Jun 2026 (Q2 FY26) — Jul 30, 2026
Edison International Q2 FY26 — Strong Earnings and Reaffirmed Guidance Amidst Wildfire Reform Efforts
Read the full callEdison International (EIX) earnings
- Mar 2026
- Jun 2026 (Q2 FY26)
- Dec 2025
Edison International earnings: last reported Thu, 30 Jul 2026, for the quarter ended Jun 2026.
Reported
The figures, each with its period
Each figure keeps its basis and period; nothing is filled in.
| Metric | Value | Change | Basis | Period | Note |
|---|---|---|---|---|---|
| Revenue | 4,103 | +7.7% YoY | Quarterly, as filed | Quarter to Mar 2026 | Revenue from operations as filed. |
| Operating margin | 26.2 | −29.8 pts YoY | Operating profit / revenue | Quarter to Mar 2026 | For the quarter; a change is in percentage points. |
| Net profit | 531 | −63.0% YoY | Quarterly, as filed | Quarter to Mar 2026 | Profit after tax as filed. |
Guidance
What management said, and what became of it
12 of 13 judged targets kept · 16 open · verdicts reflect calls analysed to Jun 2026.
| Target | Original wording | Said | Latest call | Verdict |
|---|---|---|---|---|
| Distribution lines hardened in high fire risk areas | nearly 90% or more than 14,000 miles by the end of 2025 | Sep 2025 | Of SCE's roughly 16,800 distribution lines -- distribution line miles in high fire risk areas, SCE has successfully hardened about 90%, including nearly 7,200 miles of covered conductor. | Achieved |
| Core EPS CAGR through 2028 | 5% to 7% | Sep 2024 | we are confident in reaffirming our 2026 core EPS guidance and other financial targets, including our 5% to 7% core EPS growth over the long term | On Track |
1 of EDISON INTERNATIONAL's 29 targets was missed. See which ones, and which are quietly gone. The 2 above are the free sample; 27 more targets are in the full ledger.
Claimed
- Edison International reported Q2 FY26 core EPS of $1.54, bringing year-to-date core EPS to $2.97.
- The company reaffirmed its 2026 core EPS guidance range of $5.90 to $6.20 and long-term core EPS growth rate of 5% to 7%.
- SCE has hardened about 90% of its 16,800 distribution line miles in high fire risk areas, including nearly 7,200 miles of covered conductor.
- SCE delivered at least 60% carbon-free power to customers, over 70% cleaner than the national average.
- SCE contracted approximately 900 megawatts of energy storage in Q2 FY26, bringing the total to about 9,200 megawatts owned or under contract.
Qualified
- The outcome of legislative efforts on wildfire reform remains uncertain, potentially increasing Edison's financing costs and influencing future capital prioritization.
- Wildfire-related financial risks are noted to extend beyond investor-owned utilities to public utilities, local governments, insurers, and communities.
- Insufficient volume of Wildfire Recovery Compensation Program (WRCP) and subrogation settlements currently prevents estimation of the low end of the estimable liability range for the Eaton fire.
Price
$55.68 −0.45% · −$0.25
Performance −1.7% 1Y
1Y: $56.66 on 17 Oct 2025 → $55.68. High $80.38 (22 Jul 2026), low $51.47 (28 Sept 2026).
- Previous close
- $55.93
- 52-week range
- $51.47 – $80.38
- One year
- −3.42%
Overview
- Symbol
- EIX
- Sector
- Utilities
- Exchange
- US
- Currency
- USD
Guidance
What management said, and what became of it
12 of 13 judged targets kept · 16 open · verdicts reflect calls analysed to Jun 2026.
| Target | Original wording | Said | Latest call | Verdict |
|---|---|---|---|---|
| Distribution lines hardened in high fire risk areas | nearly 90% or more than 14,000 miles by the end of 2025 | Sep 2025 | Of SCE's roughly 16,800 distribution lines -- distribution line miles in high fire risk areas, SCE has successfully hardened about 90%, including nearly 7,200 miles of covered conductor. | Achieved |
| Core EPS CAGR through 2028 | 5% to 7% | Sep 2024 | we are confident in reaffirming our 2026 core EPS guidance and other financial targets, including our 5% to 7% core EPS growth over the long term | On Track |
Claimed
- Edison International reported Q2 FY26 core EPS of $1.54, bringing year-to-date core EPS to $2.97.
