Edison International
Edison International Q2 FY26 Results — Earnings Call Analysis
Q2 FY26 earnings call: what management said on revenue, margins and capex.
What the Q2 FY26 call signalled
1 of 4 strong
The short version
- SCE expects sustained grid investment driven by growing customer demand for reliable and resilient electricity to support California’s clean energy and electrification goals. - Edison International reaffirms its 2026 core EPS guidance range of $5.90 to $6.20.
From Edison International's Q2 FY26 earnings-call transcript · updated 29 May 2026.
Revenue & Sales Performance
- SCE expects sustained grid investment driven by growing customer demand for reliable and resilient electricity to support California’s clean energy and electrification goals.
- Rate base compound annual growth is projected at approximately 7% from 2025 to 2030, reflecting clear near-term and long-term visibility.
- The capital plan includes $38 billion to $41 billion in investments from 2026 through 2030 to meet customer needs and support the clean energy transition.
2 more points from Edison International's call on revenue
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Profitability & Margins
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Capital Expenditure Plans
- SCE has a capital plan of $38 billion to $41 billion from 2026 through 2030 focused on essential grid investments to support clean energy and customer needs.
- Two significant stand-alone applications are underway:
- NextGen ERP program (previously discussed).
- AMI 2.0 application filed in March, requesting about $3.1 billion capital investment through 2033 for smart meter modernization.
- Approximately half of AMI 2.0 capital is within the current capital forecast; the other half extends beyond 2030.
- Upcoming RAMP application will outline risk mitigations guiding investments across wildfire risk, reliability, cybersecurity, climate adaptation, and safety.
- Capital investments are executed with focus on affordability, cost discipline, and are evaluated using a risk-based framework.
2 more points from Edison International's call on capex
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Fundraising & Capital Structure
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Order Book & Pipeline
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Potential multibaggers · Q2 FY27
This quarter's potential multibaggers
on management's own guidance
- Strong growth2
- Strong growth1
- Strong growth3
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Ranks describe management commentary on revenue and margin from the latest earnings call. Not investment advice.
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Frequently Asked Questions
What were Edison International Q2 FY26 results?
- SCE expects sustained grid investment driven by growing customer demand for reliable and resilient electricity to support California’s clean energy and electrification goals. - Edison International reaffirms its 2026 core EPS guidance range of $5.90 to $6.20.
What is Edison International share price analysis?
Edison International currently shows a neutral. The stock trades at a P/E of 7.7 with a market cap of $27,043. Investors should review the full earnings analysis for detailed insights.
Is Edison International planning capital expenditure?
- SCE has a capital plan of $38 billion to $41 billion from 2026 through 2030 focused on essential grid investments to support clean energy and customer needs.
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This analysis is AI-generated based on publicly available earnings data and the company's earnings call transcript. This is not investment advice. Please consult a SEBI-registered advisor before making investment decisions.