| AEE |
Report |
Q2'26 Adjusted EPS |
IN-LINE |
pred ~$1.07 vs. cons $1.08 |
MEDIUM |
| AEE |
Report |
Q2'26 Revenue |
BEAT |
pred ~$2.45B vs. cons $2.40B |
LOW |
| AEE |
Report |
Missouri segment earnings (large-load/infra driven) |
IN-LINE |
pred ~$95M vs. cons ~$93M |
LOW |
| AEE |
Guide |
FY2026 EPS guidance |
UNCHANGED |
guide ~$5.25-$5.45 (mid $5.35) vs. cons $5.36 (FY2026) |
HIGH |
| AEE |
Guide |
Long-term EPS CAGR algorithm |
UNCHANGED |
guide 6-8% 'near upper end' vs. cons ~7% (2025-2030) |
MEDIUM |
| AEE |
Guide |
Signed data-center ESAs / large-load |
BETTER |
guide ~2.2GW+ signed ESAs vs. ~1.2GW baked into plan (by 2030) |
MEDIUM |
| AEE |
Guide |
Missouri IRP / capex refresh timing |
UNKNOWN |
guide Sept IRP + Q3 update vs. cons expecting ~$70B+ pipeline (Q3'26) |
MEDIUM |
| AEE |
Return |
Day-1 residual (stock − beta × S&P 500) |
-1.2% |
— |
MEDIUM |
| AEE |
Return |
5-day cumulative residual |
-0.5% (STABILIZE) |
Small seasonal quarter with flagged O&M/tree-trimming and weather headwinds; likely a clean-but-modest print with guidance merely reaffirmed and the real catalyst (Sept Missouri IRP / rate-base + EPS-growth refresh) deferred to the Q3 call. With the stock already ~7% off its June $118 high and down ~2% into the print, a status-quo outlook and no formal guidance raise leave little near-term upside, so day-1 skews slightly negative. Out-period math is neutral-to-positive (2.2GW signed ESAs are upside not yet in numbers), so estimates hold and the low-beta name stabilizes rather than follows through lower as investors bridge to the Q3 IRP catalyst. |
LOW |