| D |
Report |
Q2 2026 operating EPS |
BEAT |
pred ~$0.80 vs. cons $0.78 |
MEDIUM |
| D |
Report |
CVOW turbines installed as of Q2 update |
BEAT |
pred ~50 turbines vs. cons 45 turbines |
LOW |
| D |
Report |
Data-center capacity under electric service agreements |
BEAT |
pred ~10.8 GW vs. cons 10.4 GW |
MEDIUM |
| D |
Guide |
FY2026 operating EPS midpoint |
UNCHANGED |
guide ~$3.57 vs. cons $3.57 (FY2026) |
HIGH |
| D |
Guide |
CVOW total project budget |
UNCHANGED |
guide ~$11.4B vs. cons $11.4B (project completion) |
MEDIUM |
| D |
Guide |
CVOW turbines in service by year-end |
UNCHANGED |
guide ~89 turbines vs. cons 89 turbines (year-end 2026) |
HIGH |
| D |
Guide |
Long-term annual EPS growth midpoint |
UNCHANGED |
guide ~6.0% vs. cons 6.0% (through 2030) |
HIGH |
| D |
Return |
Day-1 residual (stock − beta × S&P 500) |
+1.1% |
— |
MEDIUM |
| D |
Return |
5-day cumulative residual |
+0.4% (FADE) |
A modest EPS beat and stronger CVOW installation count should produce initial project-execution relief, but an unchanged ~$3.57 FY2026 midpoint versus $3.57 consensus leaves little basis for upward revisions. With no improvement to the ~6.0% long-term growth midpoint versus 6.0% consensus, out-period estimates should remain broadly flat and the initial residual gain should fade as merger-spread and NEE-price dynamics reassert themselves. |
MEDIUM |