Newsquawk Daily US Earnings Estimates - 30th July 2026: TT, BMY, MO, SO, MA, AMZN, SYK, AAPL
S&P 500
Air Products and Chemicals (APD) EPS (exp. 3.34), Revenue (exp. 3.20bln), Next Qtr. EPS (exp. 3.52), Next Qtr. Rev. (exp. 3.30bln), Current FY EPS (exp. 13.23), Current FY Rev. (exp. 12.78bln), Next FY EPS (exp. 14.28), Next FY Rev. (exp. 13.57bln) 11:00BST/06:00EDT
Cigna Group (CI) EPS (exp. 7.60), Revenue (exp. 70.14bln), Next Qtr. EPS (exp. 7.64), Next Qtr. Rev. (exp. 71.91bln), Current FY EPS (exp. 30.46), Current FY Rev. (exp. 284.84bln), Next FY EPS (exp. 33.46), Next FY Rev. (exp. 297.05bln) 11:00BST/06:00EDT
CRH (CRH) EPS (exp. 2.02), Revenue (exp. 10.67bln), Next Qtr. EPS (exp. 2.45), Next Qtr. Rev. (exp. 11.71bln), Current FY EPS (exp. 5.93), Current FY Rev. (exp. 39.71bln), Next FY EPS (exp. 6.67), Next FY Rev. (exp. 41.99bln) 11:00BST/06:00EDT
Willis Towers Watson Public Company (WTW) EPS (exp. 3.12), Revenue (exp. 2.42bln), Next Qtr. EPS (exp. 3.58), Next Qtr. Rev. (exp. 2.46bln), Current FY EPS (exp. 19.51), Current FY Rev. (exp. 10.42bln), Next FY EPS (exp. 22.12), Next FY Rev. (exp. 10.99bln) 11:00BST/06:00EDT
Xcel Energy (XEL) EPS (exp. 0.79), Revenue (exp. 3.54bln), Next Qtr. EPS (exp. 1.39), Next Qtr. Rev. (exp. 4.29bln), Current FY EPS (exp. 4.11), Current FY Rev. (exp. 15.82bln), Next FY EPS (exp. 4.54), Next FY Rev. (exp. 17.29bln) 11:05BST/06:05EDT
Norwegian Cruise Line Holdings (NCLH) EPS (exp. 0.39), Revenue (exp. 2.65bln), Next Qtr. EPS (exp. 0.90), Next Qtr. Rev. (exp. 2.88bln), Current FY EPS (exp. 1.66), Current FY Rev. (exp. 10.15bln), Next FY EPS (exp. 2.00), Next FY Rev. (exp. 10.79bln) 11:30BST/06:30EDT
Regeneron Pharmaceuticals (REGN) EPS (exp. 10.21), Revenue (exp. 3.82bln), Next Qtr. EPS (exp. 13.07), Next Qtr. Rev. (exp. 4.18bln), Current FY EPS (exp. 45.77), Current FY Rev. (exp. 15.91bln), Next FY EPS (exp. 53.53), Next FY Rev. (exp. 17.58bln) 11:30BST/06:30EDT
Trane Technologies (TT) EPS (exp. 4.27), Revenue (exp. 6.20bln), Next Qtr. EPS (exp. 4.59), Next Qtr. Rev. (exp. 6.41bln), Current FY EPS (exp. 14.92), Current FY Rev. (exp. 23.40bln), Next FY EPS (exp. 17.09), Next FY Rev. (exp. 25.42bln) 11:30BST/06:30EDT
Valero Energy (VLO) EPS (exp. 10.13), Revenue (exp. 39.47bln), Next Qtr. EPS (exp. 13.18), Next Qtr. Rev. (exp. 40.36bln), Current FY EPS (exp. 34.08), Current FY Rev. (exp. 145.16bln), Next FY EPS (exp. 24.34), Next FY Rev. (exp. 126.83bln) 11:30BST/06:30EDT
Avery Dennison (AVY) EPS (exp. 2.47), Revenue (exp. 2.30bln), Next Qtr. EPS (exp. 2.49), Next Qtr. Rev. (exp. 2.31bln), Current FY EPS (exp. 10.02), Current FY Rev. (exp. 9.26bln), Next FY EPS (exp. 11.10), Next FY Rev. (exp. 9.57bln) 11:45BST/06:45EDT
