Equity Profile

HE

Hawaiian Electric Industries, Inc.

UtilitiesElectric Utilities$2.3B

May8Fri

Post-Earnings Recap

ReportedQ1-2026After Close4:05 PM EDT

Hawaiian Electric Industries, Inc. Misses on EPS, Stock Down 3.83%

Metric	Actual	Expected	Surprise
EPS	$0.18	N/A	—
Revenue	—	N/A	—

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

Hawaiian Electric Industries, Inc. Misses on EPS, Stock Down 3.83%

Key Numbers

Metric	Actual	Expected	Surprise
EPS	$0.18	N/A	—
Revenue	—	N/A	—

Management Commentary

Tone: Unknown

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

What It Means

Hawaiian Electric's earnings report showed an EPS of $0.18, but without revenue figures or management commentary, investors have limited insight into the company's performance. The stock reacted negatively, dropping 3.83%, which may reflect uncertainty among investors due to the lack of detailed information.

Company Snapshot

Hawaiian Electric Industries, Inc. (HE) is a utility company that provides electricity to customers in Hawaii....

Key Metrics to Watch

EPS

Earnings per share is a key indicator of the company's profitability and financial health.

N/A

Revenue

Revenue figures will help gauge the company's sales performance and growth trajectory.

N/A

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

Original Pre-Earnings Preview

Context

Company Snapshot

Hawaiian Electric Industries, Inc. (HE) is a utility company that provides electricity to customers in Hawaii. It plays a crucial role in the state's energy landscape, focusing on sustainable and renewable energy sources, which is increasingly important amid global climate concerns.

Earnings Scorecard·Last 8Q

EPS Beat Streak

EPS Beat Rate

Avg EPS Surprise

-25.32%

Avg Stock Reaction

-0.98%

Last Quarter Recap

In the last quarter, Hawaiian Electric reported an EPS of $0.24, which was in line with expectations. The stock saw a slight decline of 0.06% the following day, showing a muted market reaction.

Management Promises & Guidance

Expectations

Wall Street Expectations

Overall expectations for Hawaiian Electric's upcoming earnings are mixed, with no analyst estimates available. Investors are keen to see how the company navigates challenges in the utility sector.

Bull Case

The optimistic view hinges on strong customer growth and effective cost management, which could lead to better-than-expected earnings.

Bear Case

Conversely, if the company reports lower revenues or struggles with operational challenges, it could lead to a significant decline in stock value.

Expectations

Two Questions That Matter

The print will turn on these two things.

What will the EPS be for this quarter?

The EPS figure will be crucial in determining the company's profitability and could significantly impact investor sentiment.

How is customer growth trending?

Customer growth is essential for future revenue, and any slowdown could raise concerns about market demand.

Edge

What the Street Is Missing

Why consensus could be wrong

The Street may underestimate the impact of Hawaiian Electric's recent investments in renewable energy, which could drive future growth.

Supporting Evidence

The company has been focusing on sustainable energy solutions, which may not be fully reflected in current estimates.

Recent trends in customer acquisition suggest a stronger demand for services than anticipated.

Key Risk

If the EPS comes in above $0.25, it could challenge the current bearish sentiment.

Edge

Thesis-Break Levels

Pre-commit to what would confirm each case.

The core thesis revolves around the company's ability to maintain profitability and grow its customer base amidst operational challenges.

Bull Confirmed If

Earnings per share exceeding $0.25 would confirm a strong bull case.

Bear Confirmed If

An EPS below $0.20 would indicate significant challenges ahead.

Pre-Earnings Positioning

Options Market

Implied Move

±4.56%

Historical Avg

±1.3%

Pricing rich

The options market is pricing in a relatively large move for the stock, suggesting that investors expect significant volatility around the earnings report.

Options are pricing ±4.6% while HE has averaged ±1.3% over the last 8 prints — setup is pricing rich.

Detail

ATM IV

0.5%

30d HV

23.5%

Calls (21K)P/C Ratio: 0.16Puts (3K)

Preparation

Post-Print Playbook

Likely market behavior by outcome — not investment advice.

Beat & Raise

If Hawaiian Electric beats expectations, history suggests the stock could rise by around 1.12%, confirming a positive outlook.

