Feed / ES

Eversource Energy

ES

Utilities · 69.00 -2.0% today

Isolated · not yet confirmedMarket checked 10 Sept, 15:55 GMT-4

Market read

Eversource Energy's current read is isolated; its market group is not confirming.

No new filing conclusion is available. 0 of 3 group members are active now; 0 filing-linked outsiders are moving with the group, and 0 of 9 directly disclosed connections are confirming.

Company-2.0% todayVolume comparison unavailable
Market group0 of 3 activeRegulated Electric Utilities · unavailable
Disclosed network0 of 8 confirmingNo filing-linked name is confirming now
What would change this read
  • ES's market-adjusted activity becomes unusual and at least one connected name confirms.

Invalidation: The isolated read changes if ES's group or a disclosed connection begins moving with it.

Watch this read

Research brief

The story so far

Utilities · Utilities - Regulated Electric

No new filing conclusion is available. 0 of 3 group members are active now; 0 filing-linked outsiders are moving with the group, and 0 of 9 directly disclosed connections are confirming.

Evidence that supports

No thresholded supportive filing evidence is available yet.

Evidence that challenges

No thresholded adverse filing evidence is available yet.

What would clarify the read
  • ES's market-adjusted activity becomes unusual and at least one connected name confirms.

Company research

Understand the business, not just the ticker

As of Sep 11, 2026
Business model and earnings drivers

Use the company’s filings to identify the few operating, demand, cost, capital and regulatory variables that determine its earnings power.

Key research questions
  • Which operating variable is changing?
  • Is that change durable, cyclical or one-off?
  • What evidence would disprove the current interpretation?
Annual periods9
Price observations601
Usable filing statements291
Verified relationships11
Evidence supporting the case
  • Latest annual revenue changed +13.8% year over year.
  • Operating margin changed +1.8 percentage points in the latest annual period.
  • Energy and commodity prices has repeated favorable evidence across 4 filings.
Evidence challenging the case
  • Diluted shares increased 3.8% in the latest annual period.
  • Credit and interest rates has repeated adverse evidence across 4 filings.
  • Macroeconomic conditions has repeated adverse evidence across 4 filings.
Questions before a position
  • EV/sales is 19% below the available filing-peer median; determine whether growth and quality justify the difference.
Longer-term price context

Price as of Sep 10, 2026

69.00
6m-6.7%12m+8.0%24m+1.5%
Annual trajectory

Reported annual revenue and per-share history. This is accounting history, not a forecast.

PeriodRevenueYoYDiluted EPSShare change
2021-12-31$9.9B+10.8%$3.54+1.4%
2022-12-31$12.3B+24.6%$4.05+0.8%
2023-12-31$11.9B-3.1%$-1.26+0.7%
2024-12-31$11.9B-0.1%$2.27+2.3%
2025-12-31$13.5B+13.8%$4.56+3.8%

What management says matters

Persistent and emerging business drivers

Credit and interest ratesnegative · 4 filings
The earnings increase was partially offset by the after-tax charge of $5.5 million resulting from the March 19, 2026 FERC decision in the FERC base ROE complaints recorded in the first quarter of 2026, higher interest expense on long-term debt and higher depr…
10-Q · May 7, 2026
Energy and commodity pricesmixed · 4 filings
These favorable impacts were partially offset by a decrease in regulatory recoveries for CL&P’s SBC and natural gas regul atory cost tracking mechanisms driven primarily by the timing of collections and the timing of cash payments made on our accounts payable.
10-Q · May 7, 2026
Legal and regulatory exposuremixed · 4 filings
The increase in operating cash flows was due primarily to a decrease of $19.6 million in cash payments to vendors for storm costs, partially offset by the timing of cash payments made on our accounts payable, the timing of cash collections on our accounts rec…
10-Q · May 7, 2026
Macroeconomic conditionsnegative · 4 filings
Factors in determining credit loss include historical collection, write-off experience, analysis of delinquency statistics, and management's assessment of collectability from customers, including current economic conditions, customer payment trends, the impac…
10-Q · May 7, 2026

Valuation discipline

Descriptive valuation snapshot

Price/sales 1.9× · EV/sales 3.9×. Comparisons use only industry-matched filing peers.

Scenario scaffold

Mechanical 2.0-year scenarios are available as editable assumptions, not consensus.

Price action

How the market is pricing the story

69.00-2.0% today

Jodie does not have enough daily observations to draw a useful short-term chart for this asset. The latest quoted price was checked 10 Sept, 15:55 GMT-4; this is a coverage limitation, not a flat-price conclusion.

Developments

No sourced recent-development timeline yet

Jodie has not returned a relevant primary source or news item for ES. This is an evidence-coverage gap, not a conclusion that nothing material happened.

Business and financial condition

Reported financial figures are not available yet

Jodie has not returned structured SEC XBRL fundamentals for this asset. This is a coverage limitation, not an assessment of the business or its financial health.

Filing analysis

No comparable filing assessment is available yet

Jodie has not yet found a suitable current-versus-prior filing comparison for ES. This does not mean the latest filing was neutral or immaterial.

Business ecosystem

The relationships behind ES

Customers, suppliers, partners and competitors named in company filings—not inferred from headlines.

Depends on

ENBEnbridge Inc.supplierNov 6, 2025

In the ordinary course of business, Yankee Gas, NSTAR Gas and EGMA purchase natural gas transmission services from the Enbridge, Inc.

AQNAlgonquin Power & Utilities Corp.supplierFeb 17, 2026

NSTAR Gas and EGMA purchase transportation, storage, and balancing services from Tennessee Gas Pipeline Company and Algonquin Gas Transmission Company, as well as other upstream pipelines that transport natural gas from major natural gas producing regions in…

Depended on by

FCELFuelCell Energy, Inc.customerDec 18, 2025

Generation Project in Process In January 2025, we entered into a PPA with Eversource and United Illuminating in Hartford, Connecticut, for a 7.4 MW carbonate fuel cell power generation system.

Filing peers

Companies whose filings use similar operating language.

Open the three relationships above to see Jodie’s filing proof. Pro unlocks 6 more links, every receipt, and alerts when connected names begin moving. Unlock the full network →

What is moving around it

Live connections

ES is currently a Leader in the organic co-movement group Regulated Electric Utilities. This group is discovered from market behaviour rather than assigned from an industry taxonomy. 3 filing-linked names are in the relationship map; none is currently confirmed as moving with the group.

Context history

Theme membership history

No durable theme membership has been observed for this name yet.