| FE |
Report |
Q2 Core EPS |
IN-LINE |
pred ~$0.53 vs. cons $0.54 |
MEDIUM |
| FE |
Report |
Q2 Revenue |
IN-LINE |
pred ~$3.65B vs. cons $3.60B |
LOW |
| FE |
Report |
Data-center contracted demand (GW signed this Q) |
MISS |
pred ~2-3 GW signed vs. cons/mgmt guide ~4 GW |
LOW |
| FE |
Guide |
FY2026 Core EPS guidance |
UNCHANGED |
guide reaffirm $2.62-$2.82 (mid $2.72) vs. cons $2.74 (FY2026) |
HIGH |
| FE |
Guide |
Long-term Core EPS CAGR |
UNCHANGED |
guide 6-8% near top end (~7.5%) vs. cons ~7% (2026-2030) |
MEDIUM |
| FE |
Guide |
WV gas-plant CPCN / plan-update timeline |
LOWER |
guide ruling now ~Mar 2027 / plan update ~1H2027 vs. prior early-Q4 2026 expectation (2H2026) |
MEDIUM |
| FE |
Guide |
Energize365 capex plan |
UNKNOWN |
guide $36B held (upside to ~$38B if WV added) vs. cons $36B (2026-2030) |
MEDIUM |
| FE |
Guide |
Rate-base CAGR |
UNCHANGED |
guide ~10% (path to ~11% pending WV) vs. cons ~10% (2026-2030) |
MEDIUM |
| FE |
Return |
Day-1 residual (stock − beta × S&P 500) |
-0.8% |
— |
LOW |
| FE |
Return |
5-day cumulative residual |
-1.8% (FADE) |
Low-drama quarter with guidance reaffirmed but no fresh upgrade: the WV CPCN ruling and plan-update catalyst have slipped to ~March/1H2027, so there is no vehicle for positive out-year revisions. Stock has re-rated ~+9% YTD back near highs into the print, so 'reassurance on timing' is already priced; H2-weighted earnings and any soft Q2/weather leave estimates flat-to-down. Expect the modest initial reaction to fade as the delayed catalyst and lack of revisions reassert. |
LOW |