| PEG |
Report |
Q2 2026 operating EPS |
BEAT |
pred ~$0.80 vs. cons $0.79 |
MEDIUM |
| PEG |
Report |
PSE&G operating earnings |
BEAT |
pred ~$350M vs. cons $345M |
MEDIUM |
| PEG |
Report |
PSEG Power & Other operating earnings |
MISS |
pred ~$45M vs. cons $52M |
MEDIUM |
| PEG |
Guide |
FY2026 operating-EPS guidance |
UNCHANGED |
guide ~$4.34 midpoint vs. cons $4.35 (FY2026) |
HIGH |
| PEG |
Guide |
PSE&G regulated capital spending |
UNCHANGED |
guide ~$4.20B vs. cons $4.20B (FY2026) |
HIGH |
| PEG |
Guide |
Nuclear generation outlook |
UNCHANGED |
guide ~31.0 TWh midpoint vs. cons 31.0 TWh (FY2026) |
MEDIUM |
| PEG |
Return |
Day-1 residual (stock − beta × S&P 500) |
+0.6% |
— |
MEDIUM |
| PEG |
Return |
5-day cumulative residual |
+0.2% (FADE) |
A modest ~$0.01 EPS beat versus consensus ~$0.79 is likely offset by Power operating earnings of ~$45M versus ~$52M and unchanged FY2026 guidance at a ~$4.34 midpoint versus ~$4.35 consensus; without upper-half positioning or a guidance raise, initial relief should fade rather than drive out-period estimate revisions. |
MEDIUM |