| EVRG |
Report |
Q2 adjusted EPS |
BEAT |
pred ~$0.83 vs. cons $0.81 |
MEDIUM |
| EVRG |
Report |
Q2 revenue |
BEAT |
pred ~$1.43B vs. cons $1.39B |
LOW |
| EVRG |
Report |
Weather-normalized retail demand growth |
BEAT |
pred ~4.2% vs. cons 3.5% |
MEDIUM |
| EVRG |
Guide |
Adjusted EPS guidance |
UNCHANGED |
guide ~$4.24 midpoint vs. cons $4.25 (FY2026) |
HIGH |
| EVRG |
Guide |
Retail load growth guidance |
UNCHANGED |
guide ~3.5% vs. cons 3.5% (FY2026) |
MEDIUM |
| EVRG |
Guide |
Capital investment plan |
BETTER |
guide ~$22.0B vs. cons $21.6B (2026-2030) |
MEDIUM |
| EVRG |
Guide |
FFO-to-debt outlook |
UNCHANGED |
guide ~14.5% midpoint vs. cons 14.5% (2026-2028) |
MEDIUM |
| EVRG |
Guide |
Additional signed ESA target |
UNCHANGED |
guide ~1 additional ESA vs. cons 1 (FY2026) |
MEDIUM |
| EVRG |
Return |
Day-1 residual (stock − beta × S&P 500) |
+1.8% |
— |
MEDIUM |
| EVRG |
Return |
5-day cumulative residual |
+0.6% (FADE) |
An EPS and demand beat should support the initial reaction, but unchanged FY2026 guidance implies no meaningful increase versus the ~$4.25 consensus. The 6%-8% 2027 growth framework implies roughly $4.49-$4.58 versus $4.55 consensus, limiting out-period revisions, while higher capital spending and associated equity needs temper follow-through. |
MEDIUM |