Hershey Company (HSY) EPS (exp. 1.43), Revenue (exp. 2.63bln), Next Qtr. EPS (exp. 2.28), Next Qtr. Rev. (exp. 3.32bln), Current FY EPS (exp. 8.43), Current FY Rev. (exp. 12.24bln), Next FY EPS (exp. 9.91), Next FY Rev. (exp. 12.59bln) 11:45BST/06:45EDT
Exelon (EXC) EPS (exp. 0.45), Revenue (exp. 5.45bln), Next Qtr. EPS (exp. 0.88), Next Qtr. Rev. (exp. 6.98bln), Current FY EPS (exp. 2.86), Current FY Rev. (exp. 25.30bln), Next FY EPS (exp. 3.04), Next FY Rev. (exp. 26.00bln) 11:50BST/06:50EDT
KKR & Co (KKR) EPS (exp. 1.43), Revenue (exp. 2.95bln), Next Qtr. EPS (exp. 1.59), Next Qtr. Rev. (exp. 3.15bln), Current FY EPS (exp. 6.08), Current FY Rev. (exp. 11.83bln), Next FY EPS (exp. 7.30), Next FY Rev. (exp. 13.94bln) 11:50BST/06:50EDT
Labcorp Holdings (LH) EPS (exp. 4.78), Revenue (exp. 3.71bln), Next Qtr. EPS (exp. 4.59), Next Qtr. Rev. (exp. 3.75bln), Current FY EPS (exp. 18.02), Current FY Rev. (exp. 14.71bln), Next FY EPS (exp. 19.46), Next FY Rev. (exp. 15.40bln) 11:50BST/06:50EDT
A. O. Smith (AOS) EPS (exp. 0.96), Revenue (exp. 995mln), Next Qtr. EPS (exp. 0.99), Next Qtr. Rev. (exp. 990mln), Current FY EPS (exp. 3.76), Current FY Rev. (exp. 3.92bln), Next FY EPS (exp. 4.14), Next FY Rev. (exp. 4.08bln) 11:55BST/06:55EDT
Martin Marietta Materials Inc. (MLM) EPS (exp. 4.80), Revenue (exp. 1.87bln), Next Qtr. EPS (exp. 7.18), Next Qtr. Rev. (exp. 2.13bln), Current FY EPS (exp. 19.14), Current FY Rev. (exp. 7.12bln), Next FY EPS (exp. 22.79), Next FY Rev. (exp. 7.63bln) 11:55BST/06:55EDT
Quanta Services Inc. (PWR) EPS (exp. 3.31), Revenue (exp. 8.61bln), Next Qtr. EPS (exp. 4.23), Next Qtr. Rev. (exp. 9.48bln), Current FY EPS (exp. 14.01), Current FY Rev. (exp. 35.01bln), Next FY EPS (exp. 16.39), Next FY Rev. (exp. 39.75bln) 11:55BST/06:55EDT
American Electric Power Company Inc. (AEP) EPS (exp. 1.48), Revenue (exp. 5.42bln), Next Qtr. EPS (exp. 1.99), Next Qtr. Rev. (exp. 6.61bln), Current FY EPS (exp. 6.35), Current FY Rev. (exp. 23.41bln), Next FY EPS (exp. 6.85), Next FY Rev. (exp. 24.92bln) 11:55BST/06:55EDT
Bristol-Myers Squibb Company (BMY) EPS (exp. 1.60), Revenue (exp. 11.74bln), Next Qtr. EPS (exp. 1.61), Next Qtr. Rev. (exp. 12.04bln), Current FY EPS (exp. 6.34), Current FY Rev. (exp. 47.46bln), Next FY EPS (exp. 6.18), Next FY Rev. (exp. 46.39bln) 11:55BST/06:55EDT
Builders FirstSource Inc. (BLDR) EPS (exp. 1.26), Revenue (exp. 3.92bln), Next Qtr. EPS (exp. 1.75), Next Qtr. Rev. (exp. 4.02bln), Current FY EPS (exp. 4.16), Current FY Rev. (exp. 14.77bln), Next FY EPS (exp. 6.20), Next FY Rev. (exp. 15.60bln) 12:00BST/07:00EDT
International Paper Company (IP) EPS (exp. -0.04), Revenue (exp. 6.20bln), Next Qtr. EPS (exp. 0.50), Next Qtr. Rev. (exp. 6.38bln), Current FY EPS (exp. 1.39), Current FY Rev. (exp. 24.84bln), Next FY EPS (exp. 2.81), Next FY Rev. (exp. 25.91bln) 12:00BST/07:00EDT
