| AEE |
Report |
Diluted EPS (2Q26) |
BEAT |
pred ~$1.16 vs. cons $1.14 |
MEDIUM |
| AEE |
Report |
Operating revenue (2Q26) |
BEAT |
pred ~$1.98B vs. cons $1.95B |
LOW |
| AEE |
Report |
Missouri signed energy-services agreements |
BEAT |
pred ~2.6 GW vs. cons 2.5 GW |
MEDIUM |
| AEE |
Guide |
2026 diluted EPS guidance |
UNCHANGED |
guide ~$5.25-$5.45 vs. cons $5.35 (FY2026) |
HIGH |
| AEE |
Guide |
Missouri large-load sales assumption |
UNCHANGED |
guide ~1.2 GW vs. cons 1.2 GW (by 2030) |
MEDIUM |
| AEE |
Guide |
Five-year capital plan |
UNCHANGED |
guide ~$32B vs. cons ~$32B (2026-2030) |
MEDIUM |
| AEE |
Return |
Day-1 residual (stock − beta × S&P 500) |
+1.2% |
— |
MEDIUM |
| AEE |
Return |
5-day cumulative residual |
+0.4% (FADE) |
A modest EPS/ESA beat should initially support the premium growth narrative, but unchanged FY2026 EPS guidance (~$5.35 midpoint versus ~$5.35 consensus) and unchanged embedded load-growth assumptions (~1.2 GW versus ~1.2 GW) leave limited basis for out-period estimate increases before the September IRP. |
MEDIUM |