| DTE |
Report |
Q2 operating EPS |
BEAT |
pred ~$1.62 vs. cons $1.57 |
LOW |
| DTE |
Report |
Q2 revenue |
IN-LINE |
pred ~$3.45B vs. cons $3.36B |
LOW |
| DTE |
Report |
DTE Electric segment operating earnings |
IN-LINE |
pred ~$330M vs. cons ~$325M |
LOW |
| DTE |
Guide |
FY2026 operating EPS guidance (reaffirm, top-end bias) |
UNCHANGED |
guide ~$7.71 (range $7.59-$7.73) vs. cons $7.71 (FY2026) |
HIGH |
| DTE |
Guide |
Long-term EPS growth rate through 2030 |
UNCHANGED |
guide ~6-8% vs. cons ~7% (2026-2030) |
HIGH |
| DTE |
Guide |
Data-center catalyst (Google ~1GW MPSC order ~Sep-10, ~$5B capex; next deal by YE26) |
UNKNOWN |
guide ~1 new deal + $5B upside vs. cons ~0 embedded (2026-2032) |
MEDIUM |
| DTE |
Guide |
2026 equity issuance / financing plan |
UNCHANGED |
guide ~$500-600M vs. cons ~$550M (FY2026) |
LOW |
| DTE |
Guide |
Electric & Gas rate-case / IRP cadence (Sep orders, Q3 IRP) |
UNKNOWN |
guide ~10.25% ROE ask vs. cons ~9.9% settled ROE (2026 orders) |
LOW |
| DTE |
Return |
Day-1 residual (stock − beta × S&P 500) |
+0.5% |
— |
LOW |
| DTE |
Return |
5-day cumulative residual |
+0.0% (STABILIZE) |
Seasonally light Q2 print with a likely modest EPS beat but only a reaffirm (no formal raise) — out-period math is neutral since top-end bias is already in the $7.71 Street number, so estimates consolidate rather than re-rate. Real catalysts (Google MPSC order ~Sep-10, next data-center deal, fall CapEx/plan refresh) sit outside the 5-day window, so absent a surprise the idiosyncratic move stays small; slight fade risk given the stock is ~13% YTD and off its June ~$154 peak, offset by data-center optionality — net stabilize near flat. |
LOW |