PORTLAND GENERAL ELECTRIC CO /OR/ — Form 8-K
Filed July 31, 2026 · analyzed by the 8-K Agent
8-K
— Neutral
significance 32/100
What the filing says
Portland General Electric reported Q2 2026 GAAP net income of $68M ($0.59/share) and non-GAAP adjusted net income of $74M ($0.64/share), consistent with guidance. Industrial customer demand grew 11% YoY driven by data center and high-tech customers. The company reaffirmed full-year 2026 adjusted EPS guidance of $3.33–$3.53 and announced a quarterly dividend of $0.55125 per share payable by October 15, 2026. Key regulatory milestones include OPUC approval of new large load tariff (effective July 8, 2026) with ~30% rate increase for data centers while lowering rates for other customers, and advancement of proposed holding company structure with OPUC Staff recommending approval.
Why this rating
Routine Q2 earnings release meeting guidance; no material M&A, financing surprises, or earnings revisions. Modest industrial growth is positive but typical for the sector. Regulatory approvals are on expected timeline.
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