| EIX |
Report |
2Q26 EIX core EPS |
BEAT |
pred ~$1.17 vs. cons $1.15 |
MEDIUM |
| EIX |
Report |
2Q26 SCE core EPS |
BEAT |
pred ~$1.39 vs. cons $1.36 |
MEDIUM |
| EIX |
Report |
2Q26 Parent & Other core EPS |
MISS |
pred ~($0.22) vs. cons ($0.20) |
MEDIUM |
| EIX |
Guide |
2026 EIX core EPS guidance |
UNCHANGED |
guide ~$6.05 midpoint ($5.90-$6.20) vs. cons $6.06 (FY2026) |
HIGH |
| EIX |
Guide |
2026-2030 capital plan |
UNCHANGED |
guide ~$39.5B midpoint ($38B-$41B) vs. cons $39.5B (2026-2030) |
HIGH |
| EIX |
Guide |
2025-2030 SCE rate-base CAGR |
UNCHANGED |
guide ~7.0% vs. cons 7.0% (2025-2030) |
HIGH |
| EIX |
Guide |
California wildfire-legislation passage probability |
BETTER |
guide ~65% vs. cons 55% (by August 31, 2026) |
LOW |
| EIX |
Return |
Day-1 residual (stock − beta × S&P 500) |
+2.5% |
— |
MEDIUM |
| EIX |
Return |
5-day cumulative residual |
+3.5% (FOLLOW-THROUGH) |
A modest EPS beat plus unchanged FY2026 midpoint math should be reinforced by more constructive wildfire-legislation probability (~65% versus ~55% consensus), supporting valuation and out-period risk-premium compression despite no Eaton-loss estimate. |
MEDIUM |