| PCG |
Report |
Core (non-GAAP) EPS |
IN-LINE |
pred ~$0.36 vs. cons $0.36 |
MEDIUM |
| PCG |
Report |
Total operating revenue |
IN-LINE |
pred ~$6.35B vs. cons $6.30B |
LOW |
| PCG |
Report |
GAAP EPS |
IN-LINE |
pred ~$0.33 vs. cons $0.32 |
LOW |
| PCG |
Guide |
FY2026 core EPS guidance (reaffirm) |
UNCHANGED |
guide ~$1.64–$1.66 vs. cons $1.65 (FY2026) |
HIGH |
| PCG |
Guide |
Long-term core EPS growth CAGR |
UNCHANGED |
guide ~9%+ vs. cons ~9% (2027–2030) |
HIGH |
| PCG |
Guide |
5-yr capital plan (no new equity) |
UNCHANGED |
guide ~$73B vs. cons ~$73B (2026–2030) |
MEDIUM |
| PCG |
Guide |
Data-center/large-load online by 2030 |
UNCHANGED |
guide ~1.8 GW vs. cons ~1.8 GW (by 2030; ~4.6 GW in final engineering) |
MEDIUM |
| PCG |
Guide |
Wildfire liability reform (SB 254 Phase 2) timeline |
UNKNOWN |
guide legislative resolution by ~Aug 2026 vs. market-priced ~1 (base-case) resolution before session close; risk of slip to 2027 |
LOW |
| PCG |
Return |
Day-1 residual (stock − beta × S&P 500) |
-1.2% |
— |
MEDIUM |
| PCG |
Return |
5-day cumulative residual |
-2.0% (FADE) |
Non-event, reaffirmation-only quarter into a stock that already ran ~+3.5% the day before the print (17.49→18.10) on legislative optimism sets up a classic sell-the-news. No guidance raise is likely (management habitually redeploys O&M savings rather than flow beats through), so out-period math caps upside and pulls the day-1 pop back. With the real catalyst (SB 254 Phase 2) still unresolved until the late-August session, there's no fresh de-risking to sustain a rally; residual drifts negative then stabilizes near pre-run levels absent constructive Sacramento headlines. |
MEDIUM |