Analyst Consensus ?
ConsensusHold35 ratings
Bullish1440.0%
Neutral1748.6%
Bearish411.4%
1 unmapped firm rating excluded from the percentages.
Edison International · EIX · FY2026 Q2 · Calendar Q3 2026
Edison International Maintains Guidance as Wildfire Investment Expands
The Q2 analysis supports a mixed but constructive operating picture: resilient demand, infrastructure investment, storage growth, and productivity initiatives provide support, while wildfire liabilities, financing sensitivity, and regulatory uncertainty remain material constraints.
Reported After market closeNYSEUtilities
$21.18B market cap
100quality score
Earnings scorecard
Reported versus consensus
Reported EPS
$1.54
Consensus $1.18
EPS surprise
+30.5%
Reported versus consensus
Reported revenue
$4.36B
Consensus $4.82B
Revenue surprise
-9.6%
Reported versus consensus
Market reaction
event-close to next-session close
Stock move
-6.8%
Event window
SPY move
+0.7%
Same window
Abnormal move
-7.5%
Stock minus SPY
Volume
2.7×
Versus trailing sessions
Subsequent drift
-4.4%
Up to 20 sessions
EIXSPY benchmark
Ask FN2 about EIX FY2026 Q2
Transcript, numbers and history already loaded
Why did EIX fall 6.8% after beating EPS estimates in FY2026 Q2?What changed in EIX's guidance and outlook in FY2026 Q2?Give me the bull and bear case for EIX after FY2026 Q2 earnings.
Free account. Your question opens in FN2 with this report's transcript and numbers attached.
Transcript intelligence
What changed
Relative to the prior quarter, the company maintained guidance but shifted the emphasis toward an increasing capital program, with 90% of high-fire-risk distribution lines hardened, a new RAMP proposal for additional covered conductor and targeted undergrounding, and continued scaling of AI and storage initiatives.
Guidance delta
Management maintained 2026 EPS guidance of $5.90–$6.20.
Key takeaways
- Management reported Q2 core EPS of $1.04 and maintained 2026 EPS guidance.
- SCE has hardened 90% of high-fire-risk distribution lines, with further covered conductor and targeted undergrounding planned.
- AI, advanced analytics, electrification, and a 9,200 MW storage portfolio remain central to the infrastructure plan.
Management priorities
- Advance wildfire mitigation through covered conductor and targeted undergrounding.
- Scale AI and advanced analytics across grid planning, permitting, and operations.
- Advance the energy-storage portfolio while maintaining safe and reliable service.
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Try FN2 freeEarnings History
Estimate
Beat
Miss
Match
Analyst 52W Price Targets
$54.63Current
$53Low
$75.65Average
$100High
Latest persisted target per named analyst; persisted current price from FN2's market snapshot as of Sep 23, 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 |
|---|---|---|---|---|
| Morgan Stanley | Underweight | Underweight | Maintain | Sep 18, 2026 |
| Jefferies | Hold | Hold | Maintain | Sep 14, 2026 |
| Truist Securities | Hold | Hold | Maintain | Sep 3, 2026 |
| JP Morgan | Neutral | Neutral | Maintain | Sep 2, 2026 |
| UBS | Neutral | Neutral | Maintain | Sep 1, 2026 |
| B of A Securities | Neutral | Buy | Downgrade | Sep 1, 2026 |
| Mizuho | Neutral | Outperform | Downgrade | Aug 31, 2026 |
| Argus Research | Hold | Buy | Downgrade | Aug 26, 2026 |
| Barclays | Equal Weight | Overweight | Downgrade | Jul 31, 2026 |
| Seaport Global | Neutral | Buy | Downgrade | Apr 20, 2026 |
| Ladenburg Thalmann | Sell | Neutral | Downgrade | Mar 5, 2026 |
| TD Cowen | Buy | Buy | Maintain | Feb 20, 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 |
| RBC Capital | Outperform | Outperform | Maintain | Oct 4, 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 current price $54.64. FMP does not supply a rating on these named-analyst rows.
