CMS
Utilities - Regulated Electric · Utilities
Analyst
Jefferies
Equibles does not estimate personal net worth.
Julian Dumoulian-Smith is recorded as Analyst at Jefferies. Julian Dumoulian-Smith has spoken on 64 earnings calls and 1 other investor event across 42 companies, most recently for Energy Transfer LP on November 3, 2026. Those appearances were for Cms Energy Corp (CMS), Duke Energy CORP (DUK), Nisource Inc. (NI), Xcel Energy Inc (XEL), Southern Co (SO) and 37 other companies. The companies whose calls Julian Dumoulian-Smith spoke on are classified in the Utilities, Technology, Industrials and Energy sectors.
“But maybe just following up a little bit on the South Mississippi focus, Mackie, can you talk a little bit of what's going on with Entergy? I mean, they obviously made sort of a parallel announcement yesterday.”
“So, look, I wanted to follow up, less so in the spirit of long term, but just in the near term. What about tightening the guidance range here, guys? Anything that you're seeing in the near term that's driving some ambiguities?”
“Look, maybe to follow up on some of the comments here real quickly around the pipeline segment, how do you think about the timeline and cadence for some of that to be realized?”
“Just first on the T&D side, we've seen several of your key MSA customers on the utility side significantly increase their capex yesterday and today, and I'm just wondering what your conversations are with them.”
“Can you rehash this real quickly on the 200, 250 basis points on equity lag there? Do you want to just make that a little bit clearer? Are you still expecting that, or is it wider here, just given the uptick here?”
Jefferies
Analyst
Transcript header (unverified)
CMS
Utilities - Regulated Electric · Utilities
DUK
Utilities - Regulated Electric · Utilities
Utilities - Regulated Gas · Utilities
XEL
Utilities - Regulated Electric · Utilities
SO
Utilities - Regulated Electric · Utilities
FSLR
Solar · Technology
MTZ
Engineering & Construction · Industrials
Utilities - Regulated Electric · Utilities
CMS-PB
Utilities - Regulated Electric · Utilities
Utilities - Independent Power Producers · Utilities
OGS
Utilities - Regulated Gas · Utilities
PCG
Utilities - Regulated Electric · Utilities
Utilities - Regulated Electric · Utilities
MYRG
Engineering & Construction · Industrials
HNRG
Utilities - Independent Power Producers · Utilities
NRG
Utilities - Independent Power Producers · Utilities
Engineering & Construction · Industrials
Utilities - Regulated Electric · Utilities
Utilities - Regulated Electric · Utilities
GEV
Specialty Industrial Machinery · Industrials
FLNC
Electrical Equipment & Parts · Industrials
EVRG
Utilities - Regulated Electric · Utilities
Utilities - Regulated Gas · Utilities
VST
Utilities - Independent Power Producers · Utilities
Utilities - Independent Power Producers · Utilities
Electrical Equipment & Parts · Industrials
Utilities - Regulated Gas · Utilities
Utilities - Regulated Electric · Utilities
UGI
Utilities - Regulated Gas · Utilities
Engineering & Construction · Industrials
ENPH
Solar · Technology
Utilities - Regulated Water · Utilities
Utilities - Regulated Electric · Utilities
NXT
Solar · Technology
Utilities - Regulated Gas · Utilities
Utilities - Regulated Electric · Utilities
Utilities - Regulated Electric · Utilities