| AEP |
Report |
Q2 2026 operating EPS |
BEAT |
pred ~$1.52 vs. cons $1.49 |
MEDIUM |
| AEP |
Report |
Q2 2026 revenue |
BEAT |
pred ~$5.60B vs. cons $5.53B |
LOW |
| AEP |
Report |
Contracted incremental load by 2030 |
BEAT |
pred ~65 GW vs. cons 63 GW |
MEDIUM |
| AEP |
Guide |
Operating EPS guidance |
LOWER |
guide ~$6.30 midpoint vs. cons $6.35 (FY2026) |
HIGH |
| AEP |
Guide |
Capital investment plan |
UNCHANGED |
guide ~$78B vs. cons $78B (2026-2030) |
HIGH |
| AEP |
Guide |
Annual operating earnings growth |
UNCHANGED |
guide ~8.0% midpoint vs. cons 8.0% (2026-2030) |
HIGH |
| AEP |
Return |
Day-1 residual (stock − beta × S&P 500) |
-0.8% |
— |
MEDIUM |
| AEP |
Return |
5-day cumulative residual |
-1.3% (FOLLOW-THROUGH) |
A modest Q2 beat is outweighed by an unchanged ~$6.30 FY2026 guidance midpoint versus ~$6.35 consensus; absent firmer Texas and Wyoming milestones, out-period estimates should drift lower after the report and extend the initial weakness. |
MEDIUM |