Edison International (EIX)
NYSEUtilitiesRegulated ElectricSnapshot 2026-09-04
$56.77+0.83%
Close 2026-09-04 · 1-day change
NYSEUtilitiesRegulated ElectricSnapshot 2026-09-04
QuarterlyIQ Insights · EIX
How strong the business is — where it ranks within its sector on capital efficiency and cash generation, and how well management has been executing.
How this business ranks within utilities on a research-validated quality screen. As of 2026-09-04.
The screen ranks EIX against its sector on four durable signals: share dilution, return on capital, free-cash-flow yield, and FCF margin. Historically the highest-quality names tended toward better typical outcomes and fewer bad years over multi-year holds (strongest at three years, modest at one), and that pattern showed up even before the price moved. It characterizes business quality, not price direction.
Each leg is a sector-relative percentile (higher is better); 4 of 4 legs were available for this name. The composite is built from these four; the raw value follows each percentile for context.
A forward quality tilt, not a price prediction, and context for your own research rather than a recommendation. Not investment advice.
How management runs the business: capital, margins, balance sheet, and how reliably they guide and deliver.
Each factor is a parallel diagnostic with a clear read of what it shows and how names like it have historically fared. Never aggregated into a single score.
Operating income rose in 2 of the last 3 quarter-over-quarter moves. Historically, Utilities names rated neutral grew net income 67% of the time over the next year (vs 64% for the rest of the cohort, n=1452).
Not investment advice. Scores describe historical and current data; they are not forecasts of future returns. Consult a licensed advisor before making investment decisions.
A guidance track record builds as the company issues and delivers on guidance.
Priorities management has stated in recent disclosures, with status and evidence drawn from earnings calls, filings, and press releases.
Continue layered wildfire mitigation efforts including distribution and transmission hardening, vegetation management, and situational awareness to reduce wildfire risk and support recovery programs.
Stated as a priority in 3 of last 3 quarters. Management detailed SCE's layered wildfire mitigation plan including over 7,080 miles of covered conductor, 2.5 million+ vegetation trims, and nearly 2,000 weather stations deployed as of 2025-Q4. The company reported continued execution and progress on wildfire mitigation and recovery programs in 2026-Q1 and Q2. The trajectory shows delivering on wildfire mitigation commitments with ongoing operational progress and community support.
“Continued wildfire mitigation execution and progress on Wildfire Recovery Compensation Program”
“Disciplined execution and steady operational progress to make communities safer and more resilient, including wildfire mitigation and rebuilding efforts”
“SCE's 2026-2028 Wildfire Mitigation Plan is a layered defense strategy including distribution hardening, transmission hardening, new technology deployment, and vegetation management”
Maintain disciplined execution to achieve 5-7% core EPS compound annual growth from 2025 through 2030, reaffirming 2026 guidance and long-term targets.
Reaffirmed in 3 of last 3 quarters. The company maintained 2026 core EPS guidance at $5.90-$6.20 and projects 5-7% core EPS growth through 2030. Core EPS for first half 2026 increased to $2.97 from $2.34 in first half 2025, reflecting delivering trajectory consistent with stated growth targets.
“Reaffirmed 2026 core EPS guidance of $5.90-$6.20 and continued confidence in delivering 5-7% core EPS growth from 2025-2030”
Continue disciplined capital allocation with $38-$41 billion electric infrastructure investment opportunity from 2026 through 2030 to support grid modernization and climate goals.
Stated in 2 of last 3 quarters. The company updated its capital plan from $28-$29 billion for 2025-2028 to $38-$41 billion for 2026-2030, reflecting an increased investment opportunity. This shows continued commitment to disciplined capital allocation supporting grid modernization and climate goals.
“EIX’s principal subsidiary, with $38-$41 billion electric infrastructure investment opportunity from 2026 through 2030”
Execute a layered defense wildfire mitigation plan including distribution and transmission hardening, new technology deployment, vegetation management, and situational awareness improvements.
Maintain and reaffirm 2026 core EPS guidance range of $5.90-$6.20 and long-term 5-7% core EPS growth target through 2030.
Over the trailing year it converted 2.04x of net income into operating cash flow. Historically, Utilities names rated neutral grew net income 68% of the time over the next year (vs 64% for the rest of the cohort, n=1211).
Not enough signal yet.
Not enough signal to read sensitivity to the broad stock market, real (inflation-adjusted) rates, long-term interest rates, the US dollar, Fed net liquidity (low R² over the window).
7 material management or governance events in the past 24 months, led by executive changes. Historically, Utilities names rated stable grew net income 60% of the time over the next year (vs 69% for the rest of the cohort, n=176).
Not investment advice. As of 2026-09-04.
“Affirmed 2026 core EPS guidance of $5.90-$6.20 and confidence in 5-7% core EPS growth over the long term”
“Introduced 2026 core EPS guidance of $5.90-$6.20 and 2027 guidance of $6.25-$6.65”
“2025-2028 capital plan of $28-$29 billion”