| EIX |
Report |
Core EPS |
BEAT |
pred ~$1.21 vs. cons $1.18 |
MEDIUM |
| EIX |
Report |
Operating revenue |
IN-LINE |
pred ~$4.84B vs. cons $4.80B |
MEDIUM |
| EIX |
Report |
SCE core EPS |
BEAT |
pred ~$1.45 vs. cons $1.41 |
LOW |
| EIX |
Guide |
Core EPS guidance |
LOWER |
guide ~$6.05 midpoint vs. cons $6.13 (FY2026) |
HIGH |
| EIX |
Guide |
Core EPS guidance |
LOWER |
guide ~$6.45 midpoint vs. cons $6.50 (FY2027) |
MEDIUM |
| EIX |
Guide |
Core EPS guidance |
UNCHANGED |
guide ~$6.94 midpoint vs. cons $6.93 (FY2028) |
MEDIUM |
| EIX |
Guide |
Capital expenditure plan |
UNCHANGED |
guide ~$39.5B midpoint vs. cons $39.5B (2026–2030) |
HIGH |
| EIX |
Guide |
Common-equity issuance |
UNCHANGED |
guide ~$0.0B vs. cons $0.0B (through FY2030) |
MEDIUM |
| EIX |
Return |
Day-1 residual (stock − beta × S&P 500) |
-1.8% |
— |
MEDIUM |
| EIX |
Return |
5-day cumulative residual |
-2.7% (FOLLOW-THROUGH) |
A modest quarterly beat is unlikely to generate material estimate revisions because unchanged FY2026 guidance implies ~$3.42 of required second-half core EPS versus the ~$3.39 consensus hurdle, while FY2027 guidance remains ~$0.05 below consensus. Continued Eaton-liability uncertainty should keep the post-report multiple from expanding, producing negative follow-through after the initial reaction. |
MEDIUM |