| EVRG |
Report |
Adjusted EPS (Q2'26) |
BEAT |
pred ~$0.86 vs. cons ~$0.845 |
MEDIUM |
| EVRG |
Report |
Total Revenue (Q2'26) |
IN-LINE |
pred ~$1.42B vs. cons ~$1.415B |
LOW |
| EVRG |
Report |
Weather-normalized retail sales/large-load growth (y/y %) |
BEAT |
pred ~7.5% vs. cons ~6.0% |
LOW |
| EVRG |
Guide |
FY2026 Adjusted EPS guidance |
UNCHANGED |
guide ~$4.14-$4.34 (mid $4.24) vs. cons ~$4.24 (FY2026) |
HIGH |
| EVRG |
Guide |
Long-term retail load growth CAGR through 2030 |
BETTER |
guide ~7-8% vs. cons/prior ~6% (through 2030) |
MEDIUM |
| EVRG |
Guide |
5-yr capital plan / rate-base CAGR |
BETTER |
guide ~$21.6B+ (rate-base CAGR ~12%) vs. prior $21.6B/~11.5% (5-yr plan 2026-2030) |
LOW |
| EVRG |
Return |
Day-1 residual (stock − beta × S&P 500) |
+0.8% |
— |
MEDIUM |
| EVRG |
Return |
5-day cumulative residual |
+0.3% (STABILIZE) |
An in-line-to-modest EPS beat against already-elevated Street numbers, combined with a reaffirmed (not raised) FY guide, limits upward estimate revisions even if Q2 beats; the stock's prior 12-month +13.7% outperformance vs. XLU and premium valuation leave limited room for a big follow-through pop, but continued ESA/IRP news flow and improved credit metrics should prevent a real fade, netting out to a stabilization pattern over the week. |
LOW |