4 paragraphs of its Risk Factors mention Supply chain, against 3 the year before.
Compare companies, side by side
The same facts from the filings for each company in a group, where each stands among the others, and what each wrote about a topic in its latest 10-K.
- Sales growth
- +9.7%
- Gross margin
- 76%
- Operating margin
- 23%
- Net margin
- 14%
The 3 largest, ranked among the group
Each corner is the share of Utilities companies the company is above on that ratio. The dashed line is the middle of the group. A rank, not a score.
10 paragraphs of its Risk Factors mention Supply chain, against 6 the year before.
6 paragraphs of its Risk Factors mention Supply chain, against 4 the year before.
Utilities: the same facts for each company
| Company | Revenue, 12 months | Sales growth | Gross / operating margin | Net margin | Debt / equity | Accounting items | Insider buys | Investors | Open |
|---|---|---|---|---|---|---|---|---|---|
| NRG NRG Energy | $35.0B
|
+9.2% |
GM -OM 7.7%
|
3.6% | 4.37 | 0 of 6to read | 0 | 0 | 10-K |
| DUK Duke Energy | $33.2B
|
+6.2% |
GM -OM 27%
|
15% | 1.66 | 0 of 5to read | 0 | 0 | 10-K |
| CEG Constellation Energy | $31.3B
|
+8.3% |
GM -OM 15%
|
11% | 0.77 | 0 of 6to read | 0 | 0 | 10-K |
| SO Southern Company | $30.2B
|
+11% |
GM -OM 24%
|
14% | 1.87 | 1 of 5to read | 0 | 0 | 10-K |
| NEE NextEra Energy | $27.9B
|
+11% |
GM -OM 30%
|
29% | 1.87 | 0 of 6to read | 0 | 0 | 10-K |
| PCG PG&E Corporation | $25.8B
|
+2.1% |
GM -OM 20%
|
12% | 1.89 | 1 of 6to read | 1 | 0 | 10-K |
| EXC Exelon | $24.8B
|
+5.3% |
GM -OM 21%
|
11% | 1.73 | 1 of 5to read | 0 | 0 | 10-K |
| AEP American Electric Power | $22.4B
|
+11% |
GM -OM 24%
|
16% | 1.58 | 0 of 5to read | 0 | 0 | 10-K |
| VST Vistra Corp. | $20.6B
|
+3.0% |
GM -OM 21%
|
13% | 3.35 | 1 of 5to read | 3 | 0 | 10-K |
| EIX Edison International | $18.6B
|
+9.8% |
GM -OM 32%
|
20% | 2.33 | 1 of 6to read | 0 | 0 | 10-K |
| ED Consolidated Edison | $18.2B
|
+10% |
GM -OM 19%
|
13% | 0.98 | 0 of 5to read | 1 | 0 | 10-K |
| D Dominion Energy | $17.5B
|
+17% |
GM -OM 26%
|
17% | 1.78 | 0 of 4to read | 0 | 0 | 10-K |
| DTE DTE Energy | $16.5B
|
+27% |
GM -OM 13%
|
7.7% | 2.17 | 0 of 5to read | 0 | 0 | 10-K |
| FE FirstEnergy | $15.5B
|
+12% |
GM -OM 15%
|
6.9% | 2.22 | 0 of 6to read | 0 | 0 | 10-K |
| XEL Xcel Energy | $14.9B
|
+9.1% |
GM -OM 22%
|
18% | 1.59 | 0 of 5to read | 0 | 0 | 10-K |
| ES Eversource Energy | $14.0B
|
+14% |
GM -OM 22%
|
10% | 1.78 | 0 of 6to read | 0 | 0 | 10-K |
| AES AES Corporation | $13.6B
|
-0.4% |
GM 21%OM -
|
13% | - | 4 of 6to read | 0 | 0 | 10-K |
| SRE Sempra | $13.4B
|
+3.9% |
GM -OM -
|
15% | 1.13 | 1 of 6to read | 0 | 0 | 10-K |
| ETR Entergy | $13.3B
|
+9.0% |
GM -OM 23%
|
13% | 1.96 | 0 of 4to read | 0 | 0 | 10-K |
| PEG Public Service Enterprise Group | $12.5B
|
+18% |
GM -OM 23%
|
16% | 1.42 | 0 of 5to read | 0 | 0 | 10-K |
| WEC WEC Energy Group | $10.3B
|
+14% |
GM 66%OM 24%
|
18% | 1.52 | 0 of 4to read | 0 | 0 | 10-K |
| CNP CenterPoint Energy | $9.4B
|
+8.3% |
GM 99%OM 23%
|
11% | 1.96 | 0 of 5to read | 1 | 0 | 10-K |
| PPL PPL Corporation | $9.4B
|
+8.6% |
GM -OM 23%
|
