Edison International earnings overview

EIX FY2026 Q1 · Calendar Q2 2026

Edison International

Edison International delivered Q1 2026 core EPS of $1.42, beating the $1.32 consensus estimate by 7.6%, while revenue of $4.10B narrowly missed the $4.15B estimate. Management reaffirmed 2026 EPS guidance of $5.90-$6.20, the 2027 range of $6.25-$6.65, and the 5%-7% growth target through 2030. Wildfire hardening reached 93% completion, and the Wildfire Recovery Compensation Program has extended $500M in offers to 1,500 claimants. The $38-$41B capital plan through 2030 remains intact with no new equity required for five years. The stock rose modestly on the print and drifted 3.4% higher over subsequent sessions. At $78.63, EIX trades above the analyst consensus target of $74.00, suggesting the market is pricing in continued regulatory clarity and execution on grid modernization.