| ETR |
Report |
Adjusted EPS |
IN-LINE |
pred ~$1.02 vs. cons $1.024 |
MEDIUM |
| ETR |
Report |
Revenue |
IN-LINE |
pred ~$3.43B vs. cons $3.451B |
LOW |
| ETR |
Report |
Utility industrial volume |
MISS |
pred ~15,450 GWh vs. cons 15,620 GWh |
LOW |
| ETR |
Guide |
FY26 adjusted EPS (FY26) |
LOWER |
guide $4.25-$4.45 vs. cons $4.424; midpoint $4.35 |
MEDIUM |
| ETR |
Guide |
Long-term retail / industrial growth (through 2029) |
UNCHANGED |
guide reaffirm ~8.5% retail CAGR / 16% industrial CAGR vs. cons UNVERIFIED |
LOW |
| ETR |
Guide |
Data-center pipeline |
UNCHANGED |
guide reaffirm 7-12 GW vs. cons UNVERIFIED |
LOW |
| ETR |
Return |
Day-1 residual (stock − beta × S&P 500) |
-1.5% |
— |
LOW |
| ETR |
Return |
5-day cumulative residual |
-2.5% (FOLLOW-THROUGH) |
FOLLOW-THROUGH — maintained FY range likely drives modest out-period estimate cuts |
LOW |