DTE Energy provided 2026 operating earnings guidance of $1,585 - $1,615 and operating EPS guidance of $7.59 - $7.73. The company said this represents 6% - 8% growth over the 2025 guidance midpoint and that it is positioned to achieve the high end of the range due to RNG tax credits.

1. 01

   DTE Energy provided 2026 operating earnings guidance of $1,585 - $1,615 and operating EPS guidance of $7.59 - $7.73. The company said this represents 6% - 8% growth over the 2025 guidance midpoint and that it is positioned to achieve the high end of the range due to RNG tax credits.

2. 02

   DTE Energy said its five-year capital plan for 2026 - 2030 is $36.5 billion. The company explained that the $6 billion increase in capital compared to the prior plan is primarily driven by the Oracle data center project and other customer-focused initiatives.

3. 03

   DTE Energy said the 1.4 GW Oracle data center has been approved and construction has started, and that the 1 GW agreement executed with Google has been submitted to the MPSC for approval. The company explained that once the Oracle project is fully ramped, it will generate approximately $300 million in annual affordability benefits for existing customers.

Analysis scope · Filing body and confirmed press-release exhibitWe analyzed the filing body and confirmed exhibits. This is not a review of other exhibits, investor presentations or the full earnings call. Some paragraphs were omitted because their support in the source could not be confirmed.

AI summarized the filing and translated the summary into English; it may differ from the original. For reference only, not investment advice. AI translated the published Korean report into English. Figures are copied as filed, not recalculated.

Original filing

The filing as submitted to SEC EDGAR. You can check the figures and statements of this summary against it.