secwatch / observer
8-K filed May 7, 2026, 7:59 PM ET CIK 0001193311
earnings confidence high sentiment positive materiality 0.85

Oncor Q1 net income $212M, up 17% YoY; PUCT approves $560M rate increase

ONCOR ELECTRIC DELIVERY CO LLC

item 1.01item 2.02item 5.02item 9.01

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ONCOR ELECTRIC DELIVERY CO LLC
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JSON Markdown Plain text

Source-grounded claims

4db10c68577af60e68bb9c52c596464e1ef5553d

ONCOR ELECTRIC DELIVERY CO LLC reported three months ended March 31, 2026 results: net income $212 million.

ONCOR REPORTS FIRST QUARTER 2026 RESULTS DALLAS (May 7, 2026) — Oncor Electric Delivery Company LLC (“Oncor”) today reported net income of $212 million for the three months ended March 31, 2026, compared to net income of $181 million in the three months ended March 31, 2025.

SEC 8-K Item 2.02 confidence 0.99 SEC evidence

b1051674480bcbb8014b6bb35e394ad6f2132da2

ONCOR ELECTRIC DELIVERY CO LLC amended Amendment No. 3 to Receivables Financing Agreement with MUFG Bank, Ltd., as administrative agent, and certain lenders and group agents party thereto valued at $600 million (effective 2026-05-05).

On May 5, 2026, Oncor Electric Delivery Company LLC (“Oncor”) entered into Amendment No. 3 to Receivables Financing Agreement (the “RFA Amendment”) among Oncor Receivables LLC, as borrower (“Receivables LLC”), Oncor, as servicer, MUFG Bank, Ltd., as administrative agent, and certain lenders and group agents party thereto.

SEC 8-K Item 1.01/1.02 confidence 0.95 SEC evidence

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same fact type: earnings_release, material_agreement same SEC item: 1.01, 2.02, 5.02, 9.01 same event type: earnings similar materiality

This filing

ONCOR REPORTS FIRST QUARTER 2026 RESULTS DALLAS (May 7, 2026) — Oncor Electric Delivery Company LLC (“Oncor”) today reported net income of $212 million for the three months ended March 31, 2026, compared to net income of $181 million in the three months ended March 31, 2025.

Comparable filing

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ONCOR REPORTS FIRST QUARTER 2026 RESULTS DALLAS (May 7, 2026) — Oncor Electric Delivery Company LLC (“Oncor”) today reported net income of $212 million for the three months ended March 31, 2026, compared to net income of $181 million in the three months ended March 31, 2025.

Comparable filing

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same fact type: earnings_release same SEC item: 2.02, 5.02, 9.01 same event type: earnings similar materiality

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ONCOR REPORTS FIRST QUARTER 2026 RESULTS DALLAS (May 7, 2026) — Oncor Electric Delivery Company LLC (“Oncor”) today reported net income of $212 million for the three months ended March 31, 2026, compared to net income of $181 million in the three months ended March 31, 2025.

Comparable filing

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same fact type: earnings_release same SEC item: 1.01, 2.02, 9.01 same event type: earnings similar materiality

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ONCOR REPORTS FIRST QUARTER 2026 RESULTS DALLAS (May 7, 2026) — Oncor Electric Delivery Company LLC (“Oncor”) today reported net income of $212 million for the three months ended March 31, 2026, compared to net income of $181 million in the three months ended March 31, 2025.

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same fact type: earnings_release same SEC item: 2.02, 9.01 same event type: earnings similar materiality

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ONCOR REPORTS FIRST QUARTER 2026 RESULTS DALLAS (May 7, 2026) — Oncor Electric Delivery Company LLC (“Oncor”) today reported net income of $212 million for the three months ended March 31, 2026, compared to net income of $181 million in the three months ended March 31, 2025.

Comparable filing

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same fact type: earnings_release same SEC item: 2.02, 9.01 same event type: earnings similar materiality

This filing

ONCOR REPORTS FIRST QUARTER 2026 RESULTS DALLAS (May 7, 2026) — Oncor Electric Delivery Company LLC (“Oncor”) today reported net income of $212 million for the three months ended March 31, 2026, compared to net income of $181 million in the three months ended March 31, 2025.

Comparable filing

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same fact type: earnings_release same SEC item: 2.02, 9.01 same event type: earnings similar materiality

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ONCOR REPORTS FIRST QUARTER 2026 RESULTS DALLAS (May 7, 2026) — Oncor Electric Delivery Company LLC (“Oncor”) today reported net income of $212 million for the three months ended March 31, 2026, compared to net income of $181 million in the three months ended March 31, 2025.

Comparable filing

Commission this morning. ​ Details on First Quarter 2026 Results ​ ​ First Quarter Results (1) ​ ($ in millions, except per share data) ​ ​ ​ 1Q26 ​ ​ ​ 1Q25 Net Revenue ​ $ 627.8 ​ $ 673.9 ​ ​ ​ ​ ​ ​ ​ Loss from continuing operations, net of tax, GAAP ​ $ (6.5) ​ $ (3.8) Adj. net (loss) income from continuing operations, Non-GAAP ​ $ (3.1) ​ $ 23.2 ​ ​ ​

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This filing

ONCOR REPORTS FIRST QUARTER 2026 RESULTS DALLAS (May 7, 2026) — Oncor Electric Delivery Company LLC (“Oncor”) today reported net income of $212 million for the three months ended March 31, 2026, compared to net income of $181 million in the three months ended March 31, 2025.

Comparable filing

First Quarter 2026 Financial Results YUTREPIA sales led to the company’s third consecutive quarter of profitability with net income of $52.9 million and positive non-GAAP adjusted EBITDA of $71.2 million in the first quarter of 2026. Cash and cash equivalents totaled $222.8 million as of March 31, 2026, compared to $190.7 million as of December 31, 2025. Product sales, net, were $129.9 million for the three months ended March 31, 2026.

Filing page SEC filing

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accession 0001193125-26-210424
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