| Quarter | Call date | Disclosure | Financial quality | Kept | Missed | |
|---|---|---|---|---|---|---|
| Q2'26 | August 7, 2026 | 3/12 | 3 medium, 2 low flags | 0 | 0 | Call sheet → |
| Q1'26 | May 7, 2026 | 8/12 | 2 medium, 5 low flags | 3 | 0 | Call sheet → |
| Q4'25 | February 26, 2026 | 11/12 | 1 medium, 7 low flags | 5 | 0 | Call sheet → |
| Q3'25 | November 6, 2025 | 11/12 | 2 medium, 4 low flags | 4 | 0 | Call sheet → |
| Marked | Status | Promise |
|---|---|---|
| Q1'26 | Pending | Perry operating capacity delivery commences December 2026, Davis-Besse December 2027 Timeline reconfirmed for Meta PPA execution |
| Q1'26 | Exceeded | Continue to evaluate share repurchase authorization and accelerate if market conditions warrant Deployed $525M in first 4 months vs $1B for all of 2025 |
| Q1'26 | Pending | Deliver on retail's medium-term adjusted EBITDA target this year Still on track despite Q1 weather impact |
| Q1'26 | Delivered | Martin Lake Unit 1 return from extended outage Returned late Q1 and running well since |
| Q1'26 | Delivered | Initial energization at Comanche Peak still expected in Q4 2027 with full ramp by Q4 2032 Timeline reconfirmed, project remains on track |
| Q1'26 | Pending | Update guidance ranges as well as adjusted EBITDA midpoint opportunity following the closing of the Cogentrix acquisition Cogentrix still expected to close in second half 2026, so promise remains outstanding |
| Q4'25 | Exceeded | Q3: Multiple contracting opportunities could materialize by year-end Delivered massive Meta nuclear deal in January, ahead of expectations |
| Q4'25 | Pending | Q3: We continue to target approximately $270M adjusted EBITDA from Lotus assets in 2026 Maintained target, included in 2026 guidance |
| Q4'25 | Pending | Q3: Permian gas units on track to deliver capacity in early to mid-2028 Reaffirmed timeline, equipment procurement progressing |
| Q4'25 | Delivered | Q3: We look forward to integrating Lotus assets and driving operational efficiencies Closed in October, performed well during Winter Storm Fern |
| Q4'25 | Delivered | Q3: Nuclear upgrade studies to be completed by end of 2025 Studies completed, now have specific 433 MW uprate program with Meta |
| Q4'25 | Pending | Q3: Pulaski and Newton sites remain on schedule for commercial operations by year-end 2026 Reaffirmed timeline, still on track |
| Q4'25 | Delivered | Q3: Oak Hill solar project reaching commercial operations by October 2025 Confirmed reached commercial operations last month as promised |
| Q4'25 | Exceeded | Q3: We are introducing guidance ranges for 2026 adjusted EBITDA of $6.8-7.6B They maintained this range in Q4 and are tracking above midpoint already |
| Q3'25 | Pending | Continue to evaluate remainder of development portfolio as long-term power agreements materialize Ongoing, no specific updates provided |
| Q3'25 | Delivered | Roll forward hedge disclosures next quarter Disclosed 70% hedged for 2027, will provide pricing next quarter |
| Q3'25 | Delivered | Provide 2027 EBITDA midpoint opportunity on third quarter call Provided $7.4B-$7.8B range |
| Q3'25 | Pending | Lotus transaction close later this year or early next year Remains on track, no timing changes |
| Q3'25 | Delivered | More details on contracting opportunities over balance of the year Announced Comanche Peak PPA and provided more specific customer engagement metrics |
| Q3'25 | Pending | Nuclear upgrade studies completed by end of year Still on track, now providing 10% capacity increase estimate |
| Q3'25 | Delivered | Introducing 2026 guidance ranges on third quarter call Provided $6.8B-$7.6B EBITDA and $3.925B-$4.725B FCF ranges as promised |
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