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Edison International
(NYSE:EIX)
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Rating:70Outperform
Price Target:
$87.00
â–²(9.09% Upside)
Action:Upgraded
Date:07/31/26
The score is driven by attractive valuation (low P/E and strong dividend) and a constructive price trend above major moving averages. These positives are moderated by financial constraints from negative free cash flow and high leverage, and by earnings-call risk factors tied to wildfire legislation, credit-rating sensitivity, and unresolved Eaton Fire liability exposure.
Positive Factors
Regulated rate‑base business model
A cost‑of‑service regulated model provides durable cashflow visibility: approved capital is recovered through rates with an authorized return, reducing merchant exposure. This underpins steady revenue and supports management’s multiyear EPS and rate‑base growth targets over the medium term.
Negative Factors
Elevated leverage
Material debt growth and high leverage constrain financial flexibility and increase sensitivity to interest costs and ratings actions. For a capital‑intensive regulated utility, this limits room for incremental financing of large mitigation programs and raises the stakes of adverse regulatory or legislative outcomes.
Read all positive and negative factors
Positive Factors
Negative Factors
Regulated rate‑base business model
A cost‑of‑service regulated model provides durable cashflow visibility: approved capital is recovered through rates with an authorized return, reducing merchant exposure. This underpins steady revenue and supports management’s multiyear EPS and rate‑base growth targets over the medium term.
Read all positive factors
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 (EIX) vs. SPDR S&P 500 ETF (SPY)
Market Cap
$28.23B
Dividend Yield4.72%
Average Volume (3M)2.24M
Price to Earnings (P/E)7.5
Beta (1Y)0.22
Revenue Growth10.74%
EPS Growth42.37%
CountryUS
Employees13,725
SectorUtilities
Sector Strength65
IndustryRegulated Electric
Share Statistics
EPS (TTM)9.73
Shares Outstanding384,793,950
10 Day Avg. Volume2,355,924
30 Day Avg. Volume2,243,291
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 Cap<0.01
Enterprise Value/Revenue<0.01
Enterprise Value/Gross Profit<0.01
Enterprise Value/Ebitda<0.01
Forecast
1Y Price Target
$78.71Price Target Upside-1.30% Downside
Rating ConsensusHold
Number of Analyst Covering8
EPS Forecast (FY)6.12
Revenue Forecast (FY)$19.15B
Edison International Business Overview & Revenue Model
Company Description
Headquartered in Rosemead, California, and established in 1886, Edison International primarily operates through its subsidiaries to produce and supply electrical power. This utility company furnishes electricity to a vast client base of around 15 ...
How the Company Makes Money
Edison International makes most of its money through regulated utility operations at Southern California Edison (SCE). Under a cost-of-service regulatory model overseen by the California Public Utilities Commission (CPUC) and the Federal Energy Re...
Edison International Earnings Call Summary
Earnings Call Date:Jul 30, 2026
(Q2-2026)
| % Change Since: |
Next Earnings Date:Nov 03, 2026
Earnings Call Sentiment Positive
The call presented a mix of clear operational and financial strengths—strong Q2 earnings, profitable financing execution (≈$2B securitization), reaffirmed 2026 guidance, sizeable storage and hardening progress, and tangible AI-driven productivity initiatives—balanced against material macro/regulatory risks. The primary negatives are external: legislative uncertainty on wildfire reform, potential credit-rating pressure, and unresolved Eaton Fire liability exposure. Management emphasizes strong execution and preparedness but acknowledges outcomes depend heavily on near-term legislative action.Positive Updates
Strong Quarterly Earnings and Reaffirmed Guidance
EIX reported second-quarter EPS of $1.54 versus $0.97 a year ago (≈+58.8% YoY); company reported core EPS (Pedro) of $1.04 for Q2 and year-to-date core EPS of $2.97. Management reaffirmed full-year 2026 core EPS guidance of $5.90–$6.20 and reiterated long-term core EPS growth of 5%–7%.
Negative Updates
Significant Legislative Uncertainty on Wildfire Reform
Management emphasized ongoing uncertainty around California wildfire reform and affordability legislation. Outcome remains unclear with material implications: a non-durable or unpredictable framework could increase Edison’s cost of capital, affect access to lower-cost financing, and influence future capital prioritization. Management noted a critical near-term window (weeks) for action.
Read all updates
Q2-2026 Updates
Positive
Negative
Strong Quarterly Earnings and Reaffirmed Guidance
EIX reported second-quarter EPS of $1.54 versus $0.97 a year ago (≈+58.8% YoY); company reported core EPS (Pedro) of $1.04 for Q2 and year-to-date core EPS of $2.97. Management reaffirmed full-year 2026 core EPS guidance of $5.90–$6.20 and reiterated long-term core EPS growth of 5%–7%.
