Edison International to Release Q4 Earnings: What's in Store?

Core Viewpoint - Edison International (EIX) is expected to report its fourth-quarter 2025 results on February 18, with an earnings surprise of 8.3% in the previous quarter [1] Factors Impacting EIX's Q4 Performance - The company is heavily investing in grid hardening, wildfire mitigation, and renewable energy integration to support California's clean energy goals, which is likely to positively impact its fourth-quarter earnings [2] - Southern California Edison Company (SCE), a subsidiary of EIX, is expected to reflect a higher 2025 authorized base revenue requirement, contributing to incremental revenues due to a $902 million retroactive increase approved by the California Public Utilities Commission [3] - However, higher operating expenses may offset some of the positive impacts on earnings [4] EIX's Q4 Expectations - The Zacks Consensus Estimate for EIX's earnings is $1.47 per share, indicating a year-over-year increase of 40% [5] - The Zacks Consensus Estimate for revenues is $4.38 billion, implying a 9.9% growth year over year [5] Earnings Prediction - The company's Earnings ESP is +8.65%, indicating a strong likelihood of an earnings beat, supported by a Zacks Rank of 3 (Hold) [6][7] Other Stocks to Consider - Alliant Energy (LNT) is also expected to report an earnings beat in the same reporting cycle, with a long-term earnings growth rate of 7.15% [8][10] - Consolidated Edison (ED) and AES Corporation (AES) are similarly positioned to potentially report earnings beats, with respective long-term growth rates of 6.11% and 11.17% [10][11][12]