| Factor | Score | Distribution | Value | Avg | Rank |
|---|---|---|---|---|---|
Valuation | 46 | 18.9x | 17.8x | Around median | |
Growth | 17 | -0.2% | 7.1% | Bottom tier | |
Quality | 39 | 7.3% | 4.5% | Bottom tier | |
Safety | 51 | 2.6x | 2.6x | Around median | |
Capital Return | 49 | 2.50% | 2.12% | Around median | |
Momentum | 67 | 9.5% | 2.9% | Top tier | |
Sentiment | 37 | 3 | 3 | Bottom tier |
Estimates — analyst targets and a simplified DCF, not investment advice.
Ten ratios that matter, each compared against its sector median and average — so you can see whether a number is rich or cheap relative to peers in the same sector.
Otter Tail Corporation operates through three interconnected engines: the Otter Tail Power electric utility, the manufacturing platform, and the PVC pipe plastics segment. The electric utility generates regulated earnings supported by investment in the rate base and rate decisions, while manufacturing benefits from value-added manufacturing services and diversified end markets, and the plastics segment provides additional earnings and cash flows for reinvestment in the company’s utility-first model.
In Q2 fiscal 2026, revenue was $334.7 million, and the company recorded an EDGAR net loss of $7.6 million and earnings per share of negative $0.18. On an adjusted basis excluding the after-tax $1.84-per-share impact of the PVC pipe litigation settlement, the company generated diluted earnings per share of $1.66, down 10% from $1.85 in the comparable period; the data do not include a consolidated gross margin for this quarter.
The earnings mix in Q2 fiscal 2026 was mixed: Electric segment earnings declined slightly, manufacturing earnings increased by $0.03 per share, or 38%, due to product mix and volumes, while adjusted plastics earnings declined by $0.14 per share, or 11%, as the average PVC pipe price fell 14% despite a 15% increase in volumes. In manufacturing, the net income margin was about 5% during the first six months of fiscal 2026, with an opportunity to improve it through higher volumes and fixed-cost leverage.
Automated analysis for informational purposes only — not investment advice.
The analyst consensus rates OTTR stock as “Neutral,” with an average target of $81, and the highest and lowest estimates both equal $81, indicating no visible range of disagreement among the available targets. This target lies within the 52-week range of $74.15–$95.09 and below its peak, while the data do not include a valid price-to-earnings multiple; therefore, the raised fiscal 2026 guidance and rate-base growth should be weighed against the normalization of plastics earnings and the large legal settlement.
Figures in the text are as of 2026-09-02; the live price is shown at the top of the page.
The EDGAR net loss was approximately $7.6 million, equivalent to negative $0.18 per share, on revenue of $334.7 million in Q2 fiscal 2026. In contrast, adjusted diluted earnings per share were $1.66 after excluding the after-tax $1.84-per-share impact of the PVC pipe litigation settlement. The company deposited the full $103.5 million settlement amount into an escrow account by the end of July 2026, and the settlement does not admit any wrongdoing or liability.
The company raised its adjusted diluted earnings-per-share range for fiscal 2026 from $5.22–$5.62 to $5.68–$6.08. It maintained its Electric outlook, which assumes a 14% increase in segment earnings, and raised its manufacturing outlook due to improved demand, pricing, and fixed-cost leverage. It also raised its plastics outlook following Q2 fiscal 2026 results that exceeded its estimates and a slowdown in the rate of decline in PVC pipe prices.
The customer-focused investment plan totals $1.9 billion, and the company targets a 10% compound annual growth rate in the utility rate base over five years. Projects include Solway Solar, targeted to enter service in the first half of 2027; Abercrombie Solar and the battery storage facility, targeted for 2028; and two 345-kilovolt MISO Tranche 1 lines totaling approximately 200 miles. Management says available liquidity exceeding $600 million and a 60% equity layer allow the plan to be funded without external equity issuance.
The segment generated 15% higher sales volumes in Q2 fiscal 2026, but the average PVC pipe price declined 14% and adjusted segment earnings fell 11%. Management expects the average price in fiscal 2026 to be approximately 15% below the prior year, with weaker volumes in the second half after customers pulled orders forward into the second quarter. Over the longer term, it expects plastics earnings to continue declining through the end of 2027 before reaching $45–$50 million in 2028, with the actual outcome potentially differing materially from this estimate.
The first-stage large-load opportunity pipeline reached 1,400 megawatts after increasing by approximately 350 megawatts during Q2 fiscal 2026. About 35% of the opportunities are associated with a data center, while the remainder is divided between clean fuels and thermal storage. The company filed large-load tariffs with regulators in Minnesota, North Dakota, and South Dakota that include long contract periods, financial guarantees, and direct allocation of new-load costs to the new customer.
The analyst consensus is “Neutral,” and the average price target is $81. The highest and lowest available targets both equal $81, so there is no visible dispersion among the analyst estimates provided. The target lies within the 52-week range of $74.15–$95.09, while the data do not provide a valid price-to-earnings multiple that can be used for comparison.
