| ETR |
Report |
Q2 2026 Adjusted EPS |
MISS |
pred ~$0.93 vs. cons $0.96 |
MEDIUM |
| ETR |
Report |
Industrial retail sales growth (y/y, Q2) |
BEAT |
pred ~13% vs. cons/guide ~10% |
MEDIUM |
| ETR |
Report |
Other O&M y/y increase (guided headwind) |
IN-LINE |
pred ~$0.15 vs. cons guide ~$0.15 |
HIGH |
| ETR |
Guide |
FY2026 adjusted EPS guidance (reaffirm $4.25-$4.45 range) |
UNCHANGED |
guide ~$4.35 vs. cons $4.40 (FY2026) |
MEDIUM |
| ETR |
Guide |
FY2026 retail/industrial sales growth guidance |
UNCHANGED |
guide ~10% vs. cons ~10% (FY2026) |
MEDIUM |
| ETR |
Guide |
Long-term adjusted EPS CAGR guidance (through 2030/2035) |
UNCHANGED |
guide >8% vs. cons ~8% (2026-2030) |
MEDIUM |
| ETR |
Return |
Day-1 residual (stock − beta × S&P 500) |
-0.3% |
— |
MEDIUM |
| ETR |
Return |
5-day cumulative residual |
-0.4% (STABILIZE) |
The Q2 EPS miss is a known, pre-flagged O&M timing headwind already embedded in a consensus that's been trimmed repeatedly (Zacks ESP -3.82%, KeyCorp cut to $0.95), so it shouldn't trigger material forward-estimate cuts; FY26 guidance ($4.25-$4.45) and the >8% EPS CAGR through 2030/2035 are reaffirmed with no new incremental catalyst (Meta economics/Lightning Initiative decision not due until December), so any initial reaction should hold rather than extend or reverse over the week. |
LOW |