What changed
Q2 ongoing EPS of $0.93 beat the year-ago $0.75 by $0.18, or 24%. Revenue quality was solid, driven by higher electric infrastructure investment recovery, and management reaffirmed FY26 ongoing EPS guidance of $4.04-$4.16. The primary driver was increased recovery of electric infrastructure investments, partially offset by higher financing costs.
Why it matters
Q2 ongoing EPS of $0.93 beat the year-ago $0.75 by $0.18, or 24%. Revenue quality was solid, driven by higher electric infrastructure investment recovery, and management reaffirmed FY26 ongoing EPS guidance of $4.04-$4.16. The primary driver was increased recovery of electric infrastructure investments, partially offset by higher financing costs.
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Jul 30, 2026 11:00 AM ET