- The company reaffirmed its 2026 core EPS guidance range of $5.90 to $6.20 and long-term core EPS growth rate of 5% to 7%.
- SCE has hardened about 90% of its 16,800 distribution line miles in high fire risk areas, including nearly 7,200 miles of covered conductor.
- SCE delivered at least 60% carbon-free power to customers, over 70% cleaner than the national average.
- SCE contracted approximately 900 megawatts of energy storage in Q2 FY26, bringing the total to about 9,200 megawatts owned or under contract.
Qualified
- The outcome of legislative efforts on wildfire reform remains uncertain, potentially increasing Edison's financing costs and influencing future capital prioritization.
- Wildfire-related financial risks are noted to extend beyond investor-owned utilities to public utilities, local governments, insurers, and communities.
- Insufficient volume of Wildfire Recovery Compensation Program (WRCP) and subrogation settlements currently prevents estimation of the low end of the estimable liability range for the Eaton fire.
The full ledger
Open EDISON INTERNATIONAL’s full ledger
A free account opens 5 company ledgers a month. All 29 tracked commitments, with each call’s wording and source.
Call summaries
Mar 2026 (Q1 FY26) — Apr 28, 2026
Edison International Q1 FY26 — Core EPS $1.42, full-year guidance reaffirmed with no new equity through 2030
Read the full callDec 2025 (Q4 FY25) — Feb 18, 2026
Edison International Q4 FY25 — Exceeds EPS Guidance, Extends Growth Target to 2030
Read the full callEvery analysed call
Edison International earnings calls (EIX)
Financials
What the filings say
Net profit, year on year: −63% (quarter to mar 2026 against mar 2025).
| Line item | Jun 2024 | Sep 2024 | Dec 2024 | Mar 2025 | Jun 2025 | Sep 2025 | Dec 2025 | Mar 2026 |
|---|---|---|---|---|---|---|---|---|
| Sales | 4,336 | 5,201 | 3,984 | 3,811 | 4,543 | 5,750 | 5,213 | 4,103 |
| Expenses | 3,436 | 4,206 | 3,194 | 1,677 | 3,768 | 4,318 | 2,461 | 3,029 |
| Operating profit | 900 | 995 | 790 | 2,134 | 775 | 1,432 | 2,752 | 1,074 |
| Operating margin | 20.8% | 19.1% | 19.8% | 56.0% | 17.1% | 24.9% | 52.8% | 26.2% |
| Other income | 148 | 127 | 89 | 107 | 113 | 119 | 99 | 121 |
| Interest | 480 | 477 | 468 | 301 | 504 | 488 | 246 | 524 |
| Profit before tax | 568 | 645 | 411 | 1,940 | 384 | 1,063 | 2,605 | 671 |
| Tax rate | 10.4% | 10.5% | 0.7% | 23.1% | −3.6% | 16.5% | 26.2% | 15.1% |
| Net profit | 439 | 516 | 340 | 1,436 | 343 | 832 | 1,848 | 531 |
| EPS ($ per share) | 1.14 | 1.33 | — | 3.73 | 0.89 | 2.16 | — | 1.38 |
| Line item | Dec 2018 | Dec 2019 | Dec 2020 | Dec 2021 | Dec 2022 | Dec 2023 | Dec 2024 | Dec 2025 |
|---|---|---|---|---|---|---|---|---|
| Equity capital | 2,545 | 4,990 | 5,962 | 6,071 | 6,200 | 6,338 | 6,353 | 6,362 |
| Reserves | 7,964 | 8,382 | 8,155 | 7,894 | 7,454 | 7,499 | 7,567 | 10,714 |
| Total liabilities | 44,063 | 48,886 | 53,423 | 56,956 | 60,519 | 63,814 | 67,839 | 74,767 |
| Fixed assets | 41,348 | 44,285 | 47,839 | 50,700 | 53,486 | 56,084 | 59,254 | 63,328 |
| Total assets | 56,715 | 64,382 | 69,372 | 74,745 | 78,041 | 81,758 | 85,579 | 94,026 |
| Line item | Dec 2018 | Dec 2019 | Dec 2020 | Dec 2021 | Dec 2022 | Dec 2023 | Dec 2024 | Dec 2025 |
|---|---|---|---|---|---|---|---|---|
| Cash from operations | 3,177 | -307 | 1,263 | 11 | 3,216 | 3,401 | 5,014 | 5,800 |
| Cash from investing | -4,239 | -4,678 | -4,971 | -5,151 | -5,574 | -5,233 | -5,536 | -6,335 |
| Cash from financing | 82 | 4,903 | 3,727 | 5,445 | 2,881 | 1,447 | 674 | 571 |
| Net cash flow | -980 | -82 | 19 | 305 | 523 | -385 | 152 | 36 |
| Capital expenditure | -4,509 | -4,877 | -5,484 | -5,505 | -5,778 | -5,448 | -5,707 | -6,515 |
| Free cash flow | -1,332 | -5,184 | -4,221 | -5,494 | -2,562 | -2,047 | -693 | -715 |
EIX operating KPIs by quarter
| KPI | 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.
