| NI |
Report |
Operating diluted EPS |
BEAT |
pred ~$0.170 vs. cons $0.162 |
MEDIUM |
| NI |
Report |
Revenue |
BEAT |
pred ~$1.380B vs. cons $1.354B |
MEDIUM |
| NI |
Report |
Capital expenditures |
BEAT |
pred ~$1.020B vs. cons $1.000B |
LOW |
| NI |
Guide |
FY2026 consolidated adjusted EPS (FY2026) |
UNCHANGED |
guide ~$2.02-$2.07 vs. FY cons $2.052 |
MEDIUM |
| NI |
Guide |
2026-33 adjusted EPS CAGR / GenCo pipeline commentary (long term) |
UNCHANGED |
maintain 9%-10% CAGR; no assumed 3 GW conversion vs. cons UNVERIFIED |
LOW |
| NI |
Return |
Day-1 residual (stock − beta × S&P 500) |
+1.0% |
— |
LOW |
| NI |
Return |
5-day cumulative residual |
+0.5% (FADE) |
FADE — FY maintenance limits estimate follow-through |
LOW |