| D |
Report |
Q2 2026 Operating EPS |
IN-LINE |
pred ~$0.78 vs. cons ~$0.77 |
MEDIUM |
| D |
Report |
CVOW offshore wind % complete (de-risking update) |
BEAT |
pred ~80% complete vs. cons ~78% (Q1 was >75%) |
LOW |
| D |
Report |
Data-center contracted capacity (electric service agreements) |
BEAT |
pred ~11 GW vs. cons ~10.4 GW |
LOW |
| D |
Guide |
FY2026 Operating EPS guidance |
UNCHANGED |
guide reaffirmed ~$3.57 mid ($3.45-$3.69) vs. cons ~$3.57 (FY2026) |
HIGH |
| D |
Guide |
Long-term EPS growth target |
UNCHANGED |
guide ~6% (5-7% midpoint) vs. cons ~6% (2025-2029) |
HIGH |
| D |
Guide |
CVOW total project budget |
UNCHANGED |
guide ~$11.4B vs. cons ~$11.4B (project life); ~$200M tariff risk vs. PJM transmission offset |
MEDIUM |
| D |
Guide |
FFO/debt (credit metric) |
UNCHANGED |
guide >15% vs. cons ~15% target (FY2026), no equity ramp needed |
MEDIUM |
| D |
Guide |
Millstone recontracting (CT DEEP zero-carbon RFP) |
UNKNOWN |
guide RFP decision expected ~2H26 vs. cons not in plan ~0 (through Aug-2029 PPA); upside optionality |
LOW |
| D |
Return |
Day-1 residual (stock − beta × S&P 500) |
-1.0% |
— |
LOW |
| D |
Return |
5-day cumulative residual |
-1.8% (FADE) |
Seasonally small quarter with guidance only reaffirmed (no raise) into a stock that has already re-rated ~+18% YTD to the low-$70s, so the bar is high and there is little out-period fuel: flat estimates mean no upward revision momentum. Clean CVOW/data-center commentary limits downside, but with valuation stretched and no numbers catalyst, an initial muted-to-negative reaction likely bleeds slightly lower as the tape digests a qualitative-only print. |
LOW |