| ED |
Report |
Q2'26 Adjusted EPS |
BEAT |
pred ~$0.73 vs. cons ~$0.70 |
LOW |
| ED |
Report |
Q2'26 Revenue |
IN-LINE |
pred ~$3.45B vs. cons ~$3.42B |
LOW |
| ED |
Report |
Q2'26 GAAP EPS (net income for common) |
IN-LINE |
pred ~$0.70 vs. cons ~$0.69 |
LOW |
| ED |
Guide |
FY2026 Adjusted EPS guidance |
UNCHANGED |
guide ~$6.00–$6.20 (reaffirmed) vs. cons ~$6.10 (FY2026) |
HIGH |
| ED |
Guide |
5-yr Adjusted EPS CAGR algorithm |
UNCHANGED |
guide ~6–7% vs. cons ~6–7% (2026–2030 off midpoint) |
HIGH |
| ED |
Guide |
Equity issuance / ATM cadence |
UNCHANGED |
guide ~$1.1B equity vs. cons ~$1.1B (FY2026, incl. $2B ATM) |
MEDIUM |
| ED |
Guide |
2026–2030 Capex plan |
UNCHANGED |
guide ~$38B vs. cons ~$38B ($6.6B in 2026) |
MEDIUM |
| ED |
Return |
Day-1 residual (stock − beta × S&P 500) |
+0.4% |
— |
LOW |
| ED |
Return |
5-day cumulative residual |
+0.3% (STABILIZE) |
Q2 is ED's smallest quarter with decoupled, weather-normalized revenue, so the print itself carries little revision signal. A likely guidance reaffirmation ($6.00–$6.20) and intact 6–7% algorithm keep out-period estimates anchored — no meaningful cuts or raises to drive momentum. The stock already de-rated ~4% (from ~$113 to $108) into the print alongside a weak XLU/rising-yield backdrop, so downside is cushioned. With no catalyst to revise numbers materially either way, the low-beta defensive trades sideways; residual drift dominated by rate/utility-sector macro rather than idiosyncratic follow-through. Risk skew: heavier equity-issuance commentary or O&M pressure could cap upside. |
LOW |