| DUK |
Report |
Adjusted EPS |
BEAT |
pred ~$1.32 vs. cons $1.30 |
MEDIUM |
| DUK |
Report |
Operating revenue |
IN-LINE |
pred ~$7.72B vs. cons $7.65B |
MEDIUM |
| DUK |
Report |
Electric Utilities & Infrastructure adjusted segment income |
BEAT |
pred ~$1.26B vs. cons $1.24B |
LOW |
| DUK |
Guide |
Adjusted EPS guidance |
UNCHANGED |
guide ~$6.68 midpoint vs. cons $6.70 (FY2026) |
HIGH |
| DUK |
Guide |
Long-term adjusted EPS growth |
UNCHANGED |
guide ~6.0% midpoint vs. cons 6.0% (2026-2030 CAGR) |
HIGH |
| DUK |
Guide |
Signed data-center Electric Service Agreements |
BETTER |
guide ~8.0 GW vs. cons 7.8 GW (2026Q2 update) |
MEDIUM |
| DUK |
Guide |
FFO-to-debt target |
UNCHANGED |
guide ~14.5% vs. cons 14.5% (FY2026) |
MEDIUM |
| DUK |
Return |
Day-1 residual (stock − beta × S&P 500) |
+1.1% |
— |
MEDIUM |
| DUK |
Return |
5-day cumulative residual |
+0.6% (FADE) |
A modest EPS beat can lift day 1, but FY2026 guidance of ~$6.68 at the midpoint versus $6.70 consensus provides little upward-revision support; improved ESA visibility and regulatory de-risking should preserve part of the gain. |
MEDIUM |