| NI |
Report |
2Q26 consolidated adjusted EPS |
BEAT |
pred ~$0.16 vs. cons $0.15 |
MEDIUM |
| NI |
Report |
2Q26 operating revenue |
BEAT |
pred ~$1.19B vs. cons $1.16B |
LOW |
| NI |
Report |
Contracted data-center load (Amazon/ADS plus Alphabet) |
IN-LINE |
pred ~3.10 GW vs. cons 3.10 GW |
MEDIUM |
| NI |
Guide |
FY26 consolidated adjusted EPS guidance |
LOWER |
guide ~$2.045 midpoint vs. cons $2.09 (FY2026) |
HIGH |
| NI |
Guide |
2026-2030 base-plan adjusted EPS growth |
UNCHANGED |
guide ~7.0% midpoint vs. cons 7.0% (2026-2030) |
HIGH |
| NI |
Guide |
GenCo adjusted-EPS contribution target |
UNCHANGED |
guide ~$0.30 midpoint vs. cons $0.30 (2030) |
MEDIUM |
| NI |
Return |
Day-1 residual (stock − beta × S&P 500) |
-1.5% |
— |
MEDIUM |
| NI |
Return |
5-day cumulative residual |
-2.5% (FOLLOW-THROUGH) |
A modest 2Q EPS/revenue beat is unlikely to offset the absence of a FY26 raise: guidance at ~$2.045 midpoint versus ~$2.09 consensus implies negative out-period estimate math. If GenCo contracted load and 2030 contribution targets remain unchanged rather than advancing, analysts are more likely to trim FY26/FY27 estimates and retain execution-risk discounts. |
MEDIUM |