Analyst Consensus ?
ConsensusHold35 ratings
Bullish1851.4%
Neutral1337.2%
Bearish411.4%
1 unmapped firm rating excluded from the percentages.
Edison International · EIX · FY2026 Q1 · Calendar Q2 2026
Edison International Beats EPS Estimate, Reaffirms 2026 Guidance as Wildfire Hardening Nears Completion
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.
Reported After market closeNYSEUtilities
$30.26B market cap
100quality score
Company context
Snapshot as of publicationHeadquartered in Rosemead, California, and established in 1886, Edison International primarily operates through its subsidiaries to produce and supply electrical power. This utility company furnishes electricity to a vast client base of around 15 million, encompassing homes, businesses, industrial sites, governmental bodies, and agricultural enterprises throughout Southern, Central, and Coastal California. Beyond power delivery, Edison International also offers bespoke energy solutions tailored for its commercial and industrial clientele. Its extensive infrastructure includes a robust transmission network featuring lines that range from 55 kV to 500 kV, alongside numerous substations. The company's distribution system is equally substantial, comprising approximately 39,000 circuit-miles of overhead cabling, roughly 31,000 circuit-miles of underground lines, and 800 distribution substations.
Earnings scorecard
Reported versus consensus
Reported EPS
$1.42
Consensus $1
EPS surprise
+7.6%
Reported versus consensus
Reported revenue
$4.10B
Consensus $4.15B
Revenue surprise
-1.2%
Reported versus consensus
Earnings History
Estimate
Beat
Miss
Match
Analyst 52W Price Targets
$78.63Previous close
$59Low
$77.76Average
$100High
Latest persisted target per named analyst; persisted previous close from FN2's market snapshot as of Jul 30, 2026. Not an FN2 forecast.
Firm-level rating actions
FMP grade actions identify the grading firm, not a named analyst.
| Firm | Rating | Prior rating | Action | Date |
|---|---|---|---|---|
| Barclays | Overweight | Overweight | Maintain | Jul 14, 2026 |
| Truist Securities | Hold | Hold | Maintain | May 18, 2026 |
| JP Morgan | Neutral | Neutral | Maintain | May 15, 2026 |
| Morgan Stanley | Underweight | Underweight | Maintain | Apr 21, 2026 |
| Seaport Global | Neutral | Buy | Downgrade | Apr 20, 2026 |
| B of A Securities | Buy | Buy | Maintain | Apr 20, 2026 |
| Ladenburg Thalmann | Sell | Neutral | Downgrade | Mar 5, 2026 |
| TD Cowen | Buy | Buy | Maintain | Feb 20, 2026 |
| UBS | Neutral | Buy | Downgrade | Feb 13, 2026 |
| Jefferies | Hold | Hold | Maintain | Jan 28, 2026 |
| Wells Fargo | Underweight | Equal Weight | Downgrade | Jan 20, 2026 |
| Wolfe Research | Peer Perform | Outperform | Downgrade | Jun 9, 2025 |
| Goldman Sachs | Neutral | Neutral | Maintain | Mar 4, 2025 |
| Mizuho | Outperform | Outperform | Maintain | Mar 3, 2025 |
| RBC Capital | Outperform | Outperform | Maintain | Oct 4, 2024 |
| Argus Research | Buy | Buy | Maintain | Sep 11, 2024 |
| Evercore ISI Group | Outperform | Outperform | Maintain | Aug 14, 2024 |
| Guggenheim | Buy | Buy | Maintain | Jul 26, 2024 |
| Credit Suisse | Neutral | Neutral | Maintain | Feb 24, 2023 |
| Citigroup | Buy | Buy | Maintain | May 4, 2022 |
| Keybanc | Overweight | Downgrade | Jul 1, 2021 | |
| CFRA | Hold | Hold | Maintain | Feb 28, 2020 |
| Vertical Research | Buy | Buy | Maintain | Feb 25, 2020 |
| SunTrust Robinson Humphrey | Buy | Buy | Maintain | Jan 21, 2020 |
| Bank of America | Neutral | Neutral | Maintain | Nov 1, 2019 |
| Edward Jones | Sell | Hold | Downgrade | Nov 14, 2018 |
| Argus | Buy | Buy | Maintain | Aug 2, 2018 |
| Deutsche Bank | Hold | Hold | Maintain | Jul 29, 2016 |
| BMO Capital | Outperform | Market Perform | Upgrade | Aug 22, 2014 |
| CRT Capital | Hold | Hold | Maintain | Jul 21, 2014 |
| Tudor Pickering | Buy | Accumulate | Maintain | Dec 19, 2013 |
| Bernstein | Outperform | Market Perform | Upgrade | Jun 14, 2013 |
| Wunderlich Securities | Buy | Buy | Maintain | Jun 10, 2013 |
| Wunderlich | Buy | Buy | Maintain | Jun 10, 2013 |
| ISI Group | Neutral | Neutral | Maintain | May 15, 2013 |
| Bank oferica | Buy | Buy | Maintain | May 3, 2012 |
Named analyst price targets
Upside is calculated against the persisted previous close $78.63. FMP does not supply a rating on these named-analyst rows.
