Edison International (EIX) AI Stock Analysis

Edison International

(XETRA:EIX)

Rating:―N/A

Action:N/A

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Positive Factors

Regulated Rate-Base GrowthSCE’s large, regulator-supported investment plan creates a durable pathway for rate-base expansion and earnings growth. Spending on grid modernization, reliability, safety, and load interconnection can increase the regulated asset base, supporting recurring authorized revenue over multiple years.

Negative Factors

High Financial LeverageElevated leverage leaves Edison with less flexibility to absorb earnings pressure, fund unexpected obligations, or pursue investment without additional financing. It also increases sensitivity to credit conditions and interest costs, making balance-sheet management important as the capital plan expands.

Edison International (EIX) vs. iShares MSCI Germany ETF (EWG)

Market Cap: EUR 22.62B
Dividend Yield: 5.89%
Average Volume (3M): 511
Price to Earnings (P/E): 6.2
Beta (1Y): 0.02
Revenue Growth: -1.87%
EPS Growth: 16.11%
Country: Germany
Employees: 13,725
Sector: Utilities
Sector Strength: 66
Industry: Regulated Electric

Edison International Business Overview & Revenue Model

Company Description

Headquartered in Rosemead, California, and established in 1886, Edison International primarily operates through its subsidiaries to produce and supply electrical power. This utility company furnishes electricity to a vast client base of around 15 mil...

Edison International Earnings Call Summary

Earnings Call Date:Oct 28, 2026(Q3-2026)|% Change Since:0.11%|Next Earnings Date:Feb 24, 2027

Earnings Call SentimentPositive

The call was operationally and financially constructive, with stable core operations, reaffirmed earnings guidance, substantial wildfire-mitigation progress, a significant capital plan, and strong balance-sheet and dividend policies. However, the absence of enacted wildfire reform, higher financing costs, the estimated $300 million customer impact from elevated spreads, and unresolved Eaton Fire claims and litigation remain significant challenges. Highlights outweighed the lowlights, but the positive outlook is dependent on managing substantial regulatory and wildfire-related uncertainty.

Positive Updates

Strong Year-to-Date Earnings and Reaffirmed Guidance

Edison International reported third-quarter 2026 core earnings per share of $1.92, bringing year-to-date core EPS to $4.89. Based on year-to-date performance and the outlook for the remainder of the year, management reaffirmed 2026 core EPS guidance of $5.90 to $6.20, with a bias toward the middle of the range.

Negative Updates

Third-Quarter EPS Declined Year Over Year

Third-quarter 2026 core EPS was $1.92 compared with $2.34 in the prior-year quarter. Management noted that the 2025 result included a $0.55 true-up from receipt of SCE's general rate case final decision.

Company Guidance

Edison International reaffirmed its 2026 core EPS guidance range of $5.90 to $6.20, with a bias towards the middle of the range, reaffirmed its 2027 and 2028 core EPS guidance ranges, and reaffirmed its long term core EPS growth target of 5% to 7% through 2030. SCE’s 5 year plan calls for approximately $38 billion to $41 billion of capital expenditures from 2026 through 2030 and supports projected rate based growth of approximately 7% from 2025 through 2030; about 22% of capital through 2030 is load growth in interconnection costs. Edison forecasts no common equity issuance through 2030, targets a long term FFO-to-debt ratio of 15% to 17%, and targets a payout ratio of 45% to 55% of SCE core earnings, while elevated credit spreads could cost customers an incremental $300 million over the life of the bonds SCE expects to issue in 2027 alone.

Edison International Risk Analysis

Edison International disclosed 40 risk factors in its most recent earnings report. Edison International reported the most risks in the "Production" category.

Production - Risks related to the company’s ability to manufacture goods and services

Latest Risks Added

0 New Risks

Edison International Peers Comparison

Overall Rating

UnderperformOutperform

Sector (66)

Financial Indicators

DE:EIX against its peers
Name	Overall Rating	Market Cap	P/E Ratio	ROE	Dividend Yield	Revenue Growth	EPS Growth
DUK	75Outperform	$99.33B	19.13	9.88%	3.36%	6.33%	8.98%
EXC	67Neutral	$47.65B	17.96	8.95%	3.60%	6.67%	―
Sector *	66Neutral	$17.65B	18.10	5.60%	3.62%	6.62%	11.55%
ED	64Neutral	$42.99B	19.06	8.90%	3.01%	9.50%	10.40%
PCG	59Neutral	$29.03B	9.76	9.21%	1.52%	4.09%	14.06%
SO	57Neutral	$107.80B	22.47	12.61%	3.20%	6.40%	6.90%

* Utilities Sector Average

Performance Comparison

DE:EIX and its peers over the selected period
Ticker	Company Name	Price	Change	% Change
DE:EIX	Edison International	53.26	9.05	20.48%
ED	Consolidated Edison, Inc.	116.64	23.10	24.70%
DUK	Duke Energy	127.39	7.91	6.62%
EXC	Exelon Corp.	46.16	1.60	3.58%
PCG	Pacific Gas & Electric Co.	13.18	-2.52	-16.07%
SO	The Southern Company	93.71	3.54	3.92%

Glossary

BuyA stock rated as a "Buy" is expected to perform better than the overall market or a specific benchmark over the near-to-medium term. This rating suggests the stock is likely to deliver higher returns compared to other stocks in the same sector or market index. Note: This is not investment advice; please consult a financial advisor before making investment decisions.

HoldA stock rated as a "Hold" is expected to perform in line with the overall market or a specific benchmark. This rating indicates that the stock is neither particularly compelling nor unfavorable for investment. Note: This is not investment advice; please consult a financial advisor before making investment decisions.

SellA stock rated as a "Sell" is expected to perform worse than the overall market or a specific benchmark over the near-to-medium term. This rating suggests the stock may deliver lower returns compared to other stocks in the same sector or market index. Note: This is not investment advice; please consult a financial advisor before making investment decisions.

Disclaimer

This AI Analyst Stock Report is automatically generated by our AI systems using advanced algorithms and publicly available financial, technical, and market data. While the information provided aims to be accurate and insightful, it is intended for informational purposes only and should not be considered financial advice. Any content created by an AI (Artificial Intelligence) system may contain inaccuracies and/or contain errors. Investing in stocks carries inherent risks, and past performance is not indicative of future results. This report does not account for your personal financial circumstances, objectives, or risk tolerance. Always conduct your own research or consult with a qualified financial advisor before making investment decisions. The analysis and recommendations provided are based on historical and current data and may not fully reflect future market conditions or unexpected developments. Neither the creators of this report nor its affiliated entities guarantee the accuracy, completeness, or reliability of the information presented. Use this report at your own discretion and risk.

Edison International AI Stock Analysis