| DTE |
Report |
Q2 2026 operating EPS |
BEAT |
pred ~$1.18 vs. cons $1.14 |
MEDIUM |
| DTE |
Report |
Q2 2026 DTE Electric operating earnings |
BEAT |
pred ~$268M vs. cons $265M |
LOW |
| DTE |
Report |
Q2 2026 Energy Trading operating earnings |
BEAT |
pred ~$27M vs. cons $25M |
LOW |
| DTE |
Guide |
Operating EPS positioning |
BETTER |
guide ~$7.73 vs. cons $7.71 (FY2026) |
HIGH |
| DTE |
Guide |
Energy Trading operating earnings |
BETTER |
guide ~$60M vs. cons $57M (FY2026) |
MEDIUM |
| DTE |
Guide |
Google-related incremental capital investment |
UNCHANGED |
guide ~$5.0B vs. cons $5.0B (through 2032) |
HIGH |
| DTE |
Guide |
External equity issuance |
UNCHANGED |
guide ~$550M vs. cons $550M (FY2026) |
MEDIUM |
| DTE |
Return |
Day-1 residual (stock − beta × S&P 500) |
+1.3% |
— |
MEDIUM |
| DTE |
Return |
5-day cumulative residual |
+0.5% (FADE) |
A modest Q2 beat of ~$1.18 vs. $1.14 should help initially, but unchanged formal guidance with high-end positioning of ~$7.73 vs. $7.71 leaves little out-period revision upside until Google approval and incremental capital are formally incorporated. |
MEDIUM |