| FE |
Report |
Core/operating EPS |
BEAT |
pred $0.520 vs. cons $0.515 |
MEDIUM |
| FE |
Report |
Regulated transmission revenue |
IN-LINE |
pred $515M vs. cons $512.1M |
MEDIUM |
| FE |
Report |
Property additions |
IN-LINE |
pred $1.460B vs. cons $1.457B |
MEDIUM |
| FE |
Guide |
FY 2026 Core EPS (FY 2026) |
LOWER |
guide $2.62-$2.82 vs. cons $2.775 |
MEDIUM |
| FE |
Guide |
Data-center contracting / load outlook (2H 2026) |
UNCHANGED |
confirmation of substantial Q1 pipeline conversion vs. no verified consensus |
LOW |
| FE |
Guide |
2026 capital plan (FY 2026) |
UNCHANGED |
guide $6.0B vs. no verified consensus |
LOW |
| FE |
Return |
Day-1 residual (stock − beta × S&P 500) |
-0.5% |
— |
LOW |
| FE |
Return |
5-day cumulative residual |
-1.0% (FOLLOW-THROUGH) |
FOLLOW-THROUGH — implicit out-period cut drives estimate pressure |
LOW |