Jun 2026 (Q2 FY26) — Aug 4, 2026
Otter Tail Corporation Q2 FY26 — Raises FY26 EPS Guidance, Large Load Pipeline Expands
Read the full callOtter Tail earnings: last reported Tue, 4 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 | 335 | +0.7% YoY | Quarterly, as filed | Quarter to Jun 2026 | Revenue from operations as filed. |
| Operating margin | -7.2 | −36.5 pts YoY | Operating profit / revenue | Quarter to Jun 2026 | For the quarter; a change is in percentage points. |
| Net profit | -7.6 | −109.8% YoY | Quarterly, as filed | Quarter to Jun 2026 | Profit after tax as filed. |
Price
1Y: $77.27 on 17 Oct 2025 → $88.87. High $94.28 (11 Aug 2026), low $77.22 (31 Oct 2025).
Overview
Call summaries
Otter Tail Corporation Q2 FY26 — Raises FY26 EPS Guidance, Large Load Pipeline Expands
Read the full callOtter Tail Corporation Q1 FY26 — Strong Electric and Manufacturing Performance, Affirmed FY26 EPS Guidance
Read the full callEvery analysed call
Financials
Net profit, year on year: −110% (quarter to jun 2026 against jun 2025).
| Line item | Sep 2024 | Dec 2024 | Mar 2025 | Jun 2025 | Sep 2025 | Dec 2025 | Mar 2026 | Jun 2026 |
|---|---|---|---|---|---|---|---|---|
| Sales | 337 | 303 | 337 | 332 | 326 | 304 | 343 | 335 |
| Expenses | 230 | 236 | 253 | 236 | 229 | 240 | 262 | 359 |
| Operating profit | 108 | 67 | 84 | 97 | 97 | 68 | 85 | -24 |
| Operating margin | 31.9% | 22.1% | 24.9% | 29.3% | 29.6% | 22.2% | 24.9% | −7.2% |
| Interest | 11 | 11 | 12 | 12 | 12 | 12 | 13 | 13 |
| Net profit | 85 | 55 | 68 | 78 | 78 | 52 | 73 | -8 |
| EPS ($ per share) | 2.04 | — | 1.63 | 1.86 | 1.87 | — | 1.73 | -0.18 |
| Line item | Dec 2018 | Dec 2019 | Dec 2020 | Dec 2021 | Dec 2022 | Dec 2023 | Dec 2024 | Dec 2025 |
|---|---|---|---|---|---|---|---|---|
| Equity capital | 198 | 201 | 207 | 208 | 208 | 209 | 209 | 210 |
| Reserves | 190 | 222 | 258 | 370 | 585 | 806 | 1,030 | 1,218 |
| Total liabilities | 1,324 | 1,492 | 1,707 | 1,764 | 1,684 | 1,800 | 1,984 | 2,103 |
| Fixed assets | 1,581 | 1,754 | 2,049 | 2,125 | 2,213 | 142 | 179 | 171 |
| Investments | — | — | — | — | — | — | 1 | 54 |
| Total assets | 2,053 | 2,274 | 2,578 | 2,755 | 2,902 | 3,243 | 3,652 | 3,964 |
| Line item | Dec 2018 | Dec 2019 | Dec 2020 | Dec 2021 | Dec 2022 | Dec 2023 | Dec 2024 | Dec 2025 |
|---|---|---|---|---|---|---|---|---|
| Cash from operations | 143 | 185 | 212 | 231 | 389 | 404 | 453 | 386 |
| Cash from investing | -107 | -209 | -376 | -172 | -175 | -289 | -411 | -291 |
| Cash from financing | -51 | 45 | 144 | -59 | -97 | -4 | 23 | -4 |
| Net cash flow | -15 | 20 | -20 | 0 | 117 | 111 | 64 | 92 |
| Capital expenditure | -105 | -207 | -372 | -172 | -171 | -287 | -359 | -288 |
| Free cash flow | 38 | -22 | -160 | 59 | 218 | 117 | 94 | 98 |
39 filings between Feb 6, 2026 and Aug 11, 2026.
Purchases
None
No insider bought shares.
Sales
$394.0K
3 sales by 1 insider
Also filed: 3 gifts.
