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EDISON INTERNATIONAL (EIX)

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Earnings summaries and quarterly performance for EDISON INTERNATIONAL.

Research analysts who have asked questions during EDISON INTERNATIONAL earnings calls.

Recent press releases and 8-K filings for EIX.

Edison International issues $550 M of 4.80% Senior Notes due 2031
EIX
Debt Issuance
  • Edison International established $550 million in aggregate principal amount of 4.80% Senior Notes due March 15, 2031 under its Senior Indenture dated September 10, 2010, as supplemented.
  • The notes bear interest at 4.80% per annum, payable semi-annually on March 15 and September 15, computed on a 360-day year basis.
  • The offering priced on February 23, 2026, at 99.837% of principal (yielding 4.836%, spread of +125 bps to the 3.75% January 31, 2031 U.S. Treasury), with settlement on February 26, 2026.
  • Callable prior to February 15, 2031, at a “make-whole” premium of T+20 bps, and at 100% of principal plus accrued interest on or after that date; joint book-runners include BNP Paribas, BofA Securities, Mizuho and Wells Fargo.
1 day ago
Edison International provides February 2026 business update
EIX
Guidance Update
New Projects/Investments
Legal Proceedings
  • Edison International introduces 2026 core EPS guidance of $5.90–$6.20 and 2027 guidance of $6.25–$6.65, reflecting ~7% growth driven by rate base expansion.
  • Southern California Edison plans $38–$41 billion in capital expenditures from 2026–2030, underpinning a ~7% rate base CAGR, with over 85% allocated to distribution grid enhancements.
  • Legacy wildfire liabilities resolved via $1.6 billion TKM securitization completed in 2025 and $2.0 billion Woolsey securitization targeted mid-2026, costing customers ~$1.04–$1.18/month.
  • California Public Utilities Commission approves 2026–2028 ROE of 10.03% for SCE and maintains its capital structure, securing forward-looking revenue recovery mechanisms.
  • Edison International and SCE retain investment-grade ratings (Moody’s Baa2/Baa1; S&P BBB-/BBB-), supporting access to capital for grid modernization and wildfire mitigation.
Feb 18, 2026, 11:12 PM
Edison International reports Q4 2025 results and updates guidance
EIX
Earnings
Guidance Update
New Projects/Investments
  • Edison International delivered Q4 core EPS of $1.86 and full‐year 2025 core EPS of $6.55, exceeding its guidance range.
  • For 2026, EIX forecasts core EPS of $5.90–$6.20 and for 2027 $6.25–$6.65, while reaffirming its 2028 outlook and extending a 5%–7% annual EPS growth target through 2030.
  • SCE’s capital plan runs $38 billion–$41 billion from 2026–2030 (including $1.5 billion for AMI 2.0 through 2030), driving roughly 7% rate base growth, with no equity needs expected through 2030.
  • The Wildfire Recovery Compensation Program has received 2,300+ claims; SCE enhanced tenant rent coverage and raised legal fee support to 20%, and investigations into the Eaton Fire remain ongoing.
Feb 18, 2026, 9:30 PM
Edison International reports Q4 2025 results and extends EPS guidance
EIX
Earnings
Guidance Update
New Projects/Investments
  • 2025 core EPS of $6.55, above guidance, with Q4 core EPS of $1.86
  • 2026 core EPS guidance of $5.90–$6.20 and 2027 guidance of $6.25–$6.65, reaffirming the 2028 outlook and extending a 5–7% EPS growth target to 2030
  • $38–$41 billion capital plan for 2026–2030 (including $1.5 billion for AMI 2.0), supporting ~7% rate base growth through 2030
  • 2,300+ claims submitted under SCE’s Wildfire Recovery Compensation Program for the Eaton Fire; equipment likely involved but total liability remains undetermined
Feb 18, 2026, 9:30 PM
Edison International reports Q4 2025 earnings and issues 2026-27 guidance
EIX
Earnings
Guidance Update
New Projects/Investments
  • FY 2025 core EPS of $6.55, above guidance, and Q4 core EPS of $1.86 (includes $0.06 preferred stock costs and $0.46 Woolsey true-up)
  • 2026 core EPS guidance $5.90–$6.20; 2027 guidance $6.25–$6.65; reaffirmed 2028 outlook and extended 5%–7% EPS growth target through 2030
