OGE Energy (OGE) Q1 FY26 earnings call

OGE Energy reported a decline in Q1 FY26 earnings due to milder weather and O&M timing, but reaffirmed its full-year EPS guidance, signaling confidence in its financial plan. The company is laying a strong foundation for future growth, highlighted by formalizing contracts with Google for data centers and advancing significant generation and transmission projects. Management emphasized a disciplined strategy focused on customer affordability, prudent investment, and maintaining a strong balance sheet, with recent credit rating improvements validating their approach.