| EIX |
Report |
Q2 2026 Core EPS |
BEAT |
pred ~$1.20 vs. cons $1.15 |
MEDIUM |
| EIX |
Report |
Q2 2026 Total Revenue |
IN-LINE |
pred ~$4.60B vs. cons $4.65B |
LOW |
| EIX |
Report |
SCE O&M / Operating Expense Discipline (ex-fuel) |
IN-LINE |
pred ~flat y/y op-ex vs. cons modest 2-3% increase implied |
LOW |
| EIX |
Guide |
FY2026 Core EPS Guidance ($5.90-$6.20 range) |
UNCHANGED |
guide ~$6.05 midpoint reaffirmed vs. cons $6.05 (FY2026) |
HIGH |
| EIX |
Guide |
Long-term Core EPS CAGR 2026-2030 (5-7%) |
UNCHANGED |
guide ~6% midpoint vs. cons ~6% (2026-2030) |
HIGH |
| EIX |
Guide |
2026-2030 Capital Plan / No New Equity through 2030 |
UNCHANGED |
guide ~$39.5B capex (midpoint of $38-41B) vs. cons ~$39.5B (2026-2030) |
MEDIUM |
| EIX |
Guide |
Eaton Fire WRCP Offers/Claims Dollar Total (key commentary, no formal reserve) |
UNKNOWN |
guide ~$750M cumulative offers vs. cons ~$650M expected update (Q2 2026) |
LOW |
| EIX |
Return |
Day-1 residual (stock − beta × S&P 500) |
+0.5% |
— |
MEDIUM |
| EIX |
Return |
5-day cumulative residual |
+0.3% (STABILIZE) |
With guidance already reaffirmed at $5.90-$6.20 for three straight quarters and no new equity/financing surprises, a modest EPS beat is unlikely to trigger meaningful full-year estimate revisions since H1 run-rate (~$2.62) tracks normally against the H2 implied build. The two true stock-moving catalysts—Eaton Fire liability quantification and SB254 wildfire-legislation outcome—remain unresolved heading into the Aug 31 session close, so the print itself lacks a binary trigger; absent new litigation/legislative headlines in the days after, initial reaction should hold rather than extend or reverse sharply. |
LOW |