Constellation Energy Corp is expected to release its Q2 2026 10-Q filing in the upcoming earnings season. Last quarter: Constellation Energy Group delivered an extraordinary Q1 2026, with revenue surging 63.8% YoY to $11.1B and net income skyrocketing 1,247.5% to $1.59B, driven by transformative growth that also reflects the impact of the Calpine acquisition.
Drawn from management commentary in the Q1 2026 10-Q:
Revenue jumped from $6.79B to $11.12B (+63.8% YoY) in Q1 2026, a dramatic increase that reflects both organic power generation performance and the significant expansion of the company's asset base, likely including contributions from the Calpine acquisition which more than doubled total assets to $96.9B.
Operating income soared 417.1% YoY from $451M to $2.33B, pushing the operating margin from 6.6% to 21.0%. This reflects strong pricing power in power markets and improved cost efficiency relative to the expanded revenue base.
Net income rose 1,247.5% YoY from $118M to $1.59B, with diluted EPS climbing from $0.38 to $4.49. This dramatic improvement underscores the company's enhanced earnings capacity following its strategic expansion.
Revenue
$11.12B
++63.85% YoY
EPS (Basic)
$4.49
++1081.58% YoY
Operating Income
$2.33B
++417.07% YoY
Add CEG to your watchlist to get the AI analysis in your inbox within minutes of the 10-Q filing.