Xcel Energy Inc.: EPS $1.52 vs $1.39 expected; revenue $4.17B vs $4.26B
Key Facts
Q3 FY2026 results
| Metric | Actual | Estimate | Surprise | Year ago |
|---|---|---|---|---|
| EPS (USD) | 1.52 | 1.39 | +9.4% | 1.24 |
| Revenue (USD bn) | 4.17 | 4.26 | −2.1% | 3.92 |
Recent reports: actual vs estimate
| Reported | Period | EPS (USD) | Estimate | Surprise | Revenue (USD bn) | Estimate | Surprise |
|---|---|---|---|---|---|---|---|
| Oct 28, 2026 | Q3 FY2026 | 1.52 | 1.390 | +9.4% | 4.17 | 4.26 | −2.1% |
| Jul 30, 2026 | Q2 FY2026 | 0.93 | 0.790 | +17.7% | 3.12 | 3.54 | −12.0% |
| Apr 30, 2026 | Q1 FY2026 | 0.91 | 0.907 | +0.3% | 4.02 | 4.21 | −4.5% |
| Feb 5, 2026 | Q4 FY2025 | 0.96 | 0.962 | −0.2% | 3.56 | 3.63 | −1.8% |
| Oct 30, 2025 | Q3 FY2025 | 1.24 | 1.320 | −6.1% | 3.92 | 3.89 | +0.6% |
| Jul 31, 2025 | Q2 FY2025 | 0.75 | 0.645 | +16.3% | 3.29 | 3.21 | +2.4% |
| Apr 24, 2025 | Q1 FY2025 | 0.84 | 0.921 | −8.8% | 3.91 | 3.93 | −0.7% |
| Feb 6, 2025 | Q4 FY2024 | 0.81 | 0.875 | −7.4% | 3.12 | 3.77 | −17.3% |
Source: Figures from the EL7 database. Estimates are the analyst consensus carried by our data vendor (FMP), not official figures.
Xcel Energy Inc. results: EPS $1.52 vs $1.39 expected; revenue $4.17B vs $4.26B. The results cover the company's Q3 FY2026. EPS came in above analysts' estimate by 9.4%; revenue below the estimate by 2.1%.
Revenue was up 6.6% from $3.92 billion a year earlier (Q3 FY2025). EPS was up 22.6% from $1.24 a year earlier. On its record, EPS topped analysts' estimates in 3 of 7 earlier comparable reports.
What the results mean
Xcel Energy Inc. operates regulated electricity and natural gas businesses, spanning energy procurement, transmission, distribution and sales. Understanding this business requires examining customer demand and the costs of providing service and operating infrastructure alongside revenue.
Its electricity business combines conventional and renewable generation, while its gas operations include fuel procurement, transportation, distribution and transportation services for customers. Business profitability is therefore linked to the energy mix, operating efficiency, electricity and gas purchasing costs, and network maintenance.
What to watch on the earnings call: Listen for management's discussion of demand from residential, commercial and industrial customers, and how energy and operating costs affect margins. Its explanation of spending priorities for electricity and gas networks and renewable energy facilities, including how these investments support service efficiency, also deserves attention.
For the full analysis of Xcel Energy Inc. stock — valuation, scores and financial statements — see the stock page linked with this story.