| PCG |
Report |
Core EPS (Q2 2026) |
BEAT |
pred ~$0.38 vs. cons $0.371 (Visible Alpha, Jul 21 2026) |
MEDIUM |
| PCG |
Report |
O&M Operating (Q2 2026) |
BEAT |
pred ~$2.68B vs. cons $2.739B (Visible Alpha, Jul 21 2026) |
MEDIUM |
| PCG |
Report |
Revenue (Q2 2026) |
IN-LINE |
pred ~$6.40B vs. cons $6.403B (Visible Alpha, Jul 21 2026) |
MEDIUM |
| PCG |
Guide |
FY 2026 Core EPS (FY 2026) |
BETTER |
guide ~$1.655 mid vs. cons $1.628 (Visible Alpha, Jul 21 2026) |
HIGH |
| PCG |
Guide |
2027-2030 EPS Growth (multi-year) |
UNCHANGED |
reaffirm at least 9% annually vs. cons N/A |
HIGH |
| PCG |
Guide |
SB 254 / Credit Upgrade Commentary |
BETTER |
constructive framing of July 6 signing; no specific credit upgrade date committed |
MEDIUM |
| PCG |
Guide |
Data Center Pipeline Update |
BETTER |
4.8-5.0 GW in final engineering vs. 4.6 GW at Q1 2026 |
MEDIUM |
| PCG |
Return |
Day-1 residual (stock − beta × S&P 500) |
-1.5% |
— |
MEDIUM |
| PCG |
Return |
5-day cumulative residual |
-2.5% (FADE) |
FADE — beat gets sold into the pre-print run; implied H2 math shows no real raise; Archetype B D5 avg -2.0%, adjusted for high bar |
MEDIUM |