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Sentiment · FY2026 Q2
| 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 | 12 (17%) |
| Shar Pourreza | Wells Fargo | 10 (10%) |
| Paul Zimbardo | Jefferies | 10 (10%) |
| Steve Fleishman | Wolfe Research | 8 (13%) |
| David Arcaro | Morgan Stanley | 6 (0%) |
| Julien Dumoulin-Smith | Jefferies | 4 (0%) |
| Jeremy Tonet | JPMorgan | 4 (0%) |
| Anthony Crowdell | Mizuho Securities | 3 (0%) |
| James Kennedy | Guggenheim | 2 (0%) |
| Carly Davenport | Goldman Sachs | 2 (0%) |
| Firm | Analysts | Questions (Challenge)Percentage of questions scored as challenging — where the analyst pushed back, pressed for specifics, or questioned management's assumptions. |
|---|---|---|
| Jefferies | 2 | 14 (7%) |
| Barclays | 1 | 12 (17%) |
| Wells Fargo | 1 | 10 (10%) |
| Wolfe Research | 1 |
| 8 (13%) |
| Morgan Stanley | 1 | 6 (0%) |
| JPMorgan | 1 | 4 (0%) |
| Mizuho Securities | 1 | 3 (0%) |
| Goldman Sachs | 1 | 2 (0%) |
| 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 |
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).
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 The PICO rate case was withdrawn on affordability concerns, and a $350M O&M savings program targeting 2027 was announced.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.
Regulation Policy | Cloud & AI | Capex Investment | Guidance Reliability | Macroeconomic | Revenue Growth | Cost Pressure | Demand | |
|---|---|---|---|---|---|---|---|---|
| 2024Q4 | 7 | 6 | 2 | 2 | 1 | 1 | 1 | |
| 2025Q1 | 8 | 5 | 1 | 2 | 2 | 1 | 1 | |
| 2025Q2 | 4 | 3 | 5 | 1 | 1 | 1 | 2 | |
| 2025Q3 | 6 | 3 | 2 | 2 | 2 | 2 | 1 | |
| 2025Q4 | 6 | 2 | 3 | 3 | 4 | |||
| 2026Q1 | 5 | 2 | 1 | 1 |
| '24Q4 | '25Q1 | '25Q2 | '25Q3 | '25Q4 | '26Q1 | |
|---|---|---|---|---|---|---|
| Regulation Policy | 7 | 8 | 4 | 6 | 6 | 5 |
| Cloud & AI | 6 | 5 | 3 | 3 | ||
| Capex Investment | 2 | 1 | 5 | 2 | 2 | 2 |
| Guidance Reliability | 2 | 2 | 2 | 3 | 1 | |
| Macroeconomic | 1 | 2 | 1 | 2 | 3 | |
| Revenue Growth | 1 | 1 | 2 | 4 | ||
| Cost Pressure | 1 | 1 | 1 | 1 | ||
| Demand | 1 | 2 | 1 |
What EXC 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.
“We are committed to ensuring that we maintain financial flexibility and strong credit metrics over the guidance period, targeting approximately 14% at Moody's and S&P.”
Exelon is targeting roughly 14% credit metrics at S&P (S&P Global Ratings) to maintain its credit standing over the guidance period.
“We are committed to ensuring that we maintain financial flexibility and strong credit metrics over the guidance period, targeting approximately 14% at Moody's and S&P.”
Exelon is targeting roughly 14% credit metrics at Moody's to preserve its ratings and financing flexibility over the plan.
“representing approximately $1.9 billion of total transmission capital spend pursued jointly with Infinergy.”
Exelon is pursuing roughly $1.9 billion of Illinois MISO transmission projects jointly with Infinergy, a partnership on competitive transmission bids.
| Company | Score | Trend | Rev YoY |
|---|---|---|---|
EXC Exelon | 6 | +7.9% | |
| 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% | |
| EIX Edison International | 6 | +7.7% | |
| ES Eversource Energy | 6 | +9.4% | |
| ETR Entergy | 8 | +12.0% | |
| EVRG Evergy | 7 | +5.5% | |
| 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% |