---
schema_version: "secwatch.filing_event.v1"
accession: "0001193125-26-210424"
form_type: "8-K"
ticker: null
cik: "0001193311"
company_name: "ONCOR ELECTRIC DELIVERY CO LLC"
filed_at: "2026-05-07T23:59:59+00:00"
generated_at: "2026-05-14T21:25:09.860322+00:00"
event_type: "earnings"
sentiment: "positive"
materiality_score: 0.85
calibrated_materiality_score: 0.85
confidence: "high"
source: SEC EDGAR
---

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

## Summary
- Net income of $212M for Q1 2026, vs $181M in Q1 2025, driven by higher revenues from UTM and SRP.
- PUCT approved $560M annual base rate increase (8.7%) with ROE of 9.75%, effective June 1, 2026.
- Oncor submitted $4.4B in transmission/distribution net capital investment tracker under UTM process.
- 2026 capex budget ~$9.0B, up ~25% from 2025, with construction underway on PBRP 765 kV projects.
- As of May 6, 2026, available liquidity ~$3.3B; Moody's revised outlook from negative to stable.

## SEC filing metadata
- accession: 0001193125-26-210424
- form_type: 8-K
- cik: 0001193311
- company_name: ONCOR ELECTRIC DELIVERY CO LLC
- filed_at: 2026-05-07T23:59:59+00:00
- event_type: earnings
- sentiment: positive
- materiality_score: 0.85
- calibrated_materiality_score: 0.85
- confidence: high
- sec_items: 1.01, 2.02, 5.02, 9.01
- EDGAR index: https://www.sec.gov/Archives/edgar/data/1193311/000119312526210424/0001193125-26-210424-index.htm
- EDGAR primary document: https://www.sec.gov/Archives/edgar/data/1193311/000119312526210424/d21793d8k.htm

## Machine-readable alternates
- HTML: https://secwatch.observer/filing/0001193125-26-210424
- JSON: https://secwatch.observer/filing/0001193125-26-210424.json
- Plain text: https://secwatch.observer/filing/0001193125-26-210424.txt

## Source-grounded claims
- claim_id: 4db10c68577af60e68bb9c52c596464e1ef5553d
  claim: ONCOR ELECTRIC DELIVERY CO LLC reported three months ended March 31, 2026 results: net income $212 million.
  evidence_excerpt: 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.
  evidence_url: https://www.sec.gov/Archives/edgar/data/1193311/000119312526210424/0001193125-26-210424-index.htm
- claim_id: b1051674480bcbb8014b6bb35e394ad6f2132da2
  claim: 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).
  evidence_excerpt: 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.
  evidence_url: https://www.sec.gov/Archives/edgar/data/1193311/000119312526210424/0001193125-26-210424-index.htm

This AI-assisted summary is a reading aid. Review the linked SEC EDGAR filing before relying on any specific claim.