  • $38–$41 billion capital plan for 2026–2030, including $1.5 billion for AMI 2.0 (total >$3 billion through 2033); projected 7% rate base growth and no equity needs through 2030
  • Continued wildfire mitigation progress with >7,000 miles of covered conductor installed (>90% of plan) and 93% of high-risk circuits on fast curve settings; 2,300+ claims submitted under WRCP with offers underway
Feb 18, 2026, 9:30 PM
Edison International reports Q4 2025 results and updates guidance
EIX
Earnings
Guidance Update
Legal Proceedings
  • Edison International delivered Q4 2025 GAAP EPS of $4.80 vs $0.88 in Q4 2024; core EPS rose to $1.86 from $1.05, driven by higher SCE revenue and lower interest expense.
  • For full-year 2025, the company achieved GAAP EPS of $11.58 and core EPS of $6.55, exceeding initial guidance and extending a two-decade track record of accuracy.
  • EIX introduced 2026 core EPS guidance of $5.90–6.20 and 2027 guidance of $6.25–6.65, reaffirming a 5–7% core EPS CAGR from 2025 through 2030.
  • Final decisions on the 2025 GRC, cost-of-capital, and TKM and Woolsey cost-recovery settlement proceedings provide substantial regulatory clarity into the multi-year outlook.
Feb 18, 2026, 9:30 PM
Southern California Edison enhances wildfire recovery compensation program
EIX
Legal Proceedings
  • Legal expense coverage increased to 20% of net damages for claimants represented by counsel, applied retroactively to support rebuilding and recovery.
  • Tenant settlement offers cover up to three months of housing assistance at the higher of actual pre-fire rent or monthly fair rental value.
  • Updates effective immediately and applied retroactively; program remains voluntary and open through Nov. 30, 2026.
  • As of Feb. 18, 2026, the program has received 2,405 claims (nearly 7,000 individuals), extended 593 offers totaling $183 million+, and processed 86 payments totaling $18 million.
Feb 18, 2026, 9:30 PM
Edison International beats Q4 estimates and declares dividend
EIX
Earnings
Dividends
Guidance Update
  • Edison International reported adjusted Q4 EPS of $1.86–$1.87, topping expectations, with revenue growing year-over-year.
  • Southern California Edison secured regulatory approvals for wildfire cost-recovery and the 2025 general rate case, boosting Q4 core profit and lowering interest costs.
  • The board declared a $0.8775 per share quarterly dividend payable April 30 (record/ex-dividend April 7).
  • Management issued 2026 EPS guidance of $5.90–$6.20 and 2027 guidance of $6.25–$6.65, unveiled a $38–$41 billion capital plan through 2030, and extended a 5–7% EPS growth target to 2030.
  • The company flagged $1.1 billion in Eaton Fire payments, ongoing regulatory/legal inquiries, and a 2.3 debt-to-equity ratio with 2.97 interest coverage, underscoring leverage risks.
Feb 18, 2026, 9:13 PM
Edison International reports Q4 and full-year 2025 results
EIX
Earnings
Guidance Update
  • Fourth-quarter GAAP EPS of $4.80 and core EPS of $1.86, up from $0.88 GAAP and $1.05 core in Q4 2024.
  • Full-year GAAP EPS of $11.58 and core EPS of $6.55, compared to $3.33 GAAP and $4.93 core in 2024.
  • Introduced 2026 core EPS guidance of $5.90–6.20 and 2027 core EPS guidance of $6.25–6.65, and reaffirmed 5–7% core EPS growth target from 2025–2028 extending to 2030.
  • Highlighted regulatory clarity and ongoing wildfire mitigation efforts, including installation of over 7,000 miles of covered conductor (>90% of plan) to enhance grid resilience.
Feb 18, 2026, 9:05 PM
Edison International secures $900 million term loan
EIX
Debt Issuance
  • On December 23, 2025, Edison International entered into a $900 million term loan credit agreement maturing December 22, 2026.
  • The loan bears interest at either adjusted Term SOFR + 1.25% or base rate + 0.25% and may be prepaid in whole or in part at any time without penalty.
  • Proceeds are earmarked for general corporate and working capital purposes, which may include debt repayment.
  • Includes a quarterly financial covenant capping consolidated total recourse indebtedness to consolidated capital at 0.70 to 1.0.
Dec 23, 2025, 9:09 PM