| Firm | Analyst | 52W target | Price when posted | Upside | Date |
|---|---|---|---|---|---|
| Jefferies | Analyst unavailable | $53 | $57.16 | -3.0% | Sep 14, 2026 |
| Truist Financial | Analyst unavailable | $63 | $55.19 | +15.3% | Sep 3, 2026 |
| UBS | Gregg Orrill | $63 | $53.98 | +15.3% | Sep 1, 2026 |
| Mizuho Securities | Anthony Crowdell | $70 | $70.17 | +28.1% | Aug 31, 2026 |
| Truist Financial | Analyst unavailable | $77 | $71.46 | +40.9% | Aug 4, 2026 |
| Mizuho Securities | Analyst unavailable | $86 | $78.73 | +57.4% | Jul 31, 2026 |
| Barclays | Nicholas Campanella | $75 | $78.73 | +37.3% | Jul 31, 2026 |
| Morgan Stanley | David Arcaro | $69 | $79.83 | +26.3% | Jul 22, 2026 |
| Truist Financial | Analyst unavailable | $79 | $69.16 | +44.6% | May 18, 2026 |
| Barclays | Analyst unavailable | $77 | $67.94 | +40.9% | Apr 29, 2026 |
| Morgan Stanley | Analyst unavailable | $70 | $70.56 | +28.1% | Apr 21, 2026 |
| Wells Fargo | Analyst unavailable | $62 | $70.58 | +13.5% | Apr 21, 2026 |
| Truist Financial | Analyst unavailable | $82 | $70.58 | +50.1% | Apr 20, 2026 |
| Mizuho Securities | Analyst unavailable | $79 | $69.7 | +44.6% | Feb 19, 2026 |
| Barclays | Analyst unavailable | $78 | $69.7 | +42.8% | Feb 19, 2026 |
| UBS | Analyst unavailable | $78 | $69.08 | +42.8% | Feb 13, 2026 |
| Wells Fargo | Analyst unavailable | $59 | $62.39 | +8.0% | Jan 20, 2026 |
| Morgan Stanley | David Arcaro | $57 | $59.54 | +4.3% | Dec 17, 2025 |
| Morgan Stanley | David Arcaro | $59 | $59.14 | +8.0% | Dec 16, 2025 |
| UBS | Analyst unavailable | $70 | $58.13 | +28.1% | Dec 2, 2025 |
| Morgan Stanley | Analyst unavailable | $64 | $58.24 | +17.1% | Nov 20, 2025 |
| Barclays | Analyst unavailable | $68 | $56.05 | +24.5% | Oct 29, 2025 |
| Wells Fargo | Analyst unavailable | $56 | $56.91 | +2.5% | Oct 27, 2025 |
| Jefferies | Analyst unavailable | $59 | $58.36 | +8.0% | Oct 22, 2025 |
| Barclays | Analyst unavailable | $69 | $57.65 | +26.3% | Oct 21, 2025 |
| Jefferies | Analyst unavailable | $57 | $56.28 | +4.3% | Oct 2, 2025 |
| Morgan Stanley | David Arcaro | $60 | $54.14 | +9.8% | Sep 25, 2025 |
| Morgan Stanley | Analyst unavailable | $61 | $55.72 | +11.7% | Sep 18, 2025 |
| UBS | Analyst unavailable | $66 | $55.57 | +20.8% | Sep 11, 2025 |
| Morgan Stanley | David Arcaro | $52 | $56.22 | -4.8% | May 22, 2025 |
| Barclays | Analyst unavailable | $65 | $55.27 | +19.0% | Mar 3, 2025 |
| Barclays | Nicholas Campanella | $67 | $58.29 | +22.6% | Jan 23, 2025 |
| UBS | Gregg Orrill | $87 | $82.78 | +59.2% | Dec 19, 2024 |
| Barclays | Nicholas Campanella | $89 | $84.54 | +62.9% | Oct 15, 2024 |
| RBC Capital | Shelby Tucker | $100 | $86.07 | +83.0% | Oct 4, 2024 |
| Morgan Stanley | David Arcaro | $72 | $86.05 | +31.8% | Sep 25, 2024 |
| Argus Research | Marie Ferguson | $97 | $83.14 | +77.5% | Sep 11, 2024 |
| Barclays | Nicholas Campanella | $91 | $87.33 | +66.6% | Sep 4, 2024 |
| Morgan Stanley | David Arcaro | $68 | $84.88 | +24.5% | Aug 23, 2024 |
| Mizuho Securities | Paul Fremont | $94 | $83.22 | +72.1% | Aug 16, 2024 |
| UBS | Gregg Orrill | $82 | $75.09 | +50.1% | Jul 19, 2024 |
| Argus Research | Marie Ferguson | $82 | $73.61 | +50.1% | Jun 12, 2024 |
| Wells Fargo | Neil Kalton | $86 | $74.44 | +57.4% | May 14, 2024 |
| Argus Research | Marie Ferguson | $78 | $69.46 | +42.8% | Mar 12, 2024 |
| Guggenheim | Shahriar Pourreza | $84 | $67.65 | +53.7% | Jan 22, 2024 |
| Mizuho Securities | Anthony Crowdell | $75 | $69.5 | +37.3% | Aug 22, 2023 |
| Morgan Stanley | David Arcaro | $62 | $67.96 | +13.5% | Sep 6, 2022 |
| UBS | Gregg Orrill | $73 | $69.78 | +33.6% | Jun 6, 2022 |
| Morgan Stanley | Analyst unavailable | $65 | $70.89 | +19.0% | Apr 26, 2022 |
| Morgan Stanley | Analyst unavailable | $66 | $72.73 | +20.8% | Apr 20, 2022 |
| Bank of America Securities | Julien Dumoulin Smith | $59 | $55.5 | +8.0% | Jul 13, 2021 |
Track every rating change on EIX the moment it posts. Free to start.
Start freeCompany 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.
Historical context
All EIX earningsLatest beats and misses
Who reports nextBeat on EPS
- AZOFY2026 Q4 · September 22, 2026+3.6% EPS+3.3% move
- FPSFY2026 Q4 · September 15, 2026+4.3% EPS+9.5% move
- TCOMFY2026 Q2 · September 15, 2026+22.3% EPS+3.0% move
- KRFY2026 Q2 · September 11, 2026+2.8% EPS+2.7% move
- ADBEFY2026 Q3 · September 10, 2026+0.8% EPS+1.4% move
- ORCLFY2027 Q1 · September 10, 2026+10.3% EPS-1.7% move
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Sources
- Earnings call transcript and parsed analysis · 2026-07-30T22:06:59.255364+00:00
- FN2 earnings calendar · 2026-09-04T01:23:15.205020+00:00
- Polygon adjusted daily market bars · 2026-09-23T11:20:53.582656+00:00
- Financial Modeling Prep analyst price-target consensus and quote snapshot · 2026-09-23T11:20:53.579879+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 · As of 2026-09-23. For educational purposes only; not investment advice.