| AEP |
Report |
Operating EPS (Q2 2026) |
BEAT |
pred ~$1.52 vs. cons $1.486 (+2.3%) |
MEDIUM |
| AEP |
Report |
Contracted Load Additions (Q2 2026) |
BEAT |
pred ~5-7 GW incremental (68-70 GW total) vs. cons UNVERIFIED |
LOW |
| AEP |
Report |
FY 2026 EPS Guidance Reaffirmation |
IN-LINE |
pred reaffirmed $6.15-$6.45 (mid $6.30) vs. cons $6.40 (-1.6%) |
HIGH |
| AEP |
Guide |
FY 2026 Op. EPS (full year) |
LOWER |
guide mid ~$6.30 vs. cons $6.40 (-1.6%) |
HIGH |
| AEP |
Guide |
LT EPS CAGR 2026-2030 |
UNCHANGED |
reiterated >9% vs. ~9% implied |
HIGH |
| AEP |
Guide |
Contracted Load cumulative GW |
BETTER |
~68-70 GW vs. UNVERIFIED |
LOW |
| AEP |
Guide |
Capital Plan Signal (Q3 update) |
BETTER |
incremental upside signaled; no formal raise today |
MEDIUM |
| AEP |
Return |
Day-1 residual (stock − beta × S&P 500) |
+2.0% |
— |
MEDIUM |
| AEP |
Return |
5-day cumulative residual |
+2.5% (STABILIZE) |
STABILIZE - FY guide midpoint below cons causes modest sell-side cuts but contracted load update and capital plan signal keep multiple supported; no material follow-through or fade |
MEDIUM |