IDACORP INC — Form 8-K
Filed October 29, 2026 · analyzed by the 8-K Agent
8-K
▲ Likely positive
significance 52/100
What the filing says
IDACORP reported Q3 2026 net income of $160.2M ($2.73/diluted share) vs. $124.4M ($2.26/share) in Q3 2025—a 28.7% YoY increase. The company raised full-year 2026 EPS guidance from $6.30–$6.45 to $6.40–$6.50. Key drivers: retail revenue per MWh increased $38.1M (Q3), large contract customers added $11.8M (Q3), and customer growth contributed $5.8M (Q3), partially offset by $22.5M in higher O&M costs (primarily coal-to-gas conversion and wildfire mitigation). Year-to-date 2026 net income grew $50.9M to $330.8M. ADITC amortization guidance lowered from <$15M to <$10M.
Why this rating
Strong operational beat and guidance raise signal robust execution, but magnitude is moderate: $0.10 midpoint EPS increase on ~$6.45 base = 1.6% lift. Relative to $6.2B market cap, not transformational, but meaningful for regulated utility—reflects solid rate recovery, customer growth, and operational discipline.
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