| CMS |
Report |
Adjusted operating EPS |
BEAT |
pred ~$0.38 vs. cons $0.364 UNVERIFIED |
LOW |
| CMS |
Report |
Operating revenue |
BEAT |
pred ~$1.82B vs. cons $1.776B |
LOW |
| CMS |
Report |
Customer electric deliveries |
IN-LINE |
pred ~9,450 GWh vs. cons 9,382 GWh |
LOW |
| CMS |
Guide |
FY26 adjusted operating EPS (FY26) |
LOWER |
guide $3.83-$3.90 vs. cons $3.93 |
LOW |
| CMS |
Guide |
Load / data-center commentary (FY26) |
UNCHANGED |
guide: 2028 timing and advanced-contract narrative maintained vs. cons UNVERIFIED |
LOW |
| CMS |
Return |
Day-1 residual (stock − beta × S&P 500) |
-0.5% |
— |
LOW |
| CMS |
Return |
5-day cumulative residual |
-1.5% (FOLLOW-THROUGH) |
FOLLOW-THROUGH — maintained FY range below consensus pressures out-period estimates |
LOW |