Eversource's aggressive capital investment program has expanded net PPE by 10.5% year-over-year to $45.3B, but earnings growth remains muted with 2026Q2 EPS down 85.4% YoY due to regulatory charges and offshore wind impairments.
Price trend, volume and key moving averages
Start with the evidence for owning the stock and the risks that can break the thesis.
Revenue grew 2.3% YoY in 2026Q2, but net margin collapsed to 1.8% from 13.2% a year earlier, reflecting regulatory charges and impairments that obscured stable operating margins around 22.5%.
Eversource has a significant capital investment plan, targeting substantial annual adjusted EPS growth. This plan is crucial for driving rate-based growth, which is the foundation for earnings growth in a regulated utility model.
The company benefits from a constructive regulatory environment across its key operating states, which supports its growth and operational stability.
Growing electrification trends are seen as a support for higher long-term earnings and cash flow, positioning Eversource to capitalize on the increasing demand for electric services.
Trailing total returns as of 11/8/2026, which may include dividends or other distributions. Benchmark is S&P 500 (^GSPC).
Check whether operating performance supports the current valuation.
Recent results and news deserve attention only when they alter the forward view.
| Quarter | EPS (Act vs Est) | Revenue (Act vs Est) |
|---|---|---|
Q4 2026Latest Nov 4, 2026 | $0.92+2.0% vs $0.90 | $3.0B-6.9% vs $3.2B |
Q3 2026 Jul 30, 2026 | $0.87-0.3% vs $0.87 | $2.9B-2.9% vs $3.0B |
Q2 2026 May 6, 2026 | $1.73+6.1% vs $1.63 | $4.5B+7.1% vs $4.2B |
Q1 2026 Feb 12, 2026 | $1.12+1.8% vs $1.10 | $3.4B+24.2% vs $2.7B |
Eversource Energy NYSE: ES narrowed its 2026 earnings guidance and outlined progress on a Connecticut rate case, while warning that a complex transmission refund could be difficult to process by a federal deadline next year.
After a brutal sell-off erased Wednesday's rally and dragged the Nasdaq back into correction territory, Wall Street analysts are still moving. Some reversed course on Pfizer, Molson Coors, and BJ's, while others spotted fresh opportunities worth a closer look.
ES' Q3 earnings and revenues miss estimates amid rising interest costs and weaker segment results, but its 2026 earnings outlook improves.
Eversource Energy (ES) came out with quarterly earnings of $0.92 per share, missing the Zacks Consensus Estimate of $0.97 per share. This compares to earnings of $1.19 per share a year ago.
Benchmark ES against direct peers instead of judging its metrics in isolation.
Key metrics vs top competitors for Eversource Energy (ES)
| Company | Price | Market Cap | P/E Ratio | Rev Growth (1Y) | Net Margin | ROE | Div Yield |
|---|---|---|---|---|---|---|---|
| $69.84 | $26.27B | 18.47 | 13.83% | 10.38% | 7.9% | 4.22% | |
| $118.56 | $43.69B | 19.20 | 10.89% | 12.7% | 9.02% | 2.74% | |
| $35.80 | $26.94B | 20.56 | 6.85% | 13.62% | 8.74% | 2.98% | |
| $59.37 | $22.85B | 6.25 | 9.76% | 19.81% | 19.17% | 5.57% | |
| $46.43 | $26.87B | 22.40 | 12.01% | 7.4% | 8.44% | 3.79% | |
| $112.85 | $31.23B | 19.68 | 15.43% | 17.9% | 11.55% | 2.5% |
Eversource Energy (ES) vs competitors — business, growth, and fundamentals comparison against the closest industry rivals.
Verify the primary filings, follow material updates, and answer the remaining questions.
Eversource Energy (ES) SEC filings — annual & quarterly reports (10-K, 10-Q)
Jul 30, 2026·SEC
Jul 1, 2026·SEC
May 6, 2026·SEC
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Eversource Energy (ES) stock FAQ — growth, dividends, profitability & financials explained
Eversource Energy (ES) reported $13.76B in revenue over the trailing twelve months. Revenue was $13.55B in fiscal year 2025. That is 257% more than the $3.79B of fiscal year 1996.
Eversource Energy (ES) grew revenue by 4.6% over the trailing twelve months, compared with the twelve months before.
Yes. Eversource Energy (ES) earned $1.43B in net income over the trailing twelve months (a 10.4% net margin).
Yes. Eversource Energy (ES) pays a dividend that yields 4.22% at the current price, a high yield.
Eversource Energy (ES) had a return on equity (ROE) of 7.9% over the trailing twelve months. That is below the market's typical 10-15%.
Eversource Energy (ES) generated $3.00B in free cash flow over the trailing twelve months.
Eversource Energy (ES) has a dividend payout ratio of 65%. This suggests the dividend is well-covered and sustainable.
