OGE Energy (OGE) Q2 FY26 earnings call

OGE Energy reported strong Q2 FY26 earnings, driven by favorable weather and lower depreciation. The company is actively navigating significant load growth, particularly from data centers, through proactive regulatory filings like the Oklahoma large load tariff designed to protect existing customers. Management reaffirmed its full-year earnings guidance, emphasizing ongoing capital investments to expand system capacity and meet increasing demand, while also addressing the financing strategy to maintain credit metrics.