Duke Energy (DUK) Q1 FY26 earnings call

Duke is leaning fully into a once-in-a-generation regulated build cycle, converting data-center interest into signed load materially faster than a year ago while pairing every investment with customer-benefit offsets to defend affordability ahead of pending Carolinas rate cases. Asset-sale proceeds and low-cost financing de-risk funding of its capital plan, underpinning confidence in accelerating, top-half growth from 2028 as contracted loads ramp.