Otter Tail Q4 revenue slightly misses analyst expectations on lower sales prices

Otter Tail

17/02/2026 24:14

Overview

U.S. utility and manufacturing firm's Q4 revenue slightly missed analyst expectations

Company initiated 2026 EPS guidance range of $5.22 to $5.62

Electric segment net income rose in Q4, driven by higher sales volumes and favorable weather

Outlook

Otter Tail initiates 2026 EPS guidance range of $5.22 to $5.62

Company expects Plastics segment earnings to decline 36% in 2026

Otter Tail anticipates 14% increase in Electric segment earnings in 2026

Result Drivers

ELECTRIC SEGMENT - Higher sales volumes and favorable weather contributed to increased net income, despite higher depreciation and interest expenses

MANUFACTURING SEGMENT - Segment ended year with increased sales volumes as customers replenished inventories, despite earlier soft demand

PLASTICS SEGMENT - Decline in net income due to lower sales prices, partially offset by increased sales volumes and decreased input costs

Key Details

Metric
Beat/Miss
Actual
Consensus Estimate
Q4 Revenue
Miss
$3.10 mln
$311.15 mln (2 Analysts)
Q4 EPS
$1.23


Analyst Coverage

The current average analyst rating on the shares is "buy" and the breakdown of recommendations is 1 "strong buy" or "buy", 2 "hold" and no "sell" or "strong sell"

The average consensus recommendation for the electric utilities peer group is "hold."

Wall Street's median 12-month price target for Otter Tail Corp is $83.00, about 5.9% below its February 13 closing price of $88.16

The stock recently traded at 15 times the next 12-month earnings vs. a P/E of 13 three months ago

Press Release: ID:nBwcnSmTa

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(This story was created using Reuters automation and AI based on LSEG and company data. It was checked and edited by a Reuters journalist prior to publication.)