| SO |
Report |
Adjusted EPS (Q2 2026) |
BEAT |
pred ~$1.04 vs. cons $1.01 |
MEDIUM |
| SO |
Report |
Total Revenue (Q2 2026) |
BEAT |
pred ~$7.40B vs. cons $7.26B |
LOW |
| SO |
Report |
Weather-Normalized Retail Electric Sales Growth YoY (Q2 2026) |
BEAT |
pred ~3.3% vs. cons ~2.3% |
MEDIUM |
| SO |
Guide |
FY2026 Adjusted EPS guidance (reaffirm/raise?) |
UNCHANGED |
guide ~$4.55 midpoint (range $4.50-$4.60) vs. cons $4.57 (FY2026) |
HIGH |
| SO |
Guide |
FY2026 Weather-Normalized Retail Sales Growth outlook |
BETTER |
guide ~3.5% vs. cons/prior ~3.0% (FY2026) |
LOW |
| SO |
Guide |
Contracted Large-Load/Data-Center Pipeline (GW signed) |
BETTER |
guide ~13GW signed vs. cons/prior disclosed 11GW (as of Q2 2026 call) |
LOW |
| SO |
Return |
Day-1 residual (stock − beta × S&P 500) |
+0.4% |
— |
MEDIUM |
| SO |
Return |
5-day cumulative residual |
+0.3% (STABILIZE) |
Q2 beat looks driven partly by a late-June/early-July Southeast heat wave (favorable but not fully sustainable weather tailwind) layered on genuine data-center/large-load structural growth; with FY26 EPS guidance likely reaffirmed rather than raised (consensus $4.57 already sits at the $4.50-4.60 midpoint) and no change to the multi-year 7-9% algorithm, there is little basis for analysts to push out-period estimates materially higher, capping follow-through. At the same time, the 11-year beat streak, incremental contracted-GW disclosure, and DOE-loan-backed financing de-risking should prevent meaningful post-print fade, so the stock likely holds most of its day-1 move with a slight positive drift as sell-side models true up minor beat-and-raise-adjacent commentary (retail sales growth, large-load GW) over the following days. |
MEDIUM |