Duke Energy Q3 2026: EPS $1.99 beats, guidance narrowed to $6.70–$6.80
Headline numbers beat: $1.99 adjusted EPS against a $1.8836 consensus, on $9.101 billion of revenue, and Duke narrowed 2026 guidance to $6.70–$6.80 while saying results should land near the top. The quarter was a clean utility grind — rate cases, riders and weather — not a surprise. Read the scorecard for the beat, the guidance section for what is left in Q4, and the balance sheet for the cost of the build.
1 · Expected vs. Actual
Free preview belowAdjusted EPS of $1.99 beat the $1.8836 consensus by about $0.11, or 5.6%, and rose 9.9% from $1.81 a year ago. Reported and adjusted figures were identical because Duke booked no special items in the quarter. Nine-month adjusted EPS is $5.35 versus $4.81, which is the number that matters for the full-year guide.
Revenue came in at $9.101 billion, up 6.5% from $8.542 billion in the same quarter last year, with a 68.6% gross margin. Regulated electric revenue did the work, rising to $8.677 billion from $8.106 billion, while regulated natural gas slipped to $358 million from $361 million. There is no consensus revenue estimate in this file to grade it against, so the growth rate is the story.
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Figures on this page come from the company's original SEC filings. The analysis is generated automatically and checked against validation rules, but may still contain errors or omissions. Not investment advice. · Generated 2026-11-05
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