Edison International (EIX)
NYSE:EIX
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Edison International
(NYSE:EIX)
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Rating:66Neutral
Price Target:
$76.00
â–²(7.42% Upside)
Action:ReiteratedDate:04/25/26
EIX scores 66 primarily because improving earnings and scale are tempered by persistently negative free cash flow and related funding flexibility concerns. Valuation is a major positive (very low P/E and strong yield), while technicals are currently soft. Earnings-call takeaways are constructive on long-term targets and financing plans, but wildfire liability uncertainty and near-term headwinds cap the score.
Positive Factors
Regulated rate‑base growth & capital program
A large, multi‑year $38–41B capital program and projected ~7% rate‑base growth support predictable, regulated earnings and long‑term cash generation. In a cost‑of‑service framework, sustained rate‑base expansion drives allowed returns and underpins durable revenue and earnings visibility.
Negative Factors
Persistent negative free cash flow
Consistent negative free cash flow—even as operating cash flow improved—means Edison requires external financing to fund capex and liabilities. Over time this constrains financial flexibility, increases refinancing needs, and elevates exposure to higher interest costs or limited market access during stress periods.
Read all positive and negative factors
Positive Factors
Negative Factors
Regulated rate‑base growth & capital program
A large, multi‑year $38–41B capital program and projected ~7% rate‑base growth support predictable, regulated earnings and long‑term cash generation. In a cost‑of‑service framework, sustained rate‑base expansion drives allowed returns and underpins durable revenue and earnings visibility.
Read all positive factors
Edison International (EIX) vs. SPDR S&P 500 ETF (SPY)
Market Cap
$26.50B
Dividend Yield5.68%
Average Volume (3M)3.16M
Price to Earnings (P/E)5.1
Beta (1Y)0.31
Revenue Growth9.76%
EPS Growth248.17%
CountryUS
Employees14,013
SectorUtilities
Sector Strength65
IndustryRegulated Electric
Share Statistics
EPS (TTM)1.42
Shares Outstanding384,905,940
10 Day Avg. Volume2,695,320
30 Day Avg. Volume3,155,167
Financial Highlights & Ratios
PEG Ratio0.02
Price to Book (P/B)1.31
Price to Sales (P/S)1.20
P/FCF Ratio-32.32
Enterprise Value/Market Cap2.59
Enterprise Value/Revenue3.55
Enterprise Value/Gross Profit11.34
Enterprise Value/Ebitda8.09
Forecast
1Y Price Target
$73.25Price Target Upside3.53% Upside
Rating ConsensusHold
Number of Analyst Covering13
EPS Forecast (FY)6.12
Revenue Forecast (FY)$19.08B
Edison International Business Overview & Revenue Model
Company Description
Edison International, through its subsidiaries, generates and distributes electric power. It delivers electricity to 15 million residential, commercial, industrial, public authorities, agricultural, and other customers across Southern, Central, an...
How the Company Makes Money
Edison International makes most of its money through its regulated utility business at Southern California Edison (SCE). SCE’s revenues are largely determined by rates approved by the California Public Utilities Commission (CPUC) and are designed ...
Edison International Key Performance Indicators (KPIs)
Any
Revenue by Segment
Breaks down revenue based on different business units or services, highlighting which areas drive growth and profitability, and where the company might focus its strategic efforts.
Breaks down revenue based on different business units or services, highlighting which areas drive growth and profitability, and where the company might focus its strategic efforts.
Data provided by:
The Fly
The FlyEdison International Earnings Call Summary
Earnings Call Date:Feb 18, 2026
(Q4-2025)
| % Change Since: |
Next Earnings Date:Jul 23, 2026
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.Positive Updates
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.
Negative Updates
Eaton Fire Liability Uncertainty and Investigations
SCE acknowledged that its energized idle transmission facility could have been associated with the Eaton fire ignition. Investigations are ongoing (including an L.A. District Attorney inquiry) and management cannot reasonably estimate a loss range at this time, creating material uncertainty and potential future charges.
Read all updates
Q4-2025 Updates
Positive
Negative
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.
