PPL Q3 FY2026: EPS Tops Consensus, Long-Term Growth Raised
PPL beat the $0.5368 consensus EPS estimate with $0.54 ongoing EPS and grew revenue to $2.479 billion, while narrowing FY2026 ongoing EPS guidance to $1.92–$1.96. The quarter reads as a regulated-utility growth story: rate increases and data-center demand support a higher long-term plan, but first-nine-month capex of $3.530 billion exceeded operating cash flow of $2.056 billion.
1 · Expected vs. Actual
Free preview belowGAAP EPS was $0.49, while ongoing EPS was $0.54, up from $0.48 a year ago and slightly above the $0.5368 consensus estimate. Special items were a $0.05 per-share charge, mostly tied to Rhode Island items. The gap between GAAP and ongoing EPS is modest, but it still matters for comparing the quarter with guidance.
Revenue was $2.479 billion, up 10.7% from $2.239 billion in the prior-year quarter. The provided segment list sums to $417 million, only a small fraction of total revenue, so it is not a usable full breakdown. Use the consolidated revenue line as the scorecard number.
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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 2026-11-06
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