In-Line / Cautious

An in-line report might lead to a cautious reaction, with potential for slight declines as investors digest the details.

Miss

If the company misses expectations, the stock could drop by an average of 1.91%, reflecting investor disappointment.

Earnings Track Record

Preparation

What to Listen For

Call Prep

1Any updates on renewable energy projects and their expected impact on revenue.
2Details on customer growth trends and any changes in demand.
3Management's outlook on operational challenges and cost management strategies.
4Insights into regulatory changes affecting the utility sector in Hawaii.
5Any commentary on future capital expenditures and their implications for growth.

See the full picture

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More Earnings This Week

5 Reports

ADAPTIVE BIOTECHNOLO

Company Snapshot

Hawaiian Electric Industries, Inc. (HE) is a utility company that provides electricity to customers in Hawaii....

Key Metrics to Watch

EPS

Earnings per share is a key indicator of the company's profitability and financial health.

N/A

Revenue

Revenue figures will help gauge the company's sales performance and growth trajectory.

N/A

1 more metrics, 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

Avg EPS Surprise

-25.32%

Avg Stock Reaction

-0.98%

Last Quarter Recap

In the last quarter, Hawaiian Electric reported an EPS of $0.24, which was in line with expectations. The stock saw a slight decline of 0.06% the following day, showing a muted market reaction.

Management Promises & Guidance

Expectations

Wall Street Expectations

Overall expectations for Hawaiian Electric's upcoming earnings are mixed, with no analyst estimates available. Investors are keen to see how the company navigates challenges in the utility sector.

Bull Case

The optimistic view hinges on strong customer growth and effective cost management, which could lead to better-than-expected earnings.

Bear Case

Conversely, if the company reports lower revenues or struggles with operational challenges, it could lead to a significant decline in stock value.

Expectations

Two Questions That Matter

The print will turn on these two things.

What will the EPS be for this quarter?

The EPS figure will be crucial in determining the company's profitability and could significantly impact investor sentiment.

How is customer growth trending?

Customer growth is essential for future revenue, and any slowdown could raise concerns about market demand.

Edge

What the Street Is Missing

Why consensus could be wrong

The Street may underestimate the impact of Hawaiian Electric's recent investments in renewable energy, which could drive future growth.

Supporting Evidence

The company has been focusing on sustainable energy solutions, which may not be fully reflected in current estimates.

Recent trends in customer acquisition suggest a stronger demand for services than anticipated.

Key Risk

If the EPS comes in above $0.25, it could challenge the current bearish sentiment.

Edge

Thesis-Break Levels

Pre-commit to what would confirm each case.

The core thesis revolves around the company's ability to maintain profitability and grow its customer base amidst operational challenges.

Bull Confirmed If

Earnings per share exceeding $0.25 would confirm a strong bull case.

Bear Confirmed If

An EPS below $0.20 would indicate significant challenges ahead.

Pre-Earnings Positioning

Options Market

Implied Move

±4.56%

Historical Avg

±1.3%

Pricing rich

The options market is pricing in a relatively large move for the stock, suggesting that investors expect significant volatility around the earnings report.

Options are pricing ±4.6% while HE has averaged ±1.3% over the last 8 prints — setup is pricing rich.

Detail

ATM IV

0.5%

30d HV

23.5%

Calls (21K)P/C Ratio: 0.16Puts (3K)

Preparation

Post-Print Playbook

Likely market behavior by outcome — not investment advice.

Beat & Raise

If Hawaiian Electric beats expectations, history suggests the stock could rise by around 1.12%, confirming a positive outlook.

In-Line / Cautious

An in-line report might lead to a cautious reaction, with potential for slight declines as investors digest the details.

Miss

If the company misses expectations, the stock could drop by an average of 1.91%, reflecting investor disappointment.

Earnings Track Record

Preparation

What to Listen For

Call Prep

1Any updates on renewable energy projects and their expected impact on revenue.
2Details on customer growth trends and any changes in demand.
3Management's outlook on operational challenges and cost management strategies.
4Insights into regulatory changes affecting the utility sector in Hawaii.
5Any commentary on future capital expenditures and their implications for growth.