| D |
Report |
Operating EPS |
BEAT |
pred ~$0.690 vs. cons $0.664 (Visible Alpha, Jul 31 2026) |
MEDIUM |
| D |
Report |
Revenue |
BEAT |
pred ~$4.16B vs. cons $4.093B (Visible Alpha, Jul 31 2026) |
MEDIUM |
| D |
Report |
Capital additions |
BEAT |
pred ~$2.75B vs. cons $2.689B (Visible Alpha, Jul 31 2026) |
MEDIUM |
| D |
Guide |
FY26 operating EPS |
UNCHANGED |
guide ~$3.57 midpoint vs. cons $3.562 (Visible Alpha, Jul 31 2026) |
MEDIUM |
| D |
Guide |
Data-center demand commentary |
UNCHANGED |
guide reaffirm durable demand and customer-funded infrastructure vs. cons UNVERIFIED |
LOW |
| D |
Guide |
CVOW cost and completion commentary |
UNCHANGED |
guide reaffirm budget and schedule framework vs. cons UNVERIFIED |
LOW |
| D |
Return |
Day-1 residual (stock − beta × S&P 500) |
-1.5% |
— |
LOW |
| D |
Return |
5-day cumulative residual |
-2.5% (FOLLOW-THROUGH) |
FOLLOW-THROUGH — maintained guide drives modest out-period derisking |
LOW |