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Edison International (EIX) AI Stock Analysis
Edison International
(NYSE:EIX)
EIX scores in the mid-range primarily due to mixed financial quality: strong profitability and operating cash flow are offset by high leverage and consistently negative free cash flow, plus some TTM revenue/margin pressure. Valuation is a key support with a very low P/E and a high dividend yield. Technicals are improving short-term but still below longer-term trend levels, while the earnings call reinforced guidance and long-term growth plans but highlighted meaningful wildfire/regulatory and financing-cost uncertainty.
Edison International Key Performance Indicators (KPIs)
Revenue by SegmentBreaks down revenue based on different business units or services, highlighting which areas drive growth and profitability, and where the company might focus its strategic efforts.
Core contract revenue is steady and seasonally lumpy—reflecting rate‑base growth and billing cycles—while the Alternative Revenue line is the real source of quarter‑to‑quarter noise, swinging from large positive recoveries to deep negative true‑ups tied to regulatory rulings, wildfire programs and claim settlements. Management’s recent regulatory wins and capital‑plan visibility should tame some volatility, but Eaton/WRCP exposure and legislative uncertainty mean alternative revenue can still meaningfully distort near‑term earnings despite stable underlying utility economics.
The FlyEdison International (EIX) vs. SPDR S&P 500 ETF (SPY)
- Market Cap
- $22.62B
- Dividend Yield
- 5.97%
- Average Volume (3M)
- 5.29M
- Price to Earnings (P/E)
- 6.2
- Beta (1Y)
- 0.19
- Revenue Growth
- 2.60%
- EPS Growth
- 23.33%
- Country
- US
- 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...
How the Company Makes Money
Edison International makes money primarily through regulated utility operations at Southern California Edison (SCE). The core revenue model is based on providing electric delivery (transmission and distribution) service to customers within its author...
Edison International Earnings Call Summary
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.
Q3-2026 Updates
Positive Updates
Negative Updates
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 Financial Statement Overview
Summary
Profitability rebounded strongly versus 2022–2025 (net income up to $4.6B in 2025 with healthy margins), but overall quality is held back by high leverage (debt-to-equity ~2.1–2.4x) and persistently negative free cash flow despite strong operating cash flow, reflecting heavy capital intensity. TTM revenue decline and margin compression add near-term uncertainty.
Income Statement
72PositiveBalance Sheet
58NeutralCash Flow
47Neutral| Breakdown | TTM | Dec 2025 | Dec 2024 | Dec 2023 | Dec 2022 | Dec 2021 |
|---|---|---|---|---|---|---|
Income Statement | ||||||
| Total Revenue | 18.56B | 19.32B | 17.60B | 16.34B | 17.22B | 14.90B |
| Gross Profit | 6.93B | 11.17B | 7.22B | 6.71B | 6.12B | 5.72B |
| EBITDA | 7.37B | 8.71B | 6.37B | 5.85B | 4.46B | 4.00B |
| Net Income | 3.68B | 4.56B | 1.55B | 1.41B | 824.00M | 925.00M |
Balance Sheet | ||||||
| Total Assets | 96.89B | 94.03B | 85.58B | 81.76B | 78.04B | 74.75B |
| Cash, Cash Equivalents and Short-Term Investments | 171.00M | 158.00M | 193.00M | 345.00M | 914.00M | 390.00M |
| Total Debt | 42.71B | 42.59B | 37.76B | 35.31B | 33.10B | 29.53B |
| Total Liabilities | 77.44B | 74.77B | 67.84B | 63.81B | 60.52B | 56.96B |
| Stockholders Equity | 17.89B | 17.58B | 15.56B | 15.50B | 15.62B | 15.89B |
Cash Flow | ||||||
| Free Cash Flow | -132.00M | -715.00M | -693.00M | -2.05B | -2.56B | -5.49B |
| Operating Cash Flow | 6.96B | 5.80B | 5.01B | 3.40B | 3.22B | 11.00M |
| Investing Cash Flow | -7.08B | -6.33B | -5.54B | -5.23B | -5.57B | -5.15B |
| Financing Cash Flow | -392.00M | 571.00M | 674.00M | 1.45B | 2.88B | 5.45B |
Edison International Technical Analysis
Price Trends
Market Momentum
Evaluating momentum and price trends is crucial in stock analysis to make informed investment decisions. For EIX, the sentiment is Neutral. The current price of 58.79 is above the 20-day moving average (MA) of 56.32, above the 50-day MA of 57.17, and below the 200-day MA of 66.10, indicating a neutral trend. The MACD of 0.66 indicates Negative momentum. The RSI at 61.29 is Neutral, neither overbought nor oversold. The STOCH value of 82.06 is Negative, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Neutral sentiment for EIX.
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.
Latest Risks Added
0 New RisksEdison International Peers Comparison
Overall Rating
DUK70Outperform
EXC67Neutral
ED64Neutral- EIX64Neutral
PCG59Neutral
SO57Neutral
Financial Indicators
| Name | Overall Rating | Market Cap | P/E Ratio | ROE | Dividend Yield | Revenue Growth | EPS Growth |
|---|---|---|---|---|---|---|---|
| DUK | 70Outperform | $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% |
| EIX | 64Neutral | $22.62B | 6.22 | 20.91% | 5.97% | 2.60% | 23.33% |
| 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
| Show on chart | Ticker | Company Name | Price | Change | % Change |
|---|---|---|---|---|---|
| EIX | Edison International | 58.79 | 7.30 | 14.17% | |
| 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% |
Edison International Corporate Events
Edison International Highlights Massive California Grid Investment Plans
NeutralIn an October 29, 2026 business update, Edison International outlined its role in leading the transformation of the electric power industry in California through large-scale grid investment and electrification-focused strategies. The company highligh...
Edison International Reports Lower Q3 Earnings, Reaffirms Guidance
NegativeOn Oct. 29, 2026, Edison International reported third‑quarter 2026 net income of $724 million, or GAAP EPS of $1.88, down from $832 million and $2.16 per share a year earlier, with core EPS slipping to $1.92 from $2.34. The decline was driven m...
Edison International Highlights Massive Grid Modernization Plan
PositiveFrom July 30, 2026, Edison International management has been using a new business update presentation with institutional investors and analysts to outline its wildfire mitigation and electrification-focused strategy. The materials highlight a project...
Edison International Posts Strong Q2 Results, Reaffirms Guidance
PositiveOn July 30, 2026, Edison International reported second‑quarter 2026 net income of $534 million, or $1.39 per share, up from $343 million, or $0.89 per share, a year earlier. Core earnings rose to $592 million, or $1.54 per share, from $374 mill...
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.
Date of analysis: Oct 30, 2026