NiSource Non-GAAP EPS of $0.19 misses by $0.01; updates FY EPS outlook

* NiSource press release [https://seekingalpha.com/pr/20283746-nisource-announces-third-quarter-results] (NYSE:NI [https://seekingalpha.com/symbol/NI]): Q3 Non-GAAP EPS of $0.19 misses by $0.01.
* NISOURCE IS REAFFIRMING the upper half of its 2025 non-GAAP adjusted EPS guidance of $1.85-$1.89 (PRIOR $1.85-$1.89) VS. $1.88 CONSENSUS. In 2026, non-GAAP consolidated adjusted EPS is expected to be in the range of $2.02-$2.07 VS. $2.02 CONSENSUS. NiSource is extending its base capital plan to 2030, with base plan non-GAAP adjusted EPS growth expected to be 6%-8% annually, driven by $21.0 billion in base plan capital expenditures and 8%-10% rate base growth from 2026 to 2030. The newly consolidated capital expenditure plan of $28.0 billion total is approximately $8.6 billion more than the prior five-year plan, fueled by nearly $7.0 billion in strategic data center investments. This marks a 45% increase and supports an expected consolidated non-GAAP adjusted EPS compound annual growth rate (OTC:CAGR [https://seekingalpha.com/symbol/CAGR]) of 8%-9% for 2026 through 2033.

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