Exelon (EXC) Q2 Earnings: Taking a Look at Key Metrics Versus Estimates

Core Insights - Exelon reported revenue of $5.43 billion for the quarter ended June 2025, reflecting a 1.2% increase year-over-year, but fell short of the Zacks Consensus Estimate by 1.91% [1] - The company's EPS was $0.39, down from $0.47 in the same quarter last year, but exceeded the consensus estimate of $0.37 by 5.41% [1] Revenue Performance - PECO's operating revenues were $1 billion, surpassing the average estimate of $984.62 million, marking a 12.2% year-over-year increase [4] - ComEd's operating revenues were $1.84 billion, below the average estimate of $2.05 billion, showing an 11.7% decline year-over-year [4] - BGE's operating revenues reached $1.03 billion, exceeding the average estimate of $999.01 million, with a 10.9% year-over-year increase [4] - PHI's operating revenues were $1.58 billion, above the average estimate of $1.51 billion, reflecting a 7.3% year-over-year increase [4] Electric and Natural Gas Revenues - ComEd's electric revenues were $2.06 billion, slightly above the average estimate of $2.05 billion, with a year-over-year decrease of 3% [4] - ACE's electric revenues were $397 million, exceeding the average estimate of $376.69 million, showing a 1.7% decline year-over-year [4] - DPL's electric revenues reached $387 million, surpassing the average estimate of $380.36 million, with a 7.2% year-over-year increase [4] - Pepco's electric revenues were $791 million, above the average estimate of $728.13 million, reflecting a 14.5% year-over-year increase [4] - PECO's natural gas revenues were $120 million, below the average estimate of $136.18 million, but showed a 29% year-over-year increase [4] - BGE's electric revenues were $853 million, slightly above the average estimate of $829.28 million, with a 6.6% year-over-year increase [4] - PECO's electric revenues were $872 million, below the average estimate of $886.01 million, with a 10% year-over-year increase [4] - BGE's natural gas revenues were $184 million, below the average estimate of $195.24 million, reflecting a 22.7% year-over-year increase [4] Stock Performance - Exelon's shares returned +3.1% over the past month, outperforming the Zacks S&P 500 composite's +2.7% change [3] - The stock currently holds a Zacks Rank 3 (Hold), indicating potential performance in line with the broader market in the near term [3]