| EVRG |
Report |
Adjusted EPS (Q2 2026) |
IN-LINE |
pred ~$0.81 vs. cons ~$0.81 (co. guide 17-19% of $4.24 FY = ~$0.72-0.81; PY $0.82 on a mild-summer comp) |
MEDIUM |
| EVRG |
Report |
Revenue (Q2 2026) |
IN-LINE |
pred ~$1.55B vs. cons ~$1.52B (load growth ~7% offsets weather noise) |
LOW |
| EVRG |
Report |
Weather-normalized retail load growth (YoY) |
BEAT |
pred ~+7% vs. cons ~+6% (data-center energization running ahead of plan) |
LOW |
| EVRG |
Guide |
FY2026 Adjusted EPS guidance |
UNCHANGED |
guide ~$4.24 midpoint ($4.14-$4.34) vs. cons ~$4.24 (FY2026); reaffirmation expected |
HIGH |
| EVRG |
Guide |
Long-term EPS growth algorithm |
UNCHANGED |
guide 6-8%+ through 2030 (>8% from 2028) vs. cons ~6-8% (2026-2030), with upward bias noted |
MEDIUM |
| EVRG |
Guide |
Large-load ESAs signed (sixth ESA / ~3GW pipeline) |
BETTER |
guide ~6 ESAs vs. cons 5 (2026); mgmt guided 'at least one more in 2026' — new signing = key catalyst |
LOW |
| EVRG |
Guide |
Capital plan / rate-base CAGR |
UNCHANGED |
guide $21.6B capex, ~12% rate-base CAGR vs. cons ~$21.6B/~12% (2026-2030); IRP upside possible later |
MEDIUM |
| EVRG |
Return |
Day-1 residual (stock − beta × S&P 500) |
+0.8% |
— |
LOW |
| EVRG |
Return |
5-day cumulative residual |
+0.5% (STABILIZE) |
Likely a reaffirm-plus-upbeat-load-narrative print with an in-line, weather/phasing-soft Q2 (guide midpoint ~$0.76 sits below PY $0.82), so there's no fresh upward FY revision to drive follow-through and no clean miss to fade. Out-period math is neutral (implicit soft Q2 offset by strong Q1); low-beta utility with sentiment already cooled ~6% off July highs. Absent a sixth-ESA or capital-plan bump, the small day-1 move stabilizes rather than trends. |
LOW |