| CEG |
Report |
Q2 2026 adjusted operating EPS |
BEAT |
pred ~$2.44 vs. cons $2.41 |
MEDIUM |
| CEG |
Report |
Q2 2026 operating revenue |
BEAT |
pred ~$8.05B vs. cons $7.94B |
LOW |
| CEG |
Report |
Q2 2026 nuclear capacity factor |
IN-LINE |
pred ~95.2% vs. cons 95.0% |
MEDIUM |
| CEG |
Guide |
FY2026 adjusted operating EPS midpoint |
LOWER |
guide ~$11.50 vs. cons $11.74 (FY2026) |
HIGH |
| CEG |
Guide |
Implied second-half adjusted operating EPS |
LOWER |
guide ~$6.32 vs. cons $6.59 (H2 2026) |
MEDIUM |
| CEG |
Guide |
Free cash flow before growth |
UNCHANGED |
guide ~$8.40B vs. cons $8.40B (2026-2027 cumulative) |
HIGH |
| CEG |
Guide |
Calpine EPS accretion |
UNCHANGED |
guide ~$2.00/share vs. cons $2.00/share (FY2026) |
MEDIUM |
| CEG |
Return |
Day-1 residual (stock − beta × S&P 500) |
+1.8% |
— |
MEDIUM |
| CEG |
Return |
5-day cumulative residual |
+0.5% (FADE) |
A modest Q2 beat should initially help, but an unchanged $11.00-$12.00 FY2026 range would leave the $11.50 midpoint below $11.74 consensus and imply only ~$6.32 of H2 EPS versus ~$6.59 consensus, driving out-period estimate cuts unless management adds upper-half confidence or announces concrete data-center contracting progress. |
MEDIUM |