Equity Profile

EIX

Edison International

UtilitiesElectric Utilities$27.2B

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, its performance is closely tied to energy demand, regulatory changes, and advancements in renewable energy technologies.

Key Metrics to Watch

EPS

Earnings per share is a critical measure of profitability, and investors will be looking for signs of growth or decline.

$1.96

Revenue

Revenue figures indicate the company's ability to generate sales and reflect overall business health.

$5.4B

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 estimates by 7.58%. However, the stock declined by 0.92% the following day, indicating mixed investor sentiment.

Management Promises & Guidance

Expectations

Wall Street Expectations

Analysts expect Edison International to report solid earnings this quarter, with a consensus EPS of $1.96. However, the stock's recent performance suggests that investors may be cautious.

Bull Case

If Edison can beat EPS expectations and show strong revenue growth, it could signal a recovery in demand and improved operational efficiency.

Bear Case

Conversely, if the company misses earnings expectations or shows signs of declining demand, it could lead to further stock declines.

Key Metrics to Watch

EPS

$1.96

Earnings per share is a critical measure of profitability, and investors will be looking for signs of growth or decline.

Revenue

$5.4B

Revenue figures indicate the company's ability to generate sales and reflect overall business health.

Expectations

Two Questions That Matter

The print will turn on these two things.

Will Edison International's EPS exceed $1.96?

A strong EPS could indicate robust operational performance and investor confidence.

What is the outlook for revenue growth in the current economic environment?

Understanding revenue growth will help gauge demand for electricity and the company's market position.

Edge

What the Street Is Missing

Why consensus could be wrong

The Street may be underestimating the impact of regulatory changes that could favor Edison, leading to stronger than expected revenue growth.

Supporting Evidence

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

Options are pricing in a 9.96% move, which is significantly higher than the historical average of 1.35%, indicating potential for a larger reaction.

The recent decline in stock price may have created an attractive entry point for investors ahead of earnings.

Key Risk

If regulatory changes lead to unexpected cost savings or revenue opportunities, it could significantly alter the earnings outlook.

Edge

Thesis-Break Levels

Pre-commit to what would confirm each case.

This quarter's performance is pivotal as it reflects the company's ability to navigate economic challenges and demand fluctuations.

Bull Confirmed If

Earnings exceeding $1.96 with revenue above $5.4B would confirm a bullish outlook.

Bear Confirmed If

Earnings below $1.81 or revenue below $5.2B would confirm a bearish outlook.

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 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

Historical Setup Match

Cross-company pattern from 30 similar setups.

Prior-quarter beat + options rich in Utilities

n=30

Fade rate: 7 of 30 (23%)

This setup has occurred 30 times across Utilities in the last 2 years. 23 of 30 (77%) held or extended their move within 5 days — this setup typically holds direction. The average absolute 1-day move is 1.5%, with a raw directional average of -0.7% (modestly negative historical bias).

Preparation

Post-Print Playbook

Likely market behavior by outcome — not investment advice.

Beat & Raise

If Edison beats expectations, history suggests a potential stock increase of around 1.35%, confirming a positive outlook.

In-Line / Cautious

An in-line report may lead to muted reactions, as investors weigh management's commentary on future performance.

Miss

If Edison misses expectations, history suggests a potential decline of around 0.79%, indicating investor disappointment.

Earnings Track Record

Preparation

What to Listen For

Call Prep

1Any updates on regulatory changes affecting Edison International's operations.
2Insights into demand trends for electricity in Southern California.
3Management's commentary on cost management and efficiency improvements.
4Details on any new initiatives in renewable energy investments.
5Guidance on future earnings expectations and capital expenditures.

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

Jul27

KRCAMC

Kilroy Realty Corporation

PreviewView

Jul27

PIIAMC

Company Snapshot

Key Metrics to Watch

EPS

Earnings per share is a critical measure of profitability, and investors will be looking for signs of growth or decline.

$1.96

Revenue

Revenue figures indicate the company's ability to generate sales and reflect overall business health.

$5.4B

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 estimates by 7.58%. However, the stock declined by 0.92% the following day, indicating mixed investor sentiment.

Management Promises & Guidance

Expectations

Wall Street Expectations

Analysts expect Edison International to report solid earnings this quarter, with a consensus EPS of $1.96. However, the stock's recent performance suggests that investors may be cautious.

Bull Case

If Edison can beat EPS expectations and show strong revenue growth, it could signal a recovery in demand and improved operational efficiency.

Bear Case

Conversely, if the company misses earnings expectations or shows signs of declining demand, it could lead to further stock declines.

Key Metrics to Watch

EPS

$1.96

Earnings per share is a critical measure of profitability, and investors will be looking for signs of growth or decline.

Revenue

$5.4B

Revenue figures indicate the company's ability to generate sales and reflect overall business health.

Expectations

Two Questions That Matter

The print will turn on these two things.

Will Edison International's EPS exceed $1.96?

A strong EPS could indicate robust operational performance and investor confidence.

What is the outlook for revenue growth in the current economic environment?

Understanding revenue growth will help gauge demand for electricity and the company's market position.

Edge

What the Street Is Missing

Why consensus could be wrong

The Street may be underestimating the impact of regulatory changes that could favor Edison, leading to stronger than expected revenue growth.

Supporting Evidence

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

Options are pricing in a 9.96% move, which is significantly higher than the historical average of 1.35%, indicating potential for a larger reaction.

The recent decline in stock price may have created an attractive entry point for investors ahead of earnings.

Key Risk

If regulatory changes lead to unexpected cost savings or revenue opportunities, it could significantly alter the earnings outlook.

Edge

Thesis-Break Levels

Pre-commit to what would confirm each case.

This quarter's performance is pivotal as it reflects the company's ability to navigate economic challenges and demand fluctuations.

Bull Confirmed If

Earnings exceeding $1.96 with revenue above $5.4B would confirm a bullish outlook.

Bear Confirmed If

Earnings below $1.81 or revenue below $5.2B would confirm a bearish outlook.

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 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

Historical Setup Match

Cross-company pattern from 30 similar setups.

Prior-quarter beat + options rich in Utilities

n=30

Fade rate: 7 of 30 (23%)

Preparation

Post-Print Playbook

Likely market behavior by outcome — not investment advice.

Beat & Raise

If Edison beats expectations, history suggests a potential stock increase of around 1.35%, confirming a positive outlook.

In-Line / Cautious

An in-line report may lead to muted reactions, as investors weigh management's commentary on future performance.

Miss

If Edison misses expectations, history suggests a potential decline of around 0.79%, indicating investor disappointment.

Earnings Track Record

Preparation

What to Listen For

Call Prep

1Any updates on regulatory changes affecting Edison International's operations.
2Insights into demand trends for electricity in Southern California.
3Management's commentary on cost management and efficiency improvements.
4Details on any new initiatives in renewable energy investments.
5Guidance on future earnings expectations and capital expenditures.