| SO |
Report |
Adjusted EPS |
BEAT |
pred ~$1.00 vs. cons $0.979 |
MEDIUM |
| SO |
Report |
Revenue |
BEAT |
pred ~$7.35B vs. cons $7.276B |
MEDIUM |
| SO |
Report |
Retail sales |
IN-LINE |
pred ~39.7 TWh vs. cons 39.94 TWh |
MEDIUM |
| SO |
Guide |
FY 2026 adjusted EPS |
UNCHANGED |
guide $4.50-$4.60 vs. cons $4.570 |
MEDIUM |
| SO |
Guide |
Q3 2026 adjusted EPS |
UNCHANGED |
guide ~$1.55 vs. cons $1.548 |
LOW |
| SO |
Guide |
Large-load / data-center commentary |
BETTER |
continued contracting momentum; no numerical consensus |
LOW |
| SO |
Return |
Day-1 residual (stock − beta × S&P 500) |
-1.0% |
— |
LOW |
| SO |
Return |
5-day cumulative residual |
-2.0% (FOLLOW-THROUGH) |
FOLLOW-THROUGH — unchanged FY guide outweighs a modest beat |
LOW |