| NI |
Report |
Q2 2026 Consolidated Adjusted EPS |
MISS |
pred ~$0.14 vs. cons $0.15 |
MEDIUM |
| NI |
Report |
Q2 2026 Operating Revenue |
BEAT |
pred ~$1.38B vs. cons $1.33B |
LOW |
| NI |
Report |
1H2026 Cumulative Consolidated Adjusted EPS (pace check vs. FY guide) |
IN-LINE |
pred ~$1.20 vs. cons $1.21 |
MEDIUM |
| NI |
Guide |
FY2026 Consolidated Adjusted EPS Guidance |
UNCHANGED |
guide ~$2.02-$2.07 (midpoint $2.045) vs. cons $2.05 (FY2026) |
HIGH |
| NI |
Guide |
2026-2033 Consolidated Adjusted EPS CAGR |
UNCHANGED |
guide ~9%-10% vs. cons 9%-10% (2026-2033 CAGR, raised last quarter) |
HIGH |
| NI |
Guide |
GenCo-specific EPS accretion target by 2030 |
UNCHANGED |
guide ~$0.25-$0.35 vs. prior guide $0.25-$0.35 (cumulative by 2030) |
MEDIUM |
| NI |
Guide |
FFO-to-Debt ratio target |
UNCHANGED |
guide ~14%-16% vs. cons/prior 14%-16% (2026 target) |
HIGH |
| NI |
Guide |
Consolidated 5-yr Capital Plan (2026-2030, incl. GenCo/data center) |
UNCHANGED |
guide ~$28.0B vs. prior $28.0B (2026-2030 capex plan, incl. ~$7B data center) |
MEDIUM |
| NI |
Return |
Day-1 residual (stock − beta × S&P 500) |
-0.3% |
— |
LOW |
| NI |
Return |
5-day cumulative residual |
-0.5% (STABILIZE) |
Consensus EPS ($0.15) already reflects deep analyst cuts (KeyCorp to $0.14, negative Earnings ESP), so a modest miss is largely pre-digested; the shortfall looks driven by financing costs/GenCo development timing rather than a fundamental problem, and FY26 guidance ($2.02-2.07) plus the 9-10% long-term CAGR are expected to be reaffirmed. That should let analysts true-up 2H26 quarterly phasing (out-period math) without cutting full-year numbers, capping further downside revisions; absent a new negative regulatory or GenCo data point (e.g., PA rate-case friction), the stock should stabilize near its day-1 level rather than see sustained follow-through selling or a sharp reversal/fade. |
LOW |