| SRE |
Report |
Q2 2026 Adj. Operating EPS |
BEAT |
pred ~$1.15 vs. cons $1.064 |
MEDIUM |
| SRE |
Report |
Incremental CapEx update (qualitative) |
IN-LINE |
partial firming $5-7B vs. market expects full $9B+ |
LOW |
| SRE |
Guide |
FY 2026 Adj. Operating EPS (FY 2026) |
LOWER |
guide $4.80-$5.30 (mid $5.05) vs. cons $5.137 |
MEDIUM |
| SRE |
Guide |
FY 2027 Adj. Operating EPS (FY 2027) |
LOWER |
guide $5.10-$5.70 (mid $5.40) vs. cons $5.547 |
MEDIUM |
| SRE |
Return |
Day-1 residual (stock − beta × S&P 500) |
+0.3% |
— |
MEDIUM |
| SRE |
Return |
5-day cumulative residual |
+0.5% (STABILIZE) |
STABILIZE — beat provides floor; implicit guidance cut limits upside; SIP close optionality caps downside |
MEDIUM |