IDA

Exelon (EXC) is positioned as a compelling earnings-beat candidate for Q3 2026 with a +3.73% Earnings ESP and Zacks Rank #3, suggesting it will likely beat consensus EPS estimates of $0.81. Meanwhile, IdaCorp (IDA) presents a more uncertain outlook with a -0.53% Earnings ESP despite a Zacks Rank #3, making it difficult to predict whether it will beat its $2.51 EPS estimate.

IdaCorp (IDA), a Boise-based utility company, is highlighted as a compelling dividend investment with a current yield of 2.57% and an annualized dividend of $3.52, up 1.7% year-over-year. The company has increased dividends 5 times over the last 5 years with an average annual increase of 5.14%. With expected earnings growth of 8.31% in 2026 and a moderate payout ratio of 58%, IDA presents a strong dividend play, though it carries a Zacks Rank of #3 (Hold).

IDACORP (IDA) is experiencing strong growth driven by rising electricity demand across its service territory. Idaho Power added 15,000 customers with 2.3% annual growth, and industrial revenues increased 17% in Q2 2026.

The company expects retail electricity sales to grow 8.3% annually and peak demand to rise 5.1% annually over five years, supported by major customers like Micron and Meta. IDA plans capital expenditures of $1.3-$1.5 billion in 2026 and $7.1 billion through 2030.

IDACORP (IDA) is investing $7.1 billion through 2030 to expand generation capacity, battery storage, and transmission infrastructure. The company expects 2026 capital expenditures of $1.3-$1.5 billion and earnings of $6.30-$6.45 per share.

Customer count grew 2.3% year-over-year with industrial revenues up 17%, driven by rising electricity demand. IDA's debt-to-capital ratio of 50.08% is lower than the industry average of 62.33%.