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Iberdrola S.A Earnings Calls
| Release date | Apr 29, 2026 |
| EPS estimate | $1.19 |
| EPS actual | $1.15 |
| EPS Surprise | -3.36% |
| Revenue estimate | 13.618B |
| Revenue actual | 14.097B |
| Revenue Surprise | 3.52% |
| Release date | Feb 25, 2026 |
| EPS estimate | $0.673 |
| EPS actual | $0.640 |
| EPS Surprise | -4.90% |
| Revenue estimate | 16.226B |
| Revenue actual | 13.788B |
| Revenue Surprise | -15.02% |
| Release date | Oct 28, 2025 |
| EPS estimate | $1.02 |
| EPS actual | $1.18 |
| EPS Surprise | 15.69% |
| Revenue estimate | 14.091B |
| Revenue actual | 12.964B |
| Revenue Surprise | -7.99% |
| Release date | Jul 23, 2025 |
| EPS estimate | $1.06 |
| EPS actual | $1.10 |
| EPS Surprise | 3.77% |
| Revenue estimate | 11.585B |
| Revenue actual | 11.631B |
| Revenue Surprise | 0.397% |
Last 4 Quarters for Iberdrola S.A
Below you can see how IBDRY performed 4 days prior and 4 days after releasing the earnings report. Also, you can see the pre-estimates and the actual earnings. This information can give you a slight idea of what you might expect for the next quarter's release.
| Release date | Jul 23, 2025 |
| Price on release | $71.74 |
| EPS estimate | $1.06 |
| EPS actual | $1.10 |
| EPS surprise | 3.77% |
| Date | Price |
|---|---|
| Jul 17, 2025 | $72.60 |
| Jul 18, 2025 | $72.39 |
| Jul 21, 2025 | $73.42 |
| Jul 22, 2025 | $74.86 |
| Jul 23, 2025 | $71.74 |
| Jul 24, 2025 | $71.57 |
| Jul 25, 2025 | $72.43 |
| Jul 28, 2025 | $70.68 |
| Jul 29, 2025 | $70.57 |
| 4 days before | -1.18% |
| 4 days after | -1.63% |
| On release day | -0.237% |
| Change in period | -2.80% |
| Release date | Oct 28, 2025 |
| Price on release | $82.53 |
| EPS estimate | $1.02 |
| EPS actual | $1.18 |
| EPS surprise | 15.69% |
| Date | Price |
|---|---|
| Oct 22, 2025 | $78.71 |
| Oct 23, 2025 | $79.37 |
| Oct 24, 2025 | $79.72 |
| Oct 27, 2025 | $79.95 |
| Oct 28, 2025 | $82.53 |
| Oct 29, 2025 | $81.77 |
| Oct 30, 2025 | $81.36 |
| Oct 31, 2025 | $81.07 |
| Nov 03, 2025 | $80.94 |
| 4 days before | 4.85% |
| 4 days after | -1.93% |
| On release day | -0.92% |
| Change in period | 2.83% |
| Release date | Feb 25, 2026 |
| Price on release | $96.40 |
| EPS estimate | $0.673 |
| EPS actual | $0.640 |
| EPS surprise | -4.90% |
| Date | Price |
|---|---|
| Feb 19, 2026 | $91.96 |
| Feb 20, 2026 | $93.63 |
| Feb 23, 2026 | $93.67 |
| Feb 24, 2026 | $94.78 |
| Feb 25, 2026 | $96.40 |
| Feb 26, 2026 | $95.08 |
| Feb 27, 2026 | $94.50 |
| Mar 02, 2026 | $92.96 |
| Mar 03, 2026 | $89.05 |
| 4 days before | 4.83% |
| 4 days after | -7.62% |
| On release day | -1.37% |
| Change in period | -3.16% |
| Release date | Apr 29, 2026 |
| Price on release | $92.74 |
| EPS estimate | $1.19 |
| EPS actual | $1.15 |
| EPS surprise | -3.36% |
| Date | Price |
|---|---|
| Apr 23, 2026 | $93.59 |
| Apr 24, 2026 | $93.50 |
| Apr 27, 2026 | $94.01 |
| Apr 28, 2026 | $94.28 |
| Apr 29, 2026 | $92.74 |
| Apr 30, 2026 | $93.91 |
| May 01, 2026 | $93.91 |
| May 04, 2026 | $91.83 |
| May 05, 2026 | $92.53 |
| 4 days before | -0.91% |
| 4 days after | -0.226% |
| On release day | 1.26% |
| Change in period | -1.13% |
Iberdrola S.A Earnings Call Transcript Summary of Q1 2026
Q1 2026 highlights: Adjusted net profit rose 11% year‑on‑year to €1,865m and adjusted EBITDA reached €4.1bn (+2.4%). Iberdrola invested €2.705bn in Q1 (€14.5bn over the last 12 months), with more than half of Q1 investment in the U.K. and U.S.; networks remain the main growth driver and the regulated asset base expanded to €53bn (RAB up 8% YoY). The company closed the Mexico asset rotation transaction (cash received) and completed the acquisition of remaining Neoenergia minorities, simplifying structure and improving net profit contribution from networks. Pro forma net debt is €50.3bn (reported net debt €51.9bn), liquidity stands at €21.4bn (covering ~23 months), and credit metrics are consistent with the BBB+ rating. Management upgraded 2026 guidance to expect >8% growth in adjusted net profit (ex‑capital gains). Operational notes: strong U.K. and U.S. network performance (RIIO‑T3 uplift, NECEC COD), higher offshore wind production (including Baltic Eagle), record hydro reserves in Iberia, and 100% of 2026 production already sold (80% for 2027). Key headwinds: FX translation (~€100m negative in Q1), non‑recurring ancillary costs in Iberia tied to system operator changes after last year’s blackout, and regulatory/ROE reviews in U.S. transmission (FERC). Capital allocation & strategy: continued heavy investment in regulated networks and renewables (3.3 GW net capacity added in last 12 months), active asset rotation to fund growth, and a major push on AI (300–400 initiatives, ~70% in‑house) to drive efficiency and new revenue opportunities. Financial outlook: management expects year‑end net debt around €55bn driven by high CapEx and dividends but maintains target credit metrics and investment capacity for the 2026–2028 plan.
