Transport & Utilities: earnings call analysis

137 calls · 40 companies · newest first

Other sectors

Manufacturing Finance & Real Estate Software & IT Services Electronics Retail Transport & Utilities Unclassified Services Mining Computer Hardware Pharma & Biotech Wholesale Construction Health Services Agriculture

Call date	Ticker	Company	Period	Disclosure	Financial quality	Kept	Missed
October 26, 2026	VZ	Verizon Communications	Q3'26	8/12	5 medium, 3 low flags	1	0	Call sheet →
October 22, 2026	UNP	Union Pacific	Q3'26	8/12	6 medium, 4 low flags	0	0	Call sheet →
October 22, 2026	PCG	PG&E	Q3'26	8/12	3 high, 4 medium, 1 low flags	0	0	Call sheet →
October 22, 2026	NSC	Norfolk Southern	Q3'26	9/12	3 high, 4 medium, 2 low flags	0	1	Call sheet →
October 22, 2026	CMCSA	Comcast	Q3'26	7/12	1 high, 3 medium, 4 low flags	2	0	Call sheet →
October 21, 2026	T	AT&T	Q3'26	8/12	2 high, 4 medium, 3 low flags	2	0	Call sheet →
October 21, 2026	NEE	NextEra Energy	Q3'26	8/12	1 high, 4 medium, 4 low flags	1	0	Call sheet →
October 21, 2026	KMI	Kinder Morgan	Q3'26	9/12	1 medium, 2 low flags	1	0	Call sheet →
October 21, 2026	CSX	CSX	Q3'26	9/12	6 medium, 3 low flags	1	0	Call sheet →
August 7, 2026	VST	Vistra	Q2'26	3/12	3 medium, 2 low flags	0	0	Call sheet →
August 6, 2026	WBD	Warner Bros. Discovery	Q2'26	4/12	No flags	0	0	Call sheet →
August 6, 2026	TRGP	Targa Resources	Q2'26	8/12	3 medium, 3 low flags	1	0	Call sheet →
August 6, 2026	SRE	Sempra	Q2'26	8/12	3 medium, 3 low flags	1	1	Call sheet →
August 6, 2026	RSG	Republic Services	Q2'26	3/12	3 medium, 1 low flags	0	0	Call sheet →
August 6, 2026	LNG	Cheniere Energy	Q2'26	5/12	1 medium, 1 low flags	0	0	Call sheet →
August 6, 2026	CEG	Constellation Energy	Q2'26	7/12	1 high, 5 medium flags	1	0	Call sheet →
August 5, 2026	TLN	Talen Energy	Q2'26	8/12	4 medium, 4 low flags	2	0	Call sheet →
August 5, 2026	EXPE	Expedia Group	Q2'26	7/12	5 medium, 4 low flags	3	0	Call sheet →
August 4, 2026	WMB	Williams Companies	Q2'26	7/12	1 high, 6 medium, 1 low flags	2	0	Call sheet →
August 4, 2026	PEG	Public Service Enterprise Group	Q2'26	7/12	1 medium, 1 low flags	1	0	Call sheet →
August 4, 2026	OKE	ONEOK	Q2'26	11/12	4 medium, 2 low flags	2	0	Call sheet →
August 4, 2026	ET	Energy Transfer	Q2'26	9/12	3 medium flags	1	0	Call sheet →
August 4, 2026	DUK	Duke Energy	Q2'26	8/12	4 medium, 3 low flags	2	0	Call sheet →
August 4, 2026	BKNG	Booking Holdings	Q2'26	8/12	2 high, 5 medium, 1 low flags	2	0	Call sheet →
July 31, 2026	ES	Eversource Energy	Q2'26	8/12	1 high, 4 medium, 1 low flags	3	1	Call sheet →
July 31, 2026	D	Dominion Energy	Q2'26	8/12	3 medium, 3 low flags	3	1	Call sheet →
July 30, 2026	XPO	XPO Logistics	Q2'26	6/12	3 medium, 3 low flags	4	1	Call sheet →
July 30, 2026	XEL	Xcel Energy	Q2'26	9/12	4 medium, 2 low flags	3	0	Call sheet →
July 30, 2026	SO	Southern	Q2'26	7/12	1 high, 3 medium, 2 low flags	2	1	Call sheet →
July 30, 2026	EXC	Exelon	Q2'26	9/12	2 high, 3 medium, 1 low flags	1	0	Call sheet →
2026-07-30	AM	Antero Midstream	Q2'26	4/12	3 high, 4 medium, 1 low flags	3	1	Call sheet →
