Edison International
Edison International Q1 FY2026 earnings call
April 28, 2026 · fiscal period ended 2026-03
EPS · actual vs est
Revenue · actual vs est
Summary
Generated 2026-04-28
Management highlights
Welcome Susan Hardwick to the board. Focus on making communities safer and more resilient, including wildfire mitigation and rebuilding. Key legislative developments. Confidence in financial outlook. SCE's use of AI in various operational areas.
Segment performance
Edison International's first quarter 2026 core earnings per share was $1.42. SCE has made progress in wildfire mitigation, grid reliability, etc.
Guidance
Reaffirm 2026 core EPS guidance and long-term 5%-7% core EPS growth target. Strong visibility into capital plan.
Risks
Uncertainty in wildfire recovery compensation program claims. Potential credit rating impacts if legislation not passed this year.
Q&A highlights
Q: Nick Campanella's question about wildfire legislation and SB 254 study.
A: Pedro's response on what Edison advocates for in the three paths, shareholder contributions, and timing of CEA report to legislature.
Q: Richard Sunderland's question on legislative discussion procedure.
A: Pedro's response on CEA process, broad stakeholder engagement, and legislative procedure.
Q: Greg Orrell's question on wildfire recovery compensation program scale.
A: Response on unknown ultimate scale of claims, early stage of offers and claims filed.
Q: Anthony Crowdell's question on settlement pace for loss estimate.
A: Response on difficulty in estimating due to claim variety and new facts.
Q: Aiden Kelly's question on SB 254 legislation outcome.
A: Pedro's response on singular focus on 2026, cost of inaction, and potential consequences of no action.
Q: Aiden Kelly's follow-up on affordability and rate decreases.
A: Response on Edison's affordability trajectory and communication with policymakers.
Q: Aiden Kelly's question on EV fire process information flow.
A: Pedro's response on transparency in litigation and privilege information.
Q: Ryan Levine's question on AI cost-cutting and AMI 2.0 impact.
A: Steve's response on AI's early stage potential and AMI's value.
Q: Ryan Levine's follow-up on wildfire risk assessment.
A: Steve's response on wildfire risk mitigation measures.
Q: Char Pereza's (Constantine) question on Eden liabilities and claim submissions.
A: Response on statute of limitations and complexity of claims and insurance
Key numbers
Reported versus consensus
Earnings calendar feed
| Metric | Reported | Consensus | Delta | Prior year |
|---|---|---|---|---|
| EPS | $1.42 | $1.33 | +6.6% | $1.37 |
| Revenue | $4.10B | $4.17B | -1.7% | $3.81B |
Transcript
April 28, 2026Full transcript unavailable for redistribution
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