| ES |
Report |
2Q26 non-GAAP recurring EPS |
BEAT |
pred ~$0.90 vs. cons $0.88 |
MEDIUM |
| ES |
Report |
2Q26 GAAP diluted EPS |
MISS |
pred ~$0.59 vs. cons $0.71 |
HIGH |
| ES |
Report |
2Q26 revenue |
MISS |
pred ~$3.08B vs. cons $3.12B |
LOW |
| ES |
Guide |
FY2026 non-GAAP recurring EPS guidance |
UNCHANGED |
guide ~$4.65 vs. cons $4.71 (FY2026) |
HIGH |
| ES |
Guide |
Connecticut and New Hampshire storm-cost securitization proceeds |
UNCHANGED |
guide ~$2.00B vs. cons ~$2.00B (next 12-18 months) |
MEDIUM |
| ES |
Guide |
Five-year common-equity financing need |
UNCHANGED |
guide ~$0.95B vs. cons ~$0.95B (2026-2030) |
MEDIUM |
| ES |
Return |
Day-1 residual (stock − beta × S&P 500) |
+0.8% |
— |
MEDIUM |
| ES |
Return |
5-day cumulative residual |
+0.2% (FADE) |
A modest ~$0.02 recurring-EPS beat and reaffirmed FY2026 range should support an initially positive reaction, but the $4.65 guidance midpoint remains below ~$4.71 consensus and likely offers no out-period estimate uplift. Aquarion debt reduction is already disclosed, while definitive Connecticut storm-cost and FERC-resolution catalysts are unlikely to be fully delivered in the print; that limits revisions and causes the initial move to fade. |
MEDIUM |