# XELLL earnings call intelligence

LOPJLB CallCard / temporal rollup · freemium · [stock page](https://www.lopjlb.com/stock/XELLL) · [Earnings tab](https://www.lopjlb.com/stock/XELLL?tab=earnings)

Updated: 2026-07-30T11:19:09

Quarters analyzed: 8

## Cross-quarter narrative

Across eight quarters from 2024 Q2 to 2026 Q1, Xcel Energy's narrative evolved from steady guidance reaffirmation to a more expansive capital and demand outlook amid rising regulatory and litigation headwinds. Early calls (20

## Latest CallCard · Q1

Xcel Energy reports strong Q1 ongoing EPS of $0.91, reaffirms 2026 guidance, advances $14B capital plan with $7B+ incremental visibility, and secures Google data center deal modeling large load growth.','tone': {'mgmt': 0.8, 'mgmt_rationale': 'Management emphasizes strong execution, record capital i

**Guidance:** vague

**Tone:** mgmt 0 · Q&A pressure 0 · divergence 0

## Quarter one-liners

- **2026 Q1:** Xcel Energy reports strong Q1 ongoing EPS of $0.91, reaffirms 2026 guidance, advances $14B capital plan with $7B+ incremental visibility, and secures Google data center deal modeling large load growth.','tone': {'mgmt': 0.8, 'mgmt_rationale': 'Management emphasizes strong execution, record capital i
- **2025 Q4:** Xcel Energy 2025 ongoing EPS $3.80 (21st straight year), $12B capex, 2GW data center contracts, targets 6GW by 2027 via NextEra MOU, wildfire mitigation progress amid PSPS scrutiny.','tone': {'mgmt': 0
- **2025 Q3:** Xcel Energy reaffirmed 2025 EPS guidance, initiated 2026 guidance at 8% midpoint growth, unveiled $60B 5-year capex plan (11% rate base growth), settled Marshall wildfire claims, and highlighted AI-driven cost savings and data center demand growth.','tone':{'mgmt':0.5,'mgmt_rationale':'Management hi
- **2025 Q2:** Xcel Energy posted Q2 2025 earnings of $0.75 per share, reaffirmed EPS guidance, and highlighted a $15 billion incremental capital pipeline driven by growth, reliability and wildfire mitigation while navigating regulatory and litigation headwinds.
- **2025 Q1:** —
- **2024 Q4:** Xcel Energy delivered 2024 ongoing EPS of $3.50 at low end of guidance due to warm weather and resiliency investments; reaffirms 2025 guidance $3.75-$3.85 (7% growth) with $45B 5-yr capex plan, data center contracts half signed, wildfire mitigation progressing.','tone': {'mgmt': 0.3, 'mgmt_rationale
- **2024 Q3:** Xcel Energy reaffirms 2024 EPS guidance, initiates 2025 guidance at $3.75-$3.85, unveils $45B 5-year capex plan with 9.4% rate base growth, highlights 9GW data center pipeline and wildfire mitigation progress.','tone': {'mgmt': 0.3, 'mgmt_rationale': 'Management highlights 19-year guidance track rec
- **2024 Q2:** Xcel Energy reaffirms 2024 EPS guidance $3.50-$3.60, highlights 6.7GW data center pipeline, advances wildfire mitigation, and progresses clean energy RFPs. Q2 EPS $0.54 vs $0.52 prior year. Capital investment $1.7B. Wildfire mitigation expanding. Data center demand driving load growth forecast upgra

## Guidance path

2024 Q2:vague → 2024 Q3:vague → 2024 Q4:vague → 2025 Q1:vague → 2025 Q2:maintained → 2025 Q3:vague → 2025 Q4:vague → 2026 Q1:vague

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Research context only. Not personalized investment advice.

API: `GET /bff/api/bigfive/earnings-intel/XELLL`