Equity Profile

OTTR

Otter Tail Corporation

UtilitiesElectric Utilities$3.6B

Aug3Mon

Pre-Earnings Brief

UpcomingQ2-2026After Close5:00 PM EDT

Company Snapshot

Otter Tail Corporation is a utility company that provides electric services to customers in the Midwest. As part of the electric utilities sector, it plays a crucial role in delivering reliable energy, which is essential for both residential and commercial needs.

Key Metrics to Watch

Earnings Per Share (EPS)

EPS is a key indicator of the company's profitability and financial health, which investors closely watch.

N/A

Revenue Growth

Revenue growth reflects the company's ability to expand its customer base and increase sales, which is vital for long-term success.

N/A

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

OTTR Q2-2026 Earnings Preview

Context

Company Snapshot

Earnings Scorecard·Last 8Q

EPS Beat Streak

EPS Beat Rate

75%

Avg EPS Surprise

+7.79%

Avg Stock Reaction

-0.32%

Last Quarter Recap

In Q1 2026, Otter Tail Corporation reported an EPS of $1.73, exceeding estimates by 29.1%. However, revenue figures were not disclosed, leading to a slight decline in stock price the following day.

Management Promises & Guidance

Expectations

Wall Street Expectations

Investors are cautiously optimistic about Otter Tail's upcoming earnings report, given the company's strong EPS performance in previous quarters. However, the lack of revenue guidance raises some concerns.

Bull Case

If Otter Tail continues its trend of beating EPS estimates, it could signal robust operational efficiency and strong demand for its services.

Bear Case

On the other hand, if the company fails to provide revenue guidance or if EPS growth slows, it may lead to a negative market reaction.

Expectations

Two Questions That Matter

The print will turn on these two things.

What will be the reported EPS for Q2-2026?

Given the company's strong EPS performance in previous quarters, this figure will be crucial for investor confidence.

Will there be any guidance on revenue growth for the upcoming quarters?

Revenue guidance is essential for assessing the company's future performance and overall market position.

Edge

What the Street Is Missing

Why consensus could be wrong

The Street may be underestimating Otter Tail's ability to maintain strong EPS growth despite revenue uncertainties, as historical performance suggests resilience.

Supporting Evidence

Otter Tail has consistently beaten EPS estimates, indicating strong operational performance.

The options market is pricing a larger move than historical averages, suggesting heightened expectations.

Insider activity has shown no significant selling, indicating management confidence.

Key Risk

If EPS comes in below $1.50, it could challenge the current bullish sentiment.

Edge

Thesis-Break Levels

Pre-commit to what would confirm each case.

The market is debating whether Otter Tail can maintain its strong earnings performance amidst potential revenue uncertainties.

Bull Confirmed If

An EPS of $1.80 or higher would confirm the bull case, indicating continued strong performance.

Bear Confirmed If

An EPS below $1.50 would confirm the bear case, suggesting potential operational challenges.

Pre-Earnings Positioning

Options Market

Implied Move

±4.37%

Historical Avg

±1.3%

Pricing rich

The options market is pricing in a potential move of about 4.37% in either direction following the earnings announcement.

Options are pricing ±4.4% while OTTR has averaged ±1.3% over the last 8 prints — setup is pricing rich.

Detail

ATM IV

0.2%

30d HV

17.5%

Calls (500)P/C Ratio: 0.03Puts (0)

Edge

Historical Setup Match

Cross-company pattern from 30 similar setups.

Prior-quarter beat + options rich in Utilities

n=30

Fade rate: 7 of 30 (23%)

This setup has occurred 30 times across Utilities in the last 2 years. 23 of 30 (77%) held or extended their move within 5 days — this setup typically holds direction. The average absolute 1-day move is 1.5%, with a raw directional average of -0.7% (modestly negative historical bias).

Preparation

Post-Print Playbook

Likely market behavior by outcome — not investment advice.

Beat & Raise

If Otter Tail beats expectations, history suggests the stock could rise by about 1.34%, confirming a positive outlook.

In-Line / Cautious

If results are in line with expectations but lack strong guidance, the stock may experience muted movement as investors reassess.

