Idacorp (IDA)
NYSEUtilitiesRegulated ElectricSnapshot 2026-11-05
$147.17-0.21%
Close 2026-11-05 · 1-day change
NYSEUtilitiesRegulated ElectricSnapshot 2026-11-05
QuarterlyIQ Insights · IDA
How strong the business is — where it ranks within its sector on capital efficiency and cash generation, and how well management has been executing.
How this business ranks within utilities on a research-validated quality screen. As of 2026-11-04.
The screen ranks IDA against its sector on four durable signals: share dilution, return on capital, free-cash-flow yield, and FCF margin. Historically the highest-quality names tended toward better typical outcomes and fewer bad years over multi-year holds (strongest at three years, modest at one), and that pattern showed up even before the price moved. It characterizes business quality, not price direction.
Each leg is a sector-relative percentile (higher is better); 4 of 4 legs were available for this name. The composite is built from these four; the raw value follows each percentile for context.
A forward quality tilt, not a price prediction, and context for your own research rather than a recommendation. Not investment advice.
How management runs the business: capital, margins, balance sheet, and how reliably they guide and deliver.
Each factor is a parallel diagnostic with a clear read of what it shows and how names like it have historically fared. Never aggregated into a single score.
Operating income rose in 3 of the last 3 quarter-over-quarter moves. Historically, Utilities names rated strong grew net income 68% of the time over the next year (vs 62% for the rest of the cohort, n=1127).
Not investment advice. Scores describe historical and current data; they are not forecasts of future returns. Consult a licensed advisor before making investment decisions.
A guidance track record builds as the company issues and delivers on guidance.
Priorities management has stated in recent disclosures, with status and evidence drawn from earnings calls, filings, and press releases.
"Strong third quarter results were driven by continued customer growth and additional revenues from current base rates and from large contract customers as they continue to ramp-up operations," said…
Stated in 4 of 4 supplied quarters. Management reported: “"Strong third quarter results were driven by continued customer growth and additional revenues from current base rates and from large contract customers as they continue to ramp-up operations," said IDACORP President and Chief Executive Officer Lisa Grow.” “"The first half of 2026 has been a busy one, with 250 MWs of batteries coming online in June, progress on construction of our major transmission and generation projects, and notable new revenues coming in from our large contract customers that will help fund our substantial infrastructure development," Grow added.” Revenue was $614.841 million in 2026-Q3.
“"Strong third quarter results were driven by continued customer growth and additional revenues from current base rates and from large contract customers as they continue to ramp-up operations," said…”
“"The first half of 2026 has been a busy one, with 250 MWs of batteries coming online in June, progress on construction of our major transmission and generation projects, and notable new revenues comi…”
“"We expect 2026 will be an exciting year of execution for us, with 250 MWs of batteries coming online and continued progress on our major transmission and generation projects.”
“As we move ahead, we are heavily focused on affordability and reliability for our customers as we continue to execute on our infrastructure development plans, with 2026 being another year of substant…”
"This has been an exciting year with the installation of battery storage projects and significant progress on development and construction of our transmission and generation projects," Grow added.
Stated in 4 of 4 supplied quarters. Management reported: “"This has been an exciting year with the installation of battery storage projects and significant progress on development and construction of our transmission and generation projects," Grow added.” “"The first half of 2026 has been a busy one, with 250 MWs of batteries coming online in June, progress on construction of our major transmission and generation projects, and notable new revenues coming in from our large contract customers that will help fund our substantial infrastructure development," Grow added.”
IDACORP is increasing its previously reported full-year 2026 earnings guidance to the range of $6.40 to $6.50 per diluted share, with the expectation that Idaho Power will use less than $10 million o…
Stated in 4 of 4 supplied quarters. Management reported: “IDACORP is increasing its previously reported full-year 2026 earnings guidance to the range of $6.40 to $6.50 per diluted share, with the expectation that Idaho Power will use less than $10 million of additional tax credits available under the Idaho regulatory mechanism in 2026.” “IDACORP is increasing the lower-end of its previously reported full-year 2026 earnings guidance to the range of $6.30 to $6.45 per diluted share, with the expectation that Idaho Power will use less than $15 million of additional tax credits available under the Idaho regulatory mechanism in 2026.”
"Strong third quarter results were driven by continued customer growth and additional revenues from current base rates and from large contract customers as they continue to ramp-up operations," said…
Stated in 4 of 4 supplied quarters. Management reported: “During this period of growth, we remain focused on reliability and affordability for our customers and providing increased value for our shareholders," Grow added.” “As we move ahead, we are heavily focused on affordability and reliability for our customers as we continue to execute on our infrastructure development plans, with 2026 being another year of substantial capital investment for our company," Grow added.”
Continue to deliver earnings growth with updated full-year 2026 EPS guidance raised at the lower end to $6.30-$6.45 per diluted share.
Over the trailing year it converted 2.00x of net income into operating cash flow. Historically, Utilities names rated neutral grew net income 66% of the time over the next year (vs 63% for the rest of the cohort, n=1228).
Most sensitive to real (inflation-adjusted) rates and long-term interest rates.
Not enough signal to read sensitivity to the US dollar, the broad stock market, Fed net liquidity (low R² over the window).
9 material management or governance events in the past 24 months, led by capital-allocation actions. Historically, Utilities names rated stable grew net income 69% of the time over the next year (vs 63% for the rest of the cohort, n=1018).
Not investment advice. As of 2026-11-05.
“"This has been an exciting year with the installation of battery storage projects and significant progress on development and construction of our transmission and generation projects," Grow added.”
“"The first half of 2026 has been a busy one, with 250 MWs of batteries coming online in June, progress on construction of our major transmission and generation projects, and notable new revenues comi…”
“"We expect 2026 will be an exciting year of execution for us, with 250 MWs of batteries coming online and continued progress on our major transmission and generation projects.”
“As we move ahead, we are heavily focused on affordability and reliability for our customers as we continue to execute on our infrastructure development plans, with 2026 being another year of substant…”
“IDACORP is increasing its previously reported full-year 2026 earnings guidance to the range of $6.40 to $6.50 per diluted share, with the expectation that Idaho Power will use less than $10 million o…”
“IDACORP is increasing the lower-end of its previously reported full-year 2026 earnings guidance to the range of $6.30 to $6.45 per diluted share, with the expectation that Idaho Power will use less t…”
“IDACORP is reaffirming its full-year 2026 earnings guidance in the range of $6.25 to $6.45 per diluted share with the expectation that Idaho Power will use less than $30 million of additional tax cre…”
“IDACORP is initiating its full-year 2026 earnings guidance in the range of $6.25 to $6.45 per diluted share with the expectation that Idaho Power will use less than $30 million of additional tax cred…”
“"Strong third quarter results were driven by continued customer growth and additional revenues from current base rates and from large contract customers as they continue to ramp-up operations," said…”
“"The first half of 2026 has been a busy one, with 250 MWs of batteries coming online in June, progress on construction of our major transmission and generation projects, and notable new revenues comi…”
“During this period of growth, we remain focused on reliability and affordability for our customers and providing increased value for our shareholders," Grow added.”
“As we move ahead, we are heavily focused on affordability and reliability for our customers as we continue to execute on our infrastructure development plans, with 2026 being another year of substant…”