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Sentiment · FY2026 Q2
As of FY2026 Q1, the Tellvest earnings-call sentiment score for Exelon (EXC) is 6/10.
Exelon posted Q1 2026 adjusted operating earnings of $0.91 per share, exceeding expectations, with transmission rate base growth accelerating to 16%. The PICO rate case was withdrawn on affordability concerns, and a $350M O&M savings program targeting 2027 was announced. The four-year capital plan was rebalanced to $41.7B, and FY2026 guidance was affirmed at $2.81-$2.91 with rate base growth revised to 7.9% annualized.
Scored from Exelon’s FY2026 Q1 earnings call. The newest quarter is available with Tellvest Pro.
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On August 25, 2026, Exelon announced COO Michael Innocenzo (also PECO CEO and ComEd board chair) will depart in 2027 on a date to be determined. Effective October 5, 2026, Robert Kleczynski becomes EVP and CFO and principal financial officer; Jeanne Jones, currently CFO, is named EVP of Finance and Strategy in an expanded role; and Caroline Fulginiti becomes VP and Controller and principal accounting officer.
| Quarter | Revenue | Rev YoY | EPS | EPS YoY | Op margin | Net margin | FCF |
|---|---|---|---|---|---|---|---|
| FY2024 Q4 | $5.47B | +1.9% | $0.64 | +3.2% | 20.1% | 11.8% | $-510M |
| FY2025 Q1 | $6.71B | +11.1% | $0.90 | +36.4% | 22.9% | 13.5% | $-746M |
| FY2025 Q2 | $5.43B | +1.2% | $0.39 | -13.3% | 17.1% |
| 7.2% |
| $-502M |
| FY2025 Q3 | $6.71B | +9.0% | $0.86 | +22.9% | 22.4% | 13.0% | $163M |
| FY2025 Q4 | $5.41B | -1.1% | $0.59 | -7.8% | 21.8% | 11.0% | $-1.19B |
| FY2026 Q1 | $7.24B | +7.9% | $0.90 | 0.0% | 22.2% | 12.7% | $-634M |
| FY2026 Q2 | $5.97B | +10.0% | $0.39 | 0.0% | 16.4% | 6.6% | $-255M |