EIXEdison International
Edison International generates revenue through regulated utility services, primarily electricity generation, transmission, and distribution across California and the Pacific Northwest. The company’s next catalyst is Oct 27, 2026 — Q3 2026 Earnings Release, which will test its ability to manage rising costs, regulatory pressures, and the ongoing impact of wildfire liabilities.
- Revenue reached $18.21B in 2026, with net income of $3.14B and diluted EPS of $1.37.
- Free cash flow (TTM) is negative at -$1.71B, reflecting the heavy capital expenditures required for grid resilience and renewable integration.
- Debt-to-equity ratio stands at 2.30x, underscoring the company’s leveraged balance sheet and exposure to interest rate risk.
The schedule
- Tue27Oct
- Tue9Feb
- Tue27Apr
- Thu29Jul
Past
- Thu30Jul
Actual outcome: Bull
Edison International reported Q2 2026 GAAP EPS that met estimates at $1.38, while core earnings surged 58.8% year-over-year to $1.54 per share and the company reaffirmed its full-year core EPS guidance of $5.90 to $6.20. The stock moved higher as this robust core earnings growth and positive updates regarding its Wildfire Recovery Compensation Program overshadowed a revenue miss and an analyst downgrade.
Edison International reported Q2 2026 GAAP EPS that met estimates at $1.38, while core earnings surged 58.8% year-over-year to $1.54 per share and the company reaffirmed its full-year core EPS guidance of $5.90 to $6.20. The stock moved higher as this robust core earnings growth and positive updates regarding its Wildfire Recovery Compensation Program overshadowed a revenue miss and an analyst downgrade.
- Fri20Mar
Actual outcome: Bear · $71.19 at outcome
Despite the federal shift toward deregulation and grid reliability, Edison International's stock fell below the bear floor as investors remained focused on the company's significant wildfire liabilities and its exposure to California's stringent regulatory environment. While the executive order aimed to prioritize traditional grid stability, the persistent risks associated with regional legal challenges and a consensus 'Hold' rating from analysts weighed more heavily on the valuation than the potential policy tailwinds.
Despite the federal shift toward deregulation and grid reliability, Edison International's stock fell below the bear floor as investors remained focused on the company's significant wildfire liabilities and its exposure to California's stringent regulatory environment. While the executive order aimed to prioritize traditional grid stability, the persistent risks associated with regional legal challenges and a consensus 'Hold' rating from analysts weighed more heavily on the valuation than the potential policy tailwinds.
- Wed18Feb
Actual outcome: Bull · $75.20 at outcome
Edison International delivered a significant Q4 earnings beat ($1.87 vs. $1.47 estimate) and exceeded its full-year 2025 guidance, driven by higher electricity rates and retroactive wildfire cost recoveries. The stock surged well past bull targets as management reaffirmed a 5-7% long-term growth CAGR and, crucially for investors, confirmed that no new equity issuance would be required to fund its multi-year capital expenditure plan.
Edison International delivered a significant Q4 earnings beat ($1.87 vs. $1.47 estimate) and exceeded its full-year 2025 guidance, driven by higher electricity rates and retroactive wildfire cost recoveries. The stock surged well past bull targets as management reaffirmed a 5-7% long-term growth CAGR and, crucially for investors, confirmed that no new equity issuance would be required to fund its multi-year capital expenditure plan.
