| PEG |
Report |
Non-GAAP Operating EPS (Q2 2026) |
BEAT |
pred ~$0.82 vs. cons $0.79 |
MEDIUM |
| PEG |
Report |
Total Revenue (Q2 2026) |
MISS |
pred ~$2.58B vs. cons $2.68B |
MEDIUM |
| PEG |
Report |
PSE&G Regulated Utility Net Income (Q2 2026) |
BEAT |
pred ~$300M vs. cons $285M |
LOW |
| PEG |
Guide |
FY2026 Non-GAAP Operating EPS Guidance |
UNCHANGED |
guide ~$4.28-$4.40 (mid $4.34) vs. cons $4.36 (FY2026) |
HIGH |
| PEG |
Guide |
2026-2030 EPS CAGR / 5-yr Capital Plan |
UNCHANGED |
guide ~6-8% CAGR on $24-28B capex vs. cons 7% CAGR on ~$24B (2026-2030) |
HIGH |
| PEG |
Guide |
Large-Load/Data Center Interconnection Queue |
UNKNOWN |
guide ~12GW vs. cons 11.8GW (as of Q2 2026) |
LOW |
| PEG |
Return |
Day-1 residual (stock − beta × S&P 500) |
+0.4% |
— |
LOW |
| PEG |
Return |
5-day cumulative residual |
-0.9% (FADE) |
Q2 EPS beat is likely driven by favorable summer weather/capacity revenue rather than structural upside, and management is expected to simply reaffirm the $4.28-$4.40 FY guidance rather than raise it despite the Q1 beat, limiting out-year estimate revisions. Initial relief rally (stock near 52-week lows, low expectations) fades over the week as attention reverts to PJM RBA cost-allocation uncertainty, NJ rate-case/affordability overhang, and lack of a large-load/data-center queue upgrade, capping upward EPS revisions and reversing part of the day-1 pop. |
MEDIUM |