| ED |
Report |
Q2 2026 adjusted EPS |
MISS |
pred ~$0.73 vs. cons $0.75 |
MEDIUM |
| ED |
Report |
Q2 2026 operating revenue |
IN-LINE |
pred ~$3.59B vs. cons $3.60B |
LOW |
| ED |
Report |
Q2 2026 CECONY adjusted EPS contribution |
MISS |
pred ~$0.66 vs. cons $0.68 |
LOW |
| ED |
Guide |
Full-year adjusted EPS guidance |
UNCHANGED |
guide ~$6.10 midpoint vs. cons $6.09 (FY2026) |
HIGH |
| ED |
Guide |
Utility capital investment guidance |
UNCHANGED |
guide ~$6.53B vs. cons $6.53B (FY2026) |
HIGH |
| ED |
Guide |
Common-equity issuance plan |
UNCHANGED |
guide up to ~$1.10B vs. cons $1.10B (FY2026) |
MEDIUM |
| ED |
Return |
Day-1 residual (stock − beta × S&P 500) |
-1.5% |
— |
MEDIUM |
| ED |
Return |
5-day cumulative residual |
-1.9% (FOLLOW-THROUGH) |
A ~$0.73 Q2 result versus $0.75 consensus leaves first-half adjusted EPS near $2.91 and requires roughly $3.19 in second-half EPS to reach the $6.10 guidance midpoint, versus approximately $3.16 previously embedded in consensus; that out-period burden should drive modest estimate reductions after the initial miss. |
MEDIUM |