| FE |
Report |
Q2 2026 Core (non-GAAP) EPS |
BEAT |
pred ~$0.55 vs. cons ~$0.53 (blended Street: Barchart/VA $0.56, Zacks $0.49, MarketBeat/LSEG $0.51-$0.60) |
MEDIUM |
| FE |
Report |
Q2 2026 Total Revenue |
BEAT |
pred ~$3.70B vs. cons ~$3.65B (range $3.59B-$3.75B across trackers) |
LOW |
| FE |
Report |
Base O&M expense (y/y change, cost discipline metric) |
BEAT |
pred ~-5% y/y vs. cons ~-3% y/y (Street modeling less aggressive cost cuts than Q1's ~5% pace) |
LOW |
| FE |
Guide |
FY2026 Core EPS guidance range |
UNCHANGED |
guide ~$2.62-$2.82 (midpoint $2.72) vs. cons $2.74 (FY2026) |
MEDIUM |
| FE |
Guide |
Long-term Core EPS CAGR (2026-2030, off $36B Energize365 plan) |
UNCHANGED |
guide ~7% (top end of 6-8% range) vs. cons ~7% (2026-2030 CAGR) |
MEDIUM |
| FE |
Guide |
Company-wide contracted large-load/data-center demand pipeline conversion |
BETTER |
guide ~4.0 GW newly contracted vs. prior ~2.0 GW baseline cited at Q1 (target for Q2 2026 quarter-end) |
LOW |
| FE |
Return |
Day-1 residual (stock − beta × S&P 500) |
+0.4% |
— |
MEDIUM |
| FE |
Return |
5-day cumulative residual |
-0.3% (FADE) |
Stock is already near 52-week highs (~$49-50) heading into the print, pricing in continued execution; management's own Q1 signal that most of 2026's EPS growth is back-half weighted caps upside from a Q2 beat, and reaffirmed (not raised) full-year guidance combined with still-pending Maidsville CPCN ruling and contested Ohio TYRP leaves limited near-term positive revision catalysts, so any initial pop from a Core EPS/O&M beat likely fades as investors rotate focus to H2 execution risk and rate-case timing rather than extending gains. |
MEDIUM |