| WEC |
Report |
Q2 2026 EPS |
IN-LINE |
pred ~$0.80 vs. cons ~$0.79 |
MEDIUM |
| WEC |
Report |
Q2 2026 Revenue |
IN-LINE |
pred ~$1.98B vs. cons ~$1.96B |
LOW |
| WEC |
Report |
Weather-normal retail electric deliveries YoY |
IN-LINE |
pred ~+1.5% vs. cons ~+1.4% |
LOW |
| WEC |
Guide |
FY2026 EPS guidance |
UNCHANGED |
guide ~$5.51–$5.61 (mid $5.56) vs. cons ~$5.57 (FY2026) |
HIGH |
| WEC |
Guide |
Long-term EPS CAGR |
UNCHANGED |
guide ~7–8% vs. cons ~7.5% (2026–2030) |
HIGH |
| WEC |
Guide |
5-yr capital plan / data-center capex signal |
UNKNOWN |
guide ~$37.5B (hold, raise deferred to Q3) vs. cons ~$38B (2026–2030 plan) |
MEDIUM |
| WEC |
Guide |
Wisconsin VLC tariff written order confirmation |
BETTER |
guide ROE ~10.48–10.98%, 57% equity vs. cons ~10.7% ROE assumption (final order H2'26) |
MEDIUM |
| WEC |
Return |
Day-1 residual (stock − beta × S&P 500) |
-0.4% |
— |
LOW |
| WEC |
Return |
5-day cumulative residual |
-0.3% (STABILIZE) |
Low-beta regulated utility with a seasonally small Q2 print and a reaffirmed FY guide leaves out-period estimates essentially unchanged — no revision impulse in either direction. The real catalyst (fall capital-plan upsize + hyperscaler announcements) is explicitly deferred to the Q3 call, so absent a weather-driven surprise the residual drifts near flat and mean-reverts around the sector; slightly soft pre-print sentiment caps upside. |
LOW |