earnings
confidence high
sentiment positive
materiality 0.80
Edison Q3 core EPS $2.34 vs $1.51 YoY; narrows 2025 core EPS guidance to $5.95-$6.20
EDISON INTERNATIONAL
2025-Q3 EPS reported
$6.76
revenue$14,104,000,000
- Q3 GAAP EPS $2.16, core EPS $2.34; year-ago GAAP EPS $1.33, core EPS $1.51.
- 2025 core EPS guidance narrowed to $5.95-$6.20; reaffirms 5-7% core EPS growth target through 2028.
- CA's SB 254 creates up to $18B Continuation Account for post-Sept 2025 wildfires; Eaton confirmed as 'covered wildfire'.
- Woolsey settlement seeks CPUC approval for ~$2B recovery; combined with TKM, 43% of $3.6B costs above insurance/FERC.
- Four-year capital plan $28-29B; rate base growth 7-8%; no equity issuance required.