Equity Profile

EIX

Edison International

UtilitiesElectric Utilities$28.2B

Jul30Thu

Pre-Earnings Brief

UpcomingQ2-2026After Close5:00 PM EDT

Company Snapshot

Edison International (EIX) is a major utility company that provides electric power to millions of customers in Southern California. As a key player in the electric utilities sector, it is crucial for investors to monitor its performance, especially given the increasing focus on renewable energy and infrastructure investments.

Key Metrics to Watch

Earnings Per Share (EPS)

EPS is a critical measure of profitability that investors closely watch to gauge the company's financial health.

N/A

Revenue Growth

Revenue growth indicates how well the company is expanding its customer base and services, which is vital for long-term sustainability.

N/A

1 more metrics, Wall Street expectations, options signals, track record, and call prep available with Pro.

EIX Q2-2026 Earnings Preview

Context

Company Snapshot

Earnings Scorecard·Last 8Q

EPS Beat Streak

EPS Beat Rate

75%

Avg EPS Surprise

+5.81%

Avg Stock Reaction

-0.86%

Last Quarter Recap

In Q1-2026, Edison International reported an EPS of $1.42, exceeding expectations by 7.58%. However, the stock price fell slightly the next day, indicating mixed investor sentiment.

Management Promises & Guidance

Focus on improving operational efficiency.
Commitment to investing in renewable energy projects.
Plans to enhance customer service and satisfaction.

Expectations

Wall Street Expectations

Analysts are cautiously optimistic about Edison's upcoming earnings, expecting a potential beat given recent performance trends. However, concerns remain about regulatory challenges and operational costs.

Bull Case

If Edison can demonstrate strong revenue growth and effective cost management, it could lead to a positive market reaction and increased investor confidence.

Bear Case

On the other hand, if the company fails to meet earnings expectations or provides weak guidance, it could result in a significant drop in stock price.

Expectations

Two Questions That Matter

The print will turn on these two things.

What will the EPS be for this quarter, and how does it compare to last quarter's $1.42?

The EPS figure will be a key indicator of the company's profitability and could significantly influence investor sentiment.

What is the current customer count and growth rate compared to previous quarters?

Understanding customer growth will provide insights into market demand and the company's ability to expand its services.

Edge

What the Street Is Missing

Why consensus could be wrong

The Street may be underestimating the impact of Edison's recent investments in renewable energy, which could drive higher customer retention and new customer acquisition.

Supporting Evidence

The company's commitment to sustainability aligns with increasing consumer demand for green energy solutions.

Recent operational efficiencies may not be fully reflected in current EPS estimates.

The options market is pricing in a larger move than historical averages suggest, indicating potential for a surprise.

Key Risk

If the EPS comes in below $1.30, it could significantly undermine the bullish narrative surrounding the company's growth.

Edge

Thesis-Break Levels

Pre-commit to what would confirm each case.

This quarter's performance will be closely scrutinized due to previous earnings surprises and the company's strategic commitments.

Bull Confirmed If

An EPS of $1.50 or higher would confirm strong operational performance and investor confidence.

Bear Confirmed If

An EPS below $1.30 would raise concerns about profitability and operational efficiency.

Pre-Earnings Positioning

Options Market

Implied Move

±9.96%

Historical Avg

±1.4%

Pricing rich

The options market is pricing in a significant move, suggesting that investors expect volatility around the earnings report.

Options are pricing ±10.0% while EIX has averaged ±1.4% over the last 8 prints — setup is pricing rich.

Detail

ATM IV

0.3%

30d HV

20.9%

Calls (9K)P/C Ratio: 1.86Puts (20K)

Edge

Insider Activity

Open-market trades by officers, directors, and 10%+ holders over the trailing 90 days.

Bought

$0.00

0 sh

0 insiders

Sold

$37,649.75

500 sh

1 insider

Net

$37,649.75

Net selling

Most Active Insiders· 1 open-market trade

Insider

Preparation

Post-Print Playbook

Likely market behavior by outcome — not investment advice.

Beat & Raise

If Edison beats expectations, history suggests the stock could see a modest decline of around 0.88%, confirming strong operational performance.

In-Line / Cautious

If results are in line with expectations, the stock may react cautiously, reflecting uncertainty in future guidance.

Miss

A miss could lead to a decline of approximately 0.79%, as investors reassess the company's growth prospects.

