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EIX · Q2 2026

EDISON INTERNATIONAL

Reported 2026-07-30
BEAT
43EarnIQ signal
↗

Confidence rising

Mild quarter-over-quarter shift

Solid Q2 performance and reaffirmed guidance signal steady operational execution and confidence in long-term growth.

  • ✓Guidance was maintained, with high specificity.
  • ✓Management tone registered as confident (85/100).
  • ✓EarnIQ detected 0 potential management deflections.
Headline–confidence gap

Headline confirmed

Management confidence reinforces the reported beat.

EPS: reported vs expected+31.1%$1.54 vs $1.17
Revenue: reported vs expected-10.3%$4.4B vs $4.9B
Guidance specificityHighMaintained
Market expectations supplied by Finnhub · Reported vs consensus estimate

Edison International’s strong start to the first half of 2026 reinforces our confidence in our full-year outlook.

Premium intelligence

The evidence behind the signal

Full report
Management language

Why confidence moved

“Edison International’s strong start to the first half of 2026 reinforces our confidence in our full-year outlook”
“We remain focused on making communities safer and more resilient through wildfire mitigation and on supporting a reliable, affordable and clean energy future”
“SCE is continuing to sharpen how it prioritizes wildfire mitigation”
Guidance specificity
90/100

High specificity

Reaffirmed full-year 2026 core EPS guidance range of $5.90 to $6.20.

Pressure point
!

Ability of SCE to recover

0 potential deflections detected in management communication.

Narrative break

What changed

No material narrative break was detected this quarter.

Q&A evidence

Management responses

No material Q&A deflections were detected.

Key positives
  • Second-quarter 2026 core EPS increased year over year to $1.54 compared to $0.97.
  • Strong start to the first half of 2026 reinforces confidence in the full-year outlook.
  • Continued wildfire mitigation execution and progress on Wildfire Recovery Compensation Program.
Key risks
  • Ability of SCE to recover its costs through regulated rates, timely or at all, including uninsured wildfire-related costs.
  • Impact of affordability of customer rates on SCE's ability to execute its strategy and obtain regulatory approvals.
  • Extreme weather-related incidents and natural disasters such as wildfires, high wind events, and extreme heat.
Topic velocity

Language versus prior quarter

M&ANew
CostNew
ChinaNew
MarginNew
RecordNew
iPhoneNew
Signal composition

What drove the EarnIQ score

Tone+20
Eps Beat+0
Guidance+15
New Signal+0
Miss Penalty+0
Qoq Improvement+8
Deflection Penalty+0