| CEG |
Report |
2Q26 adjusted operating EPS |
BEAT |
pred ~$2.55 vs. cons $2.49 |
MEDIUM |
| CEG |
Report |
Nuclear generation |
IN-LINE |
pred ~45.4 TWh vs. cons 45.1 TWh |
MEDIUM |
| CEG |
Report |
Natural-gas, oil and pumped-storage equivalent forced-outage factor |
BEAT |
pred ~4.2% vs. cons 4.5% |
LOW |
| CEG |
Guide |
FY26 adjusted operating EPS guidance |
UNCHANGED |
guide ~$11.00-$12.00 vs. cons $11.50 (FY2026) |
HIGH |
| CEG |
Guide |
Free cash flow before growth investments |
UNCHANGED |
guide ~$8.4B vs. cons $8.5B (2026-2027) |
MEDIUM |
| CEG |
Guide |
Freestone/CyrusOne contracted and exclusive Phase 2 capacity |
UNCHANGED |
guide ~760 MW vs. cons 760 MW (through 4Q2026 energization) |
MEDIUM |
| CEG |
Return |
Day-1 residual (stock − beta × S&P 500) |
+1.5% |
— |
MEDIUM |
| CEG |
Return |
5-day cumulative residual |
+0.5% (FADE) |
A modest ~$2.55 versus $2.49 EPS beat and clean operating metrics should support the initial reaction, but retained FY2026 guidance of ~$11.00-$12.00 versus $11.50 consensus leaves limited basis for out-period estimate revisions. |
MEDIUM |