| ES |
Report |
Non-GAAP Operating EPS (Q2 2026) |
BEAT |
pred ~$0.91 vs. cons $0.886 |
MEDIUM |
| ES |
Report |
CT Storm Prudency Decision / Securitization |
BEAT |
Decision confirmed; securitization process initiated vs. cons expectation of delay risk |
MEDIUM |
| ES |
Guide |
FY 2026 Non-GAAP EPS (FY 2026) |
BETTER |
guide ~$4.68-4.72 midpoint vs. cons $4.639 |
MEDIUM |
| ES |
Guide |
FERC Section 205 / Prospective ROE (FY 2026) |
UNCHANGED |
constructive color on settlement; no formal guidance update until Q4 2026 call |
HIGH |
| ES |
Return |
Day-1 residual (stock − beta × S&P 500) |
+2.0% |
— |
MEDIUM |
| ES |
Return |
5-day cumulative residual |
+2.5% (FOLLOW-THROUGH) |
FOLLOW-THROUGH — sell-side models securitization cash flows, pulling FFO/debt estimates up; short covering (6.44 DTC) amplifies initial move |
MEDIUM |