EXC Exelon (EXC) Q1 FY26 earnings call
A 'different plan for a different moment': Exelon is pulling back Pennsylvania and Maryland distribution spend under intensifying affordability and regulatory pressure and redeploying into fast-growing transmission and data-center interconnection. Management leans on cost discipline and portfolio diversification to hold earnings on track despite a withdrawn PECO rate case and an unresolved regional generation shortage it is actively advocating to fix.
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EXC operating KPIs by quarter
| KPI | Dec 2024 Q4 FY24 | Mar 2025 Q1 FY25 | Dec 2025 Q4 FY25 | Change vs prior quarter |
|---|---|---|---|---|
| Customers | 10.7M+And it was when Exelon was formed 25 years ago, creating the foundation for the network of wires and pipes that now delivers energy to more than 10.7 million customers today.Source: earnings call transcript | 10.7MWe are also constantly working to find the right rate-making mechanisms that allow us to fulfill our responsibility and privilege to serve the 10.7 million customers that count on us for their energy needs.Source: earnings call transcript | ~11MServing approximately 11 million customers across some of the largest and most economically vital metropolitan areas in the country is a responsibility we do not take lightly.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.