13% | 1.35 | 0 of 5to read | 0 | 0 | 10-K |
| CMS CMS Energy | $8.8B
|
+14% |
GM -OM 19%
|
12% | 1.95 | 0 of 4to read | 0 | 0 | 10-K |
| AEE Ameren | $8.7B
|
+15% |
GM -OM 25%
|
18% | 1.59 | 1 of 6to read | 0 | 0 | 10-K |
| NI NiSource | $6.8B
|
+23% |
GM -OM 28%
|
14% | 1.91 | 1 of 5to read | 0 | 0 | 10-K |
| EVRG Evergy | $6.0B
|
+2.0% |
GM -OM 26%
|
15% | 1.52 | 0 of 4to read | 7 | 0 | 10-K |
| PNW Pinnacle West Capital | $5.7B
|
+4.2% |
GM -OM 21%
|
12% | 1.53 | 0 of 3to read | 0 | 0 | 10-K |
| AWK American Water Works | $5.3B
|
+9.7% |
GM -OM 37%
|
21% | 1.37 | 0 of 5to read | 0 | 0 | 10-K |
| ATO Atmos Energy | $4.9B
|
+13% |
GM -OM 37%
|
28% | 0.67 | 0 of 5to read | 0 | 0 | 10-K |
| LNT Alliant Energy | $4.4B
|
+9.6% |
GM 86%OM 23%
|
19% | 1.54 | 0 of 5to read | 0 | 0 | 10-K |
Growth against cash margin
The 14 largest by revenue. A bigger bubble is more revenue; the dashed lines are the median of these companies.
How to read this page
- A radar shows where a company ranks among its group on six ratios. A corner at the edge means it is above every other company on that ratio.
- A table row lists the facts as the filings give them: revenue, growth, margins, debt to equity, the accounting checks, insider buying and followed investors holding.
- A bubble to the right grew faster, and one higher up kept more of its sales as free cash flow.
- A bar is paragraphs that mention the topic this year, and the mark on it is last year.
Risk Factors and XBRL figures from each company's latest 10-K, read nightly from SEC EDGAR. Nothing here is a rating.
Supply chain: paragraphs that mention it
All 34 companies
Risk Factors paragraphs in each company's latest 10-K, most mentions first. The bar is this year and the mark is last year. 27 companies have no 10-K downloaded yet.
What the companies wrote
CNP CENTERPOINT ENERGY INC
21 paragraphs• increased costs of certain goods, materials or services due to, among other things, supply chain disruptions, inflation, labor shortages, scarcity of materials and changes in U.S. or foreign trade policy (including tariffs or other trade actions);
Item 7, MD&A, 10-K Feb 19, 2026
• public health threats, and their effect on our operations, business and financial condition, our industries and the communities we serve, U.S. and world financial markets and supply chains, potential regulatory actions and changes in customer and stakeholder behavior relating thereto;
Item 7, MD&A, 10-K Feb 19, 2026
ETR ENTERGY CORP /DE/
21 paragraphs• supply chain, vendor, and contractor disruptions or other impacts, including those relative to any trade or tariff issues, as well as any shortages or delays in the availability of key components, parts, and supplies such as electronic components, steel, aluminum, and solar panels;
Item 1A, Risk Factors, 10-K Feb 19, 2026
… Entergy and its subsidiaries may fail to execute within currently expected time frames or within currently expected costs, due to a number of factors, including failure to obtain, or any delay in obtaining, regulatory approval, shortages of qualified labor, supply …
Item 1A, Risk Factors, 10-K Feb 19, 2026
WEC WEC ENERGY GROUP, INC.
