Equity Profile

EIX

Edison International

UtilitiesElectric Utilities$29.2B

Apr28Tue

Post-Earnings Recap

ReportedQ1-2026After Close4:05 PM EDT

Edison International Beats on EPS, Stock Down 0.92%

Metric	Actual	Expected	Surprise
EPS	$1.42	$1.33	+7.58%
Revenue	N/A	$4.1B	N/A

management commentary, guidance changes, and full analysis available with Pro.

Edison International Beats on EPS, Stock Down 0.92%

Key Numbers

Metric	Actual	Expected	Surprise
EPS	$1.42	$1.33	+7.58%
Revenue	N/A	$4.1B	N/A

Management Commentary

Tone: Cautiously Optimistic

Overall, management expressed a cautious optimism about the company's performance. They emphasized the need for continued focus on efficiency and sustainability.

Management highlighted the importance of ongoing operational efficiency.

They mentioned a focus on sustainability initiatives moving forward.

What It Means

Edison International's earnings report shows a positive surprise in EPS, indicating better-than-expected profitability. However, the stock fell by 0.92%, likely due to the absence of revenue data and guidance. Investors may be cautious as the company navigates operational challenges and focuses on sustainability efforts.

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, its performance is closely tied to energy demand, regulatory changes, and environmental policies.

Key Metrics to Watch

EPS

Earnings per share (EPS) is a critical measure of profitability and will indicate how well the company is managing costs and generating income.

$1.33

Revenue

Total revenue reflects the company's ability to generate sales and is essential for assessing overall business health.

$4.1B

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

Original Pre-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 Q4 2025, Edison International reported an EPS of $1.86, significantly beating expectations by 26.7%. However, the stock fell 2.41% the following day, indicating mixed market reactions despite the strong earnings.

Management Promises & Guidance

Focus on improving operational efficiency.
Commitment to sustainable energy initiatives.
Plans to enhance customer service and reliability.

Expectations

Wall Street Expectations

Analysts are cautiously optimistic about EIX's upcoming earnings, expecting it to meet or slightly beat EPS and revenue estimates. The company has a history of outperforming expectations, which could set a positive tone.

Bull Case

If EIX can deliver strong EPS and revenue growth, it may signal effective cost management and increased demand for electricity, leading to a positive stock reaction.

Bear Case

Conversely, if the company misses estimates, it could raise concerns about operational challenges or declining demand, negatively impacting investor sentiment.

Key Metrics to Watch

EPS

$1.33

Earnings per share (EPS) is a critical measure of profitability and will indicate how well the company is managing costs and generating income.

Revenue

$4.1B

Total revenue reflects the company's ability to generate sales and is essential for assessing overall business health.

Expectations

Two Questions That Matter

The print will turn on these two things.

Will the EPS exceed the consensus estimate of $1.33?

A beat on EPS would reinforce confidence in the company's operational efficiency and growth potential.

What guidance will management provide regarding future revenue growth?

Future revenue expectations will be crucial for assessing the company's ability to sustain profitability amid market challenges.

Edge

What the Street Is Missing

Why consensus could be wrong

The consensus may underestimate EIX's ability to manage costs effectively while transitioning to renewable energy sources, which could lead to better-than-expected results.

Supporting Evidence

EIX has a history of beating EPS estimates, with a 75% success rate over the last eight quarters.

The recent drop in stock price following strong earnings could indicate that the market is overly cautious.

Options pricing suggests a higher expected move than historical averages, indicating potential for a surprise.

Key Risk

If EIX can demonstrate a significant reduction in operational costs, it could challenge the current bearish sentiment.

Edge

Thesis-Break Levels

Pre-commit to what would confirm each case.

The market is debating whether EIX can maintain its profitability amidst rising operational costs and regulatory pressures.

Bull Confirmed If

An EPS of $1.40 or higher would confirm strong operational performance and investor confidence.

Bear Confirmed If

An EPS below $1.21 would signal potential issues in cost management or demand.

Pre-Earnings Positioning

Options Market

Implied Move

±3.28%

Historical Avg

±1.4%

Pricing rich

The options market is pricing in a move of about 3.28%, indicating that investors expect some volatility around the earnings report.

Options are pricing ±3.3% while EIX has averaged ±1.4% over the last 8 prints — setup is pricing rich.

Detail

ATM IV

0.3%

30d HV

24.3%

Calls (103K)P/C Ratio: 0.85Puts (87K)

Preparation

Post-Print Playbook

Likely market behavior by outcome — not investment advice.

