| PCG |
Report |
Q2 2026 non-GAAP core EPS |
BEAT |
pred ~$0.37 vs. cons $0.36 |
MEDIUM |
| PCG |
Report |
Data-center load in final engineering |
BEAT |
pred ~5.0 GW vs. cons 4.8 GW |
LOW |
| PCG |
Report |
Data-center load under construction |
BEAT |
pred ~220 MW vs. cons 200 MW |
LOW |
| PCG |
Guide |
Full-year non-GAAP core EPS |
UNCHANGED |
guide ~$1.65 midpoint vs. cons $1.65 (FY2026) |
HIGH |
| PCG |
Guide |
Annual non-GAAP core EPS growth |
UNCHANGED |
guide ~9.0%+ vs. cons 9.7% (2027–2030) |
HIGH |
| PCG |
Guide |
Data-center load expected online |
UNCHANGED |
guide ~1.8 GW vs. cons 1.8 GW (by 2030) |
MEDIUM |
| PCG |
Guide |
Capital expenditures |
UNCHANGED |
guide ~$12.4B vs. cons $12.4B (FY2026) |
HIGH |
| PCG |
Return |
Day-1 residual (stock − beta × S&P 500) |
+0.9% |
— |
MEDIUM |
| PCG |
Return |
5-day cumulative residual |
+0.4% (FADE) |
A modest EPS beat and better pipeline conversion should support the initial reaction, but unchanged ~$1.65 FY2026 guidance versus $1.65 consensus leaves little out-period revision fuel; absent a quantified wildfire-reform catalyst, part of the day-1 gain likely fades. |
MEDIUM |