EIX Edison International (EIX) Q1 FY26 earnings call
Edison enters 2026 on a cleaner regulatory slate — the 2025 GRC, cost of capital and legacy wildfire recoveries resolved through 2028 — shifting the story from litigation drag to disciplined, self-funded capital execution and an aggressive affordability message. The forward thesis leans on regulated rate-base growth financed without new equity, while unresolved Eaton fire liability and California's pending wildfire-reform legislation stay the swing factors.
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EIX operating KPIs by quarter
| KPI | This call Mar 2026 Q1 FY26 | Jun 2026 Q2 FY26 | Change vs prior quarter |
|---|---|---|---|
| Wildfire Recovery Compensation Program offers extended | 1,500+SCE has now extended over 1,500 offers totaling over $500 million to community members impacted by the Eaton fire, helping families and individuals move forward more quickly without the delays and uncertainty of traditional litigation.Source: earnings call transcript | 2,200+SCE has now extended more than 2,200 offers totaling over $775 million to over 12,300 community members impacted by the Eaton fire.Source: earnings call transcript | — |
| Wildfire Recovery Compensation Program offers value | $500M+SCE has now extended over 1,500 offers totaling over $500 million to community members impacted by the Eaton fire, helping families and individuals move forward more quickly without the delays and uncertainty of traditional litigation.Source: earnings call transcript | $775M+SCE has now extended more than 2,200 offers totaling over $775 million to over 12,300 community members impacted by the Eaton fire.Source: earnings call transcript | — |
Operating figures the company stated on at least two of the calls shown, checked against each call's transcript. Click a figure to read the sentence. A dash means it was not stated that quarter.
Inve summary of the company's earnings call; see how call summaries are prepared. Not investment advice.