Dominion Energy

Dominion Energy (D) Q2 2026 Earnings

Reported Jul 31, 2026 at 7:31 AM ET · SEC Source

Q2 26 EPS

$0.79

BEAT +15.41%

Est. $0.68

Q2 26 Revenue

$4.48B

BEAT +9.58%

Est. $4.09B

vs S&P Since Q2 26

-7.2%

TRAILING MARKET

D -3.7% vs S&P +3.5%

Market Reaction

Did D Beat Earnings? Q2 2026 Results

Dominion Energy delivered a stronger-than-expected second quarter, posting non-GAAP operating earnings of $0.79 per share and handily clearing the $0.68 analyst consensus by 15.41%, extending the company's streak of beating EPS estimates to six conse… Read more Dominion Energy delivered a stronger-than-expected second quarter, posting non-GAAP operating earnings of $0.79 per share and handily clearing the $0.68 analyst consensus by 15.41%, extending the company's streak of beating EPS estimates to six consecutive quarters. Revenue climbed to $4.48 billion, up 17.6% year over year and ahead of the $4.09 billion consensus by 9.58%, with the Dominion Energy Virginia segment serving as the primary engine, contributing $670 million in operating earnings versus $549 million a year ago, lifted by favorable Biennial Review impacts and higher rider equity returns. The headline results carry an important asterisk, however: GAAP net income fell sharply to $340 million, or $0.37 per share, from $760 million a year ago, weighed down by $626 million in nonregulated asset impairments including a significant write-down of renewable natural gas facilities. Looming over the entire report is the proposed $66.8 billion merger with NextEra Energy, where regulatory scrutiny across multiple states remains a key variable for investors. Management reaffirmed full-year 2026 operating earnings guidance of $3.45 to $3.69 per share, with a midpoint of $3.57.

Key Takeaways

  • Dominion Energy Virginia operating earnings increased by $121 million quarter-over-quarter driven by 2025 Biennial Review impacts ($105M), rider equity return ($79M), and customer usage and other factors ($23M)
  • Higher electric fuel and other energy-related purchases of $1,315M vs $946M year-over-year
  • Nuclear production tax credits contributed $15M increase
  • Contracted Energy margin increased by $28M

D Forward Guidance & Outlook

Dominion Energy reaffirmed its full-year 2026 operating earnings guidance range of $3.45 to $3.69 per share, with a midpoint of $3.57 per share. The company also reaffirmed all financial guidance provided on its fourth quarter 2025 earnings call, including operating earnings, credit, dividend, and long-term growth guidance.

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D YoY Financials

Q2 2026 vs Q2 2025, source: SEC Filings