OGE Energy (OGE) Surpasses Q4 Earnings Estimates

Core Viewpoint - OGE Energy reported quarterly earnings of $0.48 per share, exceeding the Zacks Consensus Estimate of $0.30 per share, but down from $0.51 per share a year ago, indicating a +60.00% earnings surprise [1] Financial Performance - The company posted revenues of $725.8 million for the quarter ended December 2025, missing the Zacks Consensus Estimate by 5.92%, compared to $760.5 million in revenues a year ago [2] - Over the last four quarters, OGE Energy has surpassed consensus EPS estimates two times and topped consensus revenue estimates two times [2] Stock Performance - OGE Energy shares have increased approximately 9.8% since the beginning of the year, while the S&P 500 has shown a zero return [3] Future Outlook - The company's earnings outlook is crucial for investors, with current consensus EPS estimates at $0.46 for the coming quarter and $2.43 for the current fiscal year, alongside revenues of $784.29 million and $3.28 billion respectively [7] - The estimate revisions trend for OGE Energy was mixed ahead of the earnings release, resulting in a Zacks Rank 3 (Hold) for the stock, indicating expected performance in line with the market [6] Industry Context - The Utility - Electric Power industry, to which OGE Energy belongs, is currently in the top 36% of over 250 Zacks industries, suggesting that stocks in the top 50% outperform those in the bottom 50% by more than 2 to 1 [8]