| AEE |
Report |
Operating EPS (Q2 2026) |
BEAT |
pred ~$1.10 vs. cons $1.076 |
MEDIUM |
| AEE |
Report |
Missouri Electric Retail Sales (Q2 2026) |
IN-LINE |
pred ~7,280 GWh vs. cons 7,221 GWh |
MEDIUM |
| AEE |
Report |
Total Operating Revenue (Q2 2026) |
MISS |
pred ~$2.30B vs. cons $2.346B |
MEDIUM |
| AEE |
Guide |
FY 2026 Operating EPS (FY 2026) |
UNCHANGED |
guide reaffirm $5.35 midpoint vs. cons $5.379 — implied H2 ~$0.085 above consensus H2 |
HIGH |
| AEE |
Guide |
ESA Conversion Commentary (Forward) |
UNCHANGED |
Confirm Q2 groundbreakings; near-term additional conversions language — no new formal GW number |
MEDIUM |
| AEE |
Return |
Day-1 residual (stock − beta × S&P 500) |
+1.3% |
— |
MEDIUM |
| AEE |
Return |
5-day cumulative residual |
-0.5% (FADE) |
FADE — sell-side digests implied H2 math and rate case uncertainty; short covering provides initial bid but fades as equity dilution overhang reasserts |
MEDIUM |