July 30, 2026	AEP	American Electric Power	Q2'26	8/12	1 high, 3 medium, 2 low flags	2	1	Call sheet →
July 29, 2026	WM	Waste Management	Q2'26	6/12	1 high, 4 medium, 3 low flags	3	0	Call sheet →
July 29, 2026	WEC	WEC Energy Group	Q2'26	4/12	1 high, 3 medium, 2 low flags	3	0	Call sheet →
July 29, 2026	ODFL	Old Dominion Freight Line	Q2'26	5/12	3 high, 5 medium flags	4	0	Call sheet →
July 28, 2026	UPS	United Parcel Service	Q2'26	9/12	1 high, 4 medium, 2 low flags	4	0	Call sheet →
July 24, 2026	VZ	Verizon Communications	Q2'26	7/12	2 high, 3 medium, 2 low flags	2	0	Call sheet →
July 24, 2026	NEE	NextEra Energy	Q2'26	5/12	2 high, 3 medium, 2 low flags	1	1	Call sheet →
July 24, 2026	CHTR	Charter Communications	Q2'26	7/12	2 high, 4 medium, 2 low flags	1	2	Call sheet →
July 23, 2026	UNP	Union Pacific	Q2'26	9/12	3 medium, 4 low flags	4	1	Call sheet →
July 23, 2026	TMUS	T-Mobile US	Q2'26	8/12	3 medium, 4 low flags	4	0	Call sheet →
July 23, 2026	PCG	PG&E	Q2'26	8/12	2 high, 4 medium, 2 low flags	2	1	Call sheet →
July 23, 2026	NSC	Norfolk Southern	Q2'26	3/12	1 high, 4 medium, 1 low flags	3	2	Call sheet →
July 23, 2026	CMCSA	Comcast	Q2'26	5/12	3 high, 3 medium, 2 low flags	3	0	Call sheet →
July 22, 2026	T	AT&T	Q2'26	9/12	2 medium, 4 low flags	5	0	Call sheet →
July 22, 2026	KMI	Kinder Morgan	Q2'26	8/12	1 high, 5 medium, 2 low flags	2	0	Call sheet →
July 22, 2026	CSX	CSX	Q2'26	5/12	1 high, 3 medium, 2 low flags	1	1	Call sheet →
June 23, 2026	FDX	FedEx	Q4'26	7/12	1 high, 4 medium, 3 low flags	7	0	Call sheet →
May 11, 2026	CEG	Constellation Energy	Q1'26	9/12	1 medium, 5 low flags	4	1	Call sheet →
May 7, 2026	VST	Vistra	Q1'26	8/12	2 medium, 5 low flags	3	0	Call sheet →
May 7, 2026	TRGP	Targa Resources	Q1'26	11/12	6 low flags	6	0	Call sheet →
May 7, 2026	SRE	Sempra	Q1'26	11/12	6 low flags	3	0	Call sheet →
May 7, 2026	RSG	Republic Services	Q1'26	10/12	1 medium, 5 low flags	2	0	Call sheet →
May 7, 2026	LNG	Cheniere Energy	Q1'26	11/12	2 medium, 6 low flags	5	0	Call sheet →
May 7, 2026	EXPE	Expedia Group	Q1'26	9/12	4 medium, 3 low flags	4	0	Call sheet →
2026-05-07	ES	Eversource Energy	Q1'26	10/12	2 medium, 4 low flags	3	0	Call sheet →
May 6, 2026	WBD	Warner Bros. Discovery	Q1'26	8/12	2 medium, 3 low flags	3	0	Call sheet →
May 6, 2026	EXC	Exelon	Q1'26	8/12	5 medium, 3 low flags	3	0	Call sheet →
May 5, 2026	WEC	WEC Energy Group	Q1'26	11/12	6 low flags	4	0	Call sheet →
May 5, 2026	TLN	Talen Energy	Q1'26	10/12	6 low flags	4	0	Call sheet →
May 5, 2026	ET	Energy Transfer	Q1'26	11/12	3 medium, 6 low flags	6	0	Call sheet →
May 5, 2026	DUK	Duke Energy	Q1'26	11/12	1 medium, 5 low flags	5	0	Call sheet →
May 5, 2026	AEP	American Electric Power	Q1'26	9/12	3 medium, 2 low flags	5	0	Call sheet →
May 1, 2026	D	Dominion Energy	Q1'26	10/12	3 medium, 3 low flags	2	1	Call sheet →
April 30, 2026	XPO	XPO Logistics	Q1'26	11/12	2 medium, 4 low flags	4	0	Call sheet →
April 30, 2026	XEL	Xcel Energy	Q1'26	8/12	1 high, 4 medium, 2 low flags	4	0	Call sheet →
April 30, 2026	SO	Southern	Q1'26	11/12	7 low flags	2	0	Call sheet →
April 30, 2026	ROKU	Roku	Q1'26	8/12	2 medium, 5 low flags	4	0	Call sheet →
