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Exelon Earnings Calls
| Release date | May 06, 2026 |
| EPS estimate | $0.88 |
| EPS actual | $0.91 |
| EPS Surprise | 2.94% |
| Revenue estimate | 6.926B |
| Revenue actual | 7.242B |
| Revenue Surprise | 4.56% |
| Release date | Feb 12, 2026 |
| EPS estimate | $0.547 |
| EPS actual | $0.590 |
| EPS Surprise | 7.86% |
| Revenue estimate | 5.391B |
| Revenue actual | 5.412B |
| Revenue Surprise | 0.387% |
| Release date | Nov 04, 2025 |
| EPS estimate | $0.778 |
| EPS actual | $0.86 |
| EPS Surprise | 10.54% |
| Revenue estimate | 6.43B |
| Revenue actual | 6.705B |
| Revenue Surprise | 4.27% |
| Release date | Jul 31, 2025 |
| EPS estimate | $0.367 |
| EPS actual | $0.390 |
| EPS Surprise | 6.15% |
| Revenue estimate | 5.38B |
| Revenue actual | 5.427B |
| Revenue Surprise | 0.88% |
Last 4 Quarters for Exelon
Below you can see how EXC performed 4 days prior and 4 days after releasing the earnings report. Also, you can see the pre-estimates and the actual earnings. This information can give you a slight idea of what you might expect for the next quarter's release.
| Release date | Jul 31, 2025 |
| Price on release | $44.94 |
| EPS estimate | $0.367 |
| EPS actual | $0.390 |
| EPS surprise | 6.15% |
| Date | Price |
|---|---|
| Jul 25, 2025 | $43.99 |
| Jul 28, 2025 | $43.41 |
| Jul 29, 2025 | $44.30 |
| Jul 30, 2025 | $44.26 |
| Jul 31, 2025 | $44.94 |
| Aug 01, 2025 | $44.67 |
| Aug 04, 2025 | $45.17 |
| Aug 05, 2025 | $44.69 |
| Aug 06, 2025 | $45.06 |
| 4 days before | 2.16% |
| 4 days after | 0.267% |
| On release day | -0.601% |
| Change in period | 2.43% |
| Release date | Nov 04, 2025 |
| Price on release | $46.38 |
| EPS estimate | $0.778 |
| EPS actual | $0.86 |
| EPS surprise | 10.54% |
| Date | Price |
|---|---|
| Oct 29, 2025 | $47.20 |
| Oct 30, 2025 | $47.07 |
| Oct 31, 2025 | $46.12 |
| Nov 03, 2025 | $46.20 |
| Nov 04, 2025 | $46.38 |
| Nov 05, 2025 | $46.15 |
| Nov 06, 2025 | $45.71 |
| Nov 07, 2025 | $46.21 |
| Nov 10, 2025 | $45.46 |
| 4 days before | -1.74% |
| 4 days after | -1.98% |
| On release day | -0.496% |
| Change in period | -3.69% |
| Release date | Feb 12, 2026 |
| Price on release | $47.55 |
| EPS estimate | $0.547 |
| EPS actual | $0.590 |
| EPS surprise | 7.86% |
| Date | Price |
|---|---|
| Feb 06, 2026 | $44.33 |
| Feb 09, 2026 | $43.97 |
| Feb 10, 2026 | $44.64 |
| Feb 11, 2026 | $44.45 |
| Feb 12, 2026 | $47.55 |
| Feb 13, 2026 | $48.48 |
| Feb 17, 2026 | $48.04 |
| Feb 18, 2026 | $47.24 |
| Feb 19, 2026 | $47.36 |
| 4 days before | 7.26% |
| 4 days after | -0.400% |
| On release day | 1.96% |
| Change in period | 6.84% |
| Release date | May 06, 2026 |
| Price on release | $45.02 |
| EPS estimate | $0.88 |
| EPS actual | $0.91 |
| EPS surprise | 2.94% |
| Date | Price |
|---|---|
| Apr 30, 2026 | $45.99 |
| May 01, 2026 | $46.50 |
| May 04, 2026 | $46.61 |
| May 05, 2026 | $46.18 |
| May 06, 2026 | $45.02 |
| May 07, 2026 | $44.41 |
| May 08, 2026 | $43.91 |
| May 11, 2026 | $44.19 |
| May 12, 2026 | $44.98 |
| 4 days before | -2.11% |
| 4 days after | -0.0888% |
| On release day | -1.35% |
| Change in period | -2.20% |
Exelon Earnings Call Transcript Summary of Q1 2026
Exelon reported Q1 2026 adjusted operating earnings of $0.91 per share, modestly ahead of expectations due to favorable weather and timing. Management reaffirmed full-year 2026 adjusted operating earnings guidance of $2.81–$2.91 per share and reiterated long‑term operating earnings growth near the top end of the 5–7% range (2025–2029). The company has rebalanced its four‑year capital plan ($41.7 billion through 2029) to defer ~$1.1 billion of distribution work at PICO and BGE while accelerating ~$1.5 billion of incremental transmission investment tied to interconnection and reliability needs; transmission rate base is expected to grow ~16% through 2029. Exelon is targeting $350 million of incremental O&M savings in 2027 from project reductions, technology/AI deployment, managed hiring, contractor reductions, and a targeted voluntary separation program. Management emphasized top‑quartile operational reliability (ComEd in top decile) even through storm activity, and highlighted regulatory/legislative developments: withdrawal of the recently filed Pennsylvania (PICO) rate cases for timing/affordability reasons and ongoing Maryland developments (Utility Relief Act). They stressed the system‑wide supply shortfall in PJM and the need for new generation (and transmission) to avoid future reliability risk; Exelon is pursuing transmission bids and selective generation/contracting opportunities. Balance sheet/funding: ~$47.17 billion revised plan through 2029 to be funded with ~$21.8B internal cash, ~$13.1B utility debt, ~$3.4B holding company debt, and ~$3.4B equity (about 40% of incremental equity already addressed), while targeting credit metric headroom (~14% at Moody's/S&P). Key investor takeaways: guidance affirmed, active capital reallocation toward higher‑visibility transmission opportunities, material O&M savings target, regulatory/political risk in Pennsylvania could affect timing and PICO credit, and management is prioritizing reliability while advocating for policy changes to enable more generation build‑out in PJM.
