AI brief of an SEC Form 8-K · Constellation Energy (CEG)

Constellation Q2 adjusted EPS rises to $2.55, GAAP falls to $1.42; guidance raised

Mixed Impact 4 of 5 earnings Written later

Constellation reported second-quarter 2026 revenue of $7.5 billion, up from $6.1 billion a year earlier, and adjusted (non-GAAP) operating earnings of $2.55 per share, up from $1.91. GAAP net income fell to $513 million, or $1.42 per share, from $839 million, or $2.67 per share, and the company raised its full-year adjusted earnings guidance to $11.50 to $12.50 per share. The company attributed the adjusted increase mainly to the Calpine acquisition and favorable market and portfolio conditions, partly offset by unfavorable nuclear outages.

Key points

  • Q2 2026 revenue of $7.5 billion vs. $6.1 billion in Q2 2025
  • Adjusted operating earnings of $2.55 per share vs. $1.91; GAAP EPS of $1.42 vs. $2.67
  • Full-year 2026 adjusted operating earnings guidance raised to $11.50 to $12.50 per share
  • Agreement to sell Brazos Valley Energy Center to LS Power for $860 million before closing adjustments

The filing

CompanyConstellation Energy (CEG)
Form8-K, current report
Filed with the SECAug 6, 2026, 6:52 AM ET
Accession number0001868275-26-000097

Items reported: 2.02 Results of Operations7.01 Regulation FD Disclosure

Read the filing on SEC.gov ↗

Written by AI on Nov 8, 2026, 1:21 AM ET, from this filing only. Written later: this filing was briefed after the fact, when past filings were added to the site, so the brief may be read with hindsight; the filing itself is the record of what was known on August 06, 2026.

Briefs are written by AI from the filing text and can contain mistakes — open the filing before acting on anything. Impact (1-5) and tone are the AI's reading of the filing for shareholders, not a price forecast. Not investment advice.