Utilities - Regulated Gas · Utilities
Tanner
Analyst
Jefferies
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About Tanner
Tanner is recorded as Analyst at Jefferies. Tanner has spoken on 6 earnings calls across 5 companies, most recently for Mdu Resources Group Inc on August 6, 2026. Those appearances were for Mdu Resources Group Inc (MDU), Alliant Energy Corp (LNT), Forgent Power Solutions, Inc. (FPS), Evergy, Inc. (EVRG) and Transalta Corp (TAC). The companies whose calls Tanner spoke on are classified in the Utilities and Industrials sectors.
Tanner on recent calls
“So at the risk of being repetitive here on the data center conversation, in terms of the funnel or the pipeline opportunities, you guys have arguably one of the more disciplined approaches in the sector, just kind of ahead of this 3Q update, gauging your comfort with some of the outer parts of the pipeline and whether…”
“Could you discuss trends you're seeing specifically in order activity for grid-related equipment? Like, what's the mix you're seeing for generation-adjacent equipment orders versus that of traditional T&D?”
“If you delivered even just 6% EPS growth year-over-year, you'd kind of be toward the top end of the EPS range for the year. What are the year-over-year headwinds embedded in the guidance formally?”
“And then just lastly, on the earnings review surveillance with the Kansas Central rate case, as you're improving your earned return profile in the state, prospectively, should we view this kind of 50-50 proportionate share for over-earnings as precedent setting for future proceedings, or is this a near-term mechanism…”
Affiliation history
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Jefferies
Analyst
Transcript header (unverified)
Current
Company network
2 appearances
Latest appearance 2026-08-06
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Utilities - Regulated Electric · Utilities
1 appearance
Latest appearance 2026-07-31
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Electrical Equipment & Parts · Industrials
1 appearance
Latest appearance 2026-05-14
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Evergy, Inc.
EVRG
Utilities - Regulated Electric · Utilities
1 appearance
Latest appearance 2025-08-07
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Transalta Corp
TAC
Utilities - Independent Power Producers · Utilities
1 appearance
Latest appearance 2025-08-01
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