| NI |
Report |
EPS - Diluted - Operating |
BEAT |
pred ~$0.20 vs. cons $0.1618 |
HIGH |
| NI |
Report |
EBITDA - Operating |
MISS |
pred ~$800M vs. cons $832M |
MEDIUM |
| NI |
Report |
Operation and Maintenance |
BEAT |
pred ~$405M vs. cons $422M |
MEDIUM |
| NI |
Guide |
FY 2026 EPS (FY 2026) |
UNCHANGED |
guide ~$2.045 mid vs. cons $2.052 |
HIGH |
| NI |
Guide |
GenCo Commentary (qualitative, FY 2026) |
BETTER |
IURC approval confirmed, Alphabet service beginning, pipeline progress on 3GW |
MEDIUM |
| NI |
Return |
Day-1 residual (stock − beta × S&P 500) |
+0.5% |
— |
MEDIUM |
| NI |
Return |
5-day cumulative residual |
+1.5% (STABILIZE) |
STABILIZE — implied H2 cut limits follow-through; GenCo floor prevents full fade |
MEDIUM |