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Constellation's Q3 2026: adjusted operating earnings up to US$5.06 a share, with 890 MW of Google-backed nuclear uprates and a 690 MW Amazon deal at Calvert Cliffs
What changed
Constellation Energy reported on 9 November adjusted (non-GAAP) operating earnings of US$5.06 a share for the third quarter of 2026, against US$3.04 a year earlier, and GAAP net income of US$5.19 a share. It raised the midpoint and narrowed its 2026 guidance to US$12.50 to US$12.80 a share. The release lists a 20-year power purchase agreement with Google, announced in October, that will enable more than US$4.3 billion of investment to add about 890 MW of uprates across 11 nuclear units in Illinois, Pennsylvania and New Jersey, with the first expected in 2028, plus a 15-year 2,700 MW financial load-following agreement with Google in PJM. In September it signed a 20-year, 690 MW agreement with Amazon supporting more than US$3 billion of investment at Calvert Cliffs, including a 190 MW expansion expected between 2030 and 2032. It also signed a conditional US Department of Energy loan commitment of up to US$5 billion for nuclear uprates and agreed to buy the 609 MW Rhode Island State Energy Center for US$715 million. Our comparison with Vistra and Talen is on the Investment page.
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