Equity Profile

OTTR

Otter Tail Corporation

UtilitiesElectric Utilities$3.7B

Aug3Mon

Pre-Earnings Brief

UpcomingQ2-2026After Close5:00 PM EDT

Company Snapshot

Otter Tail Corporation (OTTR) operates in the utilities sector, primarily focusing on electric utilities. The company plays a crucial role in providing reliable energy services, which are essential for both residential and commercial customers, especially as the demand for sustainable energy solutions continues to grow.

Key Metrics to Watch

Earnings Per Share (EPS)

EPS is a key indicator of profitability and helps investors gauge the company's financial health.

Not available

Revenue

Revenue growth is critical for understanding how well the company is expanding its operations and meeting customer demand.

Not available

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

In Q1-2026, Otter Tail Corporation reported an EPS of $1.73, significantly beating expectations by 29.1%. However, revenue figures were not disclosed, leaving some uncertainty about overall performance.

Management Promises & Guidance

Management is committed to maintaining operational efficiency.
They aim to invest in renewable energy projects.
Focus on improving customer service and satisfaction.

Expectations

Wall Street Expectations

Investors are generally optimistic about Otter Tail's upcoming earnings, especially given its strong track record of beating EPS estimates. However, the lack of revenue guidance may lead to cautious sentiment.

Bull Case

If Otter Tail continues its trend of beating EPS estimates, it could signal strong operational performance and effective cost management, leading to a positive stock reaction.

Bear Case

Conversely, if the company fails to provide clear revenue guidance or if operational challenges arise, it could lead to a negative market reaction.

Expectations

Two Questions That Matter

The print will turn on these two things.

What will the EPS be for Q2-2026?

Given Otter Tail's history of beating EPS estimates, this figure will be crucial for assessing the company's ongoing profitability.

Will there be any guidance on revenue growth?

Revenue guidance is essential for understanding the company's growth trajectory and overall market position.

Edge

What the Street Is Missing

Why consensus could be wrong

The Street may be underestimating Otter Tail's ability to manage costs effectively while expanding its renewable energy initiatives, which could lead to better-than-expected EPS.

Supporting Evidence

Otter Tail has consistently beaten EPS estimates in the past, indicating strong operational management.

The options market is pricing in a larger move than historical averages suggest, indicating potential for a surprise.

Management's focus on renewable energy could position them favorably against competitors.

Key Risk

If the EPS comes in below $1.50, it could challenge the bullish narrative surrounding the company's operational efficiency.

Edge

Thesis-Break Levels

Pre-commit to what would confirm each case.

The core debate this quarter centers on whether Otter Tail can sustain its profitability amidst market pressures and operational costs.

Bull Confirmed If

An EPS of $1.80 or higher would confirm strong operational performance and growth.

Bear Confirmed If

An EPS below $1.50 would indicate potential operational challenges.

Pre-Earnings Positioning

Options Market

Implied Move

±4.37%

Historical Avg

±1.3%

Pricing rich

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

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)

Edge

Historical Setup Match

Cross-company pattern from 30 similar setups.

Prior-quarter beat + options rich in Utilities

n=30

Fade rate: 8 of 30 (27%)

This setup has occurred 30 times across Utilities in the last 2 years. 22 of 30 (73%) held or extended their move within 5 days — this setup typically holds direction. The average absolute 1-day move is 1.6%, with a raw directional average of -0.8% (modestly negative historical bias).

Preparation

Post-Print Playbook

Likely market behavior by outcome — not investment advice.

Beat & Raise

If Otter Tail beats expectations, history suggests a potential average move of +0.96% the next day, confirming strong operational health.

In-Line / Cautious

If results are in line but lack clear guidance, the stock may experience muted reactions as investors weigh future prospects.

Miss

A miss could lead to a decline, with history suggesting a potential average move of -0.21% the next day.

Earnings Track Record

Preparation

What to Listen For

Call Prep

1Any updates on renewable energy projects and their expected impact on future earnings.
2Details on cost management strategies and their effectiveness.
3Insights into customer growth and retention rates.
4Any commentary on regulatory changes affecting the utilities sector.
5Management's outlook on market conditions and potential challenges.

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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

Earnings Per Share (EPS)

EPS is a key indicator of profitability and helps investors gauge the company's financial health.

Not available

Revenue

Revenue growth is critical for understanding how well the company is expanding its operations and meeting customer demand.

Not available

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

Management is committed to maintaining operational efficiency.
They aim to invest in renewable energy projects.
Focus on improving customer service and satisfaction.

Expectations

Wall Street Expectations

Bull Case

If Otter Tail continues its trend of beating EPS estimates, it could signal strong operational performance and effective cost management, leading to a positive stock reaction.

Bear Case

Conversely, if the company fails to provide clear revenue guidance or if operational challenges arise, it could lead to a negative market reaction.

Expectations

Two Questions That Matter

The print will turn on these two things.

What will the EPS be for Q2-2026?

Given Otter Tail's history of beating EPS estimates, this figure will be crucial for assessing the company's ongoing profitability.

Will there be any guidance on revenue growth?

Revenue guidance is essential for understanding the company's growth trajectory and overall market position.

Edge

What the Street Is Missing

Why consensus could be wrong

The Street may be underestimating Otter Tail's ability to manage costs effectively while expanding its renewable energy initiatives, which could lead to better-than-expected EPS.

Supporting Evidence

Otter Tail has consistently beaten EPS estimates in the past, indicating strong operational management.

The options market is pricing in a larger move than historical averages suggest, indicating potential for a surprise.

Management's focus on renewable energy could position them favorably against competitors.

Key Risk

If the EPS comes in below $1.50, it could challenge the bullish narrative surrounding the company's operational efficiency.

Edge

Thesis-Break Levels

Pre-commit to what would confirm each case.

The core debate this quarter centers on whether Otter Tail can sustain its profitability amidst market pressures and operational costs.

Bull Confirmed If

An EPS of $1.80 or higher would confirm strong operational performance and growth.

Bear Confirmed If

An EPS below $1.50 would indicate potential operational challenges.

Pre-Earnings Positioning

Options Market

Implied Move

±4.37%

Historical Avg

±1.3%

Pricing rich

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

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)

Edge

Historical Setup Match

Cross-company pattern from 30 similar setups.

Prior-quarter beat + options rich in Utilities

n=30

Fade rate: 8 of 30 (27%)

Preparation

Post-Print Playbook

Likely market behavior by outcome — not investment advice.

Beat & Raise

If Otter Tail beats expectations, history suggests a potential average move of +0.96% the next day, confirming strong operational health.

In-Line / Cautious

If results are in line but lack clear guidance, the stock may experience muted reactions as investors weigh future prospects.

Miss

A miss could lead to a decline, with history suggesting a potential average move of -0.21% the next day.

Earnings Track Record

Preparation

What to Listen For

Call Prep

1Any updates on renewable energy projects and their expected impact on future earnings.
2Details on cost management strategies and their effectiveness.
3Insights into customer growth and retention rates.
4Any commentary on regulatory changes affecting the utilities sector.
5Management's outlook on market conditions and potential challenges.