| Insider | Bought | Sold | Last filing |
|---|---|---|---|
| KNUTSON PAUL L | — | $394.0K | Aug 11, 2026 |
| Date | Insider | What | Shares | Value |
|---|---|---|---|---|
| Aug 11, 2026 | KNUTSON PAUL L VP, Human Resources | Sale | 475 | $44.9K |
| Aug 10, 2026 | KNUTSON PAUL L VP, Human Resources | Sale | 250 | $23.2K |
| Aug 7, 2026 | KNUTSON PAUL L VP, Human Resources | Gift | 475 | $0 |
| Aug 7, 2026 | KNUTSON PAUL L VP, Human Resources | Gift | 250 | $0 |
| Aug 7, 2026 | KNUTSON PAUL L VP, Human Resources | Sale | 3,500 | $325.9K |
| Aug 7, 2026 | KNUTSON PAUL L VP, Human Resources | Gift | 725 | $0 |
| Apr 13, 2026 | Clark Christopher B Director | Award | 1,900 | — |
| Apr 13, 2026 | LeBeau Michael E Director | Award | 1,500 | — |
| Apr 13, 2026 | Ludford Mary E Director | Award | 1,500 | — |
| Apr 13, 2026 | Crain Jeanne H Director | Award | 1,500 | — |
| Apr 13, 2026 | WEBB THOMAS J Director | Award | 1,500 | — |
| Apr 13, 2026 | PARTAIN NATHAN I Director | Award | 2,000 | — |
| Apr 13, 2026 | ERICKSON JOHN D Director | Award | 1,500 | — |
| Apr 13, 2026 | Rasche Steven P Director | Award | 1,900 | — |
| Apr 13, 2026 | Johnson Kathryn O Director | Award | 1,500 | — |
| Apr 8, 2026 | Wahlund Todd R Chief Financial Officer | Option exercise | 460 | $41.5K |
| Apr 8, 2026 | Wahlund Todd R Chief Financial Officer | Tax withheld | 186 | $16.8K |
| Feb 11, 2026 | MACFARLANE CHARLES S President & CEO | Award | 47,700 | $4.12M |
| Feb 11, 2026 | MACFARLANE CHARLES S President & CEO | Tax withheld | 23,515 | $2.03M |
| Feb 11, 2026 | KNUTSON PAUL L VP, Human Resources | Award | 3,600 | $311.1K |
| Feb 11, 2026 | KNUTSON PAUL L VP, Human Resources | Tax withheld | 1,592 | $137.6K |
| Feb 11, 2026 | ROGELSTAD TIMOTHY J Sr VP, Electric Platform | Award | 8,400 | $726.0K |
| Feb 11, 2026 | ROGELSTAD TIMOTHY J Sr VP, Electric Platform | Tax withheld | 4,212 | $364.0K |
| Feb 11, 2026 | Abbott John S Sr VP, Manufacturing Platform | Award | 8,400 | $726.0K |
| Feb 11, 2026 | Abbott John S Sr VP, Manufacturing Platform | Tax withheld | 4,209 | $363.8K |
| Feb 11, 2026 | Smestad Jennifer O. VP, General Council & Corp Sec | Award | 6,000 | $518.6K |
| Feb 11, 2026 | Smestad Jennifer O. VP, General Council & Corp Sec | Tax withheld | 3,031 | $262.0K |
| Feb 6, 2026 | Smestad Jennifer O. VP, General Council & Corp Sec | Tax withheld | 541 | $47.5K |
| Feb 6, 2026 | Wahlund Todd R Chief Financial Officer | Option exercise | 675 | — |
| Feb 6, 2026 | MACFARLANE CHARLES S President & CEO | Option exercise | 9,125 | — |
| Feb 6, 2026 | MACFARLANE CHARLES S President & CEO | Tax withheld | 4,277 | $375.6K |
| Feb 6, 2026 | KNUTSON PAUL L VP, Human Resources | Option exercise | 700 | — |
| Feb 6, 2026 | KNUTSON PAUL L VP, Human Resources | Tax withheld | 279 | $24.5K |
| Feb 6, 2026 | ROGELSTAD TIMOTHY J Sr VP, Electric Platform | Option exercise | 1,625 | — |
| Feb 6, 2026 | ROGELSTAD TIMOTHY J Sr VP, Electric Platform | Tax withheld | 763 | $67.0K |
| Feb 6, 2026 | Abbott John S Sr VP, Manufacturing Platform | Option exercise | 1,625 | — |
| Feb 6, 2026 | Abbott John S Sr VP, Manufacturing Platform | Tax withheld | 763 | $67.0K |
| Feb 6, 2026 | Smestad Jennifer O. VP, General Council & Corp Sec | Option exercise | 1,150 | — |
| Feb 6, 2026 | Wahlund Todd R Chief Financial Officer | Tax withheld | 119 | $10.5K |
| Apr 13, 2025 | WEBB THOMAS J Director | Award | 1,700 | — |
| Apr 13, 2025 | Ludford Mary E Director | Award | 1,700 | — |
| Apr 13, 2025 | LeBeau Michael E Director | Award | 1,700 | — |
| Apr 13, 2025 | ERICKSON JOHN D Director | Award | 1,700 | — |
| Apr 13, 2025 | PARTAIN NATHAN I Director | Award | 2,200 | — |
| Apr 13, 2025 | Crain Jeanne H Director | Award | 1,700 | — |
| Apr 13, 2025 | Johnson Kathryn O Director | Award | 1,700 | — |
| Apr 13, 2025 | FRITZE STEVEN L Director | Award | 1,700 | — |
| Apr 8, 2025 | Wahlund Todd R Chief Financial Officer | Option exercise | 600 | $45.2K |
| Apr 8, 2025 | Wahlund Todd R Chief Financial Officer | Tax withheld | 308 | $23.2K |
| Feb 12, 2025 | Smestad Jennifer O. VP, General Council & Corp Sec | Award | 5,320 | $423.6K |
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.
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