Key Takeaways EIX's Q4 EPS is projected to rise 40% year over year on solid revenue growth.SCE will reflect higher 2025 base revenues and start $902M retroactive recovery.Edison International's revenues expected to rise 9.9%, though higher operating costs may offset gains.Edison International (EIX) is scheduled to release fourth-quarter 2025 results on Feb. 18, after market close. The company delivered an earnings surprise of 8.3% in the last reported quarter. Let’s discuss the factors that are likely to be ...

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Performance Overview - The company reported a revenue of $5.75 billion for Q3 2025, representing a year-on-year growth of 10.6% and a core earnings per share of $2.34, exceeding market expectations [1] - Management reaffirmed the full-year core earnings per share guidance for 2025 to be between $5.95 and $6.20, with a projected compound annual growth rate of 5%-7% from 2025 to 2028, boosting investor confidence [1] Project Development - The company plans to invest approximately $38-43 billion in capital expenditures from 2025 to 2029, focusing on grid disaster resilience upgrades and clean energy integration [2] - As of Q3 2025, the rate base for its core subsidiary, Southern California Edison, reached $56.5-57.5 billion, laying a foundation for future profit growth [2] Regulatory Environment - California's recent SB254 legislation sets a cap on wildfire liability for utility companies and establishes a securitization mechanism, significantly reducing the contingent liability risk for the company [3] - The approval of 91% of the cost recovery requests in the general rate case for 2025 enhances the certainty of the company's profitability [3] Stock and Financial Performance - The company has increased its dividend for 23 consecutive years, with a dividend yield of approximately 4.73% as of February 13, 2026 [4] - The price-to-earnings ratio stands at about 9.32, which is below the average for the utility sector, attracting investors seeking stable returns and valuation recovery opportunities [4] Industry Conditions - The expansion of AI data centers, the proliferation of electric vehicles, and the development of green manufacturing in California are driving sustained growth in electricity demand, benefiting the company as a major distribution operator [5]

Founded in 1886, Edison International (EIX) engages in the generation and distribution of electric power. With a market cap of $25.8 billion, the Rosemead, California-based company supplies and delivers through its electrical infrastructure to an approximately 50,000 square-mile area of southern California and serves residential, commercial, industrial, public authorities, agricultural, and other sectors. Shares of the company have outperformed the broader market over the past year and in 2026. EIX stock ...

管理层重申2025年核心每股收益指引为5.95-6.20美元，并预计2025-2028年复合年增长率将保持在 5%-7%。这一稳健的增长预期增强了投资者信心。 项目进展 经济观察网爱迪生国际(EIX)股价近期表现强劲，突破60日新高，主要与优异的财务业绩、明确的增长 预期、大规模资本开支、监管环境改善、高股息吸引力以及电力需求增长等因素相关。 业绩经营情况 公司2025年第三季度营收达57.50亿美元，同比增长10.6%；核心每股收益为2.34美元，超出市场预期。 2025年前九个月归母净利润同比大幅增长176.6%至26.11亿美元。强劲的盈利增长为股价提供了基本面 支撑。 公司业绩目标 股价与资金表现 公司连续23年提高股息，当前股息率约5.3%，处于美股高股息梯队。其市盈率(TTM)为8.74倍，低于公 用事业行业平均水平，存在估值修复空间。 行业状况 加州AI数据中心、电动车普及以及绿色制造业发展推动了电力需求的持续增长，直接利好公司的配电 业务。 以上内容基于公开资料整理，不构成投资建议。 公司规划2025-2029年资本开支约380-430亿美元，重点投向电网抗灾升级、清洁能源并网等领域。截至 2 ...

Company Overview - Edison International (NYSE:EIX) is an electric utility holding company focused on delivering clean, reliable energy and related services through its operating businesses, including Southern California Edison and Trio [4]. Analyst Ratings and Price Targets - On January 22, Barclays reduced its price target on Edison International to $67 from $68 but maintained an Overweight rating on the stock, reflecting a broader reset in the power and utilities sector ahead of Q4 earnings [2]. - On January 21, Morgan Stanley increased its price target on Edison International to $61 from $57 while keeping an Underweight rating, noting that utility stocks lagged the S&P 500 in December [3].

Redemption Announcement - Southern California Edison will redeem all outstanding shares of its Series K Preference Stock, leading to the redemption of all 5.45% Fixed-to-Floating Rate Trust Preference Securities on March 15, 2026, at a price of $25 per security plus accrued distributions [1][1][1] - Holders of Trust Preference Securities must follow specific procedures for redemption, including surrendering their securities to the Trustee for payment [1][1] Wildfire Recovery Compensation Program - Southern California Edison has extended 210 compensation offers totaling $117 million to individuals and businesses affected by the Eaton Fire, with an average offer being made 30 days after a substantially complete claim [1][1][1] - The company is committed to providing dedicated support for the Wildfire Recovery Compensation Program, offering resources and assistance in multiple languages until November 30, 2026 [1][1]

ROSEMEAD, Calif.--(BUSINESS WIRE)--Edison International announced today that it will redeem all the outstanding shares of its 5.375% Fixed-Rate Reset Cumulative Perpetual Preferred Stock, Series A ("Series A Preferred Stock†). The redemption date will be March 9, 2026, and the redemption price will be $1000 per share of Series A Preferred Stock. Shares of Series A Preferred Stock held through The Depository Trust Company will be redeemed according to The Depository Trust Company's procedures. P. ...

Wellington Shields & Co. LLC bought a new position in Edison International (NYSE:EIX – Free Report) during the third quarter, according to its most recent 13F filing with the SEC. The fund bought 12,700 shares of the utilities provider’s stock, valued at approximately $702,000. Get Edison International alerts: Other hedge funds and other institutional investors have also added to or reduced their stakes in the company. Jones Financial Companies Lllp lifted its stake in Edison International by 112.9% in the ...

Group 1 - Edison International (NYSE:EIX) has one of the lowest forward PE ratios among stocks [1] - Morgan Stanley raised Edison International's price target to $61 from $57 while maintaining an Underweight rating [1] - UBS reaffirmed a Buy rating and a $70 price target for Edison International, highlighting the company's deleveraging initiatives [2] Group 2 - Edison International has filed for securitization of $1.951 billion related to Woolsey fire expenses to reduce debt [2] - The proceeds from the securitization will be used for debt reduction and investment purposes [2] - UBS expects the Phase 2 wildfire mitigation policy in California to benefit Edison International [3] Group 3 - Edison International specializes in generating power from various sources, including renewable energy, nuclear energy, and natural gas [3]