Insider filings
96 filings between Oct 30, 2025 and Oct 12, 2026.
Open market
decisions to buy or sellPurchases
None
No insider bought shares.
Sales
$848.2K
8 sales by 3 insiders
50% filed under a 10b5-1 plan — scheduled in advance, not decided on the day
Compensation
not trading decisions- 11
- Award — granted as compensation
- 25
- Option exercise — converted options into shares
- 31
- Tax withheld — shares kept back by the company to cover tax
Also filed: 21 dispositions to the issuer.
Who traded
open market only| Insider | Bought | Sold | Last filing |
|---|---|---|---|
| Anderson Jill Charlotte | — | $514.1K | Mar 2, 2026 |
| Taylor Peter J. | — | $239.9K | Oct 12, 2026 |
| Bowman Erica S | — | $94.3K | Feb 23, 2026 |
Latest filings (50)
| Date | Insider | What | Shares | Value |
|---|---|---|---|---|
| Oct 12, 2026 | Taylor Peter J. Director | Sale 10b5-1 plan | 500 | $27.8K |
| Jul 13, 2026 | Taylor Peter J. Director | Sale 10b5-1 plan | 500 | $37.7K |
| Apr 23, 2026 | Granholm Jennifer M Director | Award | 2,737 | $0 |
| Apr 23, 2026 | Smith Carey A. Director | Award | 2,737 | $0 |
| Apr 13, 2026 | Taylor Peter J. Director | Sale 10b5-1 plan | 500 | $37.6K |
| Mar 2, 2026 | Anderson Jill Charlotte EXECUTIVE VICE PRESIDENT, SCE | Sale | 2,111 | $157.4K |
| Mar 2, 2026 | Anderson Jill Charlotte EXECUTIVE VICE PRESIDENT, SCE | Tax withheld | 9,223 | $688.5K |
| Mar 2, 2026 | Anderson Jill Charlotte EXECUTIVE VICE PRESIDENT, SCE | Option exercise | 8,720 | $530.0K |
| Mar 2, 2026 | Anderson Jill Charlotte EXECUTIVE VICE PRESIDENT, SCE | Tax withheld | 7,682 | $573.5K |
| Mar 2, 2026 | Anderson Jill Charlotte EXECUTIVE VICE PRESIDENT, SCE | Option exercise | 10,296 | $643.5K |
| Mar 2, 2026 | Taylor Peter J. Director | Sale 10b5-1 plan | 500 | $37.3K |
| Feb 27, 2026 | Anderson Jill Charlotte EXECUTIVE VICE PRESIDENT, SCE | Option exercise | 13,386 | $852.0K |
| Feb 27, 2026 | Anderson Jill Charlotte EXECUTIVE VICE PRESIDENT, SCE | Option exercise | 20,471 | $1.12M |
| Feb 27, 2026 | Anderson Jill Charlotte EXECUTIVE VICE PRESIDENT, SCE | Sale | 4,774 | $356.7K |
| Feb 27, 2026 | Anderson Jill Charlotte EXECUTIVE VICE PRESIDENT, SCE | Tax withheld | 12,105 | $905.8K |
| Feb 27, 2026 | Anderson Jill Charlotte EXECUTIVE VICE PRESIDENT, SCE | Tax withheld | 16,978 | $1.27M |
| Feb 25, 2026 | Choi Caroline EXECUTIVE VICE PRESIDENT | Disposition to issuer | 0 | $12 |
| Feb 25, 2026 | Choi Caroline EXECUTIVE VICE PRESIDENT | Tax withheld | 1,501 | $112.9K |
| Feb 25, 2026 | Choi Caroline EXECUTIVE VICE PRESIDENT | Award | 4,182 | $0 |
| Feb 25, 2026 | Powell Steven D PRESIDENT AND CEO, SCE | Tax withheld | 3,922 | $294.9K |
| Feb 25, 2026 | Rigatti Maria C. EXEC. VP AND CFO | Disposition to issuer | 0 | $13 |