Read all positive updates
Company Guidance
Edison reiterated a multi‑year financial roadmap anchored by strong near‑term and long‑term targets: full‑year 2025 core EPS was $6.55 (Q4 $1.86, including $0.06 of preferred tender costs and a $0.46 Woolsey true‑up), 2026 core EPS guidance of $5.90–$6.20 and 2027 guidance of $6.25–$6.65 (2026 midpoint ≈ +3.5% vs a $5.84 baseline), reaffirmed 2028 guidance and extended a long‑term core EPS growth target of 5–7% to 2030 (measured from the $5.84 baseline) with 2027 expected at the high end of that range; SCE plans $38–41 billion of capital from 2026–2030 (including nearly $1.5B of AMI 2.0 spend through 2030 and a total AMI request >$3B through 2033), a $7B 2026 capital program with potential step‑up to as high as $9B/year in the next GRC cycle, and projected rate base growth of ≈7% from 2025–2030; financing highlights include no equity needs through 2030, a 15–17% FFO/debt framework, a ~$2B Woolsey securitization targeted mid‑2026, an approximate 5% dividend yield and a 10–12% total shareholder return target—while calling out a ~ $0.25 EPS headwind in 2026 (≈$0.11 regulatory timing, $0.07 depreciation/property tax, $0.07 financing/tax) that management says is largely non‑recurring.Edison International Financial Statement Overview
Summary
Income Statement
72
Positive
Balance Sheet
58
Neutral
Cash Flow
46
Neutral
| Breakdown | Dec 2025 | Dec 2024 | Dec 2023 | Dec 2022 | Dec 2021 |
|---|---|---|---|---|---|
Income Statement | |||||
| Total Revenue | 19.32B | 17.60B | 16.34B | 17.22B | 14.90B |
| Gross Profit | 11.17B | 7.22B | 6.71B | 6.12B | 5.72B |
| EBITDA | 8.25B | 6.37B | 5.85B | 4.46B | 4.00B |
| Net Income | 4.56B | 1.55B | 1.41B | 824.00M | 925.00M |
Balance Sheet | |||||
| Total Assets | 94.03B | 85.58B | 81.76B | 78.04B | 74.75B |
| Cash, Cash Equivalents and Short-Term Investments | 158.00M | 193.00M | 345.00M | 914.00M | 390.00M |
| Total Debt | 42.59B | 37.76B | 35.31B | 33.10B | 29.53B |
| Total Liabilities | 74.77B | 67.84B | 63.81B | 60.52B | 56.96B |
| Stockholders Equity | 17.58B | 15.56B | 15.50B | 15.62B | 15.89B |
Cash Flow | |||||
| Free Cash Flow | -715.00M | -693.00M | -2.05B | -2.56B | -5.49B |
| Operating Cash Flow | 5.80B | 5.01B | 3.40B | 3.22B | 11.00M |
| Investing Cash Flow | -6.33B | -5.54B | -5.23B | -5.57B | -5.15B |
| Financing Cash Flow | 571.00M | 674.00M | 1.45B | 2.88B | 5.45B |
Edison International Technical Analysis
Neutral
70.75
Price Trends
70.99
Negative
64.81
Positive
58.84
Positive
Market Momentum
0.50
Positive
45.68
Neutral
12.41
Positive
Evaluating momentum and price trends is crucial in stock analysis to make informed investment decisions. For EIX, the sentiment is Neutral. The current price of 70.75 is below the 20-day moving average (MA) of 71.86, below the 50-day MA of 70.99, and above the 200-day MA of 58.84, indicating a neutral trend. The MACD of 0.50 indicates Positive momentum. The RSI at 45.68 is Neutral, neither overbought nor oversold. The STOCH value of 12.41 is Positive, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Neutral sentiment for EIX.
Edison International Risk Analysis
Edison International disclosed 40 risk factors in its most recent earnings report. Edison International reported the most risks in the "Production" category.
