| PNW |
Report |
Q2 2026 diluted EPS |
BEAT |
pred ~$1.72 vs. cons $1.46 |
MEDIUM |
| PNW |
Report |
Q2 2026 operating revenue |
BEAT |
pred ~$1.48B vs. cons $1.40B |
MEDIUM |
| PNW |
Report |
Q2 2026 weather-normalized retail sales growth |
BEAT |
pred ~6.8% vs. cons 5.0% |
MEDIUM |
| PNW |
Guide |
Weather-normalized diluted EPS guidance |
UNCHANGED |
guide ~$4.55-$4.75 vs. cons $4.69 (FY2026) |
HIGH |
| PNW |
Guide |
Weather-normalized retail sales growth guidance |
UNCHANGED |
guide ~4.0%-6.0% vs. cons 5.0% (FY2026) |
HIGH |
| PNW |
Guide |
Adjusted O&M guidance |
UNCHANGED |
guide ~$1.02-$1.04B vs. cons $1.03B (FY2026) |
MEDIUM |
| PNW |
Return |
Day-1 residual (stock − beta × S&P 500) |
+2.2% |
— |
MEDIUM |
| PNW |
Return |
5-day cumulative residual |
+0.7% (FADE) |
The initial reaction should reward a roughly $0.26 EPS beat and 6.8% weather-normalized sales growth versus 5.0% expected. However, much of the upside is weather-related, while an unchanged $4.65 guidance midpoint versus $4.69 consensus implies about $0.04 of normalized full-year estimate pressure; limited out-period revisions should therefore fade the day-1 residual from approximately 2.2% to 0.7% by day 5. |
MEDIUM |