| ETR |
Report |
Q2 2026 adjusted EPS |
IN-LINE |
pred ~$0.99 vs. cons $0.97 |
MEDIUM |
| ETR |
Report |
Industrial/retail sales volume growth (YoY) |
BEAT |
pred ~+14% vs. cons ~+11% |
MEDIUM |
| ETR |
Report |
Operating revenue |
IN-LINE |
pred ~$3.25B vs. cons $3.20B |
LOW |
| ETR |
Guide |
FY2026 adjusted EPS guidance |
UNCHANGED |
guide reaffirmed $4.25–$4.45 (mid ~$4.35) vs. cons $4.35 (FY2026) |
HIGH |
| ETR |
Guide |
Long-term adjusted EPS CAGR |
UNCHANGED |
guide >8% (~$4.35 base) vs. cons ~8% (2026–2035) |
MEDIUM |
| ETR |
Guide |
New data-center/large-load ESA signings & pipeline conversion |
UNKNOWN |
guide 7–12 GW DC pipeline + 3–5 GW other vs. cons ~0 GW newly contracted (2026+) |
MEDIUM |
| ETR |
Guide |
Equity financing need through plan |
UNCHANGED |
guide ~$7B equity, ~60% sourced, none needed until 2028 vs. cons ~$7B (2026–2030) |
MEDIUM |
| ETR |
Guide |
Q2/2H O&M timing headwind |
UNCHANGED |
guide ~+$0.15 Q2 O&M vs. cons ~+$0.15 already embedded (Q2 2026) |
MEDIUM |
| ETR |
Return |
Day-1 residual (stock − beta × S&P 500) |
-1.0% |
— |
MEDIUM |
| ETR |
Return |
5-day cumulative residual |
-1.3% (STABILIZE) |
A 'reaffirm-not-raise' quarter with a pre-telegraphed ~$0.15 O&M drag keeps FY estimates flat (no upward revisions), and back-half-weighted growth means the out-period math doesn't improve. At a rich ~26x premium multiple with the stock already down ~3% into the print, absent a fresh signed ESA the modest day-1 dip holds rather than recovering or extending — hence stabilize near the initial reaction. |
LOW |