Finance & Corporate - Financial and accounting risks. Risks related to the execution of corporate activity and strategy
Latest Risks Added 0 New Risks
Edison International Peers Comparison
UnderperformOutperform
Sector (66)
Name | Overall Rating | Market Cap | P/E Ratio | ROE | Dividend Yield | Revenue Growth | EPS Growth |
|---|---|---|---|---|---|---|---|
67 Neutral | $40.18B | 17.55 | 8.43% | 3.44% | 10.86% | 7.81% | |
66 Neutral | $26.50B | 5.07 | 27.18% | 5.68% | 9.76% | 248.17% | |
66 Neutral | $17.65B | 18.10 | 5.60% | 3.62% | 6.62% | 11.55% | |
64 Neutral | $28.58B | 25.33 | 8.04% | 3.94% | 12.01% | 4.05% | |
63 Neutral | $23.49B | 19.63 | 12.33% | 3.10% | 13.63% | 5.91% | |
61 Neutral | $30.56B | 18.26 | 12.16% | 3.45% | 23.80% | 3.95% | |
56 Neutral | $25.80B | 14.75 | 10.71% | 4.54% | 13.83% | 97.95% |
* Utilities Sector Average
EIX
Edison International
68.57
13.13
23.69%
CMS
CMS Energy
76.05
4.58
6.41%
ED
Consolidated Edison
108.83
0.32
0.30%
DTE
DTE Energy
146.50
14.17
10.71%
FE
FirstEnergy
49.44
8.06
19.47%
ES
Eversource Energy
68.72
11.93
21.01%
Edison International Corporate Events
Business Operations and StrategyFinancial Disclosures
Edison International Affirms 2026 Core EPS Growth Outlook
Positive
Apr 28, 2026
Edison International reported first-quarter 2026 net income of $531 million, or $1.38 per share, down from $1.436 billion, or $3.73 per share, a year earlier, while core earnings rose to $546 million, or $1.42 per share, from $528 million, or $1.3...
Executive/Board ChangesShareholder Meetings
Edison International Expands Board, Reinforces Governance Oversight
Positive
Apr 24, 2026
At its April 23, 2026 annual shareholder meeting, Edison International investors re-elected eleven directors to the board, with each nominee securing majority support among votes cast and quorum-eligible shares. Immediately after the meeting, the ...
Business Operations and StrategyExecutive/Board ChangesRegulatory Filings and Compliance
Edison International Announces Board Expansion and CFO Transition
Positive
Apr 23, 2026
On April 23, 2026, Edison International expanded its board from 11 to 12 members and elected former American Water CEO and veteran utility executive M. Susan Hardwick as an independent director, reflecting a push to deepen expertise in regulated u...
Business Operations and StrategyPrivate Placements and Financing
Edison International Issues $550 Million Senior Notes Offering
Positive
Feb 26, 2026
On February 23, 2026, Edison International agreed to sell $550 million in 4.80% Senior Notes due 2031, expanding its long-term debt profile. The issuance strengthens the company’s access to capital markets and provides additional funding fle...
Business Operations and Strategy
Edison International Details Grid Investment Plan and Strategy
Positive
Feb 19, 2026
On February 18, 2026, Edison International management presented a business update to institutional investors and analysts outlining its strategy as a wires-focused utility driving California’s clean energy transition. The company highlighted...
Business Operations and StrategyDividendsFinancial Disclosures
Edison International posts strong Q4 results, raises guidance
Positive
Feb 18, 2026
Edison International reported sharply higher results for the fourth quarter and full year 2025 on Feb. 18, 2026, with Q4 GAAP EPS rising to $4.80 and core EPS to $1.87, and full-year GAAP EPS climbing to $11.58 and core EPS to $6.55. The improveme...
Glossary
BuyA stock rated as a "Buy" is expected to perform better than the overall market or a specific benchmark over the near-to-medium term. This rating suggests the stock is likely to deliver higher returns compared to other stocks in the same sector or market index. Note: This is not investment advice; please consult a financial advisor before making investment decisions.
HoldA stock rated as a "Hold" is expected to perform in line with the overall market or a specific benchmark. This rating indicates that the stock is neither particularly compelling nor unfavorable for investment. Note: This is not investment advice; please consult a financial advisor before making investment decisions.
SellA stock rated as a "Sell" is expected to perform worse than the overall market or a specific benchmark over the near-to-medium term. This rating suggests the stock may deliver lower returns compared to other stocks in the same sector or market index. Note: This is not investment advice; please consult a financial advisor before making investment decisions.
Disclaimer
This AI Analyst Stock Report is automatically generated by our AI systems using advanced algorithms and publicly available financial, technical, and market data. While the information provided aims to be accurate and insightful, it is intended for informational purposes only and should not be considered financial advice. Any content created by an AI (Artificial Intelligence) system may contain inaccuracies and/or contain errors. Investing in stocks carries inherent risks, and past performance is not indicative of future results. This report does not account for your personal financial circumstances, objectives, or risk tolerance. Always conduct your own research or consult with a qualified financial advisor before making investment decisions. The analysis and recommendations provided are based on historical and current data and may not fully reflect future market conditions or unexpected developments. Neither the creators of this report nor its affiliated entities guarantee the accuracy, completeness, or reliability of the information presented. Use this report at your own discretion and risk.