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NiSource 8-K Report, Financial Results (Aug 5, 2026)

Reports
Earnings & Results·Exhibits & Filings
Filing Date
Filed August 5, 2026
Period End
August 5, 2026
Security
NI
In the record · 2016–202610-K1210-Q338-K177

NI filed 12 annual reports (10-K), 33 quarterly reports (10-Q) and 177 current reports (8-K) between 2016 and 2026.

  1. Material agreement8-K · Jun ’18Jun ’18
  2. Leadership change8-K · Oct ’20Oct ’20
  3. Material agreement8-K · Dec ’22Dec ’22
  4. Leadership change8-K · Jan ’25Jan ’25

01—Abstract

Summary

Summary of the 8-K filed August 5, 2026. Cited figures are marked; the original filing is the authoritative source.

NiSource Inc. reported second-quarter 2026 results on August 5, 2026, for the period ended June 30, 2026, as stated in an 8-K furnishing a press release (Exhibit 99.1).

On a GAAP basis, net income available to common shareholders was $45.5 milliona, or $0.09 per diluted share, for the quarter, versus $102.2 million, or $0.22 per diluted share, a year earlier. For the six months ended June 30, 2026, GAAP net income available to common shareholders was $556.2 million, or $1.15 per diluted share, compared with $577.0 million, or $1.22, in the prior-year period. On a non-GAAP basis, second-quarter 2026 adjusted net income available to common shareholders was $77.6 million, or $0.16 of consolidated adjusted EPS, compared with $101.9 million, or $0.22, in the second quarter of 2025.

For the six months, adjusted net income was $587.2 millionb, or $1.22 per share, versus $564.2 million, or $1.19, a year earlier. The reconciliation adds back a $16.0 million favorable weather impact to revenue, $21.4 million of workplace continuity costs tied to the April 2026 NIPSCO lockout, and $5.4 million of Value Captured initiative costs, among other items. NiSource reaffirmed its 2026 non-GAAP consolidated adjusted EPS guidance of $2.02-$2.07 and its 2026-2033 consolidated adjusted EPS compound annual growth rate target of 9%-10%.

The company is continuing to execute a $28.6 billionc 2026-2030 capital investment plan, comprising $21.0 billion of base capital and $7.6 billion of strategic data center infrastructure investment, and expects it to support 9%-11% rate base growth from 2026-2033. Management also highlighted regulatory approval of Amazon and Alphabet special contracts and $1.4 billion of savings for existing customers from those agreements.

02—Key points

Key Highlights

  1. GAAP net income available to common shareholders was $45.5 million ($0.09 per diluted share) in Q2 2026, down from $102.2 million ($0.22) in Q2 2025.
  2. Non-GAAP consolidated adjusted EPS was $0.16 for Q2 2026, compared with $0.22 in Q2 2025; for the six months, adjusted EPS rose to $1.22 from $1.19.
  3. Q2 2026 adjustments include $21.4 million of incremental costs from the April 2026 NIPSCO lockout and $5.4 million of Value Captured initiative costs, plus a $16.0 million favorable weather impact to revenue.
  4. 2026 non-GAAP consolidated adjusted EPS guidance of $2.02-$2.07 was reaffirmed, along with a 9%-10% CAGR target for 2026-2033.
  5. The $28.6 billion 2026-2030 capital plan includes $21.0 billion of base investment and $7.6 billion of strategic data center infrastructure investment, expected to support 9%-11% rate base growth from 2026-2033.
  6. Regulatory approvals of Amazon and Alphabet data center special contracts were announced, with $1.4 billion of savings for existing customers.
  7. The company now reports base plan adjusted EPS and consolidated adjusted EPS, with base plan excluding data center operations and development activities.

03—Questions

Frequently Asked Questions

  1. Why did GAAP earnings decline in the second quarter of 2026?

    GAAP net income available to common shareholders fell to $45.5 million ($0.09 per diluted share) from $102.2 million ($0.22) a year earlier. The filing's reconciliation shows the quarter included a $16.0 million favorable weather impact versus normal and unusual charges, including $21.4 million of NIPSCO lockout-related work continuity costs and $5.4 million of Value Captured initiative costs, which are excluded from adjusted results.

  2. What is the company's earnings guidance for 2026?

    NiSource reaffirmed its 2026 non-GAAP consolidated adjusted EPS guidance of $2.02-$2.07 and its 2026-2033 non-GAAP consolidated adjusted EPS compound annual growth rate of 9%-10%.

  3. How large is the capital investment plan and what growth does it support?

    The 2026-2030 consolidated capital investment plan totals $28.6 billion, including $21.0 billion of base capital investments and $7.6 billion of strategic data center infrastructure investments. The company expects this to support 9%-11% consolidated rate base growth from 2026 to 2033.

  4. What did the company say about its data center strategy?

    Management said regulatory approvals of its Amazon and Alphabet special contracts demonstrate its ability to support economic growth while creating value for customers. The company also cited $1.4 billion of savings for existing customers from these recently approved agreements.

  5. Why does NiSource now present base plan adjusted EPS separately?

    Beginning in 2026, NiSource presents base plan adjusted EPS and consolidated adjusted EPS. Base plan adjusted EPS excludes the impact of data center operations and development activities, because the company expects those earnings to have a different growth profile. Consolidated adjusted EPS combines base plan adjusted EPS with adjusted EPS from data center activities.

04—Continue

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