Jun 2026 (Q2 FY26) — Aug 5, 2026
NiSource Q2 FY26 — Strong Data Center Growth and Reaffirmed Guidance
Read the full callNiSource earnings: last reported Wed, 5 Aug 2026, for the quarter ended Jun 2026.
Reported
Each figure keeps its basis and period; nothing is filled in.
| Metric | Value | Change | Basis | Period | Note |
|---|---|---|---|---|---|
| Revenue | 1,290 | +3.4% YoY | Quarterly, as filed | Quarter to Jun 2026 | Revenue from operations as filed. |
| Operating margin | 17.7 | −3.4 pts YoY | Operating profit / revenue | Quarter to Jun 2026 | For the quarter; a change is in percentage points. |
| Net profit | 45.5 | −55.5% YoY | Quarterly, as filed | Quarter to Jun 2026 | Profit after tax as filed. |
Price
1Y: $43.25 on 17 Oct 2025 → $41.95. High $49.08 (26 Jun 2026), low $39 (30 Sept 2026).
Overview
Call summaries
NiSource Q2 FY26 — Strong Data Center Growth and Reaffirmed Guidance
Read the full callNiSource Q1 FY26 — Strong Start with Enhanced Data Center Growth and Increased Long-Term EPS CAGR
Read the full callEvery analysed call
Financials
Net profit, year on year: −55% (quarter to jun 2026 against jun 2025).
| Line item | Sep 2024 | Dec 2024 | Mar 2025 | Jun 2025 | Sep 2025 | Dec 2025 | Mar 2026 | Jun 2026 |
|---|---|---|---|---|---|---|---|---|
| Sales | 1,076 | 1,416 | 2,150 | 1,247 | 1,240 | 1,887 | 2,322 | 1,290 |
| Operating profit | 218 | 417 | 759 | 263 | 298 | 516 | 819 | 228 |
| Operating margin | 20.3% | 29.4% | 35.3% | 21.1% | 24.0% | 27.3% | 35.3% | 17.7% |
| Other income | -105 | -124 | -127 | -139 | -170 | -183 | -177 | -181 |
| Interest | 135 | 137 | 133 | 139 | 180 | 187 | 192 | 199 |
| Net profit | 86 | 224 | 475 | 102 | 95 | 258 | 507 | 46 |
| EPS ($ per share) | 0.19 | — | 1.01 | 0.22 | 0.20 | — | 1.06 | 0.10 |
| Line item | Dec 2018 | Dec 2019 | Dec 2020 | Dec 2021 | Dec 2022 | Dec 2023 | Dec 2024 | Dec 2025 |
|---|---|---|---|---|---|---|---|---|
| Equity capital | 4 | 4 | 4 | 4 | 4 | 5 | 5 | 5 |
| Reserves | -1,399 | -1,371 | -1,765 | -1,581 | -1,214 | -967 | -712 | -315 |
| Total liabilities | 16,053 | 16,673 | 16,203 | 16,884 | 18,835 | 20,941 | 21,120 | 24,199 |
| Fixed assets | 15,543 | 16,912 | 16,620 | 17,882 | 19,843 | 22,275 | 25,454 | 28,688 |
| Total assets | 21,804 | 22,660 | 22,041 | 24,157 | 26,737 | 31,077 | 31,788 | 35,859 |
| Line item | Dec 2018 | Dec 2019 | Dec 2020 | Dec 2021 | Dec 2022 | Dec 2023 | Dec 2024 | Dec 2025 |
|---|---|---|---|---|---|---|---|---|
| Cash from operations | 540 | 1,583 | 1,104 | 1,218 | 1,409 | 1,935 | 1,782 | 2,362 |
| Cash from investing | -1,926 | -1,922 | -879 | -2,205 | -2,570 | -3,572 | -3,213 | -4,524 |
| Cash from financing | 1,469 | 366 | -248 | 956 | 1,141 | 3,842 | -651 | 2,099 |
| Capital expenditure | -1,818 | -1,802 | -1,758 | -1,838 | -2,203 | -2,646 | -2,614 | -2,782 |
| Free cash flow | -1,278 | -219 | -654 | -620 | -794 | -711 | -832 | -420 |
Columbia Operations grew from 40% to 45% of revenue over the last two years.
