ES Earnings Predictions — 2026-07-30

Ticker	Report or Guide	KPI	Prediction	Answer	Confidence
ES	Report	Operating EPS	IN-LINE	pred ~$0.890 vs. cons $0.886	MEDIUM
ES	Report	Revenue	IN-LINE	pred ~$2.940B vs. cons $2.919B	LOW
ES	Report	CapEx	IN-LINE	pred ~$1.400B vs. cons $1.391B	LOW
ES	Guide	FY2026 operating EPS	UNCHANGED	guide $4.57-$4.72 vs. cons $4.639	MEDIUM
ES	Guide	FY2026 CapEx	LOWER	guide ~$5.1B vs. cons $5.171B	LOW
ES	Guide	FERC / storm-cost outlook	UNCHANGED	guide unchanged vs. cons UNVERIFIED	LOW
ES	Return	Day-1 residual (stock − beta × S&P 500)	-1.0%	—	LOW
ES	Return	5-day cumulative residual	-1.0% (STABILIZE)	STABILIZE — in-line/maintain package	LOW