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Sentiment · FY2026 Q1
| Analyst | Firm | Questions | ChallengePercentage of questions scored as challenging — where the analyst pushed back, pressed for specifics, or questioned management's assumptions. |
|---|---|---|---|
| Nick Campanella | Barclays | 11 | 9% |
| Carly Davenport | Goldman Sachs | 10 | 0% |
| Paul Zimbardo | Jefferies | 10 | 0% |
| Ryan Levine | Citigroup | 9 | 0% |
| Rick Sunderland | Truist Securities | 7 | 0% |
| Tony Crowdell | Mizuho Securities | 7 | 0% |
| Gregg Orrill | UBS | 6 | 0% |
| Aidan Kelly | JPMorgan | 4 | 75% |
| Dave Arcaro | Morgan Stanley | 4 | 0% |
| Mike Lonegan | Barclays | 4 | 0% |
| Firm | Analysts | Questions | ChallengePercentage of questions scored as challenging — where the analyst pushed back, pressed for specifics, or questioned management's assumptions. |
|---|---|---|---|
| Barclays | 2 | 15 | 7% |
| Jefferies | 1 | 10 | 0% |
| Goldman Sachs | 1 | 10 | 0% |
| Citigroup | 1 |
| 9 |
| 0% |
| Mizuho Securities | 1 | 7 | 0% |
| Truist Securities | 1 | 7 | 0% |
| UBS | 1 | 6 | 0% |
| Morgan Stanley | 1 | 4 | 0% |
Edison reported Q1 2026 core EPS of $1.42, reflecting solid execution with the year-over-year comparison affected by GRC adoption timing and the absence of a prior-year TKM true-up. The CEA study was released calling for whole-of-society wildfire reform, and the Wildfire Recovery Compensation Program progressed with over 1,500 offers totaling more than $500M. FY2026 guidance was affirmed at $5.90-$6.20 with the $38-$41B capital plan and approximately 7% rate base growth through 2030 reaffirmed.
Regulation Policy | Capital Allocation | Capex Investment | Revenue Growth | Guidance Reliability | Cost Pressure | Credit | Macroeconomic | |
|---|---|---|---|---|---|---|---|---|
| 2024Q4 | 14 | 4 | 4 | 1 | 3 | 1 | ||
| 2025Q1 | 15 | 4 | 3 | 1 | 1 | |||
| 2025Q2 | 14 | 3 | 2 | 1 | 1 | 1 | ||
| 2025Q3 | 4 | 4 | 3 | 3 | 3 | 1 | ||
| 2025Q4 | 5 | 1 | 2 | 3 | ||||
| 2026Q1 | 12 | 1 | 2 | 3 |
| '24Q4 | '25Q1 | '25Q2 | '25Q3 | '25Q4 | '26Q1 | |
|---|---|---|---|---|---|---|
| Regulation Policy | 14 | 15 | 14 | 4 | 5 | 12 |
| Capital Allocation | 4 | 4 | 3 | 4 | 1 | |
| Capex Investment | 4 | 3 | 3 | 1 | 2 | |
| Revenue Growth | 2 | 3 | 2 | |||
| Guidance Reliability | 1 | 3 | 3 | |||
| Cost Pressure | 1 | 1 | 1 | 3 | ||
| Credit | 3 | 1 | 1 | 1 | ||
| Macroeconomic | 1 |
| Company | Score | Trend | Rev YoY |
|---|---|---|---|
EIX Edison International | 6 | +7.7% | |
| AEE Ameren | 7 | +3.8% | |
| AEP American Electric Power | 5 | +6.8% | |
| CMS CMS Energy | 6 | +11.6% | |
| CNP CenterPoint Energy | 5 | +1.9% | |
| D Dominion Energy | 7 | +23.1% | |
| DTE DTE Energy | 7 | +15.8% | |
| DUK Duke Energy | 8 | +11.3% | |
| ED Consolidated Edison | 6 | +6.2% | |
| ES Eversource Energy | 6 | +9.4% | |
| ETR Entergy | 8 | +12.0% | |
| EVRG Evergy | 7 | +5.5% | |
| EXC Exelon | 6 | +7.9% | |
| FE FirstEnergy | 7 | +11.6% | |
| LNT Alliant Energy | 5 | +5.0% | |
| NEE NextEra Energy | 6 | +7.3% | |
| PCG PG&E Corporation | 8 | +15.0% | |
| PEG Public Service Enterprise Group | 9 | +19.4% | |
| PNW Pinnacle West | 8 | +11.4% | |
| PPL PPL Corporation | 7 | +10.8% | |
| SO Southern Company | 6 | +8.0% | |
| WEC WEC Energy Group | 7 | +9.0% | |
| XEL Xcel Energy | 6 | +2.9% |