Altria Group Inc. (MO) EPS (exp. 1.50), Revenue (exp. 5.35bln), Next Qtr. EPS (exp. 1.51), Next Qtr. Rev. (exp. 5.32bln), Current FY EPS (exp. 5.69), Current FY Rev. (exp. 20.54bln), Next FY EPS (exp. 5.88), Next FY Rev. (exp. 20.67bln) 12:00BST/07:00EDT
Yum! Brands Inc. (YUM) EPS (exp. 1.58), Revenue (exp. 2.18bln), Next Qtr. EPS (exp. 1.68), Next Qtr. Rev. (exp. 2.21bln), Current FY EPS (exp. 6.72), Current FY Rev. (exp. 9.11bln), Next FY EPS (exp. 7.40), Next FY Rev. (exp. 9.50bln) 12:00BST/07:00EDT
Baxter International Inc. (BAX) EPS (exp. 0.37), Revenue (exp. 2.79bln), Next Qtr. EPS (exp. 0.53), Next Qtr. Rev. (exp. 2.86bln), Current FY EPS (exp. 1.92), Current FY Rev. (exp. 11.35bln), Next FY EPS (exp. 1.98), Next FY Rev. (exp. 11.58bln) 12:15BST/07:15EDT
Huntington Ingalls Industries Inc. (HII) EPS (exp. 3.79), Revenue (exp. 3.15bln), Next Qtr. EPS (exp. 4.55), Next Qtr. Rev. (exp. 3.28bln), Current FY EPS (exp. 17.29), Current FY Rev. (exp. 13.00bln), Next FY EPS (exp. 20.11), Next FY Rev. (exp. 13.82bln) 12:15BST/07:15EDT
EMCOR Group Inc. (EME) EPS (exp. 7.23), Revenue (exp. 4.71bln), Next Qtr. EPS (exp. 7.49), Next Qtr. Rev. (exp. 4.77bln), Current FY EPS (exp. 29.35), Current FY Rev. (exp. 19.00bln), Next FY EPS (exp. 32.93), Next FY Rev. (exp. 20.55bln) 12:30BST/07:30EDT
Intercontinental Exchange Inc. (ICE) EPS (exp. 1.84), Revenue (exp. 2.63bln), Next Qtr. EPS (exp. 1.88), Next Qtr. Rev. (exp. 2.67bln), Current FY EPS (exp. 8.02), Current FY Rev. (exp. 10.96bln), Next FY EPS (exp. 8.73), Next FY Rev. (exp. 11.50bln) 12:30BST/07:30EDT
Southern Company (SO) EPS (exp. 1.00), Revenue (exp. 7.21bln), Next Qtr. EPS (exp. 1.67), Next Qtr. Rev. (exp. 8.22bln), Current FY EPS (exp. 4.58), Current FY Rev. (exp. 30.79bln), Next FY EPS (exp. 4.93), Next FY Rev. (exp. 32.42bln) 12:30BST/07:30EDT
Mastercard (MA) EPS (exp. 4.77), Revenue (exp. 9.07bln), Next Qtr. EPS (exp. 5.11), Next Qtr. Rev. (exp. 9.65bln), Current FY EPS (exp. 19.65), Current FY Rev. (exp. 37.10bln), Next FY EPS (exp. 22.82), Next FY Rev. (exp. 41.78bln) 13:00BST/08:00EDT
Amazon.com Inc. (AMZN) EPS (exp. 1.81), Revenue (exp. 196.72bln), Next Qtr. EPS (exp. 1.93), Next Qtr. Rev. (exp. 203.99bln), Current FY EPS (exp. 8.84), Current FY Rev. (exp. 824.94bln), Next FY EPS (exp. 10.07), Next FY Rev. (exp. 934.89bln) 21:00BST/16:00EDT
Monolithic Power Systems Inc. (MPWR) EPS (exp. 5.87), Revenue (exp. 903mln), Next Qtr. EPS (exp. 6.49), Next Qtr. Rev. (exp. 987mln), Current FY EPS (exp. 24.17), Current FY Rev. (exp. 3.71bln), Next FY EPS (exp. 30.60), Next FY Rev. (exp. 4.56bln) 21:00BST/16:00EDT
DexCom Inc. (DXCM) EPS (exp. 0.61), Revenue (exp. 1.29bln), Next Qtr. EPS (exp. 0.67), Next Qtr. Rev. (exp. 1.33bln), Current FY EPS (exp. 2.59), Current FY Rev. (exp. 5.22bln), Next FY EPS (exp. 3.09), Next FY Rev. (exp. 5.82bln) 21:00BST/16:00EDT
