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Edison International (EIX)
NYSE:EIX
Earnings Data
Report Date
May 05, 2026After Close (Confirmed)
Period Ending
2026 (Q1)Consensus EPS Forecast
1.57Last Year’s EPS
1.37Same Quarter Last Year
Based on 10 Analysts Ratings
Earnings Call Summary
Earnings Call Sentiment|Positive
The call highlighted strong execution and financial performance — full-year 2025 core EPS topped guidance, long-term EPS targets were met, management provided multi-year guidance and affirmed a large capital plan with projected ~7% rate base growth and no planned equity issuance through 2030. Significant operational progress on wildfire mitigation, customer rate relief and program enhancements were emphasized. However, material uncertainties remain from the Eaton fire (ongoing investigations, inability to estimate potential losses), discrete 2025 impacts (Woolsey true-up) and near-term muted EPS growth drivers. Despite these risks, management's messages around regulatory clarity, financing plans, and delivering on commitments support confidence in the multi-year plan.Company Guidance
Full-Year Core EPS Above Guidance & Long-Term Target Delivered
2025 core EPS of $6.55 exceeded the high end of guidance and completes the long-term core EPS growth target set in 2021, reflecting disciplined execution, cost management and capital efficiency.
Quarter and Near-Term EPS Guidance
Q4 2025 core EPS was $1.86. Company provided 2026 core EPS guidance of $5.90–$6.20 and 2027 guidance of $6.25–$6.65, reaffirmed 2028 guidance and extended a 5%–7% core EPS growth target through 2030.
Strong Capital Plan & Rate Base Growth
Updated capital plan of $38–$41 billion for 2026–2030, including nearly $1.5 billion of AMI 2.0 spend through 2030; projected rate base growth of ~7% from 2025 to 2030 and potential step-up to ~$9 billion/year in the next GRC cycle.
No Equity Needs and Solid Balance Sheet Targets
Management expects no equity issuance through 2030, targets efficient financing within a 15%–17% FFO to debt framework, and plans Woolsey securitization (~$2 billion) to close mid-2026 to offset normal debt issuances.
Shareholder Returns & Dividend Yield
EIX offers an attractive dividend yield of approximately 5% and expects total shareholder returns of 10%–12% driven by 5%–7% EPS growth plus income.
Significant Wildfire Mitigation and Reliability Progress
SCE installed more than 7,000 miles of covered conductor (over 90% of planned grid hardening in high-fire-risk areas) and implemented fast-curve settings on 93% of distribution circuits in high-fire-risk areas to reduce ignition risk and improve reliability.
Customer Affordability Actions
SCE implemented a 2.3% residential rate decrease and a 5.3% decrease for small- and medium-sized business customers; typical non-CARE residential bill is ~$188/month (modestly up from $180 two years ago), and the company has invested over $12 billion in safety and reliability in the last two years.
Program Enhancements & Community Support
Wildfire Recovery Compensation Program improvements: tenants can recover the higher of actual rent or fair-market rent for three months; attorney fee support increased from 10% to 20% (applied retroactively). Edison International donated $2 million to Pasadena Community Foundation for Eaton fire relief.
EIX Earnings History
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
EIX Earnings-Related Price Changes
Report Date | Price 1 Day Before | Price 1 Day After | Percentage Change |
|---|---|---|---|
Feb 18, 2026 | $69.70 | $72.66 | +4.25% |
Oct 28, 2025 | $55.24 | $54.59 | -1.18% |
Jul 31, 2025 | $50.59 | $51.57 | +1.94% |
Apr 29, 2025 | $56.11 | $51.12 | -8.89% |
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.
FAQ
When does Edison International (EIX) report earnings?
Edison International (EIX) is schdueled to report earning on May 05, 2026, After Close (Confirmed).
What is Edison International (EIX) earnings time?
Edison International (EIX) earnings time is at May 05, 2026, After Close (Confirmed).
Where can I see when companies are reporting earnings?
You can see which companies are reporting today on our designated earnings calendar.
What companies are reporting earnings today?
You can see a list of the companies which are reporting today on TipRanks earnings calendar.
What is EIX EPS forecast?
EIX EPS forecast for the fiscal quarter 2026 (Q1) is 1.57.