| FE |
Report |
Q2 2026 core EPS |
BEAT |
pred ~$0.57 vs. cons $0.56 |
MEDIUM |
| FE |
Report |
Q2 2026 revenue |
IN-LINE |
pred ~$3.65B vs. cons $3.64B |
LOW |
| FE |
Report |
Contracted data-center demand by 2035 |
MISS |
pred ~7.6 GW vs. cons 8.0 GW |
LOW |
| FE |
Guide |
Core EPS guidance |
UNCHANGED |
guide ~$2.72 midpoint vs. cons $2.74 (FY2026) |
HIGH |
| FE |
Guide |
Capital investment plan |
UNCHANGED |
guide ~$6.0B vs. cons $6.0B (FY2026) |
HIGH |
| FE |
Guide |
Core EPS CAGR |
UNCHANGED |
guide ~7.5% vs. cons 7.5% (2026-2030) |
MEDIUM |
| FE |
Return |
Day-1 residual (stock − beta × S&P 500) |
-1.3% |
— |
MEDIUM |
| FE |
Return |
5-day cumulative residual |
-0.7% (FADE) |
The likely contracted-load shortfall drives an initial de-rating, but reaffirmed ~$2.72 FY2026 guidance midpoint versus ~$2.74 consensus and ~7.5% long-term CAGR versus ~7.5% consensus leave out-period estimates broadly unchanged; without an implicit earnings cut, the initial selloff should partially fade. |
LOW |