| ATO |
Report |
Diluted EPS |
BEAT |
pred ~$1.30 vs. cons $1.28 |
MEDIUM |
| ATO |
Report |
Operating income |
BEAT |
pred ~$292m vs. cons $286m |
MEDIUM |
| ATO |
Report |
Operating revenue |
BEAT |
pred ~$925m vs. cons $902m |
LOW |
| ATO |
Guide |
FY26 diluted EPS guidance |
UNCHANGED |
guide ~$8.45 midpoint vs. cons $8.45 midpoint (FY26) |
HIGH |
| ATO |
Guide |
FY26 capital-expenditure plan |
UNCHANGED |
guide ~$4.20bn vs. cons $4.20bn (FY26) |
HIGH |
| ATO |
Guide |
Texas Rule 7.7102 pretax benefit |
UNCHANGED |
guide ~$160m vs. cons $160m (FY26) |
MEDIUM |
| ATO |
Guide |
APT through-system contribution |
UNCHANGED |
guide ~$0.10 EPS vs. cons $0.10 EPS (2H FY26) |
MEDIUM |
| ATO |
Return |
Day-1 residual (stock − beta × S&P 500) |
+1.2% |
— |
MEDIUM |
| ATO |
Return |
5-day cumulative residual |
+1.5% (STABILIZE) |
A ~$1.30 EPS result versus $1.28 consensus and intact regulatory/APT commentary support a modest initial gain, but unchanged ~$8.45 FY26 midpoint guidance versus $8.45 consensus leaves FY27 out-period EPS math broadly intact rather than driving material estimate revisions. |
MEDIUM |