| LNT |
Report |
Q2 2026 ongoing EPS |
MISS |
pred ~$0.62 vs. cons $0.66 |
MEDIUM |
| LNT |
Report |
Q2 2026 revenue |
BEAT |
pred ~$930M vs. cons $919.7M |
LOW |
| LNT |
Report |
Contracted data-center demand |
IN-LINE |
pred ~3.4 GW vs. cons 3.4 GW |
MEDIUM |
| LNT |
Guide |
Ongoing EPS guidance |
LOWER |
guide ~$3.41 midpoint vs. cons $3.43 (FY2026) |
HIGH |
| LNT |
Guide |
Long-term EPS CAGR |
UNCHANGED |
guide ~7.0%+ vs. cons 7.0% (2027-2029) |
HIGH |
| LNT |
Guide |
Capital expenditure plan |
UNCHANGED |
guide ~$13.4B vs. cons $13.4B (2026-2029) |
HIGH |
| LNT |
Return |
Day-1 residual (stock − beta × S&P 500) |
-1.8% |
— |
MEDIUM |
| LNT |
Return |
5-day cumulative residual |
-1.0% (FADE) |
The initial reaction reflects a predicted ~$0.04 EPS miss versus consensus, no increase from ~3.4 GW of contracted demand, and FY2026 guidance midpoint ~$0.02 below consensus. The decline should partially fade from a day-1 residual of ~-1.8% to a five-day residual of ~-1.0% because the Q2 weakness is largely explained by previously disclosed tax-benefit timing, while full-year guidance and the 2027-2029 growth framework remain intact; major out-period revisions likely wait for the Q3 resource-plan refresh. |
MEDIUM |