| ED |
Report |
Adjusted EPS (Q2 2026) |
MISS |
pred ~$0.73 vs. cons $0.745 |
MEDIUM |
| ED |
Report |
GAAP EPS (Q2 2026) |
MISS |
pred ~$0.72 vs. cons $0.75 |
LOW |
| ED |
Report |
Revenue (Q2 2026) |
MISS |
pred ~$3.65B vs. cons $3.70B |
MEDIUM |
| ED |
Guide |
FY2026 Adjusted EPS Guidance |
UNCHANGED |
guide ~$6.00-$6.20 (mid ~$6.10) vs. cons $6.09 (FY2026) |
HIGH |
| ED |
Guide |
5-yr Adjusted EPS CAGR off 2026 midpoint |
UNCHANGED |
guide ~6-7% vs. cons ~6.5% implied (2026-2030/31) |
MEDIUM |
| ED |
Guide |
2026 Capex Plan |
BETTER |
guide ~$6.7B vs. prior guide $6.6B (FY2026) |
LOW |
| ED |
Return |
Day-1 residual (stock − beta × S&P 500) |
-0.4% |
— |
MEDIUM |
| ED |
Return |
5-day cumulative residual |
-0.2% (STABILIZE) |
A modest adjusted-EPS miss driven by recurring O&M inflation and equity dilution is largely priced in given the soft Q1 print already set that expectation; with FY2026 guidance and the 6-7% long-term CAGR algorithm reaffirmed, there's no implicit out-period cut to chase, so the small negative day-1 reaction should stabilize rather than extend as low-vol, income-oriented holders view the miss as financing-mix noise, not a rate-base/ROE problem. |
LOW |