First Solar Inc. (FSLR) EPS (exp. 2.99), Revenue (exp. 1.06bln), Next Qtr. EPS (exp. 5.17), Next Qtr. Rev. (exp. 1.39bln), Current FY EPS (exp. 17.69), Current FY Rev. (exp. 5.08bln), Next FY EPS (exp. 24.05), Next FY Rev. (exp. 5.93bln) 21:00BST/16:00EDT
Edison International (EIX) EPS (exp. 1.15), Revenue (exp. 4.83bln), Next Qtr. EPS (exp. 2.06), Next Qtr. Rev. (exp. 5.50bln), Current FY EPS (exp. 6.12), Current FY Rev. (exp. 19.29bln), Next FY EPS (exp. 6.52), Next FY Rev. (exp. 19.93bln) 21:05BST/16:05EDT
Stryker (SYK) EPS (exp. 3.49), Revenue (exp. 6.58bln), Next Qtr. EPS (exp. 3.68), Next Qtr. Rev. (exp. 6.72bln), Current FY EPS (exp. 14.98), Current FY Rev. (exp. 27.27bln), Next FY EPS (exp. 16.72), Next FY Rev. (exp. 29.60bln) 21:05BST/16:05EDT
GoDaddy Inc. (GDDY) EPS (exp. 1.69), Revenue (exp. 1.29bln), Next Qtr. EPS (exp. 1.82), Next Qtr. Rev. (exp. 1.33bln), Current FY EPS (exp. 7.12), Current FY Rev. (exp. 5.24bln), Next FY EPS (exp. 8.97), Next FY Rev. (exp. 5.55bln) 21:05BST/16:05EDT
Live Nation Entertainment Inc. (LYV) EPS (exp. 0.66), Revenue (exp. 7.55bln), Next Qtr. EPS (exp. 1.94), Next Qtr. Rev. (exp. 9.50bln), Current FY EPS (exp. -0.26), Current FY Rev. (exp. 27.77bln), Next FY EPS (exp. 2.44), Next FY Rev. (exp. 30.40bln) 21:10BST/16:10EDT
Ingersoll Rand Inc. (IR) EPS (exp. 0.83), Revenue (exp. 1.96bln), Next Qtr. EPS (exp. 0.91), Next Qtr. Rev. (exp. 2.01bln), Current FY EPS (exp. 3.51), Current FY Rev. (exp. 7.94bln), Next FY EPS (exp. 3.85), Next FY Rev. (exp. 8.29bln) 21:10BST/16:10EDT
Eversource Energy (ES) EPS (exp. 0.89), Revenue (exp. 3.04bln), Next Qtr. EPS (exp. 1.05), Next Qtr. Rev. (exp. 3.30bln), Current FY EPS (exp. 4.66), Current FY Rev. (exp. 13.75bln), Next FY EPS (exp. 4.91), Next FY Rev. (exp. 14.24bln) 21:15BST/16:15EDT
Arthur J. Gallagher & Co. (AJG) EPS (exp. 2.82), Revenue (exp. 4.01bln), Next Qtr. EPS (exp. 3.07), Next Qtr. Rev. (exp. 4.07bln), Current FY EPS (exp. 13.23), Current FY Rev. (exp. 16.74bln), Next FY EPS (exp. 14.90), Next FY Rev. (exp. 18.24bln) 21:15BST/16:15EDT
Coinbase Global Inc. (COIN) EPS (exp. -0.39), Revenue (exp. 1.30bln), Next Qtr. EPS (exp. 0.45), Next Qtr. Rev. (exp. 1.47bln), Current FY EPS (exp. -0.05), Current FY Rev. (exp. 5.97bln), Next FY EPS (exp. 4.89), Next FY Rev. (exp. 7.60bln) 21:15BST/16:15EDT
Camden Property Trust (CPT) EPS (exp. 0.31), Revenue (exp. 393mln), Next Qtr. EPS (exp. 0.21), Next Qtr. Rev. (exp. 386mln), Current FY EPS (exp. 1.12), Current FY Rev. (exp. 1.56bln), Next FY EPS (exp. 1.21), Next FY Rev. (exp. 1.58bln) 21:15BST/16:15EDT
Weyerhaeuser Company (WY) EPS (exp. 0.08), Revenue (exp. 1.83bln), Next Qtr. EPS (exp. 0.09), Next Qtr. Rev. (exp. 1.81bln), Current FY EPS (exp. 0.32), Current FY Rev. (exp. 7.02bln), Next FY EPS (exp. 0.71), Next FY Rev. (exp. 7.57bln) 21:15BST/16:15EDT
