Exelon to Release Q3 Earnings: What's in the Cards for the Stock?

Core Insights - Exelon Corporation (EXC) is set to announce its third-quarter 2025 results on November 4, with an earnings surprise of 5.41% in the previous quarter [1][2] Factors Impacting Q3 Earnings - Exelon's earnings are expected to benefit from reduced volumetric risks, with approximately 78% of distribution revenues decoupled [2] - New electric transmission rates effective from June 1, 2025, are anticipated to contribute positively to earnings [2] - The company's strong presence in densely populated urban areas and disciplined cost management are likely to further enhance performance [2] - Increased demand from data center growth, energy efficiency programs, electric vehicle adoption, and robust economic growth in service territories are expected to support earnings [3] - Severe storms in August caused power outages in northern Illinois, potentially increasing overall expenses due to restoration and repair costs [3] Q3 Expectations - The Zacks Consensus Estimate for Exelon's earnings is 76 cents per share, reflecting a year-over-year increase of 7% [4] - Revenue estimates are set at $6.35 billion, indicating a 3.2% increase from the previous year [4] Earnings Prediction Model - The current Earnings ESP for Exelon is 0.00%, indicating uncertainty in predicting an earnings beat [5] - Exelon holds a Zacks Rank of 3 (Hold), which does not favor an earnings beat this reporting cycle [6] Industry Comparisons - Eversource Energy (ES) is also reporting on November 4, with a consensus estimate of $1.12 per share and an Earnings ESP of +5.13% [7][8] - Alliant Energy (LNT) is set to report on November 6, with an Earnings ESP of +0.43% and a consensus estimate of $1.17 per share [8] - Duke Energy (DUK) will report on November 7, with an Earnings ESP of +1.65% and a consensus estimate of $1.73 per share [9]