Equity Profile

IDA

IDACORP, Inc.

UtilitiesElectric Utilities$8.4B

Jul30Thu

Pre-Earnings Brief

UpcomingQ2-2026Pre-Market9:00 AM EDT

Company Snapshot

IDACORP, Inc. is a utility company that provides electricity to customers in Idaho and parts of Oregon....

Key Metrics to Watch

Earnings Per Share (EPS)

EPS is a critical measure of a company's profitability and is closely watched by investors.

N/A

Revenue

Revenue growth indicates the company's ability to expand its customer base and increase sales.

N/A

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

IDA Q2-2026 Earnings Preview

Context

Company Snapshot

IDACORP, Inc. is a utility company that provides electricity to customers in Idaho and parts of Oregon. As a key player in the electric utilities sector, it plays a vital role in meeting energy demands and supporting local economies.

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 Q1-2026, IDACORP reported an EPS of $1.21, exceeding expectations by 8.04%. The stock reacted positively, gaining 2.42% the following day.

Management Promises & Guidance

Expectations

Wall Street Expectations

Investors are generally optimistic about IDACORP's upcoming earnings, given its strong track record of beating EPS estimates. However, there are concerns about potential revenue growth.

Bull Case

If IDACORP continues its trend of beating EPS estimates, it could signal strong operational performance and investor confidence, potentially leading to a stock price increase.

Bear Case

Conversely, if the company fails to meet expectations, particularly in revenue growth, it may lead to a negative market reaction, given the historical context.

Expectations

Two Questions That Matter

The print will turn on these two things.

What will the EPS be for Q2-2026, and how does it compare to previous quarters?

Given IDACORP's strong history of beating EPS estimates, this figure will be crucial for investor sentiment.

How is revenue growth trending in comparison to last quarter?

Revenue growth is essential for assessing the company's ability to expand and maintain profitability.

Edge

What the Street Is Missing

Why consensus could be wrong

The market may be underestimating the potential for IDACORP to exceed EPS expectations again, given its historical performance.

Supporting Evidence

IDACORP has an 88% EPS beat rate over the last eight quarters.

The stock has shown resilience even after earnings misses, often recovering in subsequent quarters.

Key Risk

If the EPS comes in below $1.10, it could undermine the bullish sentiment surrounding the stock.

Edge

Thesis-Break Levels

Pre-commit to what would confirm each case.

This quarter's performance is pivotal as it will either reinforce IDACORP's strong operational track record or raise concerns about future growth.

Bull Confirmed If

An EPS of $1.25 or higher would confirm the bull case, indicating continued strong performance.

Bear Confirmed If

An EPS below $1.10 would suggest potential issues in profitability, confirming the bear case.

Pre-Earnings Positioning

Options Market

Implied Move

±1.21%

Historical Avg

±2.1%

Pricing cheap

The options market is pricing a modest move of about 1.21%, suggesting that traders expect limited volatility around the earnings report.

Options are pricing ±1.2% while IDA has averaged ±2.1% over the last 8 prints — setup is pricing cheap.

Detail

ATM IV

0.2%

30d HV

19.1%

Preparation

Post-Print Playbook

Likely market behavior by outcome — not investment advice.

Beat & Raise

If IDACORP beats expectations, history suggests a potential stock increase of around 0.57%, confirming strong operational performance.

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, with history suggesting an average drop of about 1.29%.

Preparation

Congressional Activity

House & Senate STOCK Act disclosures over the trailing 6 months.

Trades

1 buy·0 sells

Members

House only

Est. Notional

$1,001.00–$15,000.00

disclosed dollar ranges

Most Active Members

D-CAGilbert CisnerosRep.
1

Earnings Track Record

Preparation

What to Listen For

Call Prep

1Any updates on infrastructure investments that could impact future revenue.
2Management's outlook on energy demand trends in Idaho.
3Details on cost management strategies and their impact on margins.
4Insights into regulatory changes that may affect operations.
5Any commentary on customer growth or retention rates.

See the full picture

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Company Snapshot

IDACORP, Inc. is a utility company that provides electricity to customers in Idaho and parts of Oregon....

Key Metrics to Watch

Earnings Per Share (EPS)

EPS is a critical measure of a company's profitability and is closely watched by investors.

N/A

Revenue

Revenue growth indicates the company's ability to expand its customer base and increase sales.

N/A

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

IDA Q2-2026 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

In Q1-2026, IDACORP reported an EPS of $1.21, exceeding expectations by 8.04%. The stock reacted positively, gaining 2.42% the following day.

Management Promises & Guidance

Expectations

Wall Street Expectations

Investors are generally optimistic about IDACORP's upcoming earnings, given its strong track record of beating EPS estimates. However, there are concerns about potential revenue growth.

Bull Case

If IDACORP continues its trend of beating EPS estimates, it could signal strong operational performance and investor confidence, potentially leading to a stock price increase.

Bear Case

Conversely, if the company fails to meet expectations, particularly in revenue growth, it may lead to a negative market reaction, given the historical context.

Expectations

Two Questions That Matter

The print will turn on these two things.

What will the EPS be for Q2-2026, and how does it compare to previous quarters?

Given IDACORP's strong history of beating EPS estimates, this figure will be crucial for investor sentiment.

How is revenue growth trending in comparison to last quarter?

Revenue growth is essential for assessing the company's ability to expand and maintain profitability.

Edge

What the Street Is Missing

Why consensus could be wrong

The market may be underestimating the potential for IDACORP to exceed EPS expectations again, given its historical performance.

Supporting Evidence

IDACORP has an 88% EPS beat rate over the last eight quarters.

The stock has shown resilience even after earnings misses, often recovering in subsequent quarters.

Key Risk

If the EPS comes in below $1.10, it could undermine the bullish sentiment surrounding the stock.

Edge

Thesis-Break Levels

Pre-commit to what would confirm each case.

This quarter's performance is pivotal as it will either reinforce IDACORP's strong operational track record or raise concerns about future growth.

Bull Confirmed If

An EPS of $1.25 or higher would confirm the bull case, indicating continued strong performance.

Bear Confirmed If

An EPS below $1.10 would suggest potential issues in profitability, confirming the bear case.

Pre-Earnings Positioning

Options Market

Implied Move

±1.21%

Historical Avg

±2.1%

Pricing cheap

The options market is pricing a modest move of about 1.21%, suggesting that traders expect limited volatility around the earnings report.

Options are pricing ±1.2% while IDA has averaged ±2.1% over the last 8 prints — setup is pricing cheap.

Detail

ATM IV

0.2%

30d HV

19.1%

Preparation

Post-Print Playbook

Likely market behavior by outcome — not investment advice.

Beat & Raise

If IDACORP beats expectations, history suggests a potential stock increase of around 0.57%, confirming strong operational performance.

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, with history suggesting an average drop of about 1.29%.

Preparation

Congressional Activity

House & Senate STOCK Act disclosures over the trailing 6 months.

Trades

1 buy·0 sells

Members

House only

Est. Notional

$1,001.00–$15,000.00

disclosed dollar ranges

Most Active Members

D-CAGilbert CisnerosRep.
1

Earnings Track Record

Preparation

What to Listen For

Call Prep

1Any updates on infrastructure investments that could impact future revenue.
2Management's outlook on energy demand trends in Idaho.
3Details on cost management strategies and their impact on margins.
4Insights into regulatory changes that may affect operations.
5Any commentary on customer growth or retention rates.