DUK
Duke Energy Corporation115.59
-1.14-0.98%
Dec 16, 4:00:02 PM EST
Earnings Call Transcripts
This Quarter (Q1 '26)
No earnings call transcript available yet
Last Quarter (Q4 '25)
FY Q4 '25
Q&A reinforces data center pipeline confidence
Q&A largely reaffirmed Duke's prepared growth script, with management doubling down on data center durability amid analyst probes. They confirmed 4.5 GW signed ESAs are under construction—no backouts expected—and revealed a 9 GW late-stage pipeline, risk-adjusted to minimum takes for 2028 EPS inflection confidence. Programmatic EPC contracts and 1.3 GW cheap fleet upgrades (1 GW gas, 300 MW nuclear) surfaced as execution edges. Rate cases drew settlement focus with affordability tools like tax credits; storms hit no guidance. No walk-backs. Top-half 5%-7% EPS from 2028 looks locked.
Key Stats
Market Cap
89.89BP/E (TTM)
18.20Basic EPS (TTM)
6.35Dividend Yield
0.04%Recent Filings
8-K
8-K
8-K
8-K
Duke upsizes $1.3B notes
Duke Energy priced an upsized $1.3 billion private placement of 3.000% convertible senior notes due 2029 on March 10, 2026, up from $1 billion, with a $200 million overallotment option. Closing is set for March 12, subject to conditions. Net proceeds of ~$1.29 billion will repay $1.725 billion maturing 4.125% notes due April 2026. Holders can convert after December 15, 2028, at $160.57 initial price.
8-K
Launches $1B convertible notes
Duke Energy launched a $1 billion private placement of convertible senior notes due 2029 on March 9, 2026, with an option for $150 million more. Proceeds will repay $1.725 billion of maturing 4.125% notes due April 2026, plus general corporate purposes. Holders' arbitrage strategies may lift stock prices during the observation period starting today. Risks include market conditions and financing terms.
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