DTE Energy Q3 2026 Earnings Call Transcript - DTE Energy (NYSE:DTE)

DTE Energy reported solid third-quarter 2026 results, including operating earnings of $481 million, or $2.30 per share, and reaffirmed confidence in reaching the high end of its full-year EPS guidance range. The company also announced the strategic sale of its DTE Vantage business, saying the proceeds will help reduce future equity and debt needs as it focuses more on regulated utility operations. On growth, DTE secured data center agreements with Google and Oracle, enabling electric rate case filings to be delayed until at least 2028 while providing affordability benefits for customers. The utility increased its five-year plan for regulated investments to $44 billion, emphasizing cleaner generation and infrastructure upgrades. Management reiterated a long-term EPS growth outlook of more than 9% annually post-2027.