ATO Earnings Predictions — 2026-08-05

Ticker Report or Guide KPI Prediction Answer Confidence
ATO Report Operating diluted EPS BEAT pred ~$1.04 vs. cons $1.019 MEDIUM
ATO Report Distribution ending rate base IN-LINE pred ~$15.05B vs. cons $15.03B MEDIUM
ATO Report Capital expenditures BEAT pred ~$1.05B vs. cons $1.04B LOW
ATO Guide FY26 EPS guidance ($8.40-$8.50 range) UNCHANGED guide ~$8.45 midpoint vs. cons $8.452 LOW
ATO Guide FY27 APT/Waha commentary LOWER guide: moderation vs. UNVERIFIED consensus LOW
ATO Return Day-1 residual (stock − beta × S&P 500) -0.5% LOW
ATO Return 5-day cumulative residual -1.5% (FOLLOW-THROUGH) FOLLOW-THROUGH — Waha normalization drives estimate/multiple risk LOW