Equity Profile

OTTR

Otter Tail Corporation

UtilitiesElectric Utilities$3.9B

Aug3Mon

Pre-Earnings Brief

UpcomingQ2-2026After Close5:00 PM EDT

Company Snapshot

Key Metrics to Watch

EPS

Earnings per share is a key indicator of profitability and will show how well the company is managing costs and revenues.

$1.50

Revenue

Total revenue reflects the company's ability to generate sales and is crucial for assessing growth prospects.

$326M

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

OTTR Q2-2026 Earnings Preview

Context

Company Snapshot

Otter Tail Corporation (OTTR) operates in the utilities sector, primarily focusing on electric utilities. With a market cap of $4 billion, the company plays a crucial role in providing reliable energy services, which are essential for both residential and commercial customers. As energy demand evolves, Otter Tail's performance will be closely watched, especially in the context of sustainability and regulatory changes in the utilities industry.

Earnings Scorecard·Last 8Q

EPS Beat Streak

EPS Beat Rate

75%

Avg EPS Surprise

+7.79%

Avg Stock Reaction

-0.32%

Last Quarter Recap

In Q1-2026, Otter Tail reported an EPS of $1.73, significantly exceeding estimates by 29.1%. However, the stock experienced a slight decline the following day, indicating mixed investor sentiment despite the strong earnings.

Management Promises & Guidance

Focus on maintaining operational efficiency.
Commitment to investing in sustainable energy solutions.
Plans to enhance customer service and reliability.

Expectations

Wall Street Expectations

Analysts are generally optimistic about Otter Tail's upcoming earnings, expecting solid performance based on historical trends. The consensus EPS of $1.50 suggests continued profitability, but investors will be keenly watching for any signs of revenue growth.

Bull Case

If Otter Tail exceeds EPS expectations and demonstrates strong revenue growth, it could signal robust operational performance and positive market conditions, potentially driving the stock higher.

Bear Case

Conversely, if the company misses EPS estimates or shows stagnant revenue, it could raise concerns about its growth trajectory and operational challenges, leading to a negative market reaction.

Key Metrics to Watch

EPS

$1.50

Earnings per share is a key indicator of profitability and will show how well the company is managing costs and revenues.

Revenue

$326M

Total revenue reflects the company's ability to generate sales and is crucial for assessing growth prospects.

Expectations

Two Questions That Matter

The print will turn on these two things.

Will EPS exceed the consensus estimate of $1.50?

A beat on EPS would reinforce investor confidence and could lead to a positive stock reaction.

What revenue figures will Otter Tail report, especially in relation to the $326M consensus?

Revenue performance is critical for assessing growth and operational success, impacting future guidance.

Edge

What the Street Is Missing

Why consensus could be wrong

While the consensus expects stable earnings, Otter Tail's recent operational improvements and focus on sustainable energy could lead to better-than-expected results.

Supporting Evidence

The company's strong EPS track record suggests it has consistently outperformed expectations.

Recent investments in infrastructure may yield unexpected revenue boosts.

Options pricing indicates higher volatility, suggesting that the market anticipates significant news.

Key Risk

If revenue comes in below $326M, it could undermine the positive sentiment surrounding the stock.

Edge

Thesis-Break Levels

Pre-commit to what would confirm each case.

This quarter's performance will be pivotal in determining if Otter Tail can sustain its growth trajectory amidst evolving market conditions.

Bull Confirmed If

Earnings exceeding $1.50 per share with revenue surpassing $326M would confirm a strong operational performance.

Bear Confirmed If

Earnings falling below $1.50 per share or revenue under $326M would indicate potential challenges in growth.

Pre-Earnings Positioning

Options Market

Implied Move

±4.37%

Historical Avg

±1.3%

Pricing rich

The options market is pricing in a significant move, indicating that investors expect volatility around the earnings announcement.

Options are pricing ±4.4% while OTTR has averaged ±1.3% over the last 8 prints — setup is pricing rich.

Detail

ATM IV

0.2%

30d HV

17.5%

Calls (500)P/C Ratio: 0.03Puts (0)

Preparation

Post-Print Playbook

Likely market behavior by outcome — not investment advice.

Beat & Raise

If Otter Tail beats expectations, history suggests the stock could see a modest increase, confirming strong operational health.

In-Line / Cautious

A cautious inline report may lead to mixed reactions, as investors weigh management's commentary against expectations.

