| FE |
Report |
2Q26 Core EPS |
BEAT |
pred ~$0.60 vs. cons $0.59. |
MEDIUM |
| FE |
Report |
2Q26 revenue |
BEAT |
pred ~$3.63B vs. cons $3.59B. |
MEDIUM |
| FE |
Report |
Transmission rate-base growth |
IN-LINE |
pred ~15% vs. cons 15%. |
MEDIUM |
| FE |
Guide |
FY26 Core EPS guidance |
UNCHANGED |
guide $2.62–$2.82 (mid ~$2.72) vs. cons $2.73 (FY2026). |
HIGH |
| FE |
Guide |
FY26 capital deployment |
UNCHANGED |
guide ~$6.0B vs. cons $6.0B (FY2026). |
HIGH |
| FE |
Guide |
West Virginia 1.2-GW CPCN decision timing |
UNCHANGED |
guide ~10/2026 vs. cons 10/2026 (2H26). |
MEDIUM |
| FE |
Return |
Day-1 residual (stock − beta × S&P 500) |
+1.2% |
— |
MEDIUM |
| FE |
Return |
5-day cumulative residual |
+0.3% (FADE) |
Day-1 ~+1.2% versus 5-day ~+0.3%: a modest EPS/revenue beat should be offset by unchanged FY26 EPS guidance of ~$2.72 midpoint versus $2.73 consensus, leaving 2H26 out-period earnings math largely intact rather than creating material upward revisions. |
MEDIUM |