$DUK · Duke Energy CORP
Duke Energy filed an 8-K (Item 2.02) furnishing its Q3 2026 earnings release. Reported and adjusted EPS were both $1.99, versus $1.81 in Q3 2025, on total operating revenues of $9.104B (up from $8.542B). The company narrowed 2026 adjusted EPS guidance to $6.70–$6.80 and reaffirmed 5%–7% long-term adjusted EPS growth through 2030 off a $6.30 midpoint.
- Q3 2026 reported and adjusted EPS both $1.99, up from $1.81 in Q3 2025.
- Total operating revenues rose to $9.104B from $8.542B a year earlier.
- 2026 adjusted EPS guidance narrowed to $6.70–$6.80, with results expected near the top end.
- Electric Utilities and Infrastructure segment income rose to $1,817M from $1,658M.
- Adjusted effective tax rate rose to 15.5% from 10.8% on lower excess deferred tax amortization.
Extended-hours last trade $130.46, up 0.67% vs the $129.59 regular close, a modestly positive reaction to the EPS beat and narrowed guidance.
A clean EPS beat plus narrowed full-year guidance signals confidence in delivering near the top of the range for a $101B utility.
Duke's results reflect the regulated-utility playbook of rate-base growth and infrastructure recovery, with a record 16 GW generation build planned by 2031.
Higher depreciation on a growing asset base, minority interest impacts, higher interest expense, and a higher effective tax rate partially offset Q3 growth.