| DUK |
Report |
Q2 2026 Adjusted EPS |
BEAT |
pred ~$1.32 vs. cons $1.29 |
HIGH |
| DUK |
Report |
Q2 2026 Total Revenue |
IN-LINE |
pred ~$7.70B vs. cons $7.68B |
MEDIUM |
| DUK |
Report |
Data center/large-load ESA gigawatts secured (cumulative) |
BEAT |
pred ~17.5GW vs. cons/prior 15.4GW |
MEDIUM |
| DUK |
Guide |
FY2026 Adjusted EPS guidance range |
UNCHANGED |
guide ~$6.55-$6.80 vs. cons $6.55-$6.80 (FY2026) |
HIGH |
| DUK |
Guide |
2026 FFO-to-debt target |
UNCHANGED |
guide ~14.5% vs. cons 14.5% (FY2026) |
MEDIUM |
| DUK |
Guide |
NC rate case full settlement/ROE resolution timing |
UNKNOWN |
guide ~pending final order vs. cons pending final order (H2 2026) |
LOW |
| DUK |
Return |
Day-1 residual (stock − beta × S&P 500) |
+0.4% |
— |
LOW |
| DUK |
Return |
5-day cumulative residual |
+0.1% (STABILIZE) |
A modest EPS beat with reaffirmed (not raised) 2026 guidance and an unresolved NC ROE/settlement overhang gives limited fuel for follow-through; Duke's low-beta, rider-heavy regulated model and already-priced-in data-center pipeline narrative mean the initial small positive residual is likely to decay toward flat over the week rather than extend, as analysts largely roll estimates within the existing guide band rather than revise out-year numbers materially. |
LOW |