Read all positive updates
Company Guidance
Management reaffirmed 2026 core EPS guidance of $5.90–$6.20 (Q2 core EPS $1.04; YTD core EPS $2.97) and a long‑term core EPS growth target of 5%–7% with expected rate‑base growth of about 7%; the company noted EIX GAAP Q2 EPS of $1.54. On investments and mitigation, SCE’s GRC is authorized through 2028, RAMP identifies roughly $2.5 billion of safety/risk spending (including preliminary plans for ~450 miles of covered conductor and ~190 miles of targeted undergrounding in 2029–2032), and SCE has deployed ~800 miles of covered conductor and ~90 miles of undergrounding since January 2025 while hardening ~90% of ~16,800 high‑fire‑risk distribution miles (including ~7,200 miles of covered conductor). Other metrics: SCE contracted ~900 MW of additional energy storage (≈9,200 MW owned/under contract total), delivered at least 60% carbon‑free power (≈17% cleaner than the U.S. average), completed a Woolsey securitization generating ~ $2 billion of proceeds, and plans $8–9 billion of 2029 CapEx; operational improvements target ~20%–30% faster project design cycles and ~20% shorter permit cycle times.Edison International Financial Statement Overview
Summary
Income Statement
72
Positive
Balance Sheet
58
Neutral
Cash Flow
45
Neutral
| Breakdown | TTM | Dec 2025 | Dec 2024 | Dec 2023 | Dec 2022 | Dec 2021 |
|---|---|---|---|---|---|---|
Income Statement | ||||||
| Total Revenue | 19.42B | 19.32B | 17.60B | 16.34B | 17.22B | 14.90B |
| Gross Profit | 7.74B | 11.17B | 7.22B | 6.71B | 6.12B | 5.72B |
| EBITDA | 7.83B | 8.25B | 6.37B | 5.85B | 4.46B | 4.00B |
| Net Income | 3.84B | 4.56B | 1.55B | 1.41B | 824.00M | 925.00M |
Balance Sheet | ||||||
| Total Assets | 96.17B | 94.03B | 85.58B | 81.76B | 78.04B | 74.75B |
| Cash, Cash Equivalents and Short-Term Investments | 242.00M | 158.00M | 193.00M | 345.00M | 914.00M | 390.00M |
| Total Debt | 43.54B | 42.59B | 37.76B | 35.31B | 33.10B | 29.53B |
| Total Liabilities | 77.08B | 74.77B | 67.84B | 63.81B | 60.52B | 56.96B |
| Stockholders Equity | 17.53B | 17.58B | 15.56B | 15.50B | 15.62B | 15.89B |
Cash Flow | ||||||
| Free Cash Flow | -389.00M | -715.00M | -693.00M | -2.05B | -2.56B | -5.49B |
| Operating Cash Flow | 6.39B | 5.80B | 5.01B | 3.40B | 3.22B | 11.00M |
| Investing Cash Flow | -6.73B | -6.33B | -5.54B | -5.23B | -5.57B | -5.15B |
| Financing Cash Flow | 282.00M | 571.00M | 674.00M | 1.45B | 2.88B | 5.45B |
Edison International Technical Analysis
Negative
79.75
Price Trends
73.67
Negative
71.76
Positive
65.69
Positive
Market Momentum
1.96
Negative
69.12
Neutral
82.48
Negative
Evaluating momentum and price trends is crucial in stock analysis to make informed investment decisions. For EIX, the sentiment is Negative. The current price of 79.75 is above the 20-day moving average (MA) of 77.18, above the 50-day MA of 73.67, and above the 200-day MA of 65.69, indicating a neutral trend. The MACD of 1.96 indicates Negative momentum. The RSI at 69.12 is Neutral, neither overbought nor oversold. The STOCH value of 82.48 is Negative, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Negative 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 |
|---|---|---|---|---|---|---|---|
70 Outperform | $28.23B | 7.54 | 22.21% | 4.34% | 10.74% | 42.37% | |
66 Neutral | $17.65B | 18.10 | 5.60% | 3.62% | 6.62% | 11.55% | |
63 Neutral | $26.92B | 18.55 | 9.00% | 4.11% | 7.75% | 66.25% | |
62 Neutral | $22.57B | 21.30 | 11.02% | 2.98% | 9.93% | -1.74% | |
62 Neutral | $27.95B | 25.76 | 9.03% | 3.61% | 12.63% | -17.19% | |
61 Neutral | $40.11B | 18.26 | 8.82% | 3.07% | 9.10% | 9.59% | |
60 Neutral | $29.52B | 22.27 | 10.78% | 3.07% | 17.53% | -8.86% |
* Utilities Sector Average
EIX
Edison International
73.37
21.03
40.19%
CMS
CMS Energy
71.99
-0.47
-0.65%
ED
Consolidated Edison
108.85
6.88
6.74%
DTE
DTE Energy
141.87
5.61
4.12%
FE
FirstEnergy
48.31
6.18
14.67%
ES
Eversource Energy
71.59
8.04
12.65%
Edison International Corporate Events
Business Operations and Strategy
Edison International Highlights Massive Grid Modernization Plan
Positive
Jul 31, 2026
From July 30, 2026, Edison International management has been using a new business update presentation with institutional investors and analysts to outline its wildfire mitigation and electrification-focused strategy. The materials highlight a proj...
Business Operations and StrategyFinancial Disclosures
Edison International Posts Strong Q2 Results, Reaffirms Guidance
Positive
Jul 30, 2026
On July 30, 2026, Edison International reported second‑quarter 2026 net income of $534 million, or $1.39 per share, up from $343 million, or $0.89 per share, a year earlier. Core earnings rose to $592 million, or $1.54 per share, from $374 m...
Private Placements and Financing
Edison International Issues $500 Million Senior Notes Offering
Neutral
May 5, 2026
On April 30, 2026, Edison International agreed to sell $500 million of 5.00% Senior Notes due 2028, raising new debt capital to support its financial and operational requirements. This issuance of fixed-rate senior notes is expected to influence t...
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.