| PPL |
Report |
Q2'26 ongoing (operating) EPS |
BEAT |
pred ~$0.39 vs. cons ~$0.38 |
MEDIUM |
| PPL |
Report |
Q2'26 revenue |
IN-LINE |
pred ~$2.05B vs. cons ~$2.02B |
LOW |
| PPL |
Report |
Advanced-stage data-center pipeline (GW) |
BEAT |
pred ~30 GW vs. prior/cons ~28.3 GW |
MEDIUM |
| PPL |
Guide |
FY2026 ongoing EPS guidance |
UNCHANGED |
guide reaffirm ~$1.94 (mid of $1.90-$1.98) vs. cons ~$1.94 (FY2026); tracking to at least midpoint |
HIGH |
| PPL |
Guide |
Long-term EPS growth CAGR (through 2029) |
UNCHANGED |
guide ~top-end of 6-8% vs. cons ~7% (2025-2029) |
HIGH |
| PPL |
Guide |
Blackstone generation JV — first signed hyperscaler ESSA |
UNKNOWN |
pred ~0 signed at print vs. Street hoping for ~1 in 2026 (2H26 catalyst) |
LOW |
| PPL |
Guide |
Kentucky probability-weighted new load / new CPCN filing |
BETTER |
guide ~3.5 GW vs. prior ~1.8 GW (2026 CPCN, KY pipeline to 2032) |
MEDIUM |
| PPL |
Return |
Day-1 residual (stock − beta × S&P 500) |
-1.0% |
— |
LOW |
| PPL |
Return |
5-day cumulative residual |
-0.5% (STABILIZE) |
Guidance reaffirmed at midpoint means no material out-period estimate revisions, so no follow-through math either way. This is a low-beta regulated utility whose bull case is forward optionality (Blackstone ESSA, KY CPCN) not Q2 EPS; a quiet reaffirm quarter without a signed JV contract produces a modest day-1 give-back on low expectations, then mean-reverts/stabilizes over the week as sector (XLU) drift and rate backdrop dominate. Upside risk if a concrete JV/CPCN timeline lands on the call. |
LOW |