Exelon demonstrated strong operational and financial performance, exceeding earnings expectations and maintaining a robust investment pipeline. However, challenges such as a decline in year-over-year earnings and increased storm-related costs were noted. The company's proactive measures to manage these challenges and continued investment in reliability and innovation reflect a positive outlook.

Company Guidance

During Exelon's second quarter earnings call for fiscal year 2025, the company provided guidance indicating strong financial performance and operational resilience. Exelon reported $0.39 in operating earnings per share for the second quarter, exceeding expectations due to favorable timing and cost management, despite challenges such as a $50 million customer relief fund and significant storm activity. The company reaffirmed its full-year operating earnings guidance of $2.64 to $2.74 per share and projected annual earnings growth of 5% to 7% through 2028. Exelon highlighted its strategic investments, including a planned $38 billion through 2028, with an additional $10 billion to $15 billion identified for transmission work. The company's robust large load pipeline, holding steady at over 17 gigawatts, underscores its commitment to meeting future energy demands. Exelon continues to advocate for proactive state involvement in energy planning, emphasizing the benefits of regulated generation to enhance supply certainty, control, and customer cost benefits.

Exceeding Earnings Expectations

Exelon reported $0.39 in operating earnings for the second quarter, surpassing expectations due to favorable timing and cost management at their utilities.

Robust Large Load Pipeline

Exelon's large load pipeline is holding at more than 17 gigawatts with an additional 16 gigawatts of high probability load expected to be formalized by the end of the year.

Strong Transmission Investment Plans

Exelon is positioned to be assigned over $1 billion of transmission work, with plans to invest $38 billion through 2028, and an additional $10 billion to $15 billion identified for future transmission work.

Successful Financing Activities

Exelon has completed nearly 80% of their planned long-term debt financing for 2025, with strong investor demand and attractive pricing.

Industry-leading Reliability

Exelon utilities are recognized as the #1, #3, #5, and #8 most reliable in the country, showcasing their commitment to service excellence.

Exelon (EXC) Earnings, Revenues Date & History

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EXC Earnings History

Report Date	Fiscal Quarter	Forecast / EPS	Last Year's EPS	EPS YoY Change	Slides	Play Transcript
Oct 29, 2025	2025 (Q3)	0.76 / -	0.71	―	―	―
Jul 31, 2025	2025 (Q2)	0.37 / 0.39	0.47	-17.02% (-0.08)
May 01, 2025	2025 (Q1)	0.88 / 0.92	0.68	35.29% (+0.24)
Feb 12, 2025	2024 (Q4)	0.59 / 0.64	0.6	6.67% (+0.04)
Oct 30, 2024	2024 (Q3)	0.68 / 0.71	0.67	5.97% (+0.04)
Aug 01, 2024	2024 (Q2)	0.40 / 0.47	0.41	14.63% (+0.06)
May 02, 2024	2024 (Q1)	0.70 / 0.68	0.7	-2.86% (-0.02)
Feb 21, 2024	2023 (Q4)	0.58 / 0.60	0.43	39.53% (+0.17)
Nov 02, 2023	2023 (Q3)	0.67 / 0.67	0.75	-10.67% (-0.08)
Aug 02, 2023	2023 (Q2)	0.41 / 0.41	0.44	-6.82% (-0.03)

The table shows recent earnings report dates and whether the forecast was beat or missed. See the change in forecast and EPS from the previous year.

Beat

Missed

EXC Earnings-Related Price Changes

Report Date	Price 1 Day Before	Price 1 Day After	Percentage Change
Jul 31, 2025	$43.87	$44.54	+1.53%
May 01, 2025	$46.07	$45.78	-0.63%
Feb 12, 2025	$41.23	$41.75	+1.26%
Oct 30, 2024	$38.11	$38.26	+0.39%

Earnings announcements can affect a stock’s price. This table shows the stock's price the day before and the day after recent earnings reports, including the percentage change.