| Segment | Q3 FY2024 | Q4 FY2024 | Q1 FY2025 | Q2 FY2025 | Q3 FY2025 | Q4 FY2025 | Q1 FY2026 | Q2 FY2026 | YoY growth latest quarter |
|---|---|---|---|---|---|---|---|---|---|
| NIPSCO Operations | 60% | 47% | 42% | 52% | 61% | 46% | 43% | 55% | +7.7% |
| Columbia Operations | 40% | — | 58% | 48% | 39% | 54% | 57% | 45% | -1.3% |
| Corporate and Other | 0% | 0% | 0% | 0% | 0% | 0% | 0% | 0% | — |
Share of consolidated revenue by quarter. Q4 is the fiscal year less its first three quarters.
See how segments are shifting across companies → Segment Shift
56 filings between Nov 25, 2025 and Aug 14, 2026.
Purchases
None
No insider bought shares.
Sales
$4.85M
8 sales by 6 insiders
13% filed under a 10b5-1 plan — scheduled in advance, not decided on the day
Also filed: 1 other.
| Insider | Bought | Sold | Last filing |
|---|---|---|---|
| BIRMINGHAM MELODY | — | $2.18M | Aug 14, 2026 |
| Yates Lloyd M | — | $950.1K | May 21, 2026 |
| Berman Melanie B. | — | $715.2K | May 22, 2026 |
| Anderson Shawn | — | $562.6K | Feb 13, 2026 |
| Cuccia Kimberly S | — | $345.0K | Nov 25, 2025 |
| Gode Gunnar | — | $100.0K | Feb 18, 2026 |
| Date | Insider | What | Shares | Value |
|---|---|---|---|---|
| Aug 14, 2026 | BIRMINGHAM MELODY EVP & Grp President, Utilities | Sale | 37,509 | $1.59M |
| Jul 13, 2026 | Jesanis Michael E Director | Other | 30,190 | $0 |
| May 22, 2026 | Berman Melanie B. EVP Administration & CHRO | Sale | 15,000 | $715.2K |
| May 21, 2026 | Yates Lloyd M Director and President & CEO | Sale | 19,905 | $950.1K |
| May 20, 2026 | BIRMINGHAM MELODY EVP & Grp President, Utilities | Sale | 2,500 | $118.6K |
| May 14, 2026 | BIRMINGHAM MELODY EVP & Grp President, Utilities | Sale | 10,000 | $471.9K |
| May 11, 2026 | JOHNSON WILLIAM D Director | Award | 3,807 | $179.0K |
| May 11, 2026 | Barbour Sondra L Director | Award | 3,807 | $179.0K |
| May 11, 2026 | KABAT KEVIN T Director | Award | 3,807 | $179.0K |
| May 11, 2026 | Lee Cassandra S. Director | Award | 3,807 | $179.0K |
| May 11, 2026 | Jesanis Michael E Director | Award | 3,807 | $179.0K |
| May 11, 2026 | Bunting Theodore H JR Director | Award | 3,807 | $179.0K |
| May 11, 2026 | McAvoy John Director | Award | 3,807 | $179.0K |
| May 11, 2026 | ALTABEF PETER Director | Award | 3,807 | $179.0K |
| May 11, 2026 | HENRETTA DEBORAH A Director | Award | 3,807 | $179.0K |
| May 11, 2026 | BUTLER ERIC L Director | Award | 3,807 | $179.0K |
| May 11, 2026 | Hersman Deborah Director | Award | 3,807 | $179.0K |
| Feb 27, 2026 | Cuccia Kimberly S EVP, GC & Corporate Secretary | Tax withheld | 12,109 | $572.8K |
| Feb 27, 2026 | Cuccia Kimberly S EVP, GC & Corporate Secretary | Award | 30,744 | $1.45M |
| Feb 27, 2026 | BIRMINGHAM MELODY EVP & Grp President, Utilities | Tax withheld | 4,108 | $194.3K |
| Feb 27, 2026 | BIRMINGHAM MELODY EVP & Grp President, Utilities | Award | 71,094 | $3.36M |
| Feb 27, 2026 | Berman Melanie B. EVP Administration & CHRO | Tax withheld | 11,673 | $552.1K |
