| ATO |
Report |
Fiscal Q3 diluted EPS |
BEAT |
pred ~$1.42 vs. cons $1.36 |
MEDIUM |
| ATO |
Report |
Fiscal Q3 operating revenue |
IN-LINE |
pred ~$945M vs. cons $938.5M |
LOW |
| ATO |
Report |
Nine-month capital expenditures |
BEAT |
pred ~$3.15B vs. cons $3.10B |
MEDIUM |
| ATO |
Guide |
Fiscal 2026 diluted EPS guidance |
BETTER |
guide ~$8.45-$8.55, midpoint $8.50 vs. cons $8.44 (FY2026) |
MEDIUM |
| ATO |
Guide |
Capital-expenditure guidance |
UNCHANGED |
guide ~$4.20B vs. cons $4.20B (FY2026) |
HIGH |
| ATO |
Guide |
Texas Rule 7.7102 pretax benefit |
UNCHANGED |
guide ~$160M midpoint vs. cons $160M (FY2026) |
MEDIUM |
| ATO |
Guide |
O&M expense guidance |
UNCHANGED |
guide ~$875M midpoint vs. cons $875M (FY2026) |
MEDIUM |
| ATO |
Return |
Day-1 residual (stock − beta × S&P 500) |
+1.4% |
— |
MEDIUM |
| ATO |
Return |
5-day cumulative residual |
+0.5% (FADE) |
A roughly 4.4% Q3 EPS beat and a ~$0.05 midpoint guidance increase should initially support the shares, but implied fiscal Q4 EPS of ~$1.16 versus consensus near $1.16 leaves little room for upward out-period revisions; therefore, the predicted +1.4% day-1 residual fades to +0.5% cumulatively by day 5. |
MEDIUM |