Edison International (EIX)
NYSEUtilitiesRegulated ElectricSnapshot 2026-11-04
$60.88-0.98%
Close 2026-11-05 · 1-day change
NYSEUtilitiesRegulated ElectricSnapshot 2026-11-04
QuarterlyIQ Insights · EIX
What must go right, what could break, what the price assumes, and what evidence comes next.
The current health of the standing investment case.
Recent financial performance sits well below its industry cohort — worth keeping an eye on, though it has not freshly broken.
One-year growth currently built into the price, compared with our model's estimate.
| Measure | Marker shape | Value |
|---|---|---|
| Growth built into the price | circle | -23.2% |
| Our one-year growth estimate | diamond | 4.4% |
For each item: what to watch, what would become a concern, and what would make it less concerning.
A reporting-risk estimate, not a forecast of the stock-price response.
Historical relationships that met the evidence threshold. They do not prove cause or forecast a move.
No outside relationship met the current evidence threshold.
Based on historical daily prices through 2026-11-04.
Past price behavior in dollars on a $10,000 position. This does not measure permanent business risk.
How much price usually moves either way.
A larger daily loss that occurred about once in every 20 trading days.
Use the underlying financial and sector pages to investigate the cause.
Not investment advice. Scores describe historical and current data; they are not forecasts of future returns. Consult a licensed advisor before making investment decisions.
Growth built into the price is above our model estimate.
The price assumes 27.6 percentage points less one-year growth.
The one-year revenue growth assumption on Valuation.
Model as of 2026-11-04 · Compared with 18 industry peers · Company calendar date is not available
EIX — CFO transition
Dated 2026-04-23
Chief Financial Officer — Maria Rigatti: Maria Rigatti is retiring as CFO, and Aaron D. Moss has been appointed to succeed her.
Why it matters: Management has named a large investment plan through 2030. A reported spending milestone would show that the plan is moving forward.
Supportive ifEdison reports how much it invested toward the $38 billion to $41 billion plan. It remains on track through 2030.
Worry ifEdison cuts the plan below $38 billion or reports a delay that pushes planned work past 2030.
Why it matters: Edison says lasting reform can help protect customers and support grid investment. The release names a clear cash source and a real cap on shareholder liability.
Supportive ifCalifornia passes a reform law with a clear cash source. It also caps shareholder liability without relying on the Wildfire Fund.
Worry ifNo reform law passes, or the law lacks either a clear cash source or a cap outside the Wildfire Fund.
Why it matters: Management kept its $5.90 to $6.20 core EPS range. A result below $5.90 would break that outlook.
Worry ifFull-year 2026 core EPS comes in below $5.90, or management cuts the guidance floor below $5.90.
Less concerning ifFull-year 2026 core EPS lands at or above $5.90, within the stated range.
We watch for confirming and disproving signals on each item. Resolutions are found automatically where possible and checked by hand for unclear cases. Last 90 days shown.
Deepest peak-to-trough drop in the last year.
| Measure | Value | Meaning |
|---|---|---|
| Typical day | ±$112 on $10,000 · ±1.1% | How much price usually moves either way. |
| Bad day | $293 loss on $10,000 · 2.9% | A larger daily loss that occurred about once in every 20 trading days. |
| Largest peak-to-trough drop in the past year | $3,597 loss on $10,000 · 36.0% | Deepest peak-to-trough drop in the last year. |
Past year. 1.00 means similar movement; 1.20 means about 20% more.
Past year. 1.00 means similar movement to the sector. This is secondary context.
Latest 30 trading days, shown as an annual percentage.
Latest 252 trading days, shown as an annual percentage.
20-trading-day average in US dollars.
Trading days used by the source risk snapshot.
Past results, not a forecast. Not investment advice.