| Feb 27, 2026 | Berman Melanie B. EVP Administration & CHRO | Tax withheld | 3,166 | $149.8K |
| Feb 27, 2026 | Anderson Shawn EVP & CFO | Award | 32,551 | $1.54M |
| Feb 27, 2026 | Anderson Shawn EVP & CFO | Tax withheld | 13,705 | $648.2K |
| Feb 27, 2026 | BIRMINGHAM MELODY EVP & Grp President, Utilities | Tax withheld | 30,427 | $1.44M |
| Feb 27, 2026 | Anderson Shawn EVP & CFO | Award | 23,883 | $1.13M |
| Feb 27, 2026 | Yates Lloyd M Director and President & CEO | Tax withheld | 117,285 | $5.55M |
| Feb 27, 2026 | Luhrs Michael EVP, Tech, Customer & CCO | Tax withheld | 3,628 | $171.6K |
| Feb 27, 2026 | Cuccia Kimberly S EVP, GC & Corporate Secretary | Tax withheld | 3,093 | $146.3K |
| Feb 27, 2026 | Anderson Shawn EVP & CFO | Tax withheld | 10,056 | $475.6K |
| Feb 27, 2026 | Berman Melanie B. EVP Administration & CHRO | Award | 31,466 | $1.49M |
| Feb 27, 2026 | Luhrs Michael EVP, Tech, Customer & CCO | Award | 61,811 | $2.92M |
| Feb 27, 2026 | Jefferson William Jr. EVP, Chief Op & Safety Officer | Tax withheld | 3,478 | $164.5K |
| Feb 27, 2026 | Jefferson William Jr. EVP, Chief Op & Safety Officer | Tax withheld | 25,504 | $1.21M |
| Feb 27, 2026 | Jefferson William Jr. EVP, Chief Op & Safety Officer | Award | 60,623 | $2.87M |
| Feb 27, 2026 | Gode Gunnar SVP Chief Accting&Tax Officer | Tax withheld | 667 | $31.5K |
| Feb 27, 2026 | Luhrs Michael EVP, Tech, Customer & CCO | Tax withheld | 27,569 | $1.30M |
| Feb 27, 2026 | Gode Gunnar SVP Chief Accting&Tax Officer | Tax withheld | 1,902 | $90.0K |
| Feb 27, 2026 | Yates Lloyd M Director and President & CEO | Award | 275,962 | $13.05M |
| Feb 27, 2026 | Gode Gunnar SVP Chief Accting&Tax Officer | Award | 6,420 | $303.7K |
| Feb 27, 2026 | Yates Lloyd M Director and President & CEO | Tax withheld | 15,433 | $730.0K |
| Feb 27, 2026 | Anderson Shawn EVP & CFO | Tax withheld | 4,414 | $208.8K |
| Feb 18, 2026 | Gode Gunnar SVP Chief Accting&Tax Officer | Sale | 2,175 | $100.0K |
| Feb 13, 2026 | Anderson Shawn EVP & CFO | Sale 10b5-1 plan | 12,500 | $562.6K |
| Jan 26, 2026 | Anderson Shawn EVP & CFO | Tax withheld | 7,839 | $344.2K |
| Jan 22, 2026 | Luhrs Michael EVP, Tech, Customer & CCO | Tax withheld | 5,393 | $234.7K |
| Jan 22, 2026 | Yates Lloyd M Director and President & CEO | Award | 43,658 | $1.90M |
| Jan 21, 2026 | Cuccia Kimberly S EVP, GC & Corporate Secretary | Award | 5,937 | $260.0K |
| Jan 21, 2026 | BIRMINGHAM MELODY EVP & Grp President, Utilities | Award | 7,308 | $320.0K |
Source: SEC Form 4 filings. Form 4 reports transactions, not the cap table — absence of filings says nothing about how much an insider owns, and a quiet window is not a signal.
Your own record
Free account. Everything above stays public.
Write why you follow NISOURCE INC. and the condition you want checked. Inve compares your numeric conditions with available results and management guidance; your own conditions remain yours to review.
Keep reading