earnings
confidence high
sentiment negative
materiality 0.80
EIX Q1 core EPS $1.37 vs $1.13; Eaton Fire probable material losses; reaffirms guidance
EDISON INTERNATIONAL
2025-Q1 EPS reported
$3.72
revenue$3,811,000,000
- Q1 GAAP EPS $3.73 ($1,436M net income) vs prior-year net loss $0.03; Core EPS $1.37 vs $1.13.
- Eaton Fire investigation ongoing; SCE says equipment could be associated; probable material losses expected.
- Regulatory progress: TKM settlement approved; WMCE settlement filed; 2026 Cost of Capital (11.75% ROE) and NextGen ERP ($1.1B) applications.
- Affirmed 2025 Core EPS guidance $5.94-$6.34; long-term 5-7% Core EPS CAGR to 2028 ($6.74-$7.14).
- EIX issued $550M senior notes; SCE issued $1.5B long-term debt in March.