NYSE$AQN

Algonquin Power & Utilities Corp · Q1 2026 earnings

Q1 2026 earnings · · Before market open · Investor relations

Briefing

Algonquin Q1 2026: $792M revenue (+14%), $0.11 EPS as rate-case wins boost regulated utilities

Algonquin Power & Utilities reported Q1 2026 revenue of $792.4 million, up 14% from $692.4 million, with net earnings attributable to common shareholders of $83.6 million ($0.11 per share) versus $94.2 million ($0.12) a year ago. Adjusted net earnings were $99.6 million ($0.13 per share) compared with $109.0 million ($0.14). The Regulated Services Group earned $119.4 million, down 2% on unfavorable weather at Empire Electric Missouri, partially offset by CalPeco Electric retroactive rate revenues. CEO Rod West highlighted regulatory progress in Missouri, California, Massachusetts and Arizona under the company's Back to Basics pure-play utility strategy.

  • Revenue of $792.4M (+14% YoY) with net earnings of $83.1M ($0.11/share)
  • Adjusted net earnings of $99.6M ($0.13/share) after restructuring and FX items
  • CalPeco Electric rate order added $60.7M of revenue including retroactive amounts to Jan 2025
  • Closed $1.15B delayed-draw term facility post-quarter to potentially refinance June 2026 notes

Headline financials

Total Revenue

$792M

Previous: $692M+14.4%
EPS (adj)

$0.13

Previous: $0.14-7.1%
Regulated Services Group net earnings

$119M

No prior period
Net Income

$83.6M

Previous: $95.4M-12.4%
Operating Income

$181M

No prior period
Cash & Equivalents

$55.5M

No prior period

Revenue & EPS history

Algonquin · Revenue · Quarterly

$792M

Q1 2026+14.4%vs Q1 2025
Beat estimate in 12 of 15 quarters(80%)
ActualEstimate

Revenue by segment

Algonquin · $768M total across 3 segments · Q1 2026

  • Regulated electricity distribution
    $372M
  • Regulated gas distribution
    $302M
  • Regulated water distribution
    $94.1M

Forward guidance

Management expects durable long-term earnings growth as a pure-play regulated utility, with pending Arizona Litchfield Park settlement decision expected August 2026 and Chile Suralis tariffs effective Q3 2026.

Tailwinds

  • Rate case resolutions in Missouri, California and Massachusetts improve revenue visibility
  • Back to Basics strategy focuses on operational and financial discipline

Headwinds

  • Unfavorable weather at Empire District Electric reduced net revenues ~$11.9M YoY
  • Corporate restructuring costs continue during transition to pure-play utility

Historical earnings impact

How earnings announcements have historically affected this stock's price.

Avg. return before/after earnings

Based on 20 quarterly earnings reports · overlaid with Q1 2026

Historical avgQ1 2026

-1.1%

Avg return

Earnings day

-0.8%

Avg return

5 days after

+0.0%

Avg return

30 days after

51%

30 / 59 earnings

Positive

+8.2%

Q3 2025

Best reaction

-30.8%

Q3 2022

Worst reaction

Earnings price reactions
QuarterReport dateReaction (Day 0)+5 days+30 days
Q1 2026-10.7%-5.6%-4.2%
Q3 2025+8.2%+7.7%+2.4%
Q2 2025-3.9%-1.7%-4.2%
Q1 2025+0.2%-0.4%+7.1%
Q4 2023+5.1%+1.0%+1.3%
Q3 2023-1.8%+3.9%+8.6%
Q2 2023-3.6%-7.9%-8.4%
Q1 2023-3.7%-5.3%-3.2%
Q4 2022+2.0%+1.7%+12.5%
Q3 2022-30.8%-33.3%-37.5%
Q2 2022+0.0%+0.4%-5.0%
Q1 2022+4.9%+7.0%+5.5%
Q4 2021+0.8%+2.3%+6.9%
Q3 2021-1.0%-1.3%-3.2%
Q2 2021-1.7%-1.8%-3.5%
Q1 2021+0.9%-1.1%-1.1%
Q4 2020-2.6%-1.3%+2.4%
Q3 2020-3.0%-4.8%-2.7%
Q2 2020-0.4%+0.8%+1.7%
Q1 2020+0.3%-1.0%+6.0%
Q4 2019-7.7%-1.0%-22.6%
Q3 2019-0.6%-0.3%+5.0%
Q2 2019+0.7%+0.8%+3.3%
Q1 2019+0.8%+0.4%+8.7%
Q4 2018+0.1%+1.8%+2.2%
Q3 2018-2.1%+0.0%+3.0%
Q2 2018+1.6%-0.6%-1.9%
Q4 2017+1.6%-0.6%-1.9%
Q3 2017+1.7%+4.2%+4.4%
Q2 2017+1.1%+2.5%+7.2%
Q4 2016+1.7%+3.9%+5.5%
Q1 2017+1.7%+3.9%+5.5%
Q3 2016-2.2%-3.9%-2.5%
Q2 2016-0.9%+3.6%+3.0%
Q4 2015+0.0%
Q1 2016+1.6%
Q3 2015+2.3%
Q2 2015-4.7%
Q1 2015-1.3%
Q4 2014-1.3%
Q3 2014-12.2%
Q2 2014+1.2%
Q1 2014+0.7%
Q4 2013+1.1%
Q3 2013-0.8%
Q1 2013+0.3%
Q2 2013+0.3%
Q4 2012+0.3%
Q3 2012-0.1%
Q2 2012-0.8%
Q1 2012-0.8%
Q4 2010+0.3%
Q4 2011+0.3%
Q3 2011-0.7%
Q2 2011-5.1%
Q1 2011-5.1%
Q2 2010+1.8%
Q3 2010+1.8%
Q1 2010+0.7%

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