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NI · 10-Q filed August 5, 2026

NI earnings analysis

What we found in NI's 10-Q: the parts that mattered, the offsets in the same document, and what the company said about what comes next.

Our reading of the filing · Free to read, no account needed

The supplied 10-Q text is limited to the latter portion of MD&A and Part II and does not include the financial statements, segment tables, balance sheet, or cash-flow statement needed to quantify Q2 operating trends. The filing states that risk factors were unchanged from the December 31, 2025 Form 10-K and that disclosure controls were effective as of June 30, 2026. Accordingly, revenue, margins, EPS, cash flow, segment performance, and balance-sheet metrics cannot be determined from the provided filing extract.

What stood out

The parts that mattered.

Pulled out of the filing itself, with the figures the company reported.

Disclosure controls deemed effective
The filing reports that disclosure controls and procedures were effective as of June 30, 2026, and that there were no material changes in internal control over financial reporting during the most recently completed quarter.
Long-dated notes documented
NiSource listed 4.750% notes due 2031 and 5.300% notes due 2036 among its incorporated exhibits, documenting its recent long-dated debt issuances.
Guidance

What they said about what is next.

The provided 10-Q extract contains no quantitative earnings, revenue, capital-spending, or liquidity outlook. Quantitative guidance was deferred to the separate earnings release/call context.

How we read the filing overall

The filing reads about the same as the one before it.

One reading of one document. It is not advice, and it is not a forecast.
Earlier filings

What came before.

10-Q · May 6, 2026
NiSource Inc. reported Q1 2026 revenue of $2.29 billion, slightly above analyst estimates of $2.855 billion, with EPS of $1.06 compared to the expected $1.05. The company's strong results were driven by cost savings…
10-K · February 11, 2026
NiSource presents a utility-first strategy anchored in its two regulated segments (Columbia and NIPSCO) while pursuing growth via a large data‑center contract (the ADS Contract executed September 2025) and GenCo…
10-K · February 12, 2025
NiSource positions itself as a core, rate‑regulated utility focused on safety, infrastructure investment and aligning tariff structures with costs to support long‑term returns. The company serves approximately 3.8…
10-Q · May 8, 2024
NiSource reported Q1 2024 operating revenues of $1,706.3 million, down $259.7 million (13.2%) vs Q1 2023's $1,966.0 million, but delivered higher operating income of $583.4 million (up $52.4 million) and net income of…

This is our reading of a public filing, not the filing. Read the original on SEC.gov · Educational only. Nothing here is investment advice.

Read the next one first.

We read every filing NI makes the day it lands, and put it next to what the options market did about it. Members get both, and an alert when a filing arrives.

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