| SO |
Report |
2Q26 adjusted EPS |
BEAT |
pred ~$1.03 vs. cons $1.01 |
MEDIUM |
| SO |
Report |
2Q26 weather-normalized retail-sales growth |
BEAT |
pred ~3.2% vs. cons 2.6% |
MEDIUM |
| SO |
Report |
Contracted large-load demand |
BEAT |
pred ~12.5 GW vs. cons 12.0 GW |
LOW |
| SO |
Guide |
2026 adjusted-EPS guidance midpoint |
UNCHANGED |
guide ~$4.55 vs. cons $4.55 (FY2026) |
HIGH |
| SO |
Guide |
2027 adjusted-EPS guidance midpoint |
UNCHANGED |
guide ~$4.90 vs. cons $4.90 (FY2027) |
HIGH |
| SO |
Guide |
Five-year base capital plan |
UNCHANGED |
guide ~$81.0B vs. cons $81.0B (2026-2030) |
HIGH |
| SO |
Guide |
Remaining equity or equity-equivalent financing need |
UNCHANGED |
guide ~$1.8B vs. cons $1.8B (through 2030) |
MEDIUM |
| SO |
Return |
Day-1 residual (stock − beta × S&P 500) |
+1.2% |
— |
MEDIUM |
| SO |
Return |
5-day cumulative residual |
+0.4% (FADE) |
A ~$1.03 2Q26 adjusted-EPS result versus $1.01 consensus and ~12.5 GW contracted-load update versus 12.0 GW should support an initial positive reaction, but unchanged $4.55 FY2026 and $4.90 FY2027 guide midpoints limit out-period estimate revisions. |
MEDIUM |