| DUK |
Report |
2Q26 adjusted EPS |
BEAT |
pred ~$1.34 vs. cons $1.31 |
MEDIUM |
| DUK |
Report |
2Q26 revenue |
IN-LINE |
pred ~$7.75B vs. cons $7.69B |
MEDIUM |
| DUK |
Report |
Executed data-center electric-service agreements |
BEAT |
pred ~8.2 GW vs. cons 8.0 GW |
LOW |
| DUK |
Guide |
FY26 adjusted EPS guidance |
UNCHANGED |
guide ~$6.68 midpoint vs. cons $6.70 (FY26) |
HIGH |
| DUK |
Guide |
FY26 O&M growth outlook |
BETTER |
guide ~0.0% vs. cons +0.5% (FY26) |
MEDIUM |
| DUK |
Guide |
FY26 FFO-to-debt outlook |
UNCHANGED |
guide ~14.5% vs. cons 14.5% (FY26) |
MEDIUM |
| DUK |
Return |
Day-1 residual (stock − beta × S&P 500) |
+1.2% |
— |
MEDIUM |
| DUK |
Return |
5-day cumulative residual |
+1.8% (FOLLOW-THROUGH) |
A modest EPS/ESA beat combined with maintained $6.55-$6.80 FY26 EPS and 14.5% FFO-to-debt targets should support modest upward confidence in the regulated-growth trajectory; unchanged out-period guidance limits the magnitude, but avoids the implicit estimate cuts that would otherwise cause a fade. |
MEDIUM |