Public Service Enterprise Group

PEG

Market cap $39.9B

Skyrocketing demand from artificial intelligence data centers is exacerbating shortages of critical grid equipment like transformers across the U.S., driving up costs, stretching out wait times and spurring utilities ​and developers to lock in orders far in advance.

VST edges PEG with stronger earnings estimate trends, cheaper valuation, higher ROE and better three-month share gains.

Public Service benefits from stable utility assets and clean energy investments, but impairment risks and supply-chain challenges remain key concerns.

The largest U.S. utility is about to buy Dominion Energy, a big peer with data-center exposure. What's not to like?

PSEG (PEG) reported earnings 30 days ago. What's next for the stock?

Public Service Enterprise Group Incorporated (PEG) Q1 2026 Earnings Call Transcript

PSEG's Q1 earnings beat estimates, revenues increase 19.4%, and operating income jumps to $1.08 billion, with electric and gas sales volumes rising year over year.

The headline numbers for PSEG (PEG) give insight into how the company performed in the quarter ended March 2026, but it may be worthwhile to compare some of its key metrics to Wall Street estimates and the year-ago actuals.

PSEG (PEG) came out with quarterly earnings of $1.55 per share, beating the Zacks Consensus Estimate of $1.47 per share. This compares to earnings of $1.43 per share a year ago.

Public Service Enterprise Group beat Wall Street estimates for first-quarter profit on Tuesday, as the U.S. electric and ​gas utility benefited from extreme winter weather that ‌drove demand across its electric and gas businesses.