| EXC |
Report |
Q2 2026 adjusted operating EPS |
IN-LINE |
pred ~$0.43 vs. cons $0.43 |
HIGH |
| EXC |
Report |
Q2 2026 operating revenue |
IN-LINE |
pred ~$5.76B vs. cons $5.72B |
MEDIUM |
| EXC |
Report |
Q2 2026 adjusted utility operating earnings |
IN-LINE |
pred ~$0.51B vs. cons $0.51B |
LOW |
| EXC |
Guide |
FY2026 adjusted operating EPS |
UNCHANGED |
guide ~$2.86 midpoint vs. cons $2.86 (FY2026) |
HIGH |
| EXC |
Guide |
Capital investment plan |
UNCHANGED |
guide ~$41.7B vs. cons $41.7B (2026-2029) |
MEDIUM |
| EXC |
Guide |
Rate-base CAGR |
UNCHANGED |
guide ~7.9% vs. cons 7.9% (2026-2029) |
MEDIUM |
| EXC |
Guide |
Adjusted operating EPS CAGR |
UNCHANGED |
guide ~7.0% vs. cons 7.0% (2025-2029) |
MEDIUM |
| EXC |
Return |
Day-1 residual (stock − beta × S&P 500) |
+0.8% |
— |
MEDIUM |
| EXC |
Return |
5-day cumulative residual |
+0.5% (STABILIZE) |
Reaffirmed ~$2.86 FY2026 EPS midpoint versus $2.86 consensus and an unchanged ~$41.7B capital plan versus $41.7B consensus should prevent material estimate cuts, but an in-line quarter and unresolved Delaware, Maryland and Pennsylvania regulatory risks limit follow-through. |
MEDIUM |