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11:00
Jul 23 ◎

PCG FY2026 Q2 Watch

Pacific Gas & Electric Co. (PCG) FY2026 Q2 Earnings Call

PCG ▾

Patty Poppe

Management reaffirmed full-year EPS guidance and long-term growth targets, expressing confidence in the plan despite uncertainty around wildfire liability legislation. The tone is bullish on execution and earnings trajectory.

"These results reflect consistent, disciplined execution enhanced by our lean operating system and the durability of our simple, affordable model."

PCG WATCH

HIGH

11:00
Apr 23 ◎

PCG FY2026 Q1 Watch

Pacific Gas & Electric Co. (PCG) FY2026 Q1 Earnings Call

PCG ▾

Patti Poppe

Management reaffirmed double-digit EPS growth guidance for 2026 and beyond, citing operational progress, rate reductions, and a constructive regulatory outlook.

"core earnings per share for the first quarter of 43 cents. This strong start puts us solidly on track to deliver again and reaffirm our full year 2026 core EPS guidance of $1.64 to $1.66."

PCG WATCH

HIGH

11:00
Feb 12 ◎

PCG FY2025 Q4 Watch

Pacific Gas & Electric Co. (PCG) FY2025 Q4 Earnings Call

PCG LMT EQIX ▾

Patty Poppe

Management raised 2026 EPS guidance (low end up 2c), reaffirmed 9%+ long-term growth, and highlighted a new 0-3% bill trajectory — all signaling confidence in execution and cost control.

"Looking ahead, we're raising and tightening our 2026 core EPS guidance range. We are increasing the low end by two cents, which brings the range to $1.64 to $1.66."

PCG WATCH

Patty Poppe

Joint venture to commercialize next-gen wildfire detection/suppression; could open new revenue stream for Lockheed Martin in utility safety segment.

"In late January, we announced the launch of EmberPoint, a new venture between Lockheed Martin and PG&E Corporation, marking a critical milestone in our mission to end catastrophic wildfires."

LMT WATCH

Patty Poppe

PG&E's data center pipeline in final engineering more than doubled to 3.6 GW in one quarter, indicating accelerating large-load electrification in California. — This confirms that data center demand is converting from applications to real construction, benefiting PG&E's load growth and potentially lowering residential rates via economies of scale.

"Carla Peterman represented us at a ribbon-cutting ceremony at the Equinix Great Oaks South Data Center, the first data center to come online under our joint implementation agreement with the City of San Jose."

EQIX WATCH

HIGH

08:00
Oct 23 ◎

PCG FY2025 Q3 Watch

Pacific Gas & Electric Co. (PCG) FY2025 Q3 Earnings Call

NRGV ▾

Patti Poppe

PG&E sees the Energy Vault microgrid as a blueprint for other high-risk communities, potentially leading to more deployments of the partner's storage technology.

"completion of the CRC energy storage microgrid with energy vault last month"

NRGV WATCH

HIGH

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