| D |
Report |
Q2 2026 Operating EPS |
BEAT |
pred ~$0.70 vs. cons $0.664 |
MEDIUM |
| D |
Report |
CVOW Turbines Complete (Q2-end) |
BEAT |
pred ~35-40 vs. implicit ~25-30 (UNVERIFIED consensus) |
LOW |
| D |
Report |
Data Center Contracted Capacity (total GW) |
IN-LINE |
pred ~52-53 GW vs. implicit ~51-52 GW (UNVERIFIED consensus) |
LOW |
| D |
Guide |
FY2026 Operating EPS (FY2026) |
UNCHANGED |
guide $3.45-$3.69 affirmed vs. cons $3.56 |
HIGH |
| D |
Guide |
Merger Timeline (H2 2027 close) |
UNCHANGED |
reiterate H2 2027 vs. no formal consensus |
HIGH |
| D |
Return |
Day-1 residual (stock − beta × S&P 500) |
-1.0% |
— |
MEDIUM |
| D |
Return |
5-day cumulative residual |
-2.0% (STABILIZE) |
STABILIZE — merger arb bid limits downside; Archetype B fade pattern partially offset by low bar and merger support; sell-side models find no upward revision catalyst on an affirmed FY range |
MEDIUM |