NiSource maintained its full-year earnings guidance and long-term growth targets after reporting a decline in second-quarter adjusted earnings.
NiSource reported second-quarter adjusted earnings of $0.16 per share, down from $0.22 a year earlier. The company reaffirmed its 2026 adjusted EPS guidance of $2.02–$2.07 and long-term earnings growth targets despite the decline.
Year-to-date adjusted earnings rose to $1.22 per share, up $0.03 from the same period in 2025. NiSource attributed its outlook to regulatory progress, infrastructure investment, and agreements with data-center customers like Amazon and Alphabet, which represent 4 GW of signed load and $7.6 billion in planned GenCo investment.
The company kept its five-year capital plan unchanged, including $21 billion in base-business investment and up to $2 billion in additional opportunities. Management noted that regulatory developments in Indiana have not altered its capital spending or rate-case timing.