Eversource Energy Q4 Earnings Call Highlights

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Fri, February 13, 2026 astatine 10:22 AM CST 9 min read

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Eversource reported beardown 2025 results with non-GAAP EPS of $4.76 (GAAP EPS $4.56) and raised the dividend to $3.01 per share, a 5.2% increase.
Management raised the five‑year regulated superior program to astir $26.5 billion (a $2.3 billion lift), implying astir 8.3% complaint basal maturation done 2030 and backing large projects similar the $1.8 billion Cambridge underground substation.
Key 2026/near‑term items see an Aquarion merchantability determination connected March 25, a Connecticut storm‑cost prudency ruling expected successful July that could alteration securitization proceeds up to $1.5 billion (likely Q3 2027), 2026 EPS guidance of $4.80–$4.95, and five‑year backing needs of astir $34.5–$35 billion (including ~$0.8–$1.1 billion equity issuance).
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Eversource Energy (NYSE:ES) executives highlighted improved earnings, top-decile reliability performance, and an expanded multi-year superior program during the company’s fourth-quarter and full-year 2025 net call. Management besides outlined cardinal regulatory milestones up successful 2026 and discussed financing options tied to tempest outgo betterment and the pending merchantability of Aquarion Water.

Chairman, President and CEO Joe Nolan said 2025 marked “another twelvemonth of beardown execution,” pointing to operational performance, infrastructure investment, and efforts with policymakers and regulators to code lawsuit affordability portion maintaining reliability.

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On the fiscal front, Nolan said the institution delivered non-GAAP net per stock of $4.76 for the afloat twelvemonth and paid dividends of $3.01 per share, representing a 5.2% increase.

Executive Vice President and CFO John Moreira reported GAAP net of $4.56 per share for 2025, compared with $2.27 per share successful 2024. Moreira said 2025 GAAP results included a nett nonaccomplishment of $75 million, oregon $0.20 per share, tied to an summation successful the company’s liability for expected aboriginal obligations to Global Infrastructure Partners related to the September 2024 merchantability of South Fork Wind and Revolution Wind projects.

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For the 4th quarter, the institution posted GAAP and non-GAAP EPS of $1.12, compared with GAAP EPS of $0.20 and non-GAAP EPS of $1.01 successful the 4th fourth of 2024.

Moreira besides provided conception item for 2025 connected a per-share basis:

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