Every material Form 8-K NiSource filed with the SEC in 2026, read and summarized by AI: what happened, the key figures, whether it reads positive or negative for shareholders, and how big a deal it is (impact 1-5). Newest first; each brief links to its own page and to the filing on SEC.gov.
NiSource reported third quarter 2026 GAAP net income available to common shareholders of $129.5 million, or $0.27 per diluted share, up from $94.7 million, or $0.20, a year earlier. Non-GAAP consolidated adjusted EPS was $0.27, compared with $0.19 in the same quarter of 2025. The company narrowed its 2026 adjusted EPS guidance to the upper half of $2.02-$2.07, introduced 2027 guidance of $2.22-$2.30, and extended its capital plan through 2033 with $40.0 billion of expected capital expenditures.
Q3 2026 GAAP net income of $129.5 million ($0.27 per diluted share) vs. $94.7 million ($0.20) in Q3 2025
Nine-month 2026 consolidated adjusted EPS of $1.49 vs. $1.38 in the same period of 2025
2026 adjusted EPS guidance narrowed to upper half of $2.02-$2.07; 2027 guidance set at $2.22-$2.30
Consolidated adjusted EPS growth outlook of 10%-11% CAGR for 2027-2033; $40.0 billion seven-year capital plan
NiSource reported second quarter 2026 results on August 5, 2026. GAAP net income available to common shareholders was $45.5 million, or $0.09 per diluted share, down from $102.2 million, or $0.22, a year earlier, and non-GAAP consolidated adjusted EPS was $0.16 versus $0.22. The company reaffirmed its 2026 non-GAAP consolidated adjusted EPS guidance of $2.02-$2.07, which matters to shareholders because earnings declined year over year while the outlook was held.
Q2 2026 GAAP net income was $45.5 million, or $0.09 per diluted share, versus $102.2 million, or $0.22, in Q2 2025.
Q2 2026 non-GAAP consolidated adjusted EPS was $0.16, versus $0.22 in Q2 2025; six-month adjusted EPS was $1.22, versus $1.19.
Q2 adjustments included $21.4 million of incremental costs tied to the April 2026 NIPSCO lockout period.
The company reaffirmed 2026 non-GAAP consolidated adjusted EPS guidance of $2.02-$2.07 and a 9%-10% CAGR for 2026-2033.
NiSource reported first-quarter 2026 results, with GAAP net income available to common shareholders of $510.7 million, or $1.06 per diluted share, up from $474.8 million, or $1.00, a year earlier. The company reaffirmed its 2026 non-GAAP consolidated adjusted EPS guidance of $2.02-$2.07 and raised its 2026-2033 adjusted EPS compound annual growth rate target to 9%-10%.
GAAP net income available to common shareholders of $510.7 million, or $1.06 per diluted share, for the quarter ended March 31, 2026, versus $474.8 million, or $1.00, for the same period of 2025.
Non-GAAP consolidated adjusted EPS of $1.06, compared with $0.98 in the first quarter of 2025.
2026 non-GAAP consolidated adjusted EPS guidance of $2.02-$2.07 reaffirmed; the 2026-2033 CAGR target was raised to 9%-10%.
GenCo cost savings expanded to approximately $1.4 billion for existing customers through the Alphabet and Amazon collaboration.
NiSource reported full-year 2025 results, with GAAP net income available to common shareholders of $929.5 million, or $1.95 per diluted share, up from $739.7 million, or $1.62, in 2024. Adjusted EPS was $1.90, above the company's 2025 guidance range, and it reaffirmed 2026 adjusted EPS guidance of $2.02 to $2.07, so shareholders see both higher reported earnings and an unchanged outlook.
GAAP net income available to common shareholders rose to $929.5 million ($1.95 per diluted share) in 2025, from $739.7 million ($1.62) in 2024.
Adjusted EPS was $1.90 for 2025, compared with $1.75 in 2024, and above the 2025 guidance range.
FFO/Debt exceeded the 2025 non-GAAP guidance range.
The company reaffirmed 2026 non-GAAP consolidated adjusted EPS guidance of $2.02 to $2.07 and expects approximately $28.0 billion of capital investment from 2026 to 2030.
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.
Only material 8-Ks get a brief: results, deals, executive changes, restructuring, impairments, delisting notices, restatements, cybersecurity incidents and other disclosed events. Routine filings (vote results, exhibits only) are skipped. Every NiSource filing is on SEC EDGAR ↗. 8-K briefs of other companies →