| DTE |
Report |
2Q26 operating EPS |
MISS |
pred ~$1.10 vs. cons $1.13 |
MEDIUM |
| DTE |
Report |
DTE Electric operating earnings |
IN-LINE |
pred ~$285M vs. cons $283M |
LOW |
| DTE |
Report |
Energy Trading operating earnings |
BEAT |
pred ~$35M vs. cons $30M |
MEDIUM |
| DTE |
Guide |
FY26 operating EPS guidance |
BETTER |
guide ~$7.73 vs. cons $7.71 (FY26) |
HIGH |
| DTE |
Guide |
FY26 DTE Electric operating-earnings guidance |
UNCHANGED |
guide ~$1.36B vs. cons $1.35B (FY26) |
MEDIUM |
| DTE |
Guide |
FY26 Energy Trading operating-earnings guidance |
BETTER |
guide ~$60M vs. cons $55M (FY26) |
MEDIUM |
| DTE |
Return |
Day-1 residual (stock − beta × S&P 500) |
+0.8% |
— |
MEDIUM |
| DTE |
Return |
5-day cumulative residual |
+1.1% (STABILIZE) |
A ~$1.10 reported EPS result versus $1.13 consensus is a modest quarterly miss, but confirmation of ~$7.73 FY26 EPS versus $7.71 consensus and a ~$60M Energy Trading outcome versus $55M supports limited upward full-year math. The lack of a formal incremental capital-plan addition or a higher long-term EPS target before the expected September Google decision should cap estimate revisions after the initial reaction. |
MEDIUM |