| FE |
Report |
Core EPS (Q2 2026) |
BEAT |
pred ~$0.54 vs cons $0.5147 |
MEDIUM |
| FE |
Report |
Total Revenue (Q2 2026) |
BEAT |
pred ~$3.58B vs cons $3.540B |
MEDIUM |
| FE |
Report |
CapEx / Property Additions (Q2 2026) |
IN-LINE |
pred ~$1.45B vs cons $1.457B |
MEDIUM |
| FE |
Guide |
FY2026 Core EPS (FY2026) |
UNCHANGED |
guide $2.62-$2.82 vs cons $2.775 |
HIGH |
| FE |
Guide |
FY2026 CapEx (FY2026) |
BETTER |
guide $6.0B vs cons $5.875B |
HIGH |
| FE |
Guide |
WV CPCN / Data Center Pipeline (qualitative) |
BETTER |
Hearings concluded mid-July, approval on track Q4; contracted demand update positive vs Q1 commentary |
MEDIUM |
| FE |
Return |
Day-1 residual (stock − beta × S&P 500) |
+0.8% |
— |
MEDIUM |
| FE |
Return |
5-day cumulative residual |
+2.0% (FOLLOW-THROUGH) |
FOLLOW-THROUGH - modest upward estimate revisions as beat flows through to H2; WV CPCN confirmation sustains the multiple |
MEDIUM |