| SO |
Report |
Adjusted EPS (Q2'26) |
BEAT |
pred ~$1.04 vs. cons ~$1.01 (co. guide $1.00) |
MEDIUM |
| SO |
Report |
Operating Revenue (Q2'26) |
IN-LINE |
pred ~$7.2B vs. cons ~$7.1B |
LOW |
| SO |
Report |
Contracted large-load / data-center pipeline (GW) |
BEAT |
pred ~13-15 GW contracted vs. cons/prior ~11 GW |
MEDIUM |
| SO |
Guide |
FY2026 Adjusted EPS guidance (reaffirm) |
UNCHANGED |
guide ~$4.49-$4.61 (mid $4.55) vs. cons ~$4.55 (FY2026) |
HIGH |
| SO |
Guide |
Q3'26 Adjusted EPS guide |
UNKNOWN |
guide ~$1.55 vs. cons ~$1.53 (Q3 2026) |
LOW |
| SO |
Guide |
Large-load funnel / risk-adjusted load forecast |
BETTER |
guide ~25+ GW contracted-or-late-stage vs. prior ~23 GW (thru mid-2030s) |
MEDIUM |
| SO |
Guide |
CapEx / rate-base plan & Georgia RFP (2-6 GW) |
UNCHANGED |
guide ~$63B plan vs. cons ~$63B (2026-2030); RFP not resolved this qtr |
MEDIUM |
| SO |
Guide |
Equity financing need thru 2030 |
UNCHANGED |
guide ~$1.8B equity vs. prior ~$1.8B (thru 2030) |
MEDIUM |
| SO |
Return |
Day-1 residual (stock − beta × S&P 500) |
+0.8% |
— |
LOW |
| SO |
Return |
5-day cumulative residual |
+0.5% (STABILIZE) |
Low-beta (~0.45) dividend-growth utility; a warm-summer-driven adjusted EPS beat plus a raised large-load number supports a modest positive day-1 residual, but FY guide is only reaffirmed (not raised), so out-period math produces little upward estimate revision. Reaction is anchored by the large-load funnel/RFP color rather than headline EPS; with the stock already near the top of its ~$89-$98 range, follow-through is limited and the residual drifts to stabilize unless management explicitly lifts the long-term growth rate. |
LOW |