Dominion Energy (D) Q1 FY26 earnings call

Dominion's regulated-growth thesis is intact: management affirmed the entire guidance framework and deliberately flagged optionality — storage legislation, accelerating data-center load, and Millstone recontracting — as catalysts that could enhance or extend the long-term growth rate. CVOW de-risking, via First Power and a markedly faster turbine cadence, is the pivotal near-term proof point, with tariff and schedule sensitivities the main watch-items against a balance sheet held at its target cushion.