| SRE |
Report |
Operating diluted EPS |
BEAT |
pred ~$1.08 vs. cons $1.064 |
MEDIUM |
| SRE |
Report |
Total capital expenditure |
BEAT |
pred ~$2.45B vs. cons $2.392B |
MEDIUM |
| SRE |
Report |
Oncor capital expenditure |
BEAT |
pred ~$2.10B vs. cons $2.028B |
MEDIUM |
| SRE |
Guide |
FY26 adjusted EPS |
LOWER |
guide ~$4.80-$5.30 vs. FY26 cons $5.137 |
MEDIUM |
| SRE |
Guide |
Oncor incremental capex / load outlook (2026-30) |
BETTER |
guide: firmer ~$9B upside-capex narrative vs. UNVERIFIED consensus |
LOW |
| SRE |
Return |
Day-1 residual (stock − beta × S&P 500) |
+0.5% |
— |
MEDIUM |
| SRE |
Return |
5-day cumulative residual |
-1.0% (FADE) |
FADE — maintained FY guide drives estimate follow-through lower |
MEDIUM |