16 paragraphsPrices of equipment, materials, and other resources have increased and may continue to increase in the future, as a result of supply chain disruptions, inflation, and tariffs. Further governmental actions related to trade policy could exacerbate global supply chain disruptions …
Item 1A, Risk Factors, 10-K Feb 20, 2026
Our operations and corporate strategy may be adversely affected by supply chain disruptions, inflation, and tariffs.
Item 1A, Risk Factors, 10-K Feb 20, 2026
NI NISOURCE INC.
13 paragraphs… The nature of indirect supply chain, including a potential lack of control or certain visibility into sourcing by vendors, may also impact our ability to serve customers in a safe, reliable and cost-effective manner. These risks include the risk …
Item 1A, Risk Factors, 10-K Feb 11, 2026
… Certain environmental activist groups, investors and governmental entities continue to oppose natural gas delivery and infrastructure investments because of perceived environmental impacts associated with the natural gas supply chain and end use. Energy conservation, energy efficiency, distributed generation, energy storage …
Item 1A, Risk Factors, 10-K Feb 11, 2026
AEP AMERICAN ELECTRIC POWER CO INC
12 paragraphsSupply chain disruptions, tariffs and inflation could negatively impact operations and corporate strategy. (Applies to all Registrants)
Item 1A, Risk Factors, 10-K Feb 12, 2026
AEP’s operations and business plans depend on the global supply chain to procure the equipment, materials and other resources necessary to build and provide services in a safe and reliable manner. The delivery of components, materials, equipment and other …
Item 1A, Risk Factors, 10-K Feb 12, 2026
FE FIRSTENERGY CORP
12 paragraphsSupply chain disruptions could have an adverse effect on our results of operations, cash flow and financial condition.
Item 1A, Risk Factors, 10-K Feb 18, 2026
We have in the past and may in the future experience supply chain challenges due to economic conditions that developed during the COVID-19 pandemic and have continued in the years since, with order lead times increasing across numerous material …
Item 1A, Risk Factors, 10-K Feb 18, 2026
Show all 34 companies' quotes
D DOMINION ENERGY, INC
10 paragraphs• The impact of extraordinary external events, such as the pandemic health event resulting from COVID-19, and their collateral consequences, including extended disruption of economic activity in the Companies’ markets and global supply chains;
Item 7, MD&A, 10-K Feb 23, 2026
… The construction of such projects is expected to take several years, is typically confined within a limited geographic area or difficult environments and could be subject to delays, supply chain disruption, availability of critical components, cost overruns, inflation, labor disputes …
Item 1A, Risk Factors, 10-K Feb 23, 2026
DUK Duke Energy CORP
10 paragraphsRisks Related to Supply Chain Disruptions, Inflation, Tariffs and Foreign Export Restrictions
Item 1A, Risk Factors, 10-K Feb 26, 2026
While interest rates and inflation have moderated to a degree, we continue to successfully navigate supply chain challenges to acquire major generation and grid equipment components. We've executed longer supply agreements for solar panels and continue to proactively secure …
Item 7, MD&A, 10-K Feb 26, 2026
PNW PINNACLE WEST CAPITAL CORP
9 paragraphs… factors, some of which include supportive national and state energy policies, a supportive regulatory environment, sales and customer growth, the development, deployment and advancement of clean energy technologies, adequate supply chain for generation resources, and continued access to capital markets.
Item 1A, Risk Factors, 10-K Feb 25, 2026
… As a result of increased tariffs and supply chain constraints, APS amended several of its agreements from its ASRFP issued in 2023 to mitigate these cost impacts. However, APS remains cautious of potential price increases as a result of current …
Item 7, MD&A, 10-K Feb 25, 2026
XEL XCEL ENERGY INC
9 paragraphsXcel Energy’s ability to meet customer energy requirements, growing customer demand, respond to storm-related disruptions, and execute our capital expenditure program are dependent on maintaining an efficient supply chain.
