| AEE |
Report |
Q2 2026 diluted EPS |
IN-LINE |
pred ~$1.09 vs. cons $1.08 |
MEDIUM |
| AEE |
Report |
Q2 2026 operating revenue |
BEAT |
pred ~$2.31B vs. cons $2.28B |
MEDIUM |
| AEE |
Report |
Q2 2026 capital expenditures |
BEAT |
pred ~$1.60B vs. cons $1.55B |
LOW |
| AEE |
Guide |
FY2026 diluted EPS guidance midpoint |
UNCHANGED |
guide ~$5.35 vs. cons $5.39 (FY2026) |
HIGH |
| AEE |
Guide |
Missouri large-load sales ramp |
LOWER |
guide ~1.2 GW vs. cons 1.5 GW (by 2030) |
MEDIUM |
| AEE |
Guide |
Infrastructure investment plan |
UNCHANGED |
guide ~$31.8B vs. cons $31.8B (2026-2030) |
MEDIUM |
| AEE |
Guide |
Signed Missouri energy-service agreements |
UNCHANGED |
guide ~2.8 GW vs. cons 2.8 GW (Q2 2026 update) |
HIGH |
| AEE |
Return |
Day-1 residual (stock − beta × S&P 500) |
-1.3% |
— |
MEDIUM |
| AEE |
Return |
5-day cumulative residual |
-2.1% (FOLLOW-THROUGH) |
A roughly $0.01 quarterly EPS beat is unlikely to offset unchanged $5.25-$5.45 guidance and a retained 1.2 GW 2030 sales assumption; the implied second-half EPS requirement of about $2.98 remains below the roughly $3.03 consensus, creating modest out-period estimate-cut risk. |
MEDIUM |