QuarterlyIQ Insights · CMS
Factors
The full factor breakdown (the numbers behind each rank). The overview page shows the same reads in short form; this is the depth.
Factor signals
Each factor is a parallel diagnostic with a plain-language read of what it shows and how names like it have historically fared. Never aggregated into a single score.
Operating income rose in 2 of the last 3 quarter-over-quarter moves. Historically, Utilities names rated strong grew net income 61% of the time over the next year (vs 55% for the rest of the cohort, n=906).
The numbers
Over the trailing year it converted 1.75x of net income into operating cash flow. Historically, Utilities names rated fragile grew net income 57% of the time over the next year (vs 57% for the rest of the cohort, n=832).
The numbers
Most sensitive to real (inflation-adjusted) rates and long-term interest rates.
- real (inflation-adjusted) rates: This stock behaves like a long-duration asset — tends to fall when real rates rise.β -0.10 · R² 0.13
- long-term interest rates: This stock tends to fall when long-term rates rise.β -0.08 · R² 0.11
Not enough signal to read sensitivity to the US dollar, the broad stock market, Fed net liquidity (low R² over the window).
2 material management or governance events in the past 24 months, led by executive changes. Historically, Utilities names rated neutral grew net income 57% of the time over the next year (vs 55% for the rest of the cohort, n=5004).
The numbers
Not investment advice. As of 2026-06-09.
Earnings setup & market context
The next print and the backdrop around it (sector regime and the AI cycle). Context for the path, not a forecast of returns.
Why this setup
EPS estimate $0.78 → $0.78 (+0.9% / 30d). 4 raised, 3 cut, 11 covering analysts.
0 upgrades, 1 downgrade / 30d, 4 maintained. 53% of analysts rate Buy.
6 PT revisions / 30d. Avg target 11.7% above current price.
0 positive, 0 negative / 30d.
via XLU
Tailwind = sector leading the S&P 500; headwind = trailing. Both can be constructive. Historically, headwind regimes have averaged stronger forward returns than tailwind.
Context label only: describes the market state (e.g. real bear vs narrative panic, healthy uptrend vs late-stage froth). It is not a per-ticker buy/sell signal and does not predict factor performance.
Not investment advice. As of 2026-06-09.