| Quarter | Call date | Disclosure | Financial quality | Kept | Missed | |
|---|---|---|---|---|---|---|
| Q2'26 | August 4, 2026 | 8/12 | 4 medium, 3 low flags | 2 | 0 | Call sheet → |
| Q1'26 | May 5, 2026 | 11/12 | 1 medium, 5 low flags | 5 | 0 | Call sheet → |
| Q4'25 | February 10, 2026 | 11/12 | 1 medium, 5 low flags | 5 | 0 | Call sheet → |
| Marked | Status | Promise |
|---|---|---|
| Q2'26 | Pending | Will not make any moves on new nuclear until first-of-a-kind, supply chain, and financial risk questions are answered Stance unchanged; management explicitly states no decision and no timeline this quarter. |
| Q2'26 | Pending | Anderson County combined cycle plant construction expected to begin in 2027 Not referenced on this call; actual not stated. |
| Q2'26 | Pending | Expect to convert additional late-stage prospects to ESAs over the next 12 months Only 0.2GW converted this quarter versus 2.7GW in Q1; timeline language has shifted to 'by first half of 2027' - revision noted, not yet a miss since window hasn't closed. |
| Q2'26 | Delivered | Turbines for the first Person County combined cycle project expected to be delivered in the second half of this year First turbine delivered to Person County site in July, within the promised window. |
| Q2'26 | Delivered | Rate cases for DEC and DEP proceeding on schedule, intervenor testimony due end of May DEC reached a comprehensive settlement (9.8% ROE, 53% equity); DEP remains unresolved with a hearing scheduled for August 11 - partial delivery on DEC, DEP still pending. |
| Q1'26 | Pending | Maintain flat O&M despite inflationary pressures Higher Q1 from storms but maintaining full-year flat guidance |
| Q1'26 | Delivered | Seek Robinson nuclear license extension NRC approved subsequent license renewal in April |
| Q1'26 | Delivered | Begin construction on 5 GW of gas generation Construction underway with EPC contracts signed |
| Q1'26 | Exceeded | Deliver 2025 EPS in guidance range of $6.05-$6.35 Delivered $6.31, above midpoint |
| Q1'26 | Exceeded | Convert additional prospects to ESAs over course of 2026 Signed 2.7 GW in Q1 alone, accelerating pace dramatically |
| Q1'26 | Exceeded | Close Tennessee sale by end of Q1 and first Florida tranche in early 2026 Both closed in March 2026, ahead of schedule with full $5.3B proceeds |
| Q4'25 | Delivered | South Carolina rate case orders by year-end Reached settlements approved by commission in December 2025 |
| Q4'25 | Exceeded | Continue converting economic development pipeline into ESAs Added 1.5 gigawatts to reach 4.5 gigawatts total, 50% increase |
| Q4'25 | Pending | Tennessee and Florida transaction closes in early 2026 Tennessee sale on track for Q1 close, DEF first tranche early 2026 |
| Q4'25 | Delivered | $95B-$105B capital plan range for detailed disclosure Committed to $103B specific plan, high end of range |
| Q4'25 | Pending | 5%-7% EPS growth through 2029 with top half beginning in 2028 Maintained and extended through 2030, confidence reiterated |
| Q4'25 | Delivered | Narrowed guidance range to $6.25-$6.35 for 2025 Delivered $6.31, above midpoint as promised |
| Q4'25 | Exceeded | Target 14% or higher FFO to debt by year-end 2025 Achieved 14.8%, beat target by 80bps through timely storm cost recovery |
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