Duke Energy (DUK) Q2 FY26 earnings call

Duke Energy delivered strong Q2 FY26 results, driven by customer growth and infrastructure investments, with adjusted EPS reaching $1.43. The company is making significant progress in securing large load electric service agreements, with 7.8 GW already contracted and a 15.4 GW pipeline expected to convert by H1 2027, potentially adding $5B-$10B to the 5-year capital plan. Regulatory settlements in North Carolina and ongoing efforts to manage costs and ensure customer affordability underpin the company's strategy, though new nuclear development remains contingent on securing financial risk prot