| D |
Report |
2Q26 operating EPS |
IN-LINE |
pred ~$0.78 vs. cons $0.77 |
MEDIUM |
| D |
Report |
CVOW project budget |
IN-LINE |
pred ~$11.40B vs. cons $11.40B |
MEDIUM |
| D |
Report |
CVOW turbines installed at quarter-end |
BEAT |
pred ~31 turbines vs. cons 28 turbines |
MEDIUM |
| D |
Guide |
FY26 operating EPS guidance |
UNCHANGED |
guide ~$3.57 midpoint vs. cons $3.57 midpoint (FY26) |
HIGH |
| D |
Guide |
CVOW completion timing |
UNCHANGED |
guide ~Jun-2027 completion vs. cons Jun-2027 completion (project timing) |
MEDIUM |
| D |
Guide |
Virginia data-center capacity under electric-service agreements |
BETTER |
guide ~11.2 GW vs. cons 10.8 GW (2H26 update) |
LOW |
| D |
Return |
Day-1 residual (stock − beta × S&P 500) |
+0.6% |
— |
LOW |
| D |
Return |
5-day cumulative residual |
+0.8% (STABILIZE) |
pred ~0.8% five-day residual vs. ~0.6% day-one residual; an in-line EPS print and maintained ~$3.57 FY26 midpoint should limit estimate revisions, while intact ~$11.4B CVOW execution keeps the merger spread from widening materially. |
LOW |