Seeking AlphaCodex · 实盘不做把握 6/10
北京时间·🕒 发布 18:08:09时区推断·⟳ 抓取 18:10:43·⚡ 决策 07-23 21:15:24 +3h04m·95.8 天前
PG&E二季度EPS小超预期、收入不及预期并重申全年指引
PG&E二季度Non-GAAP EPS为0.40美元、超预期0.04美元，但收入59亿美元低于预期3亿美元。
📄 原文Seeking Alpha↗ 原文
PG&E reports mixed Q2 results; reaffirms FY26 outlook
- PG&E press release (PCG): Q2 Non-GAAP EPS of $0.40 beats by $0.04. - Revenue of $5.9B (+0.2% Y/Y) misses by $300M. -…
不做 PG&E（PCG.US）
财报信息混合且全年指引未上修，缺少明确同向edge，不做。
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研究档案
🔎 新鲜度:最早出现 2026-07-23 · 扩散 medium · price-in 风险 medium ↗
关键理由
- PG&E二季度Non-GAAP EPS为0.40美元、超预期0.04美元，但收入59亿美元低于预期3亿美元。
- 全年核心EPS指引维持1.64至1.66美元，基本贴近1.65美元一致预期，缺少新的上修。
主要风险
- 公用事业大市值标的对小幅EPS beat和维持指引的短线弹性有限。
原文全文
展开原文 · 432 字
- PG&E press release (PCG): Q2 Non-GAAP EPS of $0.40 beats by $0.04.
- Revenue of $5.9B (+0.2% Y/Y) misses by $300M.
- Full year 2026 non-GAAP core EPS guidance reaffirmed at $1.64 to $1.66 per share vs $1.65 consensus.
- On track to meet 2-4% non-fuel operating and maintenance (O&M) cost reduction target.
- Completed $2.2 billion Utility bond issuance in June, bringing total Utility debt financings to $4.4 billion for the year.
- Revenue of $5.9B (+0.2% Y/Y) misses by $300M.
- Full year 2026 non-GAAP core EPS guidance reaffirmed at $1.64 to $1.66 per share vs $1.65 consensus.
- On track to meet 2-4% non-fuel operating and maintenance (O&M) cost reduction target.
- Completed $2.2 billion Utility bond issuance in June, bringing total Utility debt financings to $4.4 billion for the year.
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