Constellation Q3: $5.06 adjusted EPS is 40% of the full-year guide; Google uprates cost about 4x per MW what the Rhode Island gas plant does
Constellation Energy reported third quarter results this morning: adjusted EPS of $5.06, up from $3.04 a year ago.
That one quarter is 40% of its new full-year guidance midpoint of $12.65. The Google nuclear uprates cost about $4.8M per MW of new capacity while the Rhode Island gas plant it is buying works out to $1.2M per MW. Hyperscalers are happy to pay 4x for clean power.
https://www.constellationenergy.com/news/2026/11/constellation-reports-third-quarter-2026-results.html
Sources: Securities.io: Constellation lifts guidance midpoint; $715M Rhode Island plant; Google uprates add about 890 MW · @WOLF_Financial: CEG Q3 revenue $9.55B vs $9.37B est; adj EPS $5.06 vs $3.85; FY26 guide above $12.15 consensus
Not financial advice. For informational and educational purposes only.
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