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15:00
May 06 ◎

NI FY2026 Q1 Watch

NiSource Inc (NI) FY2026 Q1 Earnings Call

PWR NI GOOGL AMZN ▾

Michael Loewers

Quanta Services is positioned to provide skilled labor for NiSource's data center and infrastructure construction projects.

"our strong quanta partnership positions us to successfully secure skilled labor to execute."

PWR WATCH

Lloyd Yates

Management raised its long-term EPS growth outlook, citing robust data center demand and new GENCO agreements with Amazon and Alphabet.

"increasing our consolidated adjusted EPS CAGR 100 basis points for 2023 to 2033 to 9% to 10% towards the high end of that range through 2030"

NI WATCH

Lloyd Yates

NiSource's pooled generation strategy can deliver power to hyperscale customers this summer, using existing market resources and battery solutions, indicating speed-to-market is a key competitive advantage. — This speed-to-market capability could allow NiSource to win additional hyperscaler contracts ahead of competitors with longer interconnection queues.

"our agreements with Alphabet and Amazon are expected to deliver annual savings up to $124 per year for residential customers"

GOOGL WATCH AMZN WATCH

HIGH

16:00
Feb 11 ◎

NI FY2025 Q4 Watch

NiSource Inc (NI) FY2025 Q4 Earnings Call

AMZN GE ETN ▾

Lloyd Yates

Amazon is a major customer driving the GenCo data center project in Indiana; the contract is pending regulatory approval and expected to contribute to earnings starting in 2026.

"In 2025, we effectively executed an agreement with Amazon, and as detailed in our special contract filing with the IURC, we are anticipating $1 billion to flow back to Nipskill customers..."

AMZN WATCH

Michael Oers

NiSource is investing in long-lead-time equipment like turbines and transformers to secure supply chain capacity, which may lock in pricing but also signals a capacity-constrained market. — Early equipment orders by utilities indicate tightening supply for key grid components, potentially giving pricing power to manufacturers like GE and Eaton.

"We are facilitating that pipeline through investment in long lead time equipment, turbine reservations, breakers, transformers, et cetera, to help make sure that we can meet counterparty demand in a very timely way."

GE WATCH ETN WATCH

HIGH

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