secwatch.observer — SEC 8-K summary
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Issuer:     ONCOR ELECTRIC DELIVERY CO LLC (—)
CIK:        0001193311
Form:       8-K
Filed at:   2026-05-07T23:59:59+00:00
Accession:  0001193125-26-210424
Event type: earnings
Sentiment:  positive
Materiality: 0.85
Item codes: 1.01, 2.02, 5.02, 9.01
LLM model:  deepseek-v4-flash:cloud@v2

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

Source:
  EDGAR index:    https://www.sec.gov/Archives/edgar/data/1193311/000119312526210424/0001193125-26-210424-index.htm
  Primary doc:    https://www.sec.gov/Archives/edgar/data/1193311/000119312526210424/d21793d8k.htm
  HTML page:      https://secwatch.observer/filing/0001193125-26-210424

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