| EXC |
Report |
Adjusted operating EPS |
IN-LINE |
pred ~$0.43 vs. cons $0.43 |
HIGH |
| EXC |
Report |
GAAP EPS |
IN-LINE |
pred ~$0.42 vs. cons $0.42 |
MEDIUM |
| EXC |
Report |
Operating income |
BEAT |
pred ~$1.01B vs. cons $0.99B |
MEDIUM |
| EXC |
Guide |
FY2026 adjusted operating EPS guidance midpoint |
UNCHANGED |
guide ~$2.86 vs. cons $2.86 (FY2026) |
HIGH |
| EXC |
Guide |
FY2026 capital deployment |
UNCHANGED |
guide ~$10.0B vs. cons $10.0B (FY2026) |
HIGH |
| EXC |
Guide |
2026-2029 rate-base CAGR |
UNCHANGED |
guide ~7.9% vs. cons 7.9% (2026-2029) |
HIGH |
| EXC |
Guide |
Long-term operating EPS growth outlook |
UNCHANGED |
guide ~6.0% midpoint vs. cons 6.0% midpoint (2025-2029) |
MEDIUM |
| EXC |
Return |
Day-1 residual (stock − beta × S&P 500) |
-0.7% |
— |
MEDIUM |
| EXC |
Return |
5-day cumulative residual |
-1.2% (STABILIZE) |
A roughly in-line $0.43 print versus $0.43 consensus and unchanged $2.86 FY2026 midpoint versus $2.86 consensus leave out-period EPS math intact, but limited incremental certainty on PECO refiling, authorized returns, and credit protection should cap multiple expansion. |
MEDIUM |