| CNP |
Report |
Operating EPS (Q2 2026) |
BEAT |
pred ~$0.39 vs. cons $0.378 |
MEDIUM |
| CNP |
Report |
Electric Throughput (Q2 2026) |
BEAT |
pred ~31,500 GWh vs. cons 30,995 GWh |
MEDIUM |
| CNP |
Report |
Capital Additions (Q2 2026) |
MISS |
pred ~$1.70B vs. cons $1.761B |
MEDIUM |
| CNP |
Guide |
FY2026 Non-GAAP EPS (FY2026) |
LOWER |
guide top $1.91 vs. cons $1.913; reiterate $1.89-$1.91 |
HIGH |
| CNP |
Guide |
FY2026 CapEx (FY2026) |
BETTER |
guide ~$6.8B vs. cons $6.699B |
HIGH |
| CNP |
Guide |
Load Growth / Qualitative (Forward) |
UNCHANGED |
ERCOT approvals progressing; no new GW increase; Indiana no signed deal |
MEDIUM |
| CNP |
Return |
Day-1 residual (stock − beta × S&P 500) |
+1.2% |
— |
MEDIUM |
| CNP |
Return |
5-day cumulative residual |
-1.5% (FADE) |
FADE — sell side models implied H2 cut from FY guidance reiteration; estimate revisions pull FY2026 consensus toward $1.90 midpoint from $1.913; consistent with Archetype C 5-day pattern in 3 of 3 prior instances |
MEDIUM |