Apple Inc. (AAPL) EPS (exp. 1.89), Revenue (exp. 108.85bln), Next Qtr. EPS (exp. 2.02), Next Qtr. Rev. (exp. 114.70bln), Current FY EPS (exp. 8.76), Current FY Rev. (exp. 478.16bln), Next FY EPS (exp. 9.67), Next FY Rev. (exp. 520.93bln) 21:30BST/16:30EDT
Corteva Inc. (CTVA) EPS (exp. 2.23), Revenue (exp. 6.60bln), Next Qtr. EPS (exp. -0.27), Next Qtr. Rev. (exp. 2.69bln), Current FY EPS (exp. 3.76), Current FY Rev. (exp. 18.36bln), Next FY EPS (exp. 4.17), Next FY Rev. (exp. 18.98bln) 21:30BST/16:30EDT
Ameren (AEE) EPS (exp. 1.08), Revenue (exp. 2.27bln), Next Qtr. EPS (exp. 2.31), Next Qtr. Rev. (exp. 2.96bln), Current FY EPS (exp. 5.38), Current FY Rev. (exp. 9.17bln), Next FY EPS (exp. 5.81), Next FY Rev. (exp. 9.70bln) 21:30BST/16:30EDT
Mettler-Toledo International Inc. (MTD) EPS (exp. 10.79), Revenue (exp. 1.03bln), Next Qtr. EPS (exp. 12.08), Next Qtr. Rev. (exp. 1.07bln), Current FY EPS (exp. 46.67), Current FY Rev. (exp. 4.23bln), Next FY EPS (exp. 51.13), Next FY Rev. (exp. 4.43bln) 23:00BST/18:00EDT
Alliant Energy (LNT) EPS (exp. 0.60), Revenue (exp. 897mln), Next Qtr. EPS (exp. 1.22), Next Qtr. Rev. (exp. 1.38bln), Current FY EPS (exp. 3.42), Current FY Rev. (exp. 4.43bln), Next FY EPS (exp. 3.68), Next FY Rev. (exp. 4.64bln) 23:00BST/18:00EDT
NASDAQ 100
Xcel Energy Inc. (XEL) EPS (exp. 0.79), Revenue (exp. 3.54bln), Next Qtr. EPS (exp. 1.39), Next Qtr. Rev. (exp. 4.29bln), Current FY EPS (exp. 4.11), Current FY Rev. (exp. 15.82bln), Next FY EPS (exp. 4.54), Next FY Rev. (exp. 17.29bln) 11:05BST/06:05EDT
Regeneron Pharmaceuticals (REGN) EPS (exp. 10.21), Revenue (exp. 3.82bln), Next Qtr. EPS (exp. 13.07), Next Qtr. Rev. (exp. 4.18bln), Current FY EPS (exp. 45.77), Current FY Rev. (exp. 15.91bln), Next FY EPS (exp. 53.53), Next FY Rev. (exp. 17.58bln) 11:30BST/06:30EDT
Exelon (EXC) EPS (exp. 0.45), Revenue (exp. 5.45bln), Next Qtr. EPS (exp. 0.88), Next Qtr. Rev. (exp. 6.98bln), Current FY EPS (exp. 2.86), Current FY Rev. (exp. 25.30bln), Next FY EPS (exp. 3.04), Next FY Rev. (exp. 26.00bln) 11:50BST/06:50EDT
American Electric Power Company (AEP) EPS (exp. 1.48), Revenue (exp. 5.42bln), Next Qtr. EPS (exp. 1.99), Next Qtr. Rev. (exp. 6.61bln), Current FY EPS (exp. 6.35), Current FY Rev. (exp. 23.41bln), Next FY EPS (exp. 6.85), Next FY Rev. (exp. 24.92bln) 11:55BST/06:55EDT
Alnylam Pharmaceuticals Inc (ALNY) EPS (exp. 1.63), Revenue (exp. 1.32bln), Next Qtr. EPS (exp. 1.96), Next Qtr. Rev. (exp. 1.47bln), Current FY EPS (exp. 7.46), Current FY Rev. (exp. 5.59bln), Next FY EPS (exp. 10.74), Next FY Rev. (exp. 7.26bln) 13:00BST/08:00EDT
Amazon.com (AMZN) EPS (exp. 1.81), Revenue (exp. 196.72bln), Next Qtr. EPS (exp. 1.93), Next Qtr. Rev. (exp. 203.99bln), Current FY EPS (exp. 8.84), Current FY Rev. (exp. 824.94bln), Next FY EPS (exp. 10.07), Next FY Rev. (exp. 934.89bln) 21:00BST/16:00EDT
