| ES |
Report |
2Q26 recurring EPS |
BEAT |
pred ~$0.96 vs. cons $0.94 |
MEDIUM |
| ES |
Report |
2Q26 operating revenue |
BEAT |
pred ~$3.05B vs. cons $2.98B |
MEDIUM |
| ES |
Report |
2Q26 Parent and Other loss |
MISS |
pred ~-$82M vs. cons -$80M |
LOW |
| ES |
Guide |
2026 recurring EPS guidance midpoint |
UNCHANGED |
guide ~$4.645 vs. cons $4.65 (FY2026) |
HIGH |
| ES |
Guide |
Long-term recurring EPS growth midpoint |
UNCHANGED |
guide ~6.0% vs. cons 6.0% (2026-2030 CAGR) |
HIGH |
| ES |
Guide |
Planned common-equity issuance midpoint |
UNCHANGED |
guide ~$0.95B vs. cons $0.95B (2026-2030) |
MEDIUM |
| ES |
Guide |
Storm-securitization proceeds |
UNCHANGED |
guide ~$1.39B vs. cons $1.40B (next 12-18 months) |
MEDIUM |
| ES |
Guide |
Prospective New England transmission base ROE |
UNCHANGED |
guide ~11.39% vs. cons 11.39% (expected by December 2026, subject to refund) |
MEDIUM |
| ES |
Return |
Day-1 residual (stock − beta × S&P 500) |
+0.8% |
— |
MEDIUM |
| ES |
Return |
5-day cumulative residual |
+0.6% (STABILIZE) |
day-5 residual ~0.6% vs. day-1 residual 0.8%; a modest EPS beat and unchanged FY2026 guidance support the shares, but unchanged out-period growth, persistent parent-company drag and unresolved FERC/rate-case risks limit estimate revisions and broader follow-through. |
MEDIUM |