Item 7, MD&A, 10-K Feb 25, 2026
We cannot ultimately predict whether an epidemic will have a material impact on our future liquidity, financial condition or results of operations. Nor can we predict the impact on the health of our employees, our supply chain or our ability to recover higher costs associated with managing an outbreak.
Item 1A, Risk Factors, 10-K Feb 25, 2026
AES AES CORP
8 paragraphs• delays or inability to access equipment or the availability of personnel to perform planned and unplanned maintenance or disruptions in supply chain, which can, in turn, lead to disruption in operations;
Item 1A, Risk Factors, 10-K Mar 2, 2026
… Government investigations or proclamations, the impact of any additional adverse Commerce determinations or other tariff disputes or litigation, the impact of the UFLPA, the potential future disruptions to the renewable energy supply chain and their effect on AES’ U.S …
Item 7, MD&A, 10-K Mar 2, 2026
EIX EDISON INTERNATIONAL
8 paragraphsEdison International's and SCE's financial condition and results of operations could be materially impacted by catastrophic, macroeconomic and geopolitical events that cause significant disruption to workforces, supply chains, economies, or societies on a regional, statewide, national or global basis.
Item 1A, Risk Factors, 10-K Feb 18, 2026
… For example, compromises to widely-used products and services may affect the supply chains of many industries, including companies in SCE’s supply chain. While SCE vendors have experienced cybersecurity incidents, such incidents have not, to SCE's knowledge, resulted …
Item 1A, Risk Factors, 10-K Feb 18, 2026
EVRG Evergy, Inc.
8 paragraphsSupply chain disruptions, tariffs and inflation could negatively impact the Evergy Companies' operations and corporate strategy.
Item 1A, Risk Factors, 10-K Feb 19, 2026
The operations and business plans of the Evergy Companies depend on the global supply chain to procure the equipment, materials and other resources necessary to build and provide services in a safe and reliable manner. The delivery of components, materials …
Item 1A, Risk Factors, 10-K Feb 19, 2026
AEE AMEREN CORP
7 paragraphs• suppliers and contractors who do not perform as required under their contracts, including those obligations that are affected by supply chain disruptions;
Item 1A, Risk Factors, 10-K Feb 18, 2026
• disruptions to the global supply chain as a result of shortages for labor, materials, or equipment, tariffs and international trade relations, geopolitical conflict, delivery delays, and economic pressures, among other things;
Item 1A, Risk Factors, 10-K Feb 18, 2026
AWK American Water Works Company, Inc.
7 paragraphs… While we attempt to plan for and have contingencies in place to address supply chain disruptions, our mitigation efforts may not be successful or may have further negative impacts on us.
Item 1A, Risk Factors, 10-K Feb 18, 2026
• Disruptions in our supply chain related to goods, such as pipe, chemicals, power and other fuel, equipment, water and other raw materials and services, could adversely impact our operations and our ability to serve our customers, as well as our financial results.
Item 1A, Risk Factors, 10-K Feb 18, 2026
LNT ALLIANT ENERGY CORP
7 paragraphsSupply chain disruptions could negatively impact our operations and implementation of our strategy - Our operations and strategy depend on the global supply chain to procure the equipment, materials and other resources necessary to provide services in a safe and reliable …
Item 1A, Risk Factors, 10-K Feb 20, 2026
… The impact of supply chain disruptions and other factors continue to create uncertainty in near-term economic conditions, including whether inflation will continue and at what rate. Increases in inflation raise our costs for labor, materials and services. Inflation may …
Item 1A, Risk Factors, 10-K Feb 20, 2026
CEG Constellation Energy Corp
6 paragraphsOur fleet of power plants and the transmission infrastructure to which they are connected could be affected by natural disasters and extreme weather events, which could result in increased costs, including supply chain costs. Natural disasters and other significant events increase our risk that the NRC or other regulatory or
Item 1A, Risk Factors, 10-K Feb 24, 2026
… energy sector and our Company via supply chain disruptions or direct targeting.
