| ETR |
Report |
Adjusted EPS |
BEAT |
pred ~$1.13 vs. cons $1.11 |
MEDIUM |
| ETR |
Report |
Revenue |
IN-LINE |
pred ~$3.66B vs. cons $3.64B |
MEDIUM |
| ETR |
Report |
Weather-normalized industrial retail-sales growth |
BEAT |
pred ~14.0% vs. cons 12.5% |
MEDIUM |
| ETR |
Guide |
2026 adjusted EPS guidance midpoint |
LOWER |
guide ~$4.35 vs. cons $4.40 (FY2026) |
HIGH |
| ETR |
Guide |
Retail-sales growth outlook |
UNCHANGED |
guide ~9.0% vs. cons 9.0% (2026-2030 CAGR) |
HIGH |
| ETR |
Guide |
Capital-investment plan |
UNCHANGED |
guide ~$67.0B vs. cons $67.0B (through 2030) |
HIGH |
| ETR |
Return |
Day-1 residual (stock − beta × S&P 500) |
+1.5% |
— |
MEDIUM |
| ETR |
Return |
5-day cumulative residual |
+0.5% (FADE) |
A modest ~$0.02 EPS beat and sustained industrial-load momentum should initially help, but retaining a ~$4.35 FY2026 EPS midpoint versus ~$4.40 consensus leaves out-period estimates without a clear upgrade catalyst; investors are likely to refocus on dilution, O&M and regulatory-execution risk after the first-day reaction. |
MEDIUM |