| ETR |
Report |
Q2 2026 adjusted EPS |
BEAT |
pred ~$1.15 vs. cons $1.13 |
MEDIUM |
| ETR |
Report |
Q2 2026 revenue |
BEAT |
pred ~$3.68B vs. cons $3.61B |
MEDIUM |
| ETR |
Report |
Q2 2026 industrial sales growth |
BEAT |
pred ~13.0% vs. cons 12.0% |
MEDIUM |
| ETR |
Guide |
Adjusted EPS guidance |
LOWER |
guide ~$4.35 midpoint vs. cons $4.40 (FY2026) |
HIGH |
| ETR |
Guide |
Adjusted EPS outlook |
LOWER |
guide ~$5.05 midpoint vs. cons $5.08 (FY2027) |
MEDIUM |
| ETR |
Guide |
Industrial sales growth |
LOWER |
guide ~10.0% vs. cons 11.0% (FY2026) |
MEDIUM |
| ETR |
Guide |
Potential ESA additions |
UNCHANGED |
guide ~13.5 GW midpoint vs. cons 13.5 GW (next 24 months) |
MEDIUM |
| ETR |
Return |
Day-1 residual (stock − beta × S&P 500) |
-1.2% |
— |
MEDIUM |
| ETR |
Return |
5-day cumulative residual |
-2.0% (FOLLOW-THROUGH) |
The predicted Q2 EPS beat is only ~$0.02 versus consensus, while unchanged FY2026 guidance implies a ~$4.35 midpoint versus $4.40 consensus. After predicted first-half EPS of ~$2.01, the midpoint requires ~$2.34 in H2 versus roughly $2.41 embedded in consensus, creating modest downward revision pressure despite the quarterly beat. |
MEDIUM |