Miss

If the company misses expectations, history suggests a potential decline of around 0.63%, reflecting investor disappointment.

Earnings Track Record

Preparation

What to Listen For

Call Prep

1Any commentary on future revenue growth expectations.
2Updates on operational efficiency and cost management strategies.
3Insights into customer demand trends in the utilities sector.
4Discussion of any regulatory changes impacting the business.
5Management's outlook on market conditions for the remainder of the year.

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Company Snapshot

Key Metrics to Watch

Earnings Per Share (EPS)

EPS is a key indicator of the company's profitability and financial health, which investors closely watch.

N/A

Revenue Growth

Revenue growth reflects the company's ability to expand its customer base and increase sales, which is vital for long-term success.

N/A

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

OTTR Q2-2026 Earnings Preview

Context

Company Snapshot

Earnings Scorecard·Last 8Q

EPS Beat Streak

EPS Beat Rate

75%

Avg EPS Surprise

+7.79%

Avg Stock Reaction

-0.32%

Last Quarter Recap

In Q1 2026, Otter Tail Corporation reported an EPS of $1.73, exceeding estimates by 29.1%. However, revenue figures were not disclosed, leading to a slight decline in stock price the following day.

Management Promises & Guidance

Expectations

Wall Street Expectations

Bull Case

If Otter Tail continues its trend of beating EPS estimates, it could signal robust operational efficiency and strong demand for its services.

Bear Case

On the other hand, if the company fails to provide revenue guidance or if EPS growth slows, it may lead to a negative market reaction.

Expectations

Two Questions That Matter

The print will turn on these two things.

What will be the reported EPS for Q2-2026?

Given the company's strong EPS performance in previous quarters, this figure will be crucial for investor confidence.

Will there be any guidance on revenue growth for the upcoming quarters?

Revenue guidance is essential for assessing the company's future performance and overall market position.

Edge

What the Street Is Missing

Why consensus could be wrong

The Street may be underestimating Otter Tail's ability to maintain strong EPS growth despite revenue uncertainties, as historical performance suggests resilience.

Supporting Evidence

Otter Tail has consistently beaten EPS estimates, indicating strong operational performance.

The options market is pricing a larger move than historical averages, suggesting heightened expectations.

Insider activity has shown no significant selling, indicating management confidence.

Key Risk

If EPS comes in below $1.50, it could challenge the current bullish sentiment.

Edge

Thesis-Break Levels

Pre-commit to what would confirm each case.

The market is debating whether Otter Tail can maintain its strong earnings performance amidst potential revenue uncertainties.

Bull Confirmed If

An EPS of $1.80 or higher would confirm the bull case, indicating continued strong performance.

Bear Confirmed If

An EPS below $1.50 would confirm the bear case, suggesting potential operational challenges.

Pre-Earnings Positioning

Options Market

Implied Move

±4.37%

Historical Avg

±1.3%

Pricing rich

The options market is pricing in a potential move of about 4.37% in either direction following the earnings announcement.

Options are pricing ±4.4% while OTTR has averaged ±1.3% over the last 8 prints — setup is pricing rich.

Detail

ATM IV

0.2%

30d HV

17.5%

Calls (500)P/C Ratio: 0.03Puts (0)

Edge

Historical Setup Match

Cross-company pattern from 30 similar setups.

Prior-quarter beat + options rich in Utilities

n=30

Fade rate: 7 of 30 (23%)

Preparation

Post-Print Playbook

Likely market behavior by outcome — not investment advice.

Beat & Raise

If Otter Tail beats expectations, history suggests the stock could rise by about 1.34%, confirming a positive outlook.

In-Line / Cautious

If results are in line with expectations but lack strong guidance, the stock may experience muted movement as investors reassess.

Miss

If the company misses expectations, history suggests a potential decline of around 0.63%, reflecting investor disappointment.

Earnings Track Record

Preparation

What to Listen For

Call Prep

1Any commentary on future revenue growth expectations.
2Updates on operational efficiency and cost management strategies.
3Insights into customer demand trends in the utilities sector.
4Discussion of any regulatory changes impacting the business.
5Management's outlook on market conditions for the remainder of the year.