Beat & Raise

If EIX beats expectations, history suggests the stock could rise around 0.68% on the first day, confirming positive market sentiment.

In-Line / Cautious

If results are in line with expectations, the stock may experience muted movement as investors await further commentary from management.

Miss

A miss could lead to a decline of approximately 0.79%, reflecting investor disappointment and concerns over future performance.

Earnings Track Record

Preparation

What to Listen For

Call Prep

1Any updates on cost management initiatives and their impact on profitability.
2Details on customer demand trends and how they may affect future revenue.
3Insights into regulatory changes and their implications for operations.
4Management's outlook on renewable energy investments and their expected returns.
5Comments on customer satisfaction and service reliability improvements.

See the full picture

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

No charge today · Auto-bills $8/mo after 7 days · Cancel anytime

More Earnings This Week

5 Reports

Apr27

OMABReported

Grupo Aeroportuario del Centro Norte, S.A.B. de C.V.

RecapView

Apr27

PIIReported

Company Snapshot

Key Metrics to Watch

EPS

Earnings per share (EPS) is a critical measure of profitability and will indicate how well the company is managing costs and generating income.

$1.33

Revenue

Total revenue reflects the company's ability to generate sales and is essential for assessing overall business health.

$4.1B

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

Original Pre-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

Management Promises & Guidance

Focus on improving operational efficiency.
Commitment to sustainable energy initiatives.
Plans to enhance customer service and reliability.

Expectations

Wall Street Expectations

Bull Case

If EIX can deliver strong EPS and revenue growth, it may signal effective cost management and increased demand for electricity, leading to a positive stock reaction.

Bear Case

Conversely, if the company misses estimates, it could raise concerns about operational challenges or declining demand, negatively impacting investor sentiment.

Key Metrics to Watch

EPS

$1.33

Earnings per share (EPS) is a critical measure of profitability and will indicate how well the company is managing costs and generating income.

Revenue

$4.1B

Total revenue reflects the company's ability to generate sales and is essential for assessing overall business health.

Expectations

Two Questions That Matter

The print will turn on these two things.

Will the EPS exceed the consensus estimate of $1.33?

A beat on EPS would reinforce confidence in the company's operational efficiency and growth potential.

What guidance will management provide regarding future revenue growth?

Future revenue expectations will be crucial for assessing the company's ability to sustain profitability amid market challenges.

Edge

What the Street Is Missing

Why consensus could be wrong

The consensus may underestimate EIX's ability to manage costs effectively while transitioning to renewable energy sources, which could lead to better-than-expected results.

Supporting Evidence

EIX has a history of beating EPS estimates, with a 75% success rate over the last eight quarters.

The recent drop in stock price following strong earnings could indicate that the market is overly cautious.

Options pricing suggests a higher expected move than historical averages, indicating potential for a surprise.

Key Risk

If EIX can demonstrate a significant reduction in operational costs, it could challenge the current bearish sentiment.

Edge

Thesis-Break Levels

Pre-commit to what would confirm each case.

The market is debating whether EIX can maintain its profitability amidst rising operational costs and regulatory pressures.

Bull Confirmed If

An EPS of $1.40 or higher would confirm strong operational performance and investor confidence.

Bear Confirmed If

An EPS below $1.21 would signal potential issues in cost management or demand.

Pre-Earnings Positioning

Options Market

Implied Move

±3.28%

Historical Avg

±1.4%

Pricing rich

The options market is pricing in a move of about 3.28%, indicating that investors expect some volatility around the earnings report.

Options are pricing ±3.3% while EIX has averaged ±1.4% over the last 8 prints — setup is pricing rich.

Detail

ATM IV

0.3%

30d HV

24.3%

Calls (103K)P/C Ratio: 0.85Puts (87K)

Preparation

Post-Print Playbook

Likely market behavior by outcome — not investment advice.

Beat & Raise

If EIX beats expectations, history suggests the stock could rise around 0.68% on the first day, confirming positive market sentiment.

In-Line / Cautious

If results are in line with expectations, the stock may experience muted movement as investors await further commentary from management.

Miss

A miss could lead to a decline of approximately 0.79%, reflecting investor disappointment and concerns over future performance.

Earnings Track Record

Preparation

What to Listen For

Call Prep

1Any updates on cost management initiatives and their impact on profitability.
2Details on customer demand trends and how they may affect future revenue.
3Insights into regulatory changes and their implications for operations.
4Management's outlook on renewable energy investments and their expected returns.
5Comments on customer satisfaction and service reliability improvements.