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Edison International (EIX) investor relations material
Edison International Q3 2026 earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Executive summary
Q3 2026 GAAP EPS was $1.88 and Core EPS was $1.92; 2026 Core EPS guidance was reaffirmed at $5.90–$6.20.
Durable wildfire reform remains a priority to support financing predictability, customer affordability and planned grid investment.
Financial highlights
Q3 Core EPS was $1.92 vs. $2.34; the 2025 quarter included a $0.55 true-up from the SCE GRC final decision.
9M Core EPS was $4.89 vs. $4.68; net income available to common shareholders was $1.789B vs. $2.611B, with 2025 results including substantial wildfire recovery benefits.
Q3 revenue was $4.886B vs. $5.750B, operating income was $980M vs. $1.432B, and diluted EPS was $1.87 vs. $2.16.
Outlook and guidance
2026 Core EPS guidance was reaffirmed at $5.90–$6.20, with a bias toward the midpoint; 2027 guidance is $6.25–$6.65 and 2028 guidance is $6.74–$7.14.
Core EPS growth target remains 5%–7% annually through 2030; projected 2030 EPS is $7.45–$8.20 from a $5.84 2025 starting point.
2026–2030 capital expenditure forecast is $37.5B–$40.6B, with ~7% rate-base growth from 2025 to 2030.
- Grid investment, electrification-led growth and layered wildfire defenses anchor the outlook.EIX
Corporate presentation - $38–41B grid investment, robust wildfire mitigation, and 5–7% EPS growth drive long-term value.EIX
Corporate presentation - Q2 2026 core EPS rose to $1.54, net income hit $534 million, and 2026 guidance was reaffirmed.EIX
Q2 2026 - Q1 2026 core EPS rose to $1.42; guidance and growth targets reaffirmed through 2030.EIX
Q1 2026 - 2025 core EPS exceeded guidance, with strong growth outlook and robust capital investment plan.EIX
Q4 2025 - Q3 2025 core EPS surged, guidance narrowed, and growth outlook strengthened by regulatory gains.EIX
Q3 2025 - Q3 2024 core EPS up to $1.51; narrowed guidance and wildfire settlements support growth.EIX
Q3 2024 - Q1 2025 core EPS rose to $1.37, with guidance and growth outlook reaffirmed.EIX
Q1 2025 - 2024 core EPS hit $4.93, dividend rose, and 2025 EPS guidance is $5.94–$6.34 amid wildfire recovery.EIX
Q4 2024
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