Evergy (EVRG) Q2 FY26 earnings call

Evergy delivered solid Q2 FY26 results, driven by strong data center load growth and regulated investment recovery, reaffirming its full-year adjusted EPS guidance. The company significantly expanded its capital plan to support 3 GW of contracted large load, projecting a 12% rate base CAGR and long-term EPS growth exceeding 8% from 2028. Management remains focused on affordability, leveraging large load tariffs to benefit all customers while addressing specific infrastructure needs in Missouri West.