Equity Profile

IDA

IDACORP, Inc.

UtilitiesElectric Utilities$8.2B

Apr30Thu

Post-Earnings Recap

ReportedQ1-2026Pre-Market6:30 AM EDT

IDACORP Beats on EPS, Stock Up 2.42%

Metric	Actual	Expected	Surprise
EPS	$1.21	$1.09	+8.04%
Revenue	N/A	$417M	N/A

management commentary, guidance changes, and full analysis available with Pro.

IDACORP Beats on EPS, Stock Up 2.42%

Key Numbers

Metric	Actual	Expected	Surprise
EPS	$1.21	$1.09	+8.04%
Revenue	N/A	$417M	N/A

Management Commentary

Tone: Unknown

No transcript is on record, and the analysis is based solely on numerical results.

What It Means

IDACORP's earnings report shows a positive surprise in EPS, which likely contributed to the stock's increase of 2.42%. The company did not provide revenue figures or guidance, leaving some uncertainty about future performance. Investors may view the EPS beat as a sign of operational strength, but the lack of revenue data could raise questions.

Company Snapshot

IDACORP, Inc. (ticker: IDA) is a utility company that provides electricity to customers in Idaho and parts of Oregon and Nevada....

Key Metrics to Watch

EPS

Earnings per share is a critical indicator of profitability and helps gauge how well the company is managing its costs and revenues.

$1.09

Revenue

Revenue figures provide insight into the overall sales performance and customer demand for electricity, which is crucial for assessing growth.

$417M

Wall Street expectations, options signals, track record, and call prep available with Pro.

Original Pre-Earnings Preview

Context

Company Snapshot

IDACORP, Inc. (ticker: IDA) is a utility company that provides electricity to customers in Idaho and parts of Oregon and Nevada. As a key player in the electric utilities sector, it plays a vital role in the energy landscape, especially as demand for reliable energy sources continues to grow amidst discussions around sustainability and renewable energy.

Earnings Scorecard·Last 8Q

EPS Beat Streak

EPS Beat Rate

88%

Avg EPS Surprise

+7.56%

Avg Stock Reaction

+0.66%

Last Quarter Recap

In Q4-2025, IDACORP reported an EPS of $0.78, beating estimates slightly. However, the stock experienced a decline of 2.43% the following day, indicating mixed market sentiment despite the earnings beat.

Management Promises & Guidance

Expectations

Wall Street Expectations

Analysts expect IDACORP to report a solid quarter, with a consensus EPS of $1.09 and revenue of $417 million. The market is closely watching for any signs of growth in customer demand and cost management.

Bull Case

If IDACORP exceeds EPS estimates and shows strong revenue growth, it could signal robust demand for electricity and effective operational management, potentially boosting investor confidence.

Bear Case

Conversely, if the company misses EPS or revenue expectations, it may raise concerns about demand and operational efficiency, leading to a negative market reaction.

Key Metrics to Watch

EPS

$1.09

Earnings per share is a critical indicator of profitability and helps gauge how well the company is managing its costs and revenues.

Revenue

$417M

Revenue figures provide insight into the overall sales performance and customer demand for electricity, which is crucial for assessing growth.

Expectations

Two Questions That Matter

The print will turn on these two things.

Will IDACORP's EPS exceed the consensus estimate of $1.09?

A beat on EPS could indicate strong operational performance and cost management, which is crucial for investor confidence.

What is the revenue outlook given the consensus of $417 million?

Revenue growth is essential for assessing demand for electricity, and any significant deviation from expectations could impact the stock's performance.

Edge

What the Street Is Missing

Why consensus could be wrong

The consensus may underestimate the potential for IDACORP to exceed revenue expectations due to increased demand for electricity as more people work from home.

Supporting Evidence

The company's historical performance shows a 75% beat rate on EPS, suggesting a strong likelihood of exceeding expectations.

Options pricing indicates a higher expected move than historical averages, which may reflect underlying bullish sentiment.

Recent trends in energy consumption suggest a potential uptick in demand that may not be fully reflected in analyst estimates.

Key Risk

If revenue comes in below $400 million, it could challenge the narrative of strong demand and operational efficiency.

Edge

Thesis-Break Levels

Pre-commit to what would confirm each case.

This quarter, the focus is on whether IDACORP can maintain its profitability amidst rising operational costs and fluctuating demand.

Bull Confirmed If

An EPS of $1.15 or higher, coupled with revenue exceeding $450 million, would confirm a strong operational performance.

Bear Confirmed If

An EPS below $1.02 or revenue falling short of $350 million would signal potential issues in demand or cost management.

Pre-Earnings Positioning

Options Market

Implied Move

±3.21%

Historical Avg

±2.1%

Pricing rich

The options market is pricing in a potential move of about 3.21%, indicating that traders expect some volatility around the earnings announcement.

Options are pricing ±3.2% while IDA has averaged ±2.1% over the last 8 prints — setup is pricing rich.

Detail

ATM IV

0.2%

30d HV

19.4%

Calls (11K)P/C Ratio: 0.02Puts (200)

Edge

Historical Setup Match

Cross-company pattern from 30 similar setups.

