| NI |
Report |
Q2 2026 adjusted EPS |
BEAT |
pred ~$0.23 vs. cons $0.22 |
MEDIUM |
| NI |
Report |
Q2 2026 operating revenue |
BEAT |
pred ~$1.28B vs. cons $1.21B |
LOW |
| NI |
Report |
Q2 2026 adjusted net income available to common shareholders |
BEAT |
pred ~$111M vs. cons $106M |
MEDIUM |
| NI |
Guide |
Consolidated adjusted EPS guidance |
UNCHANGED |
guide ~$2.045 vs. cons $2.05 (FY2026 midpoint) |
HIGH |
| NI |
Guide |
Capital expenditure guidance |
UNCHANGED |
guide ~$5.4B vs. cons $5.4B (FY2026 midpoint) |
MEDIUM |
| NI |
Guide |
Consolidated adjusted EPS CAGR |
UNCHANGED |
guide ~9.5% vs. cons 9.5% (2026-2033 midpoint) |
HIGH |
| NI |
Guide |
Existing-customer data-center asset cost estimate |
UNCHANGED |
guide ~$9.5B vs. cons $9.5B (Amazon and Alphabet program midpoint) |
MEDIUM |
| NI |
Return |
Day-1 residual (stock − beta × S&P 500) |
+1.4% |
— |
MEDIUM |
| NI |
Return |
5-day cumulative residual |
+0.8% (STABILIZE) |
A modest EPS beat of ~$0.23 vs. $0.22 should help initially, but unchanged FY2026 guidance of ~$2.045 vs. $2.05 consensus leaves little room for upward revisions; unchanged GenCo cost and schedule assumptions should prevent a material fade. |
MEDIUM |