| PNW |
Report |
Diluted EPS |
BEAT |
pred ~$1.46 vs. cons $1.44 |
MEDIUM |
| PNW |
Report |
Operating revenue |
BEAT |
pred ~$1.420B vs. cons $1.398B |
MEDIUM |
| PNW |
Report |
APS retail sales |
BEAT |
pred ~8,780 GWh vs. cons 8,676 GWh |
LOW |
| PNW |
Guide |
FY2026 EPS (FY2026) |
LOWER |
guide ~$4.55-$4.75 vs. cons $4.75 |
MEDIUM |
| PNW |
Guide |
FY2026 weather-normalized sales growth (FY2026) |
UNCHANGED |
guide ~4-6% vs. cons UNVERIFIED |
LOW |
| PNW |
Guide |
IRP / large-load / regulatory commentary (FY2026-2030) |
UNCHANGED |
maintain constructive tone; no formal acceleration vs. cons UNVERIFIED |
LOW |
| PNW |
Return |
Day-1 residual (stock − beta × S&P 500) |
-1.5% |
— |
LOW |
| PNW |
Return |
5-day cumulative residual |
-3.0% (FOLLOW-THROUGH) |
FOLLOW-THROUGH — forward estimates de-risk on a below-consensus FY guide |
LOW |