Miss

If the company misses estimates, history suggests a potential decline in stock price, reflecting investor disappointment.

Earnings Track Record

Preparation

What to Listen For

Call Prep

1Details on revenue growth and any specific drivers behind it.
2Updates on operational efficiency improvements.
3Insights into customer demand trends and market conditions.
4Any commentary on future investments in sustainable energy initiatives.
5Management's outlook on regulatory impacts and their strategic responses.

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AI-powered briefs, options data, and 20 quarters of history — everything you need before earnings.

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Company Snapshot

Key Metrics to Watch

EPS

Earnings per share is a key indicator of profitability and will show how well the company is managing costs and revenues.

$1.50

Revenue

Total revenue reflects the company's ability to generate sales and is crucial for assessing growth prospects.

$326M

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

OTTR Q2-2026 Earnings Preview

Context

Company Snapshot

Earnings Scorecard·Last 8Q

EPS Beat Streak

EPS Beat Rate

75%

Avg EPS Surprise

+7.79%

Avg Stock Reaction

-0.32%

Last Quarter Recap

Management Promises & Guidance

Focus on maintaining operational efficiency.
Commitment to investing in sustainable energy solutions.
Plans to enhance customer service and reliability.

Expectations

Wall Street Expectations

Bull Case

If Otter Tail exceeds EPS expectations and demonstrates strong revenue growth, it could signal robust operational performance and positive market conditions, potentially driving the stock higher.

Bear Case

Conversely, if the company misses EPS estimates or shows stagnant revenue, it could raise concerns about its growth trajectory and operational challenges, leading to a negative market reaction.

Key Metrics to Watch

EPS

$1.50

Earnings per share is a key indicator of profitability and will show how well the company is managing costs and revenues.

Revenue

$326M

Total revenue reflects the company's ability to generate sales and is crucial for assessing growth prospects.

Expectations

Two Questions That Matter

The print will turn on these two things.

Will EPS exceed the consensus estimate of $1.50?

A beat on EPS would reinforce investor confidence and could lead to a positive stock reaction.

What revenue figures will Otter Tail report, especially in relation to the $326M consensus?

Revenue performance is critical for assessing growth and operational success, impacting future guidance.

Edge

What the Street Is Missing

Why consensus could be wrong

While the consensus expects stable earnings, Otter Tail's recent operational improvements and focus on sustainable energy could lead to better-than-expected results.

Supporting Evidence

The company's strong EPS track record suggests it has consistently outperformed expectations.

Recent investments in infrastructure may yield unexpected revenue boosts.

Options pricing indicates higher volatility, suggesting that the market anticipates significant news.

Key Risk

If revenue comes in below $326M, it could undermine the positive sentiment surrounding the stock.

Edge

Thesis-Break Levels

Pre-commit to what would confirm each case.

This quarter's performance will be pivotal in determining if Otter Tail can sustain its growth trajectory amidst evolving market conditions.

Bull Confirmed If

Earnings exceeding $1.50 per share with revenue surpassing $326M would confirm a strong operational performance.

Bear Confirmed If

Earnings falling below $1.50 per share or revenue under $326M would indicate potential challenges in growth.

Pre-Earnings Positioning

Options Market

Implied Move

±4.37%

Historical Avg

±1.3%

Pricing rich

The options market is pricing in a significant move, indicating that investors expect volatility around the earnings announcement.

Options are pricing ±4.4% while OTTR has averaged ±1.3% over the last 8 prints — setup is pricing rich.

Detail

ATM IV

0.2%

30d HV

17.5%

Calls (500)P/C Ratio: 0.03Puts (0)

Preparation

Post-Print Playbook

Likely market behavior by outcome — not investment advice.

Beat & Raise

If Otter Tail beats expectations, history suggests the stock could see a modest increase, confirming strong operational health.

In-Line / Cautious

A cautious inline report may lead to mixed reactions, as investors weigh management's commentary against expectations.

Miss

If the company misses estimates, history suggests a potential decline in stock price, reflecting investor disappointment.

Earnings Track Record

Preparation

What to Listen For

Call Prep

1Details on revenue growth and any specific drivers behind it.
2Updates on operational efficiency improvements.
3Insights into customer demand trends and market conditions.
4Any commentary on future investments in sustainable energy initiatives.
5Management's outlook on regulatory impacts and their strategic responses.