Per Share (EPS)

EPS is a critical measure of profitability, and this quarter's consensus reflects expectations for steady earnings growth.

$1.62

Revenue

Revenue figures indicate the overall sales performance and customer demand, which are essential for assessing the company's financial health.

$4.3B

Wall Street expectations, options signals, track record, and call prep available with Pro.

Original Pre-Earnings Preview

Context

Company Snapshot

Earnings Scorecard·Last 8Q

EPS Beat Streak

EPS Beat Rate

38%

Avg EPS Surprise

-17.61%

Avg Stock Reaction

-0.26%

Last Quarter Recap

In Q4 2025, Eversource reported an EPS of $1.12, slightly beating expectations. The stock saw a modest increase of 0.14% the following day, indicating a positive but cautious market reaction.

Management Promises & Guidance

Continue to invest in infrastructure improvements.
Focus on enhancing customer service and reliability.
Commit to sustainability initiatives and reducing carbon emissions.

Expectations

Wall Street Expectations

Bull Case

If Eversource exceeds EPS expectations and demonstrates strong revenue growth, it could signal robust demand and effective cost management, boosting investor confidence.

Bear Case

Conversely, if the company misses EPS or revenue targets, it may raise concerns about operational efficiency and market conditions, leading to a negative stock reaction.

Key Metrics to Watch

Earnings Per Share (EPS)

$1.62

EPS is a critical measure of profitability, and this quarter's consensus reflects expectations for steady earnings growth.

Revenue

$4.3B

Revenue figures indicate the overall sales performance and customer demand, which are essential for assessing the company's financial health.

Expectations

Two Questions That Matter

The print will turn on these two things.

Will Eversource achieve an EPS of at least $1.62?

This EPS target is critical as it reflects the company's profitability and operational efficiency, which investors will closely scrutinize.

How does Eversource plan to manage costs and investments in infrastructure?

Management's commentary on cost management and infrastructure investments will be crucial for understanding future growth and stability.

Edge

What the Street Is Missing

Why consensus could be wrong

The consensus may underestimate Eversource's ability to manage costs effectively while continuing to invest in infrastructure, which could lead to better-than-expected results.

Supporting Evidence

Earnings history shows a 63% beat rate, indicating a tendency to outperform expectations.

Recent investments in infrastructure may yield higher efficiency and customer satisfaction, driving revenue.

Options pricing suggests heightened volatility, which may reflect underlying confidence in a positive surprise.

Key Risk

If operational costs come in lower than expected, it could significantly boost EPS and challenge the current consensus.

Edge

Thesis-Break Levels

Pre-commit to what would confirm each case.

The market is debating whether Eversource can maintain profitability amid rising costs and regulatory pressures.

Bull Confirmed If

An EPS of $1.70 or higher would confirm strong operational performance and effective cost management.

Bear Confirmed If

An EPS below $1.50 would raise concerns about profitability and operational challenges.

Pre-Earnings Positioning

Options Market

Implied Move

±3.35%

Historical Avg

±0.7%

Pricing rich

The options market is pricing in a potential move of about 3.35%, suggesting that traders expect some volatility around the earnings announcement.

Options are pricing ±1.2% while ES has averaged ±0.7% over the last 8 prints — setup is pricing rich.

Detail

ATM IV

0.2%

30d HV

18.7%

Calls (6K)P/C Ratio: 0.58Puts (4K)

Preparation

Post-Print Playbook

Likely market behavior by outcome — not investment advice.

Beat & Raise

If Eversource beats expectations, history suggests a potential stock increase of around +0.23%, confirming a positive outlook.

In-Line / Cautious

If results are in line but cautious commentary is provided, the stock may see muted movement as investors reassess growth prospects.

Miss

A miss could lead to a decline of about -0.33%, reflecting investor disappointment and concerns over operational efficiency.

Earnings Track Record

Preparation

What to Listen For

Call Prep

1Any updates on infrastructure investment plans and their expected impact on future earnings.
2Details on cost management strategies and how they are affecting profit margins.
3Insights into customer demand trends and any changes in regulatory environment.
4Management's outlook on sustainability initiatives and their financial implications.
5Responses to any recent market challenges or competitive pressures.