| PEG |
Report |
Q2 operating EPS |
BEAT |
pred ~$0.82 vs. cons $0.795 |
MEDIUM |
| PEG |
Report |
Q2 ending rate base |
IN-LINE |
pred ~$36.3B vs. cons $36.21B |
MEDIUM |
| PEG |
Report |
Q2 capital expenditure |
BEAT |
pred ~$1.13B vs. cons $1.113B |
MEDIUM |
| PEG |
Guide |
FY26 operating EPS |
UNCHANGED |
guide ~$4.28-$4.40 vs. cons $4.384 |
MEDIUM |
| PEG |
Guide |
Data-center / PJM / nuclear commentary (FY26) |
UNCHANGED |
maintain constructive scarcity narrative; no concrete load-conversion step vs. UNVERIFIED consensus |
LOW |
| PEG |
Return |
Day-1 residual (stock − beta × S&P 500) |
-1.4% |
— |
LOW |
| PEG |
Return |
5-day cumulative residual |
-2.5% (FOLLOW-THROUGH) |
FOLLOW-THROUGH — implicit Q4 cut pressures estimates |
LOW |