Monolithic Power Systems Inc. (MPWR) EPS (exp. 5.87), Revenue (exp. 903mln), Next Qtr. EPS (exp. 6.49), Next Qtr. Rev. (exp. 987mln), Current FY EPS (exp. 24.17), Current FY Rev. (exp. 3.71bln), Next FY EPS (exp. 30.60), Next FY Rev. (exp. 4.56bln) 21:00BST/16:00EDT
DexCom Inc. (DXCM) EPS (exp. 0.61), Revenue (exp. 1.29bln), Next Qtr. EPS (exp. 0.67), Next Qtr. Rev. (exp. 1.33bln), Current FY EPS (exp. 2.59), Current FY Rev. (exp. 5.22bln), Next FY EPS (exp. 3.09), Next FY Rev. (exp. 5.82bln) 21:00BST/16:00EDT
Strategy Inc (MSTR) EPS (exp. -2.19), Revenue (exp. 122mln), Next Qtr. EPS (exp. 7.53), Next Qtr. Rev. (exp. 129mln), Current FY EPS (exp. 6.41), Current FY Rev. (exp. 497mln), Next FY EPS (exp. 3.92), Next FY Rev. (exp. 507mln) 21:00BST/16:00EDT
Apple Inc. (AAPL) EPS (exp. 1.89), Revenue (exp. 108.85bln), Next Qtr. EPS (exp. 2.02), Next Qtr. Rev. (exp. 114.70bln), Current FY EPS (exp. 8.76), Current FY Rev. (exp. 478.16bln), Next FY EPS (exp. 9.67), Next FY Rev. (exp. 520.93bln) 21:30BST/16:30EDT
OTHER
Roblox Corp. (RBLX) EPS (exp. -0.34), Revenue (exp. 1.60bln), Next Qtr. EPS (exp. -0.39), Next Qtr. Rev. (exp. 1.87bln), Current FY EPS (exp. -1.48), Current FY Rev. (exp. 7.50bln), Next FY EPS (exp. -1.13), Next FY Rev. (exp. 8.85bln) 21:05BST/16:05EDT
Reddit Inc. (RDDT) EPS (exp. 0.95), Revenue (exp. 731mln), Next Qtr. EPS (exp. 1.25), Next Qtr. Rev. (exp. 828mln), Current FY EPS (exp. 4.95), Current FY Rev. (exp. 3.23bln), Next FY EPS (exp. 6.54), Next FY Rev. (exp. 4.26bln) 21:05BST/16:05EDT
A consensus estimates sheet rather than a set of prints, so there is nothing to react to in the figures themselves; the value is in the calendar shape. The slate splits cleanly between a heavy morning of defensives and industrials, with an unusually dense cluster of regulated utilities reporting into the European morning, and a post-close megacap tech block that historically carries the index-level risk. In past sessions of this kind the pre-open reporters set the single-name tone but the after-hours megacaps dictate the index gap the following day, with options-implied moves in those names tending to dwarf anything from the morning list. The sector concentration itself is a read: a full bench of utilities reporting on one day has previously been a window into load growth commentary and capex guidance themes rather than a source of differentiated price action, since regulated names tend to move on guidance and rate-base language rather than the quarter. The tells worth watching are the forward lines, next quarter and full-year, since beats on the reported quarter with soft forward guidance have been the more common source of post-print reversals than outright misses. Reaction in the after-hours names also sets up sympathy moves in the closest peers before the next session's open.