Earnings Track Record

Preparation

What to Listen For

Call Prep

1Updates on renewable energy project timelines and expected contributions to revenue.
2Details on operational cost management and efficiency improvements.
3Insights into customer acquisition strategies and retention rates.
4Any regulatory updates that could impact operations or profitability.
5Management's outlook on future earnings and market conditions.

See the full picture

AI-powered briefs, options data, and 20 quarters of history — everything you need before earnings.

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Company Snapshot

Key Metrics to Watch

Earnings Per Share (EPS)

EPS is a critical measure of profitability that investors closely watch to gauge the company's financial health.

N/A

Revenue Growth

Revenue growth indicates how well the company is expanding its customer base and services, which is vital for long-term sustainability.

N/A

1 more metrics, Wall Street expectations, options signals, track record, and call prep available with Pro.

EIX Q2-2026 Earnings Preview

Context

Company Snapshot

Earnings Scorecard·Last 8Q

EPS Beat Streak

EPS Beat Rate

75%

Avg EPS Surprise

+5.81%

Avg Stock Reaction

-0.86%

Last Quarter Recap

In Q1-2026, Edison International reported an EPS of $1.42, exceeding expectations by 7.58%. However, the stock price fell slightly the next day, indicating mixed investor sentiment.

Management Promises & Guidance

Focus on improving operational efficiency.
Commitment to investing in renewable energy projects.
Plans to enhance customer service and satisfaction.

Expectations

Wall Street Expectations

Bull Case

If Edison can demonstrate strong revenue growth and effective cost management, it could lead to a positive market reaction and increased investor confidence.

Bear Case

On the other hand, if the company fails to meet earnings expectations or provides weak guidance, it could result in a significant drop in stock price.

Expectations

Two Questions That Matter

The print will turn on these two things.

What will the EPS be for this quarter, and how does it compare to last quarter's $1.42?

The EPS figure will be a key indicator of the company's profitability and could significantly influence investor sentiment.

What is the current customer count and growth rate compared to previous quarters?

Understanding customer growth will provide insights into market demand and the company's ability to expand its services.

Edge

What the Street Is Missing

Why consensus could be wrong

The Street may be underestimating the impact of Edison's recent investments in renewable energy, which could drive higher customer retention and new customer acquisition.

Supporting Evidence

The company's commitment to sustainability aligns with increasing consumer demand for green energy solutions.

Recent operational efficiencies may not be fully reflected in current EPS estimates.

The options market is pricing in a larger move than historical averages suggest, indicating potential for a surprise.

Key Risk

If the EPS comes in below $1.30, it could significantly undermine the bullish narrative surrounding the company's growth.

Edge

Thesis-Break Levels

Pre-commit to what would confirm each case.

This quarter's performance will be closely scrutinized due to previous earnings surprises and the company's strategic commitments.

Bull Confirmed If

An EPS of $1.50 or higher would confirm strong operational performance and investor confidence.

Bear Confirmed If

An EPS below $1.30 would raise concerns about profitability and operational efficiency.

Pre-Earnings Positioning

Options Market

Implied Move

±9.96%

Historical Avg

±1.4%

Pricing rich

The options market is pricing in a significant move, suggesting that investors expect volatility around the earnings report.

Options are pricing ±10.0% while EIX has averaged ±1.4% over the last 8 prints — setup is pricing rich.

Detail

ATM IV

0.3%

30d HV

20.9%

Calls (9K)P/C Ratio: 1.86Puts (20K)

Edge

Insider Activity

Open-market trades by officers, directors, and 10%+ holders over the trailing 90 days.

Bought

$0.00

0 sh

0 insiders

Sold

$37,649.75

500 sh

1 insider

Net

$37,649.75

Net selling

Most Active Insiders· 1 open-market trade

Insider

Preparation

Post-Print Playbook

Likely market behavior by outcome — not investment advice.

Beat & Raise

If Edison beats expectations, history suggests the stock could see a modest decline of around 0.88%, confirming strong operational performance.

In-Line / Cautious

If results are in line with expectations, the stock may react cautiously, reflecting uncertainty in future guidance.

Miss

A miss could lead to a decline of approximately 0.79%, as investors reassess the company's growth prospects.

Earnings Track Record

Preparation

What to Listen For

Call Prep

1Updates on renewable energy project timelines and expected contributions to revenue.
2Details on operational cost management and efficiency improvements.
3Insights into customer acquisition strategies and retention rates.
4Any regulatory updates that could impact operations or profitability.
5Management's outlook on future earnings and market conditions.