Constellation Energy Corp (CEG) — the earnings record
As of the 2026-08-06 card — updated after each print. An investment research diary, not advice.
The record at a glance
Reactions across the covered prints span -12.6% to +9.1% — the beat column and the reaction column frequently disagree, which is the whole reason the record scores them separately. The street carries printed this morning: EPS $2.55 vs $2.29 est — reaction window open into the next print.
Print by print
| Date | EPS | Revenue | |
|---|---|---|---|
| May 26 | 2026-05-11 | ✓ beat | ✓ beat |
| Feb 26 | 2026-02-24 | ✓ beat | ✓ beat |
| Nov 25 | 2025-11-07 | ✗ miss | ✓ beat |
| Aug 25 | 2025-08-07 | ✓ beat | ✓ beat |
| May 25 | 2025-05-06 | ✗ miss | ✓ beat |
| Feb 25 | 2025-02-18 | ✓ beat | ✗ miss |
| Nov 24 | 2024-11-04 | ✓ beat | ✓ beat |
| Aug 24 | 2024-08-06 | ✗ miss | ✗ miss |
| May 24 | 2024-05-09 | ✓ beat | ✗ miss |
| Feb 24 | 2024-02-27 | ✗ miss | ✗ miss |
The per-print reaction chart, the load-bearing metric and the behavior read live on the full CEG print-record card — free registration.
FAQ · from the current data · as of 2026-08-06
Quick answers
How often does Constellation Energy Corp beat earnings estimates?
Across the last 10 covered prints (as of the 2026-08-06 card), Constellation Energy Corp beat EPS estimates 6 of 10 times and revenue estimates 6 of 10 times, with 4 double beats.
How does CEG stock react to earnings?
Measured close-of-print-day to the close three sessions later: 4 of the last 10 prints resolved up (beyond +3%), 4 flat, 2 down (as of the 2026-08-06 card) — reactions spanning -12.6% to +9.1%. Beat-or-miss and reaction are scored separately because they frequently disagree.
What was CEG's biggest earnings reaction?
-12.6% over the three sessions after the Feb 25 print (2025-02-18).
When does Constellation Energy Corp report earnings next?
2026-11-09 (printed this morning: EPS $2.55 vs $2.29 est — reaction window open). The full print-record card — reaction chart, the load-bearing metric and the behavior read — updates after each print; registration is free. An investment research diary, not advice.
Mentioned on Closelooknet
Where CEG appears in the diary — 13 pieces, newest first. Every link is our own writing.
Go deeper
101 and glossary
- The Power Constraint: Electricity as the Next Limiter for AI
Investment Implications Power generation: Nuclear (Constellation Energy, NuScale, Oklo), natural gas (Calpine, Vistra), and utility-scale solar/battery storage all benefit from hyperscaler demand for reliable baseload power.
Dailies
- Inflation — Prices Rise 0.4%, the 10-Year Yield Hits 5% and Nvidia Slides Another 6%
Vertiv, which cools and powers data centers, loses 5.1% to 190.27, Caterpillar 4.1%, the power producers Constellation Energy 3.9% to 265.19 and Vistra 3.1%, and the server maker Dell 5.1%.
- Chips — Up 6% Without Nvidia: AMD Jumps 11%, Broadcom 8%, Nvidia Slides 6%
The power producers follow, Constellation Energy up 7.9% and Vistra 6.3%; Super Micro lags at +1.8%.
- Nvidia — CEO Admits Affair With Suspected Chinese Spy; Nasdaq Futures Slip 1%, Taiwan Jumps 4.9%
Constellation Energy, NRG and monday.com report today.
- AI Build-Out — Chip Stocks Sink 8%, Nasdaq Drops 4% and the Fear Gauge Jumps 43%
GE Vernova is down 5.4% and Constellation Energy 3.7%.
- Korea — Kospi −3.5% on its first day back as chipmakers catch up; SpaceX deal sinks T-Mobile 13%
- AI Capex — chip index −3.4% after OpenAI's revenue comes in at $50 billion, not $70 billion; software rises
- AI Trade — cloud fund +2.9% on a second up day, security +2.7%; chips −0.9% again, Delta −1.6% on fuel
- Oil — Brent +3.4% to $103.64, energy the only strong sector; chips and power generators sold, PepsiCo +1.1%
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