Sentiment · FY2026 Q2
As of FY2026 Q1, the Tellvest earnings-call sentiment score for Edison International (EIX) is 6/10.
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.
Scored from Edison International’s FY2026 Q1 earnings call. The newest quarter is available with Tellvest Pro.
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| Quarter | Revenue | Rev YoY | EPS | EPS YoY | Op margin | Net margin | FCF |
|---|---|---|---|---|---|---|---|
| FY2024 Q4 | $3.98B | +7.5% | $0.88 | -10.2% | 19.8% | 10.2% | $-326M |
| FY2025 Q1 | $3.81B | -6.5% | $3.72 | +12500.0% | 56.0% | 39.1% | $-184M |
| FY2025 Q2 | $4.54B | +4.8% | $0.89 | -21.2% | 17.1% | 8.8% | $-830M |
| FY2025 Q3 | $5.75B | +10.6% | $2.16 | +63.6% | 24.9% | 15.4% | $618M |
| FY2025 Q4 | $5.21B | +30.8% | $4.78 | +443.2% | 17.2% | 35.4% | $-319M |
| FY2026 Q1 | $4.10B | +7.7% | $1.37 | -63.2% | 26.2% | 13.9% | $-112M |
| FY2026 Q2 | $4.36B | -4.1% | $1.38 | +55.1% | 25.1% | 12.9% | $-576M |