| CMS |
Report |
Adjusted EPS (Q2 2026) |
BEAT |
pred ~$0.40 vs. cons $0.364 |
MEDIUM |
| CMS |
Report |
NorthStar EPS Contribution (Q2 2026) |
BEAT |
pred ~$0.06 vs. cons UNVERIFIED |
LOW |
| CMS |
Report |
Operating Revenue (Q2 2026) |
BEAT |
pred ~$1.85B vs. cons $1.776B |
MEDIUM |
| CMS |
Guide |
FY2026 Adj. EPS (FY2026) |
LOWER |
guide ~$3.865 midpoint vs. cons $3.93 |
HIGH |
| CMS |
Guide |
Data Center Pipeline Commentary (Qualitative) |
BETTER |
Final contract confirmed or imminent vs. muted expectations |
MEDIUM |
| CMS |
Guide |
NorthStar Disposition (Qualitative) |
LOWER |
Likely addressed; possible asset sale — near-term EPS dilutive |
LOW |
| CMS |
Guide |
Long-term EPS Growth (FY2027+) |
UNCHANGED |
High end of 6-8% reaffirmed vs. cons $4.17 |
HIGH |
| CMS |
Return |
Day-1 residual (stock − beta × S&P 500) |
-0.5% |
— |
MEDIUM |
| CMS |
Return |
5-day cumulative residual |
-1.5% (STABILIZE) |
STABILIZE — sell-side trims Q3/Q4 estimates to reconcile with FY guide below consensus; short covering limits but does not reverse the drift; stock stabilizes on long-term thesis |
MEDIUM |