Item 1A, Risk Factors, 10-K Feb 24, 2026
CMS CMS ENERGY CORP
6 paragraphsWhile inflationary pressures and tariffs could impact supply chain availability and pricing, CMS Energy and Consumers are taking steps to help mitigate the impact on their ability to provide safe, reliable, affordable, clean, and equitable energy in service of their customers.
Item 7, MD&A, 10-K Feb 10, 2026
… Consumers’ ability to implement its plan may be affected by global supply chain disruptions and/or workforce availability.
Item 1A, Risk Factors, 10-K Feb 10, 2026
ES EVERSOURCE ENERGY
6 paragraphs… Additionally, rising geo-political tensions could negatively impact the global supply chain. If significant difficulties in the global supply chain cycle or inflationary impacts were to reemerge, they could adversely affect our results of operations, or adversely affect our ability …
Item 1A, Risk Factors, 10-K Feb 17, 2026
Under the OBBBA, clean energy credits, such as clean electricity investment, can lose eligibility if an entity is owned by, controlled by, or receives material assistance from certain prohibited foreign entities. This foreign ownership would include equity ownership and indirect involvement such as debt holdings and supply-chain relationships. The Company currently does not have any tax credits that qualify under the new OBBBA rules.
Item 7, MD&A, 10-K Feb 17, 2026
EXC EXELON CORP
6 paragraphsThe Registrants’ businesses are capital intensive, and their assets could require significant expenditures to maintain, are subject to operational failure and could be impacted by disruptions or cost increases in the supply chain, including shortages in labor, materials or parts, or significant increases in relevant tariffs which could result in potential liability (All Registrants).
Item 1A, Risk Factors, 10-K Feb 12, 2026
… equipment or process failures due to aging infrastructure or otherwise, each of which could result in increased costs, including supply chain costs and claims for third-party property damage. An extreme weather event, natural disaster, wildfire, or operational accident within …
Item 1A, Risk Factors, 10-K Feb 12, 2026
PPL PPL Corp
6 paragraphsOur business operations are continually subject to cyber-based security and data integrity risks from vulnerabilities related to our IT systems, operational technology infrastructure and supply chain relationships.
Item 1A, Risk Factors, 10-K Feb 20, 2026
… Although we seek contractual protections and conduct due diligence with third-party vendors that incorporate AI technologies into their products or services, we may not have full visibility into, awareness of, or control over, the underlying data, supply chain dependencies …
Item 1A, Risk Factors, 10-K Feb 20, 2026
SO SOUTHERN CO
6 paragraphsThe Southern Company system's operations and business plans depend on the global supply chain to procure equipment, materials, and other resources. The delivery of components, materials, equipment, and other resources that are critical to the Southern Company system's …
Item 1A, Risk Factors, 10-K Feb 19, 2026
Supply chain disruptions, inflation, elevated interest rates, trade policies (including tariffs and other trade measures), and other economic factors could negatively impact operations.
Item 1A, Risk Factors, 10-K Feb 19, 2026
VST Vistra Corp.
6 paragraphsOur industry continues to face ongoing supply chain constraints and labor shortages, which have reduced the availability of essential equipment and supplies for constructing new generation facilities, increased the lead times for procuring materials, and raised labor costs associated with maintaining our natural gas, nuclear, and coal fleet.
Item 7, MD&A, 10-K Feb 27, 2026
… Any such material changes in trade policies, including the imposition of tariffs, could lead to increased supply chain disruptions and increased supply chain costs, which could have a material adverse impact on our business, financial condition and results of operations.
Item 1A, Risk Factors, 10-K Feb 27, 2026
PEG PUBLIC SERVICE ENTERPRISE GROUP INC
5 paragraphsDisruptions or cost increases in our supply chain, including labor shortages, could materially impact our business.
Item 1A, Risk Factors, 10-K Feb 26, 2026
• disruption of the operation of our assets, the fuel supply chain, the power grid and gas T&D,
Item 1A, Risk Factors, 10-K Feb 26, 2026
NRG NRG ENERGY, INC.
