| ATO |
Report |
Operating EPS (Q3 FY2026) |
BEAT |
pred ~$1.08 vs. cons $1.019 |
MEDIUM |
| ATO |
Report |
APT Pipeline Gross Profit (Q3 FY2026) |
IN-LINE |
pred ~$295M vs. cons $294M |
MEDIUM |
| ATO |
Report |
Distribution Gross Profit (Q3 FY2026) |
BEAT |
pred ~$570M vs. cons $550M |
MEDIUM |
| ATO |
Guide |
FY2026 Operating EPS (FY2026) |
BETTER |
guide ~$8.45-$8.55 vs. cons $8.452 |
MEDIUM |
| ATO |
Guide |
FY2026 Capex (FY2026) |
UNCHANGED |
guide ~$4.2B reaffirmed vs. cons $4.136B |
HIGH |
| ATO |
Guide |
APT H2 Through-System (Q4 FY2026 qualitative) |
UNCHANGED |
modest Q4 contribution, Waha still challenged vs. embedded in $8.45 FY cons |
MEDIUM |
| ATO |
Return |
Day-1 residual (stock − beta × S&P 500) |
+2.0% |
— |
MEDIUM |
| ATO |
Return |
5-day cumulative residual |
+1.5% (STABILIZE) |
STABILIZE — initial pop holds but does not compound; marginal FY raise drives modest upward estimate revisions, offset by Waha sustainability Q&A and management declining to guide FY2027 Waha assumptions |
MEDIUM |