Prior-quarter beat + options rich in Utilities

n=30

Fade rate: 11 of 26 (42%)

This setup has occurred 30 times across Utilities in the last 2 years. 11 of 26 faded and 15 held — no strong directional bias after the initial reaction. The average absolute 1-day move is 2.2%, with a raw directional average of +0.1% (modestly positive historical bias).

Preparation

Post-Print Playbook

Likely market behavior by outcome — not investment advice.

Beat & Raise

If IDACORP beats expectations, history suggests the stock could rise by about 0.27%, confirming strong demand and operational efficiency.

In-Line / Cautious

If results are in line with expectations, the stock may experience muted movement as investors await further guidance.

Miss

A miss could lead to a decline of approximately 0.32%, indicating concerns over demand or cost management.

Earnings Track Record

Preparation

What to Listen For

Call Prep

1Any updates on customer demand trends, especially related to residential versus commercial usage.
2Insights into cost management strategies and how they are impacting margins.
3Any commentary on regulatory changes that could affect operations or profitability.
4Details on capital expenditures and future investment plans.
5Management's outlook on energy prices and their potential impact on profitability.

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Company Snapshot

IDACORP, Inc. (ticker: IDA) is a utility company that provides electricity to customers in Idaho and parts of Oregon and Nevada....

Key Metrics to Watch

EPS

Earnings per share is a critical indicator of profitability and helps gauge how well the company is managing its costs and revenues.

$1.09

Revenue

Revenue figures provide insight into the overall sales performance and customer demand for electricity, which is crucial for assessing growth.

$417M

Wall Street expectations, options signals, track record, and call prep available with Pro.

Original Pre-Earnings Preview

Context

Company Snapshot

Earnings Scorecard·Last 8Q

EPS Beat Streak

EPS Beat Rate

88%

Avg EPS Surprise

+7.56%

Avg Stock Reaction

+0.66%

Last Quarter Recap

Management Promises & Guidance

Expectations

Wall Street Expectations

Bull Case

If IDACORP exceeds EPS estimates and shows strong revenue growth, it could signal robust demand for electricity and effective operational management, potentially boosting investor confidence.

Bear Case

Conversely, if the company misses EPS or revenue expectations, it may raise concerns about demand and operational efficiency, leading to a negative market reaction.

Key Metrics to Watch

EPS

$1.09

Earnings per share is a critical indicator of profitability and helps gauge how well the company is managing its costs and revenues.

Revenue

$417M

Revenue figures provide insight into the overall sales performance and customer demand for electricity, which is crucial for assessing growth.

Expectations

Two Questions That Matter

The print will turn on these two things.

Will IDACORP's EPS exceed the consensus estimate of $1.09?

A beat on EPS could indicate strong operational performance and cost management, which is crucial for investor confidence.

What is the revenue outlook given the consensus of $417 million?

Revenue growth is essential for assessing demand for electricity, and any significant deviation from expectations could impact the stock's performance.

Edge

What the Street Is Missing

Why consensus could be wrong

The consensus may underestimate the potential for IDACORP to exceed revenue expectations due to increased demand for electricity as more people work from home.

Supporting Evidence

The company's historical performance shows a 75% beat rate on EPS, suggesting a strong likelihood of exceeding expectations.

Options pricing indicates a higher expected move than historical averages, which may reflect underlying bullish sentiment.

Recent trends in energy consumption suggest a potential uptick in demand that may not be fully reflected in analyst estimates.

Key Risk

If revenue comes in below $400 million, it could challenge the narrative of strong demand and operational efficiency.

Edge

Thesis-Break Levels

Pre-commit to what would confirm each case.

This quarter, the focus is on whether IDACORP can maintain its profitability amidst rising operational costs and fluctuating demand.

Bull Confirmed If

An EPS of $1.15 or higher, coupled with revenue exceeding $450 million, would confirm a strong operational performance.

Bear Confirmed If

An EPS below $1.02 or revenue falling short of $350 million would signal potential issues in demand or cost management.

Pre-Earnings Positioning

Options Market

Implied Move

±3.21%

Historical Avg

±2.1%

Pricing rich

The options market is pricing in a potential move of about 3.21%, indicating that traders expect some volatility around the earnings announcement.

Options are pricing ±3.2% while IDA has averaged ±2.1% over the last 8 prints — setup is pricing rich.

Detail

ATM IV

0.2%

30d HV

19.4%

Calls (11K)P/C Ratio: 0.02Puts (200)

Edge

Historical Setup Match

Cross-company pattern from 30 similar setups.

Prior-quarter beat + options rich in Utilities

n=30

Fade rate: 11 of 26 (42%)

Preparation

Post-Print Playbook

Likely market behavior by outcome — not investment advice.

Beat & Raise

If IDACORP beats expectations, history suggests the stock could rise by about 0.27%, confirming strong demand and operational efficiency.

In-Line / Cautious

If results are in line with expectations, the stock may experience muted movement as investors await further guidance.

Miss

A miss could lead to a decline of approximately 0.32%, indicating concerns over demand or cost management.

Earnings Track Record

Preparation

What to Listen For

Call Prep

1Any updates on customer demand trends, especially related to residential versus commercial usage.
2Insights into cost management strategies and how they are impacting margins.
3Any commentary on regulatory changes that could affect operations or profitability.
4Details on capital expenditures and future investment plans.
5Management's outlook on energy prices and their potential impact on profitability.