| PPL |
Report |
Ongoing EPS (Q2 2026) |
BEAT |
pred ~$0.34 vs. cons $0.325 |
MEDIUM |
| PPL |
Report |
Operating Revenues (Q2 2026) |
MISS |
pred ~$1.95B vs. cons $1.990B |
LOW |
| PPL |
Report |
Total Rate Base (Q2 2026) |
BEAT |
pred ~$25.2B vs. cons $24.86B |
MEDIUM |
| PPL |
Guide |
FY 2026 Ongoing EPS (FY 2026) |
UNCHANGED |
guide $1.90-$1.98 vs. cons $1.951 |
HIGH |
| PPL |
Guide |
Blackstone JV Progress (qualitative, FY 2026) |
BETTER |
positive update on turbine reservations and hyperscaler discussions; no signed ESSA announced |
MEDIUM |
| PPL |
Guide |
PA Data Center Pipeline (qualitative) |
BETTER |
pipeline grows to ~30+ GW advanced-stage; ESA count holds or grows |
MEDIUM |
| PPL |
Return |
Day-1 residual (stock − beta × S&P 500) |
+1.0% |
— |
MEDIUM |
| PPL |
Return |
5-day cumulative residual |
+1.5% (STABILIZE) |
STABILIZE — no implicit cut in FY reaffirm; short covering provides modest bid; JV announcement needed for further re-rate |
MEDIUM |