| ES |
Report |
Q2 non-GAAP EPS |
IN-LINE |
pred ~$0.88 vs. cons $0.87 |
MEDIUM |
| ES |
Report |
Q2 revenue |
IN-LINE |
pred ~$2.85B vs. cons ~$2.88B |
LOW |
| ES |
Report |
Q2 GAAP EPS (incl. ~$0.31 Aquarion loss-on-sale charge) |
MISS |
pred ~$0.56 vs. cons ~$0.62 |
LOW |
| ES |
Guide |
FY2026 non-GAAP EPS guidance |
UNCHANGED |
guide ~$4.65 (range $4.57-$4.72) vs. cons $4.66 (FY2026) |
HIGH |
| ES |
Guide |
Long-term EPS CAGR (off $4.65 base) |
UNCHANGED |
guide ~5-7% (upper-half by 2028) vs. Street ~6% (2025-2029) |
MEDIUM |
| ES |
Guide |
FERC transmission Section 205 ROE path |
UNKNOWN |
guide ~11.39% target vs. current 9.57% base (effective 2H26, subject to refund) |
LOW |
| ES |
Guide |
CL&P rate case ask / affordability tone |
UNKNOWN |
guide ~$727M (~18% res. bill) vs. no cons est. (decision 2027) |
LOW |
| ES |
Return |
Day-1 residual (stock − beta × S&P 500) |
-0.6% |
— |
MEDIUM |
| ES |
Return |
5-day cumulative residual |
-1.3% (FADE) |
In-line EPS and a twice-reset guide reaffirmed at $4.65 midpoint offer no upside revision catalyst, while the stock sits near 52-week highs (+10% YTD, well ahead of XLU) with the de-risking thesis largely priced. No out-period estimate raise, ongoing FERC retroactive-refund overhang, and politically charged CL&P rate case tone bias post-print revisions/positioning modestly lower, so an initial flat-to-down reaction fades further. |
LOW |