| LNT |
Report |
Q2 ongoing (non-GAAP) EPS |
IN-LINE |
pred ~$0.67 vs. cons $0.66 |
MEDIUM |
| LNT |
Report |
Q2 revenue |
IN-LINE |
pred ~$1.00B vs. cons $1.00B |
LOW |
| LNT |
Report |
Contracted data-center capacity (executed ESAs) |
BEAT |
pred ~3.4–3.8 GW vs. prior-disclosed ~3.4 GW |
MEDIUM |
| LNT |
Guide |
FY26 ongoing EPS guide (reaffirm) |
UNCHANGED |
guide ~$3.36–$3.46 (mid $3.41) vs. cons $3.42 (FY2026) |
HIGH |
| LNT |
Guide |
Long-term EPS CAGR |
UNCHANGED |
guide ~7%+ vs. cons ~7% (2027–2029; real refresh at Q3/EEI) |
HIGH |
| LNT |
Guide |
Large-load pipeline / new ESA commentary |
BETTER |
guide ~2–4 GW pipeline + potential new ESA vs. cons ~3.4 GW in-plan (2026+) |
MEDIUM |
| LNT |
Guide |
Capex / rate-base plan (EEI preview) |
UNKNOWN |
guide deferred to EEI ~$11–12B+ possible vs. cons current ~$11.5B plan (Q3/EEI Nov) |
LOW |
| LNT |
Return |
Day-1 residual (stock − beta × S&P 500) |
+0.5% |
— |
LOW |
| LNT |
Return |
5-day cumulative residual |
+0.0% (STABILIZE) |
Q2 is a small, on-plan shoulder quarter with a clean guide reaffirm and no capex/EPS reset until Q3/EEI, so there is no revisions catalyst to drive follow-through; a possible new ESA offers modest upside but the real re-rate is deferred. After an ~8% pullback from the July high (incl. −2.5% on 7/29), the setup is oversold enough to blunt downside, leaving idiosyncratic drift near flat as estimates hold pending November. |
LOW |