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Sentiment · FY2026 Q2
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 | Credit | Cost Pressure | Macroeconomic | |
|---|---|---|---|---|---|---|---|---|
| 2024Q4 | 14 | 4 | 4 | 3 | 1 | 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 | |||
| Credit | 3 | 1 | 1 | 1 | ||
| Cost Pressure | 1 | 1 | 1 | 3 | ||
| Macroeconomic | 1 |
| Analyst | Firm | Questions (Challenge)Percentage of questions scored as challenging — where the analyst pushed back, pressed for specifics, or questioned management's assumptions. |
|---|---|---|
| Nick Campanella | Barclays | 13 (8%) |
| Carly Davenport | Goldman Sachs | 12 (0%) |
| Paul Zimbardo | Jefferies |
| 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% |
| Ryan Levine | Citigroup | 11 (0%) |
| Richard Sunderland | Truist Securities | 8 (0%) |
| Gregg Orrill | UBS | 7 (0%) |
| Anthony Crowdell | Mizuho Securities | 7 (0%) |
| Aidan Kelly | JPMorgan | 6 (50%) |
| Michael Lonegan | Barclays | 4 (0%) |
| David Arcaro | Morgan Stanley | 4 (0%) |
| Firm | Analysts | Questions (Challenge)Percentage of questions scored as challenging — where the analyst pushed back, pressed for specifics, or questioned management's assumptions. |
|---|---|---|
| Barclays | 2 | 17 (6%) |
| Goldman Sachs | 1 | 12 (0%) |
| Jefferies | 1 | 12 (8%) |
| Citigroup | 1 | 11 (0%) |
| Truist Securities | 1 | 8 (0%) |
| Mizuho Securities | 1 | 7 (0%) |
| UBS | 1 | 7 (0%) |
| JPMorgan | 1 | 6 (50%) |
| $-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 |
Management’s own words, often on a non-GAAP, constant-currency, or adjusted basis — so these can differ from the GAAP figures above (e.g. constant-currency revenue growth excludes currency swings).
What EIX and other companies said about each other on FY2026 Q1 earnings calls — extracted verbatim from public transcripts. Mentions from the newest quarter are a Pro feature.
“The Company is actively pursuing subrogation against Southern California Edison on the Eaton fire. The Company recorded approximately $544 million in estimated subrogation recoveries, or approximately 55% of its estimated ultimate losses on the Eaton fire.”
Mercury is pursuing subrogation against Edison International's Southern California Edison over the Eaton fire, recording $544 million in estimated recoveries; SCE has disclosed it is probable it will incur material losses, a negative liability read-through for Edison International.
“EIX has one of the strongest consolidated FFO-to-debt ratios projected by S&P.”
Edison cites S&P's projections showing EIX with one of the strongest consolidated FFO-to-debt ratios, underscoring credit strength as assessed by the rating agency.
| 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 | +26.2% | |
| 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% |