4 paragraphs… In addition, the potential physical effects of climate change, such as increased frequency and severity of storms, floods and other climatic events, could disrupt NRG's operations and supply chain, and cause it to incur significant costs in preparing for …
Item 1A, Risk Factors, 10-K Feb 24, 2026
… In some cases, these countries have greater political and economic volatility and greater vulnerability to infrastructure labor, and supply chain disruptions than in NRG's other markets. Operating a business in a number of different regions and countries exposes the …
Item 1A, Risk Factors, 10-K Feb 24, 2026
ED CONSOLIDATED EDISON INC
3 paragraphsThe Companies Face Risks Related To Supply Chain Disruptions, Inflation and the Imposition of Tariffs (or Subsequent Changes to the Tariffs once Announced or Implemented). The Companies have been impacted, and expect to continue to be impacted by, global and …
Item 1A, Risk Factors, 10-K Feb 19, 2026
… Geopolitical conflicts have also caused supply chain disruptions and shortages. Prices of materials, equipment, transportation and other resources have increased as a result of these supply chain disruptions and shortages and may continue to increase as a result of inflation …
Item 1A, Risk Factors, 10-K Feb 19, 2026
SRE SEMPRA
3 paragraphs▪ shortages of or delays in obtaining equipment, materials, supplies, commodities or labor, which have been and may continue to be exacerbated by supply chain and gas transportation capacity constraints, tight labor markets, and cost increases due to inflation, tariffs or otherwise, that may not be recoverable in a timely manner or at all
Item 1A, Risk Factors, 10-K Feb 26, 2026
… Financial Statements; work stoppages; unavailability or increased costs of materials, equipment, labor and commodities due to inflation, tariffs or supply chain or other issues; and a variety of other factors, many of which we discuss above under “Risks Related to …
Item 1A, Risk Factors, 10-K Feb 26, 2026
ATO ATMOS ENERGY CORP
2 paragraphsWe also address cybersecurity risks associated with third-party service providers, including those in our supply chain or who have access to our data or our information technology systems. Atmos Energy currently conducts cyber assessments on potential vendors that will …
10-K, 10-K Nov 14, 2025
… Akers was named Senior Vice President, Safety and Enterprise Services and was responsible for customer service, facilities management, safety and supply chain management. In November 2018, Mr. Akers was named Executive Vice President and assumed oversight responsibility for APT.
10-K, 10-K Nov 14, 2025
NEE NEXTERA ENERGY INC
2 paragraphs… For example, the ability of NEE and FPL to develop certain generation and storage facilities is dependent on the international supply chain for generation equipment, batteries and other associated equipment, and governmental or regulatory actions have caused
Item 1A, Risk Factors, 10-K Feb 13, 2026
Executive Vice President, Power Generation Division of FPL James M. May 49 Treasurer and Assistant Secretary of NEE May 22, 2025 Treasurer of FPL Armando Pimentel, Jr. 63 Chief Executive Officer of FPL February 15, 2023 Ronald R. Reagan 57 Executive Vice President, Engineering, Construction and Integrated Supply Chain of NEE January 1, 2020
10-K, 10-K Feb 13, 2026
PCG PG&E Corp
2 paragraphsInflation and supply chain issues may adversely affect PG&E Corporation and the Utility.
Item 1A, Risk Factors, 10-K Feb 12, 2026
… If these inflationary pressures and disruptions to the supply chain persist or worsen, the Utility may be delayed or prevented from completing planned maintenance and capital projects work. PG&E Corporation and the Utility may be unable to secure these …
Item 1A, Risk Factors, 10-K Feb 12, 2026
DTE DTE ENERGY CO
1 paragraph… In addition, import tariffs and other trade policies have the potential to disrupt global supply chains and could cause volatility in the availability and cost of materials and supplies for us and our customers.
Item 1A, Risk Factors, 10-K Feb 17, 2026
AVA AVISTA CORP
0 paragraphsNot mentioned in the latest 10-K.
AWR AMERICAN STATES WATER CO
0 paragraphsNot mentioned in the latest 10-K.
BKH BLACK HILLS CORP /SD/
0 paragraphsNot mentioned in the latest 10-K.