| SO |
Report |
Adj. EPS (Q2 2026) |
BEAT |
pred ~$1.04 vs. cons $0.979 |
HIGH |
| SO |
Report |
Total Revenue (Q2 2026) |
BEAT |
pred ~$7.45B vs. cons $7.276B |
MEDIUM |
| SO |
Report |
Weather-Normal Retail Sales (Q2 2026) |
BEAT |
pred ~40,700 GWh vs. cons 39,940 GWh |
MEDIUM |
| SO |
Guide |
Q3 2026 EPS estimate (Q3 2026) |
LOWER |
guide ~$1.10-$1.15 vs. cons $1.499 |
HIGH |
| SO |
Guide |
FY 2026 EPS guidance (FY 2026) |
UNCHANGED |
guide ~$4.57 vs. cons $4.570 |
HIGH |
| SO |
Guide |
Large load pipeline commentary (Forward) |
BETTER |
incremental contract / pipeline expansion to 13+ GW vs. 12 GW late-stage |
MEDIUM |
| SO |
Return |
Day-1 residual (stock − beta × S&P 500) |
+1.5% |
— |
MEDIUM |
| SO |
Return |
5-day cumulative residual |
+2.5% (FOLLOW-THROUGH) |
FOLLOW-THROUGH — sell-side revises Q3 down but raises Q4/FY; short covering provides multi-day bid; large load pipeline upgrades drive incremental estimate revisions |
MEDIUM |