| PEG |
Report |
Q2 2026 adjusted operating EPS |
BEAT |
pred ~$0.80 vs. cons $0.79 |
MEDIUM |
| PEG |
Report |
Q2 2026 PSE&G operating EPS |
BEAT |
pred ~$0.70 vs. cons $0.69 |
MEDIUM |
| PEG |
Report |
Q2 2026 PSEG Power & Other operating EPS |
IN-LINE |
pred ~$0.10 vs. cons $0.10 |
LOW |
| PEG |
Guide |
Adjusted operating EPS guidance midpoint |
UNCHANGED |
guide ~$4.34 vs. cons $4.35 (FY2026) |
HIGH |
| PEG |
Guide |
Regulated capital investment |
UNCHANGED |
guide ~$4.2B vs. cons $4.2B (FY2026) |
HIGH |
| PEG |
Guide |
Nuclear generation |
UNCHANGED |
guide ~31.0 TWh vs. cons 31.0 TWh (FY2026) |
MEDIUM |
| PEG |
Guide |
Long-term adjusted EPS CAGR midpoint |
UNCHANGED |
guide ~7.0% vs. cons 7.0% (2026–2030) |
HIGH |
| PEG |
Guide |
RTO participation-adder EPS headwind |
LOWER |
guide ~-$0.04 vs. cons -$0.03 (2027 annualized) |
LOW |
| PEG |
Return |
Day-1 residual (stock − beta × S&P 500) |
-1.4% |
— |
MEDIUM |
| PEG |
Return |
5-day cumulative residual |
-2.2% (FOLLOW-THROUGH) |
A modest ~$0.01 Q2 EPS beat versus consensus is outweighed by unchanged FY2026 guidance and an estimated ~$0.04 annualized 2027 RTO-adder headwind versus ~$0.03 expected, prompting small out-period estimate cuts and continued regulatory-risk discounting. |
MEDIUM |