| PPL |
Report |
Q2 2026 ongoing EPS |
BEAT |
pred ~$0.36 vs. cons $0.35 |
MEDIUM |
| PPL |
Report |
Q2 2026 operating revenue |
IN-LINE |
pred ~$2.20B vs. cons $2.18B |
MEDIUM |
| PPL |
Report |
H1 2026 capital expenditures |
IN-LINE |
pred ~$2.32B vs. cons $2.30B |
LOW |
| PPL |
Guide |
Ongoing EPS guidance midpoint |
LOWER |
guide ~$1.94 vs. cons $1.95 (FY2026) |
HIGH |
| PPL |
Guide |
Capital investment guidance |
UNCHANGED |
guide ~$5.1B vs. cons $5.1B (FY2026) |
HIGH |
| PPL |
Guide |
Long-term annual EPS growth midpoint |
UNCHANGED |
guide ~7.0% vs. cons 7.0% (through 2029) |
HIGH |
| PPL |
Guide |
Blackstone JV signed contracted capacity |
UNCHANGED |
guide ~0.0 GW vs. cons 0.0 GW (Q2 2026 update) |
MEDIUM |
| PPL |
Return |
Day-1 residual (stock − beta × S&P 500) |
+0.8% |
— |
MEDIUM |
| PPL |
Return |
5-day cumulative residual |
-0.1% (FADE) |
A ~$0.01 quarterly EPS beat may lift day 1, but unchanged FY2026 guidance of ~$1.94 versus consensus $1.95 implies second-half EPS of roughly $0.95 versus consensus near $0.96, limiting upward revisions and causing the initial move to fade. |
MEDIUM |