NiSource (NI) Q3 FY26 earnings call

NiSource extended its growth visibility through 2033 by expanding its dual-platform structure, marrying its core regulated utility rate base with its growing contracted GenCo data-center power generation segment. Management raised long-term earnings growth targets while leveraging large-load agreements to reduce retail rate pressure, balancing constructive regulatory execution across state jurisdictions with proactive weather-hardening reviews following severe summer storms.