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
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 dropped from the top half to the bottom half of its industry over the past month — the reason to own it has weakened.
One-year growth currently built into the price, compared with our model's estimate.
| Measure | Marker shape | Value |
|---|---|---|
| Growth built into the price | circle | -33.2% |
| Our one-year growth estimate | diamond | 1.2% |
Growth built into the price is above our model estimate.
The price assumes 34.4 percentage points less one-year growth.
The one-year revenue growth assumption on Valuation.
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.
Model as of 2026-09-04 · Compared with 31 industry peers
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: Changes in regulations can affect how companies work and their financial health.
Worry ifNew laws in California help reduce wildfire risks for utilities.
Less concerning ifNew laws do not address wildfire liability, which raises financial risks.
Why it matters: Updates on wildfire laws affect costs and risks. This impacts financial stability.
Worry ifNew laws limit how much utilities pay for wildfire damage.
Less concerning ifNew laws increase how much utilities pay for wildfire damage.
Why it matters: Reaffirming core EPS guidance shows confidence in earnings growth. It signals stability in operations.
Supportive ifManagement reaffirms 2026 core EPS guidance of $5.90-$6.20 during the Q3 earnings call.
Worry ifManagement lowers the core EPS guidance below $5.90 during the Q3 earnings call.
Why it matters: Decisions affect Edison’s ability to get back wildfire costs. This impacts their financial health.
Worry ifGood decisions that allow recovery of wildfire costs.
Less concerning ifBad decisions that stop recovery of wildfire costs.
Why it matters: This plan is crucial for safety and regulatory compliance. Its success affects future costs and operations.
Supportive ifCompletion of key milestones in the Wildfire Mitigation Plan by the end of 2026.
Worry ifDelays in the Wildfire Mitigation Plan can hurt safety. They can also affect compliance.
Why it matters: Updates on the capital investment plan show a commitment to growth. This affects finances.
Watch forManagement plans to invest over $41 billion from 2026 to 2030.
Also watch forManagement plans to invest under $38 billion from 2026 to 2030.
Why it matters: A new CFO can change financial strategies. This affects how money is spent.
Watch forGood changes in financial strategy or spending plans from the new CFO.
Also watch forNo big changes in financial strategy or ongoing issues with spending plans.
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.
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 2026-09-04.
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.
Deepest peak-to-trough drop in the last year.
| Measure | Value | Meaning |
|---|---|---|
| Typical day | ±$117 on $10,000 · ±1.2% | How much price usually moves either way. |
| Bad day | $283 loss on $10,000 · 2.8% | A larger daily loss that occurred about once in every 20 trading days. |
| Largest peak-to-trough drop in the past year | $3,284 loss on $10,000 · 32.8% | 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.
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.