| Feb 25, 2026 | Powell Steven D PRESIDENT AND CEO, SCE | Award | 9,609 | $0 |
| Feb 25, 2026 | PIZARRO PEDRO PRESIDENT AND CEO | Award | 47,033 | $0 |
| Feb 25, 2026 | Rigatti Maria C. EXEC. VP AND CFO | Tax withheld | 4,481 | $337.0K |
| Feb 25, 2026 | Rigatti Maria C. EXEC. VP AND CFO | Award | 10,546 | $0 |
| Feb 25, 2026 | Powell Steven D PRESIDENT AND CEO, SCE | Disposition to issuer | 1 | $60 |
| Feb 25, 2026 | PIZARRO PEDRO PRESIDENT AND CEO | Tax withheld | 23,931 | $1.80M |
| Feb 25, 2026 | Murphy J Andrew PRESIDENT & CEO, EDISON ENERGY | Disposition to issuer | 0 | $9 |
| Feb 25, 2026 | Bowman Erica S VICE PRESIDENT | Tax withheld | 326 | $24.5K |
| Feb 25, 2026 | Anderson Jill Charlotte EXECUTIVE VICE PRESIDENT, SCE | Award | 2,978 | $0 |
| Feb 25, 2026 | Bowman Erica S VICE PRESIDENT | Award | 908 | $0 |
| Feb 25, 2026 | Murphy J Andrew PRESIDENT & CEO, EDISON ENERGY | Tax withheld | 1,635 | $123.0K |
| Feb 25, 2026 | Ryan Kara Gostenhofer VP, CAO AND CONTROLLER | Tax withheld | 621 | $46.7K |
| Feb 25, 2026 | Ryan Kara Gostenhofer VP, CAO AND CONTROLLER | Award | 1,711 | $0 |
| Feb 25, 2026 | Schilling Natalie K SENIOR VP & CHIEF HR OFFICER | Disposition to issuer | 1 | $52 |
| Feb 25, 2026 | Murphy J Andrew PRESIDENT & CEO, EDISON ENERGY | Award | 4,393 | $0 |
| Feb 25, 2026 | Schilling Natalie K SENIOR VP & CHIEF HR OFFICER | Tax withheld | 1,204 | $90.5K |
| Feb 25, 2026 | Ryan Kara Gostenhofer VP, CAO AND CONTROLLER | Disposition to issuer | 0 | $13 |
| Feb 25, 2026 | Schilling Natalie K SENIOR VP & CHIEF HR OFFICER | Award | 3,193 | $0 |
| Feb 25, 2026 | Anderson Jill Charlotte EXECUTIVE VICE PRESIDENT, SCE | Disposition to issuer | 1 | $54 |
| Feb 25, 2026 | Anderson Jill Charlotte EXECUTIVE VICE PRESIDENT, SCE | Tax withheld | 1,069 | $80.4K |
| Feb 25, 2026 | Bowman Erica S VICE PRESIDENT | Disposition to issuer | 0 | $0 |
| Feb 25, 2026 | PIZARRO PEDRO PRESIDENT AND CEO | Disposition to issuer | 0 | $8 |
| Feb 23, 2026 | Bowman Erica S VICE PRESIDENT | Tax withheld | 2,141 | $158.3K |
| Feb 23, 2026 | Bowman Erica S VICE PRESIDENT | Option exercise | 2,312 | $149.3K |
| Feb 23, 2026 | Bowman Erica S VICE PRESIDENT | Tax withheld | 155 | $11.5K |
| Feb 23, 2026 | Bowman Erica S VICE PRESIDENT | Option exercise | 178 | $10.1K |
| Feb 23, 2026 | Bowman Erica S VICE PRESIDENT | Tax withheld | 915 | $67.7K |
| Feb 23, 2026 | Bowman Erica S VICE PRESIDENT | Option exercise | 995 | $63.3K |
| Feb 23, 2026 | Bowman Erica S VICE PRESIDENT | Tax withheld | 1,577 | $116.6K |
Source: SEC Form 4 filings. Form 4 reports transactions, not the cap table — absence of filings says nothing about how much an insider owns, and a quiet window is not a signal.
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