April 29, 2026	WM	Waste Management	Q1'26	11/12	8 low flags	6	0	Call sheet →
April 29, 2026	OKE	ONEOK	Q1'26	10/12	2 medium, 4 low flags	4	0	Call sheet →
April 29, 2026	ODFL	Old Dominion Freight Line	Q1'26	10/12	6 low flags	4	2	Call sheet →
April 28, 2026	UPS	United Parcel Service	Q1'26	10/12	6 low flags	3	0	Call sheet →
April 28, 2026	TMUS	T-Mobile US	Q1'26	8/12	2 medium, 4 low flags	5	0	Call sheet →
April 28, 2026	BKNG	Booking Holdings	Q1'26	9/12	2 medium, 4 low flags	1	0	Call sheet →
April 27, 2026	VZ	Verizon Communications	Q1'26	11/12	7 low flags	1	0	Call sheet →
April 24, 2026	NSC	Norfolk Southern	Q1'26	7/12	1 high, 4 medium, 1 low flags	3	0	Call sheet →
April 24, 2026	CHTR	Charter Communications	Q1'26	8/12	4 medium, 2 low flags	1	1	Call sheet →
April 23, 2026	UNP	Union Pacific	Q1'26	11/12	6 low flags	2	0	Call sheet →
April 23, 2026	PCG	PG&E	Q1'26	10/12	1 medium, 5 low flags	2	0	Call sheet →
April 23, 2026	NEE	NextEra Energy	Q1'26	10/12	2 medium, 4 low flags	1	1	Call sheet →
April 23, 2026	CMCSA	Comcast	Q1'26	8/12	3 medium, 3 low flags	4	0	Call sheet →
April 22, 2026	T	AT&T	Q1'26	9/12	4 medium, 4 low flags	2	0	Call sheet →
April 22, 2026	KMI	Kinder Morgan	Q1'26	8/12	2 medium, 4 low flags	6	0	Call sheet →
April 22, 2026	CSX	CSX	Q1'26	10/12	2 medium, 4 low flags	5	0	Call sheet →
March 31, 2026	CEG	Constellation Energy	Q4'25	7/12	2 medium, 4 low flags	4	1	Call sheet →
March 19, 2026	FDX	FedEx	Q3'26	11/12	2 medium, 6 low flags	3	2	Call sheet →
February 26, 2026	WBD	Warner Bros. Discovery	Q4'25	5/12	1 high, 4 medium, 1 low flags	4	2	Call sheet →
February 26, 2026	VST	Vistra	Q4'25	11/12	1 medium, 7 low flags	5	0	Call sheet →
February 26, 2026	TLN	Talen Energy	Q4'25	8/12	2 medium, 4 low flags	2	1	Call sheet →
February 26, 2026	SRE	Sempra	Q4'25	11/12	2 medium, 4 low flags	3	0	Call sheet →
February 26, 2026	LNG	Cheniere Energy	Q4'25	11/12	1 medium, 5 low flags	5	0	Call sheet →
February 24, 2026	OKE	ONEOK	Q4'25	8/12	1 medium, 5 low flags	4	1	Call sheet →
February 23, 2026	D	Dominion Energy	Q4'25	10/12	3 medium, 3 low flags	3	1	Call sheet →
February 19, 2026	TRGP	Targa Resources	Q4'25	11/12	2 medium, 4 low flags	5	0	Call sheet →
February 19, 2026	SO	Southern	Q4'25	11/12	3 medium, 3 low flags	5	0	Call sheet →
February 18, 2026	BKNG	Booking Holdings	Q4'25	9/12	3 medium, 6 low flags	5	1	Call sheet →
February 17, 2026	RSG	Republic Services	Q4'25	10/12	1 high, 2 medium, 3 low flags	4	1	Call sheet →
February 17, 2026	ET	Energy Transfer	Q4'25	10/12	4 medium, 2 low flags	4	1	Call sheet →
February 13, 2026	ES	Eversource Energy	Q4'25	10/12	3 medium, 3 low flags	4	2	Call sheet →
February 12, 2026	ROKU	Roku	Q4'25	9/12	2 medium, 4 low flags	5	0	Call sheet →
February 12, 2026	PCG	PG&E	Q4'25	9/12	2 medium, 4 low flags	7	0	Call sheet →
February 12, 2026	EXPE	Expedia Group	Q4'25	8/12	3 medium, 3 low flags	6	0	Call sheet →
February 12, 2026	EXC	Exelon	Q4'25	8/12	2 medium, 4 low flags	6	1	Call sheet →
February 12, 2026	AEP	American Electric Power	Q4'25	9/12	3 medium, 3 low flags	1	2	Call sheet →
