Equity Profile

EIX

Edison International

UtilitiesElectric Utilities$27.5B

Jul30Thu

Pre-Earnings Brief

UpcomingQ2-2026After Close5:00 PM EDT

Company Snapshot

Edison International (EIX) is a major utility company that provides electricity to millions of customers in Southern California. As a key player in the electric utilities sector, it is important for investors to monitor its performance, especially in light of increasing demand for sustainable energy solutions and regulatory changes in the energy market.

Key Metrics to Watch

Earnings Per Share (EPS)

EPS is a crucial indicator of the company's profitability and financial health, which investors closely watch.

N/A

Revenue Growth

Revenue growth reflects the company's ability to expand its customer base and increase sales, which is vital for long-term success.

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, surpassing analyst expectations by 7.58%. However, the stock fell 0.92% the following day, indicating mixed investor sentiment.

Management Promises & Guidance

Expectations

Wall Street Expectations

Overall, investors are cautiously optimistic about Edison International's upcoming earnings, given its recent performance. However, the lack of analyst estimates adds uncertainty to expectations.

Bull Case

If Edison can demonstrate strong revenue growth and maintain or improve its EPS, it could signal robust operational performance and attract more investors.

Bear Case

Conversely, if the company fails to meet expectations or shows signs of declining customer numbers, it could lead to a significant drop in stock price.

Expectations

Two Questions That Matter

The print will turn on these two things.

What is the expected customer growth for the upcoming quarter?

Customer growth is essential for revenue stability and future growth, making it a key focus for investors.

How is Edison addressing regulatory changes in the energy market?

Regulatory changes can significantly impact operational costs and profitability, so clarity on this issue is crucial.

Edge

What the Street Is Missing

Why consensus could be wrong

The Street may be underestimating the potential for customer growth due to recent investments in infrastructure and clean energy initiatives.

Supporting Evidence

Edison's recent performance has shown a consistent ability to beat EPS estimates, indicating stronger underlying fundamentals.

The options market is pricing in a significant move, suggesting traders expect more volatility than the Street anticipates.

Key Risk

If customer growth exceeds 5%, it could challenge current bearish sentiment and lead to a reevaluation of the stock's potential.

Edge

Thesis-Break Levels

Pre-commit to what would confirm each case.

The debate this quarter centers around the company's ability to grow its customer base while navigating regulatory challenges.

Bull Confirmed If

Demonstrating a customer growth rate of at least 5% would confirm the bull case.

Bear Confirmed If

A decline in customer numbers or negative commentary on regulatory impacts would confirm the bear case.

Pre-Earnings Positioning

Options Market

Implied Move

±9.96%

Historical Avg

±1.4%

Pricing rich

The options market is pricing in a significant potential move, suggesting that traders expect volatility around the earnings announcement.

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% on the first day, but this would confirm strong operational performance.

In-Line / Cautious

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

Miss

A miss could lead to a decline of approximately 0.79% based on historical patterns, indicating investor disappointment.

Earnings Track Record

Preparation

What to Listen For

Call Prep

1Updates on customer growth and retention strategies.
2Details on how regulatory changes are being managed.
3Insights into operational efficiencies and cost management.
4Any commentary on future capital expenditures and investments in clean energy.
5Management's outlook on market conditions and competitive landscape.

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Company Snapshot

Key Metrics to Watch

Earnings Per Share (EPS)

EPS is a crucial indicator of the company's profitability and financial health, which investors closely watch.

N/A

Revenue Growth

Revenue growth reflects the company's ability to expand its customer base and increase sales, which is vital for long-term success.

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, surpassing analyst expectations by 7.58%. However, the stock fell 0.92% the following day, indicating mixed investor sentiment.

Management Promises & Guidance

Expectations

Wall Street Expectations

Overall, investors are cautiously optimistic about Edison International's upcoming earnings, given its recent performance. However, the lack of analyst estimates adds uncertainty to expectations.

Bull Case

If Edison can demonstrate strong revenue growth and maintain or improve its EPS, it could signal robust operational performance and attract more investors.

Bear Case

Conversely, if the company fails to meet expectations or shows signs of declining customer numbers, it could lead to a significant drop in stock price.

Expectations

Two Questions That Matter

The print will turn on these two things.

What is the expected customer growth for the upcoming quarter?

Customer growth is essential for revenue stability and future growth, making it a key focus for investors.

How is Edison addressing regulatory changes in the energy market?

Regulatory changes can significantly impact operational costs and profitability, so clarity on this issue is crucial.

Edge

What the Street Is Missing

Why consensus could be wrong

The Street may be underestimating the potential for customer growth due to recent investments in infrastructure and clean energy initiatives.

Supporting Evidence

Edison's recent performance has shown a consistent ability to beat EPS estimates, indicating stronger underlying fundamentals.

The options market is pricing in a significant move, suggesting traders expect more volatility than the Street anticipates.

Key Risk

If customer growth exceeds 5%, it could challenge current bearish sentiment and lead to a reevaluation of the stock's potential.

Edge

Thesis-Break Levels

Pre-commit to what would confirm each case.

The debate this quarter centers around the company's ability to grow its customer base while navigating regulatory challenges.

Bull Confirmed If

Demonstrating a customer growth rate of at least 5% would confirm the bull case.

Bear Confirmed If

A decline in customer numbers or negative commentary on regulatory impacts would confirm the bear case.

Pre-Earnings Positioning

Options Market

Implied Move

±9.96%

Historical Avg

±1.4%

Pricing rich

The options market is pricing in a significant potential move, suggesting that traders expect volatility around the earnings announcement.

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% on the first day, but this would confirm strong operational performance.

In-Line / Cautious

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

Miss

A miss could lead to a decline of approximately 0.79% based on historical patterns, indicating investor disappointment.

Earnings Track Record

Preparation

What to Listen For

Call Prep

1Updates on customer growth and retention strategies.
2Details on how regulatory changes are being managed.
3Insights into operational efficiencies and cost management.
4Any commentary on future capital expenditures and investments in clean energy.
5Management's outlook on market conditions and competitive landscape.