Otter Tail Corporation (OTTR)
NASDAQUtilitiesConglomeratesSnapshot 2026-11-05
NASDAQUtilitiesConglomeratesSnapshot 2026-11-05
QuarterlyIQ Insights · OTTR
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 2026-11-05.
The screen ranks OTTR 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 2 of the last 3 quarter-over-quarter moves. Historically, Utilities names rated weak grew net income 56% of the time over the next year (vs 67% for the rest of the cohort, n=1121).
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.
CEO OVERVIEW “Our team members continue to deliver on our strategic growth plan and near-term priorities amidst a challenging operating environment,” said CEO Chuck MacFarlane.
Stated in 4 of 4 supplied quarters. Management reported: ““Otter Tail Power continues to perform well, as our team is executing on our regulatory priorities and robust rate base growth plan.” “We are making progress on our ongoing Minnesota rate case and our integrated resource plan filed with the Minnesota Public Utilities Commission earlier this year.” Revenue was $317.168 million in 2026-Q3.
“CEO OVERVIEW “Our team members continue to deliver on our strategic growth plan and near-term priorities amidst a challenging operating environment,” said CEO Chuck MacFarlane.”
“CEO OVERVIEW “Our team advanced our strategic initiatives during the quarter and delivered on our near-term priorities and growth plan for the benefit of our customers and shareholders,” said CEO Chu…”
““Across our businesses, our team members executed on our near-term priorities for the benefit of our customers and shareholders.”
“We made significant progress on a number of our capital projects, including our wind repowering, solar development and large regional transmission projects, all while executing on our regulatory prio…”
“Our Manufacturing segment produced improved financial results, primarily driven by a favorable product mix as our team continues to focus on providing value-added service to customers, creating marg…
Stated in 1 of 4 supplied quarters. Management reported: ““Our Manufacturing segment produced improved financial results, primarily driven by a favorable product mix as our team continues to focus on providing value-added service to customers, creating margin expansion.”
We continue to target a long-term earnings per share growth rate of 7 to 9 percent and a total shareholder return of 10 to 12 percent.”
Stated in 4 of 4 supplied quarters. Management reported: “We continue to target a long-term earnings per share growth rate of 7 to 9 percent and a total shareholder return of 10 to 12 percent.””
“We continue to target a long-term earnings per share growth rate of 7 to 9 percent and a total shareholder return of 10 to 12 percent.””
2026 OUTLOOK We are affirming the midpoint and narrowing our 2026 diluted earnings per share guidance range to $3.89 to $4.19 and our 2026 adjusted diluted earnings per share guidance range to $5.73…
Stated in 1 of 4 supplied quarters. Management reported: “2026 OUTLOOK We are affirming the midpoint and narrowing our 2026 diluted earnings per share guidance range to $3.89 to $4.19 and our 2026 adjusted diluted earnings per share guidance range to $5.73 to $6.03.”
“2026 OUTLOOK We are affirming the midpoint and narrowing our 2026 diluted earnings per share guidance range to $3.89 to $4.19 and our 2026 adjusted diluted earnings per share guidance range to $5.73…”
Manage capital structure by issuing long-term debt to fund capital investments and repay short-term borrowings.
Over the trailing year it converted 0.98x of net income into operating cash flow. Historically, Utilities names rated fragile grew net income 56% of the time over the next year (vs 68% for the rest of the cohort, n=929).
Most sensitive to long-term interest rates.
Not enough signal to read sensitivity to the broad stock market, the US dollar, real (inflation-adjusted) rates, Fed net liquidity (low R² over the window).
14 material management or governance events in the past 24 months, led by capital-allocation actions. Historically, Utilities names rated neutral grew net income 63% of the time over the next year (vs 65% for the rest of the cohort, n=1366).
Not investment advice. As of 2026-11-05.
““Our Manufacturing segment produced improved financial results, primarily driven by a favorable product mix as our team continues to focus on providing value-added service to customers, creating marg…”
“We continue to target a long-term earnings per share growth rate of 7 to 9 percent and a total shareholder return of 10 to 12 percent.””
“Our targeted long-term earnings per share growth rate is 7 to 9 percent, with a total shareholder return of 10 to 12 percent.””
“We continue to target a long-term earnings per share growth rate of 7 to 9 percent, resulting in a total shareholder return of 10 to 12 percent.””