PPL

PPL Corporation ( PPL ) Q3 2026 Earnings Call November 6, 2026 11:00 AM EST Company Participants Andy Ludwig - Vice President of Investor Relations Vincent Sorgi - President, CEO & Director Joe Bergstein - Executive VP & CFO Conference Call Participants Shahriar Pourreza - Wells Fargo Securities, LLC, Research Division Michael Lonegan - Barclays Bank PLC, Research Division Diana Niles - JPMorgan Chase & Co, Research Division Julien Dumoulin-Smith - Jefferies LLC, Research Division Steven Fleishman - Wolfe Research, LLC Richard Sunderland - Truist Securities, Inc., Research Division David Arcaro - Morgan Stanley, Research Division Nicolas Woods - BofA Securities, Research Division Presentation Operator Good day, and welcome to the PPL Corporation Third Quarter 2026 Earnings Conference Call. [Operator Instructions] Please note this event is being recorded.

PPL beats Q3 earnings and revenue estimates on higher rates and sales volumes, while raising its long-term EPS growth target and unveiling a $25B investment plan.

PPL (PPL) came out with quarterly earnings of $0.54 per share, beating the Zacks Consensus Estimate of $0.53 per share. This compares to earnings of $0.48 per share a year ago.

Announces 2026 third-quarter reported earnings (GAAP) of $0.49 per share. Achieves 2026 third-quarter ongoing earnings per share (EPS) of $0.54 versus $0.48 in 2025.

Let's take a look at four utility stocks, namely PPL, EVRG, SO and DUK, that are well-positioned to surpass earnings estimates in the current reporting cycle.

PPL is poised for a Q3 earnings beat, fueled by favorable rate hikes, grid investments and data-center demand.

After reaching an important support level, PPL (PPL) could be a good stock pick from a technical perspective. PPL surpassed resistance at the 200-day moving average, suggesting a long-term bullish trend.

The Zacks Utility-Electric Power industry offers a compelling investment opportunity, underpinned by stable cash flows and the predictable earnings associated with regulated business models. Long-term contractual arrangements and regulated rate structures provide revenue visibility while limiting exposure to economic volatility.

PPL (PPL) possesses the right combination of the two key ingredients for a likely earnings beat in its upcoming report. Get prepared with the key expectations.

PPL's $23 billion investment plan aims to modernize its power grid, boost reliability, meet rising electricity demand and drive long-term earnings growth.