| AEE |
Report |
Operating diluted EPS |
BEAT |
pred ~$1.090 vs. cons $1.0758 (Visible Alpha, Jul. 30) |
MEDIUM |
| AEE |
Report |
Missouri retail electric sales |
IN-LINE |
pred ~7,250 GWh vs. cons 7,221 GWh (Visible Alpha, Jul. 30) |
LOW |
| AEE |
Report |
Capital expenditures |
BEAT |
pred ~$1.450B vs. cons $1.423B (Visible Alpha, Jul. 30) |
LOW |
| AEE |
Guide |
FY2026 operating EPS |
UNCHANGED |
guide $5.25-$5.45 vs. cons $5.379 |
MEDIUM |
| AEE |
Guide |
ESA execution / incremental conversion (2H outlook) |
UNCHANGED |
confirm 2.2 GW construction progress; no material quantified incremental conversion vs. UNVERIFIED consensus |
LOW |
| AEE |
Return |
Day-1 residual (stock − beta × S&P 500) |
-0.5% |
— |
LOW |
| AEE |
Return |
5-day cumulative residual |
-1.5% (FOLLOW-THROUGH) |
FOLLOW-THROUGH — implicit 2H estimate cut |
LOW |