NiSource (NI) Q2 FY26 earnings call

NiSource delivered Q2 FY26 adjusted EPS of $0.16, bringing year-to-date to $1.22, reaffirming full-year guidance and long-term growth targets. The company is actively advancing its data center strategy, securing regulatory approvals for Amazon and Alphabet agreements, which are projected to deliver significant customer bill relief. While facing increased O&M costs and a recent IURC order impacting gas modernization recovery, management remains confident in its capital plan and ability to execute its strategy, emphasizing economic development as a key to affordability.