| AEP |
Report |
2Q26 operating EPS |
BEAT |
pred ~$1.52 vs. cons $1.49 |
MEDIUM |
| AEP |
Report |
2Q26 revenue |
IN-LINE |
pred ~$5.57B vs. cons $5.53B |
MEDIUM |
| AEP |
Report |
Incremental contracted load by 2030 |
BEAT |
pred ~64 GW vs. cons 63 GW |
LOW |
| AEP |
Guide |
FY26 operating-EPS outlook midpoint |
BETTER |
guide ~$6.37 vs. cons $6.35 (FY2026) |
MEDIUM |
| AEP |
Guide |
2026-2030 capital plan |
UNCHANGED |
guide ~$78B vs. cons $78B (2026-2030) |
HIGH |
| AEP |
Guide |
Long-term operating-EPS CAGR |
BETTER |
guide ~9.1% vs. cons 9.0% (2026-2030) |
MEDIUM |
| AEP |
Return |
Day-1 residual (stock − beta × S&P 500) |
+2.1% |
— |
MEDIUM |
| AEP |
Return |
5-day cumulative residual |
+0.7% (FADE) |
A ~2% operating-EPS beat and ~$6.37 FY26 midpoint support an initial move, but unchanged ~$78B capital spending and only modest ~64-GW load growth leave out-period FY27/FY28 estimates largely unchanged after the ~$6.35 FY26 consensus is met. |
MEDIUM |