February 11, 2026	TMUS	T-Mobile US	Q4'25	9/12	3 medium, 3 low flags	5	0	Call sheet →
February 10, 2026	DUK	Duke Energy	Q4'25	11/12	1 medium, 5 low flags	5	0	Call sheet →
February 5, 2026	XPO	XPO Logistics	Q4'25	9/12	1 medium, 4 low flags	5	0	Call sheet →
February 5, 2026	XEL	Xcel Energy	Q4'25	10/12	3 medium, 4 low flags	4	1	Call sheet →
February 5, 2026	WEC	WEC Energy Group	Q4'25	11/12	4 medium, 4 low flags	5	0	Call sheet →
February 4, 2026	ODFL	Old Dominion Freight Line	Q4'25	12/12	5 low flags	6	0	Call sheet →
January 30, 2026	VZ	Verizon Communications	Q4'25	10/12	1 high, 2 medium, 4 low flags	5	0	Call sheet →
January 30, 2026	CHTR	Charter Communications	Q4'25	9/12	1 high, 4 medium, 1 low flags	5	1	Call sheet →
January 29, 2026	WM	Waste Management	Q4'25	10/12	2 medium, 4 low flags	5	1	Call sheet →
January 29, 2026	NSC	Norfolk Southern	Q4'25	10/12	2 medium, 4 low flags	6	0	Call sheet →
January 29, 2026	CMCSA	Comcast	Q4'25	7/12	3 high, 4 medium, 1 low flags	5	0	Call sheet →
January 28, 2026	T	AT&T	Q4'25	12/12	2 medium, 4 low flags	5	0	Call sheet →
January 27, 2026	UPS	United Parcel Service	Q4'25	11/12	3 medium, 3 low flags	5	0	Call sheet →
January 27, 2026	UNP	Union Pacific	Q4'25	8/12	1 high, 4 medium, 1 low flags	3	2	Call sheet →
January 27, 2026	NEE	NextEra Energy	Q4'25	11/12	1 medium, 5 low flags	5	0	Call sheet →
January 22, 2026	CSX	CSX	Q4'25	7/12	1 high, 3 medium, 2 low flags	6	0	Call sheet →
January 21, 2026	KMI	Kinder Morgan	Q4'25	10/12	6 low flags	6	0	Call sheet →
2025-12-18	FDX	FedEx	Q2'26	11/12	2 medium, 4 low flags	5	0	Call sheet →
November 7, 2025	CEG	Constellation Energy	Q3'25	9/12	1 medium, 5 low flags	3	0	Call sheet →
2025-11-06	WBD	Warner Bros. Discovery	Q3'25	10/12	2 medium, 4 low flags	5	0	Call sheet →
November 6, 2025	VST	Vistra	Q3'25	11/12	2 medium, 4 low flags	4	0	Call sheet →
November 6, 2025	ET	Energy Transfer	Q3'25	11/12	4 medium, 2 low flags	2	1	Call sheet →
November 5, 2025	TRGP	Targa Resources	Q3'25	11/12	2 medium, 4 low flags	5	1	Call sheet →
November 5, 2025	TLN	Talen Energy	Q3'25	9/12	2 medium, 5 low flags	1	2	Call sheet →
November 5, 2025	SRE	Sempra	Q3'25	11/12	2 medium, 4 low flags	3	0	Call sheet →
October 31, 2025	D	Dominion Energy	Q3'25	9/12	1 medium, 5 low flags	3	3	Call sheet →
October 30, 2025	SO	Southern	Q3'25	12/12	1 medium, 5 low flags	4	0	Call sheet →
October 30, 2025	RSG	Republic Services	Q3'25	10/12	2 medium, 4 low flags	3	1	Call sheet →
October 30, 2025	LNG	Cheniere Energy	Q3'25	10/12	3 medium, 2 low flags	5	0	Call sheet →
October 29, 2025	OKE	ONEOK	Q3'25	7/12	2 medium, 4 low flags	2	1	Call sheet →
2025-10-28	BKNG	Booking Holdings	Q3'25	10/12	2 medium, 6 low flags	7	0	Call sheet →
2025-06-24	FDX	FedEx	Q4'25	8/12	1 high, 4 medium, 2 low flags	7	0	Call sheet →
March 20, 2025	FDX	FedEx	Q3'25	9/12	3 medium, 4 low flags	5	0	Call sheet →

Disclosure: 6-item rubric scored 0-2, out of 12. Financial quality: flagged indicators by severity. Kept and missed count the prior call's promises scored on this one. Sector is the issuer's current SIC-based classification.