| ED |
Report |
2Q26 adjusted EPS |
BEAT |
pred ~$0.69 vs. cons $0.68 |
MEDIUM |
| ED |
Report |
2Q26 operating revenue |
BEAT |
pred ~$3.86B vs. cons $3.80B |
LOW |
| ED |
Report |
2Q26 other operations and maintenance expense |
MISS |
pred ~$0.98B vs. cons $0.96B |
MEDIUM |
| ED |
Guide |
2026 adjusted EPS guidance midpoint |
UNCHANGED |
guide ~$6.10 vs. cons $6.10 (FY2026) |
HIGH |
| ED |
Guide |
2026 utility capital-investment plan |
UNCHANGED |
guide ~$6.53B vs. cons $6.53B (FY2026) |
MEDIUM |
| ED |
Guide |
2026 common-equity issuance expectation |
UNCHANGED |
guide ~$1.10B vs. cons $1.10B (FY2026) |
MEDIUM |
| ED |
Return |
Day-1 residual (stock − beta × S&P 500) |
+0.7% |
— |
MEDIUM |
| ED |
Return |
5-day cumulative residual |
-0.5% (FADE) |
A modest ~$0.01 EPS beat versus $0.68 consensus is likely offset by O&M running about ~$0.02B above consensus and unchanged ~$6.10 FY2026 midpoint guidance versus ~$6.10 consensus; absent an upward out-period earnings revision, an initially favorable print should fade. |
MEDIUM |