Edison International · EIX · Next earnings

Edison International reports Wednesday, Feb 17, 2027

EIX reports after market close with consensus EPS at $1.35 and revenue at $4.89B. Last quarter: Edison reaffirms 2026 outlook as wildfire reform remains unresolved

Reports After market close104 days awayDate estimated Utilities

What the street expects

Consensus for the coming report
Consensus EPS $1.35 Calendar consensus
Consensus revenue $4.89B Calendar consensus
Report date Feb 17, 2027 Wednesday, date estimated
Session After market close 104 days away

Where EIX left off: FY2026 Q3

Full report

Edison reaffirms 2026 outlook as wildfire reform remains unresolved

EPS surprise +3.3% Reported $1.87 vs $1.81
Revenue surprise -8.6% Reported $4.89B vs $5.34B
Stock move -0.2% Event window
Subsequent drift 0.0% Up to 20 sessions

Maintained: 2026 core EPS guidance was reaffirmed at $5.90–$6.20.

What to watch on the call

Carried forward from the last transcript

Risks management flagged

  • Wildfire liability reform may remain unresolved, raising financing costs and limiting future capital projects.
  • A credit-rating downgrade, higher interest rates, or wider credit spreads could increase financing costs.
  • Eaton Fire litigation, subrogation claims, and reserve assumptions could affect financial outcomes.
  • Regulatory and prudency processes could affect cost recovery.

Questions analysts left open

  • Timeline and likelihood of a special legislative session for wildfire reform.
  • Potential reduction in the 2029–2030 capital plan if reform is not in place.
  • Estimation of reserves for the Wildfire Recovery Compensation Program.
  • Impact of subrogation claims and PG&E prudency proceedings on reserve methodology.

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Recent EIX quarters

All EIX earnings
-0.2%FY2026 Q3-6.8%FY2026 Q20.0%FY2026 Q1+4.2%FY2025 Q4

Sources

  1. FN2 corporate events calendar, resolved from the earnings calendar feed
  2. FN2 earnings calendar analyst consensus
  3. Earnings call transcript analysis, FY2026 Q3

Methodology

The report date comes from FN2's resolved corporate-events calendar and is marked estimated until the company confirms it. Consensus figures are the calendar's latest analyst estimates for the fiscal period and are not an FN2 forecast.

Risks and open questions are carried forward verbatim from FN2's structured analysis of the previous earnings call. Missing values stay missing and are never estimated.

By FN2 Research · Updated . For educational purposes only; not investment advice.