| PPL |
Report |
Q2 2026 Ongoing EPS |
IN-LINE |
pred ~$0.35 vs. cons $0.35 |
MEDIUM |
| PPL |
Report |
Kentucky segment ongoing EPS contribution |
BEAT |
pred ~$0.14 vs. cons $0.13 |
MEDIUM |
| PPL |
Report |
Pennsylvania segment ongoing EPS contribution |
IN-LINE |
pred ~$0.11 vs. cons $0.11 |
MEDIUM |
| PPL |
Guide |
FY2026 Ongoing EPS guidance (reaffirm midpoint) |
UNCHANGED |
guide ~$1.94 vs. cons $1.95 (FY2026) |
HIGH |
| PPL |
Guide |
2026-2029 Capital Plan (total capex) |
UNCHANGED |
guide ~$23B vs. cons $23B (2026-2029 plan) |
MEDIUM |
| PPL |
Guide |
PA data-center advanced-stage pipeline (GW) |
BETTER |
guide ~30GW vs. cons ~29GW (Q2 2026 update) |
LOW |
| PPL |
Return |
Day-1 residual (stock − beta × S&P 500) |
-0.2% |
— |
LOW |
| PPL |
Return |
5-day cumulative residual |
-0.3% (STABILIZE) |
Guidance and 2026-2029 capex/EPS growth framework are reaffirmed with no material surprise; PA settlement ramp and RI/Kentucky dockets already known from Q1 call and priced in, so estimate revisions should be minimal either way. Key swing factors (KY KPSC reconsideration timing, Blackstone JV ESA announcement) remain unresolved/qualitative rather than quantified guide changes, limiting both upside chasing and downside estimate cuts — consistent with a stabilize pattern rather than strong follow-through or fade. |
LOW |