Oct 27, 4:31 PM ET
FirstEnergy reported third-quarter 2026 GAAP earnings of $557 million, or $0.96 per share, up from $441 million, or $0.76 per share, a year earlier, and Core Earnings (non-GAAP) of $0.98 per share, up from $0.83. It reaffirmed its 2026 Core Earnings guidance of $2.62 to $2.82 per share and said it expects results at or slightly above the midpoint, so shareholders see higher quarterly earnings with no change to the full-year outlook.
- Q3 2026 revenue was $4.6 billion, compared with $4.1 billion in Q3 2025.
- Year-to-date Core Earnings were $2.20 per share, a 9% increase from $2.02 in the same period of 2025.
- 2026 Core Earnings guidance of $2.62 to $2.82 per share was reaffirmed, with results expected at or slightly above the midpoint.
- Contracted large-load demand reached 7.9 gigawatts, and the company expects at least a 25% increase to its current $19 billion 2026–2030 transmission plan when it rolls forward to 2027–2031.
Read the filing on SEC.gov ↗
Jul 28, 5:00 PM ET
FirstEnergy reported second quarter 2026 GAAP earnings of $288 million, or $0.50 per share, up from $268 million, or $0.46 per share, a year earlier, on revenue of $3.7 billion. Core Earnings, its non-GAAP measure, were $0.50 per share, down from $0.52 in the second quarter of 2025, and the company reaffirmed its 2026 Core EPS guidance range of $2.62 to $2.82 per share, so shareholders see higher GAAP profit and an unchanged outlook alongside a slight decline in the core per-share figure.
- Q2 2026 GAAP earnings were $288 million ($0.50 per share), versus $268 million ($0.46 per share) in Q2 2025; revenue was $3.7 billion versus $3.4 billion.
- Core EPS was $0.50 per share versus $0.52 a year earlier; the company said Q2 results were in line with plan.
- 2026 Core EPS guidance of $2.62 to $2.82 per share was reaffirmed; the 2026 capital plan is $6 billion, with $2.9 billion deployed through the first half.
- Contracted data center demand reached 6.4 GW, and West Virginia demand rose 137% to 4.3 GW; a webcast is scheduled for 9:00 a.m. EDT on July 29, 2026.
Read the filing on SEC.gov ↗
May 20, 5:11 PM ET
FirstEnergy, its FirstEnergy Transmission subsidiary and Brookfield-linked investor North American Transmission Company II signed a Fifth Amended and Restated LLC Agreement on May 20, 2026, extending existing governance rights to two new transmission joint ventures, Valley Link and Grid Growth. At the same meeting, shareholders re-elected all nine board nominees, ratified PricewaterhouseCoopers, approved executive pay on an advisory basis, and rejected a shareholder proposal for an independent board chair.
- Fifth LLC Agreement dated May 20, 2026 amends and restates the Fourth LLC Agreement in its entirety; ownership percentages (investor 49.9%, FirstEnergy 50.1%) and board size are not changed
- Shareholder proposal for an independent board chair failed: 161,118,889 for and 330,473,855 against
- Advisory say-on-pay approved with 471,763,712 for and 19,555,719 against
- PricewaterhouseCoopers LLP ratified as 2026 auditor with 514,201,293 for and 16,173,608 against
Read the filing on SEC.gov ↗
Apr 28, 4:24 PM ET
FirstEnergy reported first quarter 2026 GAAP net income of $405 million, or $0.70 per share, up from $360 million, or $0.62 per share, a year earlier, on revenue of $4.2 billion versus $3.8 billion. Core Earnings (non-GAAP) rose 7.5% to $0.72 per share, and the company reaffirmed its 2026 Core EPS guidance of $2.62 to $2.82 per share, so shareholders see higher first quarter earnings with the full-year outlook unchanged.
- Q1 2026 GAAP EPS was $0.70 versus $0.62 in Q1 2025; GAAP earnings were $405 million versus $360 million.
- Q1 2026 Core EPS was $0.72 versus $0.67 in Q1 2025, a 7.5% increase.
- 2026 Core EPS guidance of $2.62 to $2.82 per share was reaffirmed, along with Core EPS compound annual growth near the top end of 6-8% for 2026 to 2030.
- The company invested nearly $1.4 billion in capital in the first quarter and reaffirmed a $36 billion 2026-2030 capital investment plan.
Read the filing on SEC.gov ↗
Briefs are written by AI from the filing text (each brief's own page names the model) and can contain mistakes — open the filing before acting on anything. Impact (1-5) and tone are the model's reading of the filing for shareholders, not a price forecast. Not investment advice.
