| Quarter | Call date | Disclosure | Financial quality | Kept | Missed | |
|---|---|---|---|---|---|---|
| Q2'26 | July 30, 2026 | 8/12 | 1 high, 3 medium, 2 low flags | 2 | 1 | Call sheet → |
| Q1'26 | May 5, 2026 | 9/12 | 3 medium, 2 low flags | 5 | 0 | Call sheet → |
| Q4'25 | February 12, 2026 | 9/12 | 3 medium, 3 low flags | 1 | 2 | Call sheet → |
| Marked | Status | Promise |
|---|---|---|
| Q2'26 | Pending | 9.5% earned ROE by 2030 Actually declined to 9.2% this quarter from 9.3% in Q1 |
| Q2'26 | Pending | Piketon project advancement Still 'working towards' agreements, no material progress |
| Q2'26 | Pending | Maintain 14-15% FFO to debt Still claiming on track but no specific metrics this quarter |
| Q2'26 | Exceeded | $72B capital plan Raised to $78B with transmission and generation additions |
| Q2'26 | Exceeded | 63 GW contracted load by 2030 Now at 69 GW, added 6 GW this quarter |
| Q2'26 | Missed | Wyoming fuel cell June 30 deadline for hyperscaler decision Extended to December 2026 with 'modified protection terms', AEP made concessions |
| Q1'26 | Pending | Provide capital plan updates on regular third quarter cadence Broke cadence with Q1 update due to rapid opportunity growth |
| Q1'26 | Delivered | Make progress on regulatory ROE improvements Earned ROE improved to 9.3%, on track to 9.5% target |
| Q1'26 | Delivered | Advance transmission project awards Won projects in SPP, PJM, and MISO totaling nearly $5B |
| Q1'26 | Exceeded | Continue progress on load conversions from pipeline Added 7GW in single quarter, doubled total pipeline in 6 months |
| Q1'26 | Delivered | Reaffirm 2026 guidance range of $6.15-$6.45 Reaffirmed with Q1 results supporting confidence |
| Q1'26 | Exceeded | Achieve 9% long-term EPS CAGR through 2030 Upgraded to 'greater than 9%' based on expanded capital plan |
| Q4'25 | Missed | Bloom deployment progress by EEI conference No additional Bloom customer announcements provided |
| Q4'25 | Pending | West Virginia reconsideration decision expected Still waiting, no statutory timeline acknowledged |
| Q4'25 | Pending | More definitive ideas around financing by Q1 call Trevor committed to financing clarity for $5-8B incremental projects |
| Q4'25 | Pending | ROE improvement to 9.5% by 2030 Language softened from specific target to 'continue improvement' |
| Q4'25 | Missed | Annual capital plan updates in Q3 Broke cadence to highlight $5-8B incremental projects in Q4 |
| Q4'25 | Pending | 7-9% long-term growth rate through 2030 Reaffirmed with 9% CAGR expectation |
| Q4'25 | Pending | 2026 guidance of $6.15-$6.45 per share Reaffirmed unchanged despite 28 GW load increase |
| Q4'25 | Exceeded | Guide to upper half of 2025 range ($5.75-$5.95) Delivered $5.97, above the high end |
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