| ETR |
Report |
Adjusted EPS (Q2 2026) |
BEAT |
pred ~$1.05 vs. cons. $1.024 |
HIGH |
| ETR |
Report |
Weather-adj. Industrial Sales Growth (Q2 2026) |
BEAT |
pred ~16-17% YoY vs. implied bar ~14-15% (UNVERIFIED consensus) |
LOW |
| ETR |
Report |
Capital Additions (Q2 2026) |
MISS |
pred ~$3.1B vs. cons. $3.292B |
MEDIUM |
| ETR |
Guide |
FY 2026 Adj. EPS (FY 2026) |
UNCHANGED |
guide midpoint ~$4.40 vs. cons. $4.424 |
MEDIUM |
| ETR |
Guide |
Retail Sales Growth CAGR (FY 2026-2029) |
BETTER |
guide ~9% vs. prior 8.5% (UNVERIFIED consensus) |
LOW |
| ETR |
Guide |
Data Center Pipeline / Qualitative (FY 2026+) |
BETTER |
affirm 7-12 GW; constructive tone on ESA signings and Orange County online |
MEDIUM |
| ETR |
Return |
Day-1 residual (stock − beta × S&P 500) |
+3.0% |
— |
MEDIUM |
| ETR |
Return |
5-day cumulative residual |
+4.5% (FOLLOW-THROUGH) |
FOLLOW-THROUGH — beat quality is real (industrial revenue + rate base); short covering provides 2-3 day bid; sell side revises H2 estimates up on Q2 beat |
MEDIUM |