| Firm | Analyst | 52W target | Price when posted | Upside | Date |
|---|---|---|---|---|---|
| Morgan Stanley | David Arcaro | $69 | $79.83 | -12.2% | Jul 22, 2026 |
| Truist Financial | Analyst unavailable | $79 | $69.16 | +0.5% | May 18, 2026 |
| Barclays | Analyst unavailable | $77 | $67.94 | -2.1% | Apr 29, 2026 |
| Morgan Stanley | Analyst unavailable | $70 | $70.56 | -11.0% | Apr 21, 2026 |
| Wells Fargo | Analyst unavailable | $62 | $70.58 | -21.1% | Apr 21, 2026 |
| Truist Financial | Analyst unavailable | $82 | $70.58 | +4.3% | Apr 20, 2026 |
| Mizuho Securities | Analyst unavailable | $79 | $69.7 | +0.5% | Feb 19, 2026 |
| Barclays | Analyst unavailable | $78 | $69.7 | -0.8% | Feb 19, 2026 |
| UBS | Analyst unavailable | $78 | $69.08 | -0.8% | Feb 13, 2026 |
| Wells Fargo | Analyst unavailable | $59 | $62.39 | -25.0% | Jan 20, 2026 |
| Morgan Stanley | David Arcaro | $57 | $59.54 | -27.5% | Dec 17, 2025 |
| Morgan Stanley | David Arcaro | $59 | $59.14 | -25.0% | Dec 16, 2025 |
| UBS | Analyst unavailable | $70 | $58.13 | -11.0% | Dec 2, 2025 |
| Morgan Stanley | Analyst unavailable | $64 | $58.24 | -18.6% | Nov 20, 2025 |
| Barclays | Analyst unavailable | $68 | $56.05 | -13.5% | Oct 29, 2025 |
| Wells Fargo | Analyst unavailable | $56 | $56.91 | -28.8% | Oct 27, 2025 |
| Jefferies | Analyst unavailable | $59 | $58.36 | -25.0% | Oct 22, 2025 |
| Barclays | Analyst unavailable | $69 | $57.65 | -12.2% | Oct 21, 2025 |
| Jefferies | Analyst unavailable | $57 | $56.28 | -27.5% | Oct 2, 2025 |
| Morgan Stanley | David Arcaro | $60 | $54.14 | -23.7% | Sep 25, 2025 |
| Morgan Stanley | Analyst unavailable | $61 | $55.72 | -22.4% | Sep 18, 2025 |
| UBS | Analyst unavailable | $66 | $55.57 | -16.1% | Sep 11, 2025 |
| Morgan Stanley | David Arcaro | $52 | $56.22 | -33.9% | May 22, 2025 |
| Barclays | Analyst unavailable | $65 | $55.27 | -17.3% | Mar 3, 2025 |
| Barclays | Nicholas Campanella | $67 | $58.29 | -14.8% | Jan 23, 2025 |
| UBS | Gregg Orrill | $87 | $82.78 | +10.6% | Dec 19, 2024 |
| Barclays | Nicholas Campanella | $89 | $84.54 | +13.2% | Oct 15, 2024 |
| RBC Capital | Shelby Tucker | $100 | $86.07 | +27.2% | Oct 4, 2024 |
| Morgan Stanley | David Arcaro | $72 | $86.05 | -8.4% | Sep 25, 2024 |
| Argus Research | Marie Ferguson | $97 | $83.14 | +23.4% | Sep 11, 2024 |
| Barclays | Nicholas Campanella | $91 | $87.33 | +15.7% | Sep 4, 2024 |
| Morgan Stanley | David Arcaro | $68 | $84.88 | -13.5% | Aug 23, 2024 |
| Mizuho Securities | Paul Fremont | $94 | $83.22 | +19.5% | Aug 16, 2024 |
| UBS | Gregg Orrill | $82 | $75.09 | +4.3% | Jul 19, 2024 |
| Argus Research | Marie Ferguson | $82 | $73.61 | +4.3% | Jun 12, 2024 |
| Wells Fargo | Neil Kalton | $86 | $74.44 | +9.4% | May 14, 2024 |
| Argus Research | Marie Ferguson | $78 | $69.46 | -0.8% | Mar 12, 2024 |
| Guggenheim | Shahriar Pourreza | $84 | $67.65 | +6.8% | Jan 22, 2024 |
| Mizuho Securities | Anthony Crowdell | $75 | $69.5 | -4.6% | Aug 22, 2023 |
| Morgan Stanley | David Arcaro | $62 | $67.96 | -21.1% | Sep 6, 2022 |
| UBS | Gregg Orrill | $73 | $69.78 | -7.2% | Jun 6, 2022 |
| Morgan Stanley | Analyst unavailable | $65 | $70.89 | -17.3% | Apr 26, 2022 |
| Morgan Stanley | Analyst unavailable | $66 | $72.73 | -16.1% | Apr 20, 2022 |
| Bank of America Securities | Julien Dumoulin Smith | $59 | $55.5 | -25.0% | Jul 13, 2021 |
Track every rating change on EIX the moment it posts. Free to start.
