Analysts Estimate NiSource (NI) to Report a Decline in Earnings: What to Look Out for

Core Viewpoint - NiSource (NI) is anticipated to report a year-over-year decline in earnings despite an increase in revenues for the quarter ending September 2025, with the actual results being a significant factor influencing its near-term stock price [1][2]. Earnings Expectations - The earnings report is scheduled for release on October 29, and if the results exceed expectations, the stock may rise; conversely, a miss could lead to a decline [2]. - The consensus estimate for NiSource's quarterly earnings is $0.17 per share, reflecting a year-over-year decrease of 15%, while revenues are projected to be $1.15 billion, representing a 6.9% increase from the previous year [3]. Estimate Revisions - The consensus EPS estimate has remained unchanged over the last 30 days, indicating that analysts have not significantly altered their initial projections during this period [4]. - NiSource's Most Accurate Estimate aligns with the Zacks Consensus Estimate, resulting in an Earnings ESP of 0%, which complicates predictions of an earnings beat [12]. Earnings Surprise History - In the last reported quarter, NiSource was expected to post earnings of $0.21 per share but exceeded this with actual earnings of $0.22, resulting in a surprise of +4.76% [13]. - Over the past four quarters, NiSource has successfully beaten consensus EPS estimates on all occasions [14]. Industry Context - In the Zacks Utility - Electric Power industry, Edison International (EIX) is expected to report earnings of $1.52 per share for the same quarter, indicating a year-over-year change of +0.7%, with revenues projected at $5.2 billion, unchanged from the previous year [18][19]. - Edison International's consensus EPS estimate has been revised 0.5% higher in the last 30 days, and with a higher Most Accurate Estimate, it has an Earnings ESP of +7.15%, suggesting a likely earnings beat [19][20].