Exelon to Release Q2 Earnings: What's in Store for the Stock?

Core Viewpoint - Exelon Corporation (EXC) is set to release its second-quarter 2025 results on July 31, with expectations of a mixed performance in earnings and revenue [1][4]. Factors Impacting Q2 Performance - Exelon's earnings are anticipated to benefit from a reduction in volumetric risk, with approximately 78% of its distribution revenues decoupled [2]. - The implementation of new gas and electric rates in EXC's service areas is expected to positively influence its bottom line [2]. - Ongoing energy efficiency programs and increased demand from data centers are likely to contribute to the company's performance [3]. Q2 Expectations - The Zacks Consensus Estimate for Exelon's earnings is 43 cents per share, reflecting a year-over-year decrease of 8.5% [4]. - Revenue estimates are projected at $5.83 billion, indicating a year-over-year improvement of 8.7% [4][8]. Earnings Prediction Model - The current Earnings ESP for Exelon is -11.58%, suggesting that the company may not exceed earnings estimates this quarter [5][8]. - Exelon holds a Zacks Rank of 3, indicating a neutral outlook [6]. Industry Comparisons - Other companies in the industry, such as Eversource Energy (ES) and IDACORP (IDA), are expected to report earnings beats, with respective Earnings ESPs of +0.26% and +2.34% [7][9].