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Stock move
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Event window
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-0.0%
Same window
Abnormal move
+0.0%
Stock minus SPY
Volume
1.2×
Versus trailing sessions
Subsequent drift
+3.4%
Up to 20 sessions
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What changed
Q1 2026 core EPS of $1.42 beat the $1.32 estimate by 7.6%, while revenue of $4.10B came in 1.2% below the $4.15B consensus. Wildfire hardening progressed from 90%+ in Q4 2025 to 93% completion. The Wildfire Recovery Compensation Program disclosed $500M in offers extended to 1,500 claimants, a new data point not discussed in the prior quarter. SCE's AI grid inspection capability expanded to detect nearly 100 unique object classes, with management citing potential $25M in unbilled revenue savings from a new AI-driven detection system. The capex outlook shifted from increasing to stable, though the overall $38-$41B capital plan was unchanged. All guidance metrics were reaffirmed with no changes.
Guidance delta
2026 core EPS guidance of $5.90-$6.20 was reaffirmed, unchanged from the prior quarter. The 2027 range of $6.25-$6.65 and the 5%-7% long-term EPS growth target through 2030 were both maintained. The $38-$41B capital plan through 2030 was reiterated with no new common equity required for five years. Capex outlook shifted from increasing to stable. No new guidance ranges were introduced.
Key takeaways
- Core EPS of $1.42 beat the consensus estimate of $1.32 by 7.6%; revenue of $4.10B was slightly below the $4.15B estimate.
- 2026 EPS guidance of $5.90-$6.20 reaffirmed alongside the 2027 range of $6.25-$6.65 and 5%-7% growth target through 2030.
- Wildfire hardening reached 93% completion, with AI, LiDAR, and satellite imagery now deployed across grid inspection and vegetation management.
- Wildfire Recovery Compensation Program has extended $500M in offers to 1,500 claimants, though management emphasized the process is still early.
- The $38-$41B capital plan through 2030 remains intact with no new common equity required for five years.
Management priorities
- File RAMP application for the next General Rate Case cycle to shape future capital needs
- Scale AI tools across inspection, vegetation management, and grid operations
- Proceed with AMI 2.0 deployment and NextGen ERP implementation
- Continue wildfire mitigation, PSPS enhancements, and community safety programs
- Advance wildfire reform legislation engagement including SB 254 and the CEA report
Related earnings events
UtilitiesSources
- Earnings call transcript and parsed analysis · 2026-05-11T10:29:34.698584+00:00
- FN2 earnings calendar · 2026-07-26T00:37:12.209961+00:00
- Polygon adjusted daily market bars · 2026-07-30T11:41:36.844882+00:00
- Financial Modeling Prep analyst price-target consensus and quote snapshot · 2026-07-30T11:41:36.842009+00:00
Methodology
Reported and consensus figures come from FN2's earnings event records. Market reaction and volume are calculated from daily adjusted bars around the event; abnormal move subtracts the SPY move over the same window.
Analyst target low, average, and high values are derived at request time from each named analyst's latest persisted FMP target. The current-price marker comes from FN2's persisted market snapshot. They are sell-side estimates, not an FN2 valuation or recommendation.
Transcript intelligence is a structured synthesis of the current and prior earnings-call analyses. Missing values stay missing and are never estimated.
By FN2 Research · Updated . For educational purposes only; not investment advice.