
Constellation Energy beat Q3 estimates by about 30%: adjusted EPS of $5.06 vs the $3.90 consensus, on revenue of $9.55B, up 45% year over year, helped by favorable market conditions and the Calpine acquisition that closed in January. The company also raised full-year 2026 guidance to $12.50-12.80 per share and signed a 20-year, 270-megawatt nuclear supply deal starting in 2028.