Exelon Corporation · EXC · Next earnings

Exelon Corporation reports Thursday, Feb 11, 2027

EXC reports before market open with consensus EPS at $0.73 and revenue at $5.36B. Last quarter: Exelon narrows 2026 outlook as transmission and storage pipeline expands

Reports Before market open98 days awayDate estimated Utilities

What the street expects

Consensus for the coming report
Consensus EPS $0.73 Calendar consensus
Consensus revenue $5.36B Calendar consensus
Report date Feb 11, 2027 Thursday, date estimated
Session Before market open 98 days away

Where EXC left off: FY2026 Q3

Full report

Exelon narrows 2026 outlook as transmission and storage pipeline expands

EPS surprise +10.4% Reported $0.87 vs $0.79
Revenue surprise +8.3% Reported $7.32B vs $6.76B
Stock move +0.5% Event window
Subsequent drift 0.0% Up to 20 sessions

Full-year operating earnings guidance narrowed from $2.81-$2.91 to $2.85-$2.91 per share.

What to watch on the call

Carried forward from the last transcript

Risks management flagged

  • Delays in PJM reliability and FERC proceedings.
  • Regulatory uncertainty across multiple jurisdictions.
  • Timing delays, cost overruns or storm-related costs affecting projects and earnings.

Questions analysts left open

  • When transmission and storage projects become earnings-accretive.
  • How PJM auction and FERC decisions affect cost allocation.
  • The size and timing of the high-load pipeline and any incremental capital needs.

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Recent EXC quarters

All EXC earnings
+0.5%FY2026 Q3-3